WTR Small-Cap Spotlight
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
Episodes
116 episodes
Odyssey Marine Exploration (OMEX): A New Partner Can Facilitate Entry into New Stage of Growth
Odyssey Marine Exploration’s CEO Mark Gordon discusses company’s prospects and opportunities post-NAFTA court decision, including potential development of phosphate resource off the coast of Mexico and progress portfolio companies are making in...
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Season 2
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Episode 51
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41:05
President and CEO of Birchtech (OTC: BCHT) (TSX: BCHT) on Water Purification and Clean Coal Strategy
On this week's episode of WTR Small-Cap Spotlight, Richard MacPherson, President and CEO of Birchtech Corporation, joined Shawn Severson, CEO & Co-Founder of Water Tower Research, and Peter Gastreich, WTR Energy and Sustainability Analyst t...
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Season 2
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Episode 50
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17:56
SES AI is pioneering next generation battery chemistries and new business models with AI
SES AI CEO Qichao Hu sits down with Water Tower Research’s Tim Gerdeman and Brian Gordon to discuss the vision for the firm’s Molecular Universe AI-augmented battery materials discovery platform and the way that AI, more generally, is powering ...
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Season 2
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Episode 49
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24:32
Current Market Conditions and the Impact of EV Demand and Geopolitics on Lithium Outlook
Joe Lowry and Dmitry Silversteyn discuss the current state of the lithium industry, including lithium mining and processing companies and regions, and EV battery technology evolution’s impact on lithium demand, as well as the role of geopolitic...
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Season 2
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Episode 48
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23:09
WTR Symposium Series Podcast: FIRST MOVERS in Ethanol Carbon Capture and Sequestration (CCS) WTR Symposium Series Podcast: FIRST MOVERS in Ethanol Carbon Capture and Sequestration (CCS)
In this WTR Symposium Series podcast, "FIRST MOVERS in Ethanol Carbon Capture and Sequestration (CCS)", managment of Gevo, Inc, (GEVO) and Rex American Resources (REX) join Shawn Severson, WTR CEO and Co-founder, and Peter Gastreich, WTR Senior...
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Season 2
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Episode 47
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48:46
FiscalNote (NYSE: NOTE) CEO Talks AI for Understanding Regulations and Policy Impacts
In our latest FlashCast, Tim Gerdeman, Founder, Vice-Chairman, and Chief Marketing Officer discusses FiscalNote (NYSE: NOTE) and its growth potential with WTR technology analyst Dr. John Roy and FiscalNote CEO and President Josh Resnik.
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Season 2
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Episode 46
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24:25
Green Plains (GPRE) Initiation of Coverage Review - Early Mover set to Profit from Ethanol CO2 Waste Streams Starting in 2H25
Tune in to the latest Small-Cap Spotlight Flashcast! Join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they discuss Green Plains. Lear...
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Season 2
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Episode 45
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9:58
Rationale and Implications of the Executive Order to Increase American Mineral Production
Dmitry Silversteyn offers his take on Administration’s actions to increase domestic minerals production in the effort to decouple from China-dominated supply chain, its impact on mining and processing companies’ prospects, and how investors can...
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Season 2
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Episode 44
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18:13
Sky Quarry (NASDAQ: SKYQ) Co-Founder on How to Generate Value Recycling Waste Asphalt Shingles into Fuel
On this week's episode of WTR Small-Cap Spotlight, Marcus Laun, Co-Founder and VP Executive of Sky Quarry joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sust...
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Season 2
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Episode 43
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15:46
CEO of Sono Group (OTCQB: SEVCF) on Building a Future Powered with Solar Mobility
On this week's episode of WTR Small-Cap Spotlight, George O’Leary, Managing Director and Chief Executive Officer of Sono Group (OTCQB: SEVCF), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research,...
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Season 2
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Episode 42
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21:27
High Level Take-aways from 2025 PDAC Conference
Dmitry Silversteyn provides his impressions of the 2025 PDAC conference in Toronto and highlights some of the hot topics attendees were discussing at this three-day event.
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Season 2
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Episode 41
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24:20
Palladyne AI (NASDAQ: PDYN) CEO Talks Drones and AI for Machines
In our latest episode, Tim Gerdeman, Founder, Vice-Chairman, and Chief Marketing Officer discusses Palladyne AI (NASDAQ: PDYN) and its growth potential with WTR technology analyst Dr. John Roy and Palladyne AI co-founder, President and CEO Ben ...
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Season 2
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Episode 40
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15:47
Veru, Inc. CEO Mitch Steiner Discusses Recent Enobosarm Data and Preserving Muscle While on GLP-1 Obesity Drugs.
CEO Mitch Steiner joins us on this week’s collaboration with WTR Biotech Spotlight to talk about the next generation of drugs focusing on lean mass (muscle) preservation for obesity patients on the popular GLP-1 therapies. He reviews the recent...
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Season 2
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Episode 39
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34:34
Fireside Chat with Louis Chen, Chief Strategy Officer at Perfect Corp.
Perfect Corp. offers brands in the beauty industry the ability to offer an omnichannel experience to their customers, and for consumers to virtually try on products before making the purchases. The company recently acquired Wannaby to expand in...
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Season 2
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Episode 38
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17:41
Why the Time is Right for Investors to Focus on CCS, SAF and Low-Carbon Ethanol (NEW REPORT!)
Join Shawn Severson, Co-Founder and CEO at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they discuss how carbon capture and storage (CCS) can enable a big growth opportunity for low carbon ethanol and sustai...
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Season 2
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Episode 37
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21:25
Consumer Hardlines Trends for 2025
In our latest episode of WTR Small-Cap Spotlight, Tim Gerdeman, Co-Founder, Vice-Chairman, and Chief Marketing Officer and WTR's Senior Research Analyst, Brian Gordon, discuss Brian’s top industry trends for 2025.
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Season 2
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Episode 36
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11:35
Launch of WTR Biotech Spotlight Podcast with Tim Gerdeman and Do Kim
We are launching a WTR Spotlight podcast focused on biotech companies and industry. Listen to Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Do Kim, Senior Research Analyst, discuss what to ex...
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Season 2
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Episode 35
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6:09
Arq, Inc. (ARQ) Initiation of Coverage Review: Tightening Activated Carbon Market and Fully Integrated Low-Cost Brownfield Expansion Enable 81% EBITDA CAGR (24E-28E)
Tune in to the latest Small-Cap Spotlight Flashcast! Join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they discuss Arq, Inc. Learn ab...
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Season 2
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Episode 34
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8:44
BitFuFu (NASDAQ: FUFU) Discusses Why it is Winning
In our latest FlashCast, Tim Gerdeman, Founder, Vice-Chairman, and Chief Marketing Officer discusses BitFuFu (NASDAQ: FUFU) and its growth potential with WTR technology analyst Dr. John Roy and BitFuFu Vice President, Investor Relations, Charle...
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Season 2
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Episode 33
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10:16
Right Down the Middle of the Fairway” DC Policy Announcements with Gevo’s CEO and EVP, Corporate Affairs
On this week's episode of WTR Small-Cap Spotlight, Dr. Patrick Gruber, CEO at Gevo, and Lindsay Fitzgerald, EVP, Corporate Affairs, joined Peter Gastreich, Energy and Sustainability Analyst at Water Tower Research to discuss: 1) why the latest ...
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Season 2
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Episode 32
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31:50
ICR Conference Recap
WTR Consumer Products analyst Doug Lane shares his thoughts on some common themes at last week’s ICR conference in Orlando
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Season 2
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Episode 31
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9:40
LFVN: MindBody Back in Stock and Driving Top Line Growth
LifeVantage’s CEO Steve Fife and CMO Julie Boyster join us to discuss the recent successful launch of its MindBody GLP-1 System, and how they envision the brand as potentially being even bigger than its flagship Protandim Nrf2 Synergizer.
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Season 2
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Episode 30
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20:51
Natural Resources Trends for 2025
In our latest episode of WTR Small-Cap Spotlight, Tim Gerdeman, Co-Founder, Vice-Chairman, and Chief Marketing Officer and WTR's Managing Director of Natural Resources, Jeff Robertson, discuss Jeff’s top industry trends for 2025.
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Season 2
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Episode 29
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12:05