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WTR Small-Cap Spotlight is your weekly guide to uncovering hidden value in the world of small-cap stocks. Each episode features insightful interviews with C-level executives, industry thought leaders, and Water Tower’s expert analysts. Tune in for actionable investment ideas and in-depth discussions on under-the-radar opportunities that can make a big impact on your portfolio
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Send us a Text Message. 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 …
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Send us a Text Message. 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 …
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Send us a Text Message. 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 uncoverin…
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Send us a Text Message. 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 prio…
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Send us a Text Message. 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 Flor…
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Send us a Text Message. 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 Goril…
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Send us a Text Message. 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 ma…
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Send us a Text Message. 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 com…
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Send us a Text Message. 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 comp…
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Send us a Text Message. 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 activ…
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Send us a Text Message. 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 standar…
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Send us a Text Message. 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 Lifestyl…
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Send us a Text Message. 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 s…
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Send us a Text Message. In this episode of the Water Tower Hour Podcast, WTR CEO & Co-Founder Shawn Severson discusses what to expect at the Canadian Climate Investor Conference along with WTR Sustainability and Energy Transition sector analysts Graham Mattison and Peter Gastreich. WTR is a sponsor of the conference hosted June 25th in Toronto. The…
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Send us a Text Message. In this episode of the Water Tower Hour Podcast Al Petrie, host of the Louisiana Energy Conference, and Jeff Robertson, WTR’s Managing Director for Natural Resources, recap the 2024 Louisiana Energy Conference, which was held in New Orleans May 28 – 30, 2024. The conference featured a diverse set of panel discussions focusin…
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Send us a Text Message. Cody Shandraw, a serial entrepreneur and seasoned investor in unconventional opportunities, joins WTR's Robert Sassoon and Tim Regan to share his insights on the investing landscape in the psychedelics sector. He discusses the challenges and the opportunities, and on how to best play the psychedelics growth story going forwa…
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Send us a Text Message. Ahead of the Louisiana Energy Conference (May 28-30), Tim Gerdeman interviews the WTR team that will be attending, including Shawn Severson, Jeff Robertson, Chris Degner, and Peter Gastreich. The team discusses what to watch for, including at the conference panels, and also addresses the broader implications of energy evolut…
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Send us a Text Message. Emily and Morgan Paxhia are the co-founders of Poseidon, one of the most experienced cannabis investment managers. They joined WTR’s head of cannabis, Jesse Redmond, to discuss the recent news that the DEA has agreed with the HHS’ recommendation to move cannabis from Schedule I to Schedule III. The conversation covers implic…
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Send us a Text Message. BLGO’s CEO Dennis Calvert joins Dmitry Silversteyn and Tim Gerdeman to discuss the company’s science-driven approach to developing and commercializing innovative solutions to address critical environmental problems such as “forever chemicals”, air and water quality and cost-effective power storage.…
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Send us a Text Message. In this special episode, Nicole is joined by industry experts Tim Regan and Tim Gerdeman from Water Tower Research. Together, they embark on a dynamic conversation delving into the latest trends, challenges, and opportunities in women's health. They discuss continued progress on the markets adoption of the Company’s OvaSuite…
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Send us a Text Message. TMC’s CFO Craig Shesky and the company’s Head of Stakeholder Engagement Corey McLachlan join WTR’s Dmitry Silversteyn and Tim Gerdeman to discuss the importance of deep-sea mining as a source of critical metals for global energy transition with the least possible negative impact on the planet and the people, and look at the …
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Send us a Text Message. Join WTR’s Tim Regan and Dr. John Roy and as they chat about Crypto and AI, and the hype surrounding it, and which Crypto and AI companies are presenting at the WTR AI and Technology Investor Conference on April 10 and 11th.By Water Tower Research
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Send us a Text Message. Canada-based PharmAla Biotech's Founding CEO and President Nick Kadysh joins WTR's Tim Regan and Robert Sassoon to discuss PharmAla's focus on MDMA, the regulatory environment, and the company's recipe for success in the psychedelics space. Founded three years ago, the company reported annualized revenue of C$3 million and a…
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Send us a Text Message. Doug talks about factors impacting the very soft start to 2024 for the publicly traded direct selling stocks, with forward earnings being sharply reduced coming out of the 2023 4Q earnings cycle and forward multiples remaining at generational lows. However, Doug notes that these companies have been around for a while and hav…
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Send us a Text Message. Tim Regan is joined by Peter Gastreich and Chris Degner to discuss the changing landscape for the oil & gas industry in Latin America and Colombia. Among the key themes discussed include strategies of onshore independent operators and natural gas in the context of energy transition.…
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Send us a Text Message. WTR’s Tim Regan and Jesse Redmond were joined by Benzinga’s Elliot Lane to recap the company’s recent Cannabis Spotlight event in Los Angeles. This was Benzinga’s first regional event, and the group discussed the sentiment among operators, favorite moments, and biggest takeaways. The episode concludes by looking forward to B…
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Send us a Text Message. BayMedica is the commercial business arm of rare cannabinoids-based drug developer InMed Pharmaceuticals (NASDAQ: INM). BayMedica produces and sells synthesized high purity and consistent rare cannabinoid ingredients to the Health & Wellness sector. BayMedica’s business has quickly grown its annual revenues to more than $5 m…
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Send us a Text Message. Grown Rogue CEO Obie Strickler joined WTR’s Jesse Redmond to discuss how it grows low-cost craft cannabis at scale. The company has found success in historically different markets like Oregon and Michigan and Strickler shared the steps it has taken to compete in these open-license states. Grown Rogue is expanding, and he exp…
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Send us a Text Message. LifeVantage CEO Steve Fife and CFO Carl Aure join WTR’s Tim Regan and Doug Lane to talk about the company’s recent Global Kickoff event, featuring the introduction of this year’s “Rise ERA” theme to its Consultant base worldwide. Also covered is the announcement of Phase 2 of its LV360 initiatives this year, as well as a rec…
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Send us a Text Message. Join WTR’s Jesse Redmond and John Roy and as they chat with Bakkt’s Head of Institutional Solutions, Ray Kamrath, about how Bakkt’s custody capabilities are key for its institutional clients, and how the recent approval by the SEC of several Bitcoin ETFs is changing the US market.…
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Send us a Text Message. Standard Lithium’s CEO, Robert Mintak, joins WTR’s Jesse Redmond and Jeff Robertson to discuss the company’s plans to become a major domestic producer of battery-quality lithium. The company’s projects in Southern Arkansas and exploration acreage in East Texas will extract lithium from brine produced from the Smackover forma…
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Send us a Text Message. Soluna Holding’s CEO John Belizaire joins WTR’s Tim Regan and Graham Mattison to talk about Soluna’s impressive business turnaround in 2023, including the projects that are online today and their growing adjusted EBITDA contributions. Belizaire also talks about new projects under development, incremental revenue sources, and…
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Send us a Text Message. This episode discusses our upcoming Climate Investor Conference in NYC on December 7. We are looking at the challenges and opportunities facing sustainable investing and the key companies and technologies likely to thrive in the year ahead. With the broader pullback in the sector, investors can reset the bar and look for the…
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Send us a Text Message. Water’s Tower’s Head of Business Development Tim Regan was joined by WTR’s Managing Director of Technology Dr. John Roy, and Creative Realities (CREX) CEO Rick Mills to talk about the digital signage space. Mills discusses Creative’s customers (Best Buy, Verizon, Dallas Cowboys, Macy’s, 7-11, and Panera), his shift to more S…
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Send us a Text Message. Water’s Tower’s Head of Business Development Tim Regan was joined by WTR’s Head of Consumer Discretionary Lynne Collier to talk about the state of the restaurant Industry. Collier began by highlighting her takeaways from the recent Restaurant Development and Finance Conference. She then discussed the role that technology is …
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Send us a Text Message. Water Tower Research Head of Healthcare Services and Medical Devices Matt Borsch was joined by John Bencich, CEO of Achieve Life Sciences (ACHV). Bencich provided an overview of the company and its key product cytisinicline, which through multiple clinical trials, has shown strong efficacy and safety in treating nicotine add…
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Send us a Text Message. Water Tower Research’s Head of Cannabis Jesse Redmond was joined by Margaret Brodie, Interim CEO of Rubicon Organics. She led the conversation by explaining the inherent challenges in the Canadian market and how Rubicon Organics takes a differentiated approach by focusing on premium products. We discussed the benefits of sun…
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Send us a Text Message. WTR’s Emerging Growth Analyst Thierry Wuilloud was joined this week by Dolphin Entertainment’s CEO Bill O’Dowd. O’Dowd discussed the revenue synergy rationale behind the evolution of Dolphin that now includes leading PR agencies focusing on the entertainment business, as well as leading influencer marketing and events planni…
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Send us a Text Message. WTR’s Life Sciences Analyst Sally Yanchus was joined this week by Jaguar Health’s CEO Lisa Conte. Conte began by explaining how when climbing Mount Kilimanjaro, she discovered a natural-based plant substance that relieved altitude sickness. She then founded Jaguar Health, which pioneered plant-based therapies to treat severe…
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