WTR Small-Cap Spotlight

Send us Fan Mail Tune in to the latest Small-Cap Spotlight FlashCast! Join WTR Vice Chair, Co-Founder & Chief Marketing Officer, Tim Gerdeman and Senior Research Analyst, Graham Mattison as they discuss WTR's initiation of coverage on ARQ, Inc. (NASDAQ: ARQ).

Send us Fan Mail Jack Lu, Director of Corporate Development, of Ainos joins us on this week’s WTR Small-Cap Spotlight to discuss the therapeutic platform and Veldona clinical development. He reviews the effects of Veldona on the immune system and benefit seen in prior clinical trials. Jack focuses on the recently announced studies being conducted in Taiwan for the three priority indications of ora...

Send us Fan Mail In this week’s Small-Cap Spotlight,  Lawrence Tan, iPower CEO, discusses the evolution of iPower from the growth of its online business to the development of its SuperSuite offering, using data analysis to refine product development, sourcing, logistics, and merchandising.  Lawrence believes iPower will increasingly focus on providing services to other product companies and sees S...

Send us Fan Mail On this week's episode of WTR Small-Cap Spotlight, Mark Behrman, CEO of LSB Industries (LXU), joins Shawn Severson, Water Tower Research CEO, Co-founder and Head of Sustainability Research, and Peter Gastreich, analyst on WTR’s Natural Resources and Energy Transition sector teams, to discuss: 1) how LSB is pursuing growth and higher returns with carbon capture and sequestrati...

Send us Fan Mail In this week’s Small-Cap Spotlight,  Tim Gerdeman, Vice Chair & Co-Founder, and Chief Marketing Officer of WTR, joins WTR’s Head of Cannabis, Jesse Redmond, and Hydrofarm CEO Bill Toler to discuss how the company is returning to growth.  The cannabis industry has an unprecedented series of catalysts ahead, and Toler helps us understand how Hydrofarm may participate in this rec...

Send us Fan Mail Jesse Redmond, Head of Cannabis at Water Tower Research, speaks with Benzinga’s Senior Vice President of Event Partnerships, Elliot Lane, to preview the Benzinga Cannabis Capital Conference in Chicago. The conversation begins with an overview of the Benzinga platform and the two flagship cannabis conferences the company hosts every year. Elliot shares what he’s looking forward to...

Send us Fan Mail Tune in to the latest Small-Cap Spotlight FlashCast! Join WTR CEO & Co-Founder, Shawn Severson and Technology Analyst, Curtis Shauger as they discuss WTR's initiation of coverage on Shift4 Payments (FOUR).

Send us Fan Mail Kirk Huntsman, Chairman and CEO of Vivos Therapeutics joins us on this week’s WTR Small-Cap Spotlight following the company announcement of its first known FDA clearance for a medical device in pediatric obstructive sleep apnea. He discusses what the FDA approval means for the millions of US children with this serious health condition. Kirk talks about how the pediatric market fit...

Send us Fan Mail Patrick Gruber, Chief Executive Officer and Director at Gevo, Inc, joins Shawn Severson, Water Tower Research CEO, Co-founder and Head of Sustainability Research, and Peter Gastreich, analyst on WTR’s Natural Resources and Energy Transition sector teams. Gevo produces renewable fuels and develops related technologies that help customers meet carbon abatement goals as cost effectiv...

Send us Fan Mail Tune in to the latest Small-Cap Spotlight FlashCast! Join WTR CEO & Co-Founder, Shawn Severson and Head of Consumer Products, Doug Lane as they discuss WTR's initiation of coverage on 1-800-FLOWERS.COM (FLWS).

Send us Fan Mail Tune in to the latest Small-Cap Spotlight FlashCast! Join WTR CEO & Co-Founder Shawn Severson and Energy Transition and Sustainability Analyst Peter Gastreich as they discuss Gevo, Inc. Discover why Gevo is emerging as a cost leader in the fast growing sustainable aviation fuel (SAF) industry and how the company's new entry into low-carbon ethanol and carbon capture and s...

Send us Fan Mail In our latest episode of Small-Cap Spotlight, Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer discusses the Unusual Machines (UMAC) and its growth potential with WTR technology analyst Dr. John Roy and UMAC CEO Dr. Allan Evans. Unusual Machines, Inc. is a development stage technology company, which engages in the provision of drone solutions with a focus on f...

Send us Fan Mail In this week's episode of WTR Small-Cap Spotlight, Tim Gerdeman, WTR's Vice-Chair, Co-Founder, and Chief Marketing Officer, hosts Patrick Quirk, Senior VP and General Manager of Opengear. They dive into Opengear's pivotal role in industrial IoT and network resilience, focusing on data center operations and cybersecurity. As well as, exploring how AI is revolutionizi...

Send us Fan Mail In this week's episode of WTR Small-Cap Spotlight, we dive into the world of digital security with Dr. Chris Pierson, Founder and CEO of BlackCloak, hosted by WTR's Dr. John Roy, Managing Director of Technology Research and Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer. We explore how BlackCloak provides tailored cybersecurity and privacy protecti...

Send us Fan Mail In the debut episode of the newly rebranded “WTR Small-Cap Spotlight”, Water Tower Research Co-Founders Shawn Severson and Tim Gerdeman dive into the evolving dynamics of the U.S. small-cap investment landscape. They discuss myriad dynamics of the U.S. small-cap investment landscape, and the strategic importance of uncovering value in under-covered small-cap stocks. This episode s...

Send us Fan Mail Novel Psychedelics drug developer Cybin's CEO Doug Drydale joins WTR's Tim Gerdman and Robert Sassoon to talk about the company's fast-track development into a late-stage clinical development company, and what differentiates Cybin from other drug developers in the psychedelics space. Drysdale discusses Cybin's plans and priorities for its development pipeline g...

Send us Fan Mail Jack Lu, Director of Corporate Development, of Ainos joins the Water Tower Hour Podcast to provide a business overview and discuss the proprietary AI Nose platform. He talks about the underlying technologies of AI Nose and the advantages of lead product Ainos Flora over traditional STI tests. We get a sense of how Ainos Flora could disrupt the STI test market and the other opportu...

Send us Fan Mail In our latest Water Tower Hour FlashCast, WTR CEO & Co-Founder Shawn Severson discusses the Gorilla Technology (GRRR) initiation of coverage report with WTR technology analyst Dr. John Roy. The discussion includes Gorilla's base business and significant growth in 2023, with a look at the Egyptian project that is key to Gorilla's MENA expansion.  Gorilla specializes i...

Send us Fan Mail Aspira CEO and Director Nicole Sandford joins the Water Tower Hour Podcast to discuss recent updates on OvaSuite, including preliminary 2Q24 OvaWatch volume growth and the launch of mass monitoring. She walks us through what is driving OvaWatch growth and the messaging to physicians and patients around the value of proper malignancy risk assessment prior to surgical intervention....

Send us Fan Mail CLS Holdings COO Joseph Ramalho and WTR’s Head of Cannabis Jesse Redmond join the show to discuss how CLS is winning in Nevada and expanding nationally. Joseph starts the show by sharing how cannabis has helped him personally overcome challenging medical issues and how this journey led him to join CLS. We examine how the company is succeeding in Nevada with its Oasis cannabis disp...

Send us Fan Mail In this week’s Water Tower Hour Podcast, WTR CEO & Co-Founder Shawn Severson discusses the 111, Inc (NASDAQ: YI) initiation of coverage report with WTR senior healthcare and special situations analyst Robert Sassoon. The discussion includes 111's role in the digital transformation of China's healthcare supply chain, the company's strategic goals, its solid finan...

Send us Fan Mail CEO Bob Rasmus, who joined the company 11 months ago, talks about the recent transformation of the company through the merger of Advance Emissions Solutions (NASDAQ: ADES) and UK based Arq and its strategic shift to producing higher margin Granular Activated Carbon. He discusses how today Arq is a vertically integrated activated carbon producer working to provide innovative enviro...

Send us Fan Mail Envoy’s CEO Brent Lucas and Envoy’s CFO David Wells join WTR’s Thierry Wuilloud and Tim Regan to discuss the company’s Acclaim cochlear implant.  The Acclaim has two key differentiating characteristics compared to the current market leading cochlear implants: First, it uses the ear to capture sound, unlike the current standard devices which capture sound externally behind the ear....

Send us Fan Mail In this week’s Water Tower Hour Podcast, Consumer Products analyst, Doug Lane, discusses our recent Consumer Products Virtual Investor Conference, as companies navigate the post-pandemic landscape with new strategies and management teams. We heard about Vera Bradley's Project Restoration, Medifast's innovative GLP-1 Lifestyle Program, and Herbalife's refreshed leade...

Send us Fan Mail In this week’s Water Tower Hour Podcast, WTR CEO & Co-Founder Shawn Severson discusses the WTR Spruce Power initiation of coverage report with WTR Energy Transition and Sustainable Investing analyst Peter Gastreich. The discussion includes the structural rise in the cost of grid electricity and impact on demand for rooftop solar, the addressable market for Spruce, opportunisti...