WTR Small-Cap Spotlight
WTR Small-Cap Spotlight is Water Tower Research's weekly podcast covering small-cap and micro-cap equities. Each episode features exclusive CEO interviews, analyst deep-dives, and actionable stock ideas across sectors including biotech, energy, technology, and industrials. Hosted by Tim Gerdeman, WTR Vice Chair & Co-Founder, the show gives investors direct access to the management teams and analysts behind under-the-radar opportunities. New episodes weekly on Apple Podcasts, Spotify, and all major platforms.
WTR Small-Cap Spotlight
CIRCULAR ECONOMY: Investing in SAF, CCUS and Waste-to-Value (PART 2 – CCUS)
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
This is the second episode in a three-part WTR Symposium Series on investment opportunities in industrial decarbonization and the circular resource economy. Shawn Severson and Peter Gastreich are joined by Gevo (GEVO), Alto Ingredients (ALTO), CapCO2, and LSB Industries (LXU) to explore how carbon has shifted from a compliance cost to a profit driver across aviation fuel, marine fuels, specialty alcohols, and fertilizers, and how regulatory tailwinds, accelerated by the Strait of Hormuz crisis, are reshaping the opportunity for investors in Carbon Capture, Utilization and Sequestration (CCUS).