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
Arq, Inc. (ARQ): The Science, Setbacks, and Path Forward at Red River
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In this episode of the WTR Small Cap Spotlight podcast, Eric Robinson, Senior Vice President of Operations, and Joe Wong, Chief Technology Officer of Arq, Inc. (Nasdaq: ARQ), join Tim Gerdeman (Vice Chair, Co-Founder & CMO, Water Tower Research) and Peter Gastreich (Managing Director, Water Tower Research).
In a technical deep-dive into operations, Eric and Joe shared views on the science and commercial applications of activated carbon, the engineering challenges Arq encountered in scaling granular activated carbon (GAC) production at its Red River facility, the surging demand for GAC in PFAS drinking water treatment, the competitive dynamics and supply-side barriers in the activated carbon market, Arq's path forward on GAC capacity decisions, and the strategic optionality remaining at the idled Corbin facility.
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