The Water Tower Hour

Send us Fan MailIn this inaugural episode of WTR Analyst Perspectives, Peter Gastreich, Managing Director for Energy Transition and Sustainable Investing, joins Tim Gerdeman to share his read on the renewable fuels sector coming off its strongest earnings season in years. Peter unpacks the five themes most relevant to investors: record mandates and August policy noise, the geopolitical supply squeeze driving margins, carbon intensity emerging as a durable revenue line, a demand-rich but supply-short SAF market that favors first movers, and a renewed focus on capital discipline. The episode closes with the key catalysts to watch, including EPA volume reallocation and the 45Z final rule. For additional content, visit www.watertowerresearch.com. 

Send us Fan MailIn this episode of the WTR Small Cap Spotlight, Dr. Jennifer Holmgren, Chief Executive Officer of LanzaTech Global, Inc. (Nasdaq: LNZA), joins WTR's Peter Gastreich (Managing Director, Energy Transition and Sustainable Investing) and Tim Gerdeman (Vice Chair, Co-Founder & Chief Marketing Officer).Jennifer discusses how LanzaTech's continuous fermentation technology converts industrial carbon emissions into ethanol, the mandate-driven demand for sustainable aviation fuel and marine fuel, and the company's shift from licensing toward developing its own projects with Brookfield funding. She also covers the expected ISCC EU certification for LanzaTech's China plant, LNZA's embedded value in LanzaJet and the Shougang LanzaTech joint venture, and key milestones expected over the next 18 months.For additional content, visit www.watertowerresearch.com.

Send us Fan MailIn this episode of the WTR Small Cap Spotlight, Our Bond, Inc. Founder and CEO Doron Kempel joins WTR's James Kisner and Tim Gerdeman to introduce the company's AI-powered preventative personal security platform and the profound gap it addresses. With 140 million Americans reporting they feel unsafe walking alone at night and 500,000 women severely sexually assaulted annually, Kempel explains why the existing 911 paradigm leaves most people unprotected in the moments that matter most, and how Bond's 24/7 command center of trained security agents delivers a response in five seconds rather than 10-plus minutes. The conversation covers the company's seven preventative services, including video monitoring, Track Me on the Go, and Ready an Agent, its 1.5 million security service requests handled to date, and a live demonstration of the platform in action. Kempel also walks through a new EY study showing Bond can save employers approximately $200 per employee per year through reduced healthcare costs, lower churn, and higher engagement, and outlines the company's strategy across corporate, city, and university verticals, including a city of 270,000 residents already subscribing and dialogue underway with approximately 20 cities across France, Israel, Mexico, and Brazil. The episode closes with the milestones investors should watch as Bond moves toward an inflection point in deal velocity, sales cycle compression, and contract size. For additional content, visit www.watertowerresearch.com. 

Send us Fan MailIn this episode of the WTR Small Cap Spotlight, Joseph Lucosky, Managing Partner of Lucosky Brookman LLP, joins WTR's Tim Gerdeman to discuss his new seat on the SEC's Small Business Capital Formation Advisory Committee, NASDAQ's stayed $5 million continued listing rule, and Q2 2026 microcap IPO data showing the first signs of a thaw. Lucosky also covers the rise of direct listings and reverse mergers over the traditional IPO, and what foreign private issuers need to get approved on NASDAQ. For additional content, visit www.watertowerresearch.com.

Send us Fan MailIn this episode of the WTR Small Cap Spotlight, Cloudastructure Chairman and CEO James McCormick and CFO Greg Smitherman join WTR's James Kisner and Tim Gerdeman to discuss the company's cloud-native, AI-powered video surveillance and remote guarding platform, which deters 98% of threatening events and drives 99% customer retention. The conversation covers strong Q2 results, with subscription revenue up 164% year over year to $764K and gross margin reaching a record 49%, and the mix shift toward takeovers in the first half of 2026, which represented 77% of new cameras and accelerated the path to recurring revenue. McCormick and Smitherman also detail expansion beyond the multifamily beachhead, where Cloudastructure serves eight of the top ten property managers, into critical infrastructure, construction, and transportation and logistics, where cargo theft represents a $50 billion-plus problem in the U.S. The episode also covers two major leadership hires, CRO Nile Coates from ECAM and Chief Security and Operations Officer Ed Burnett from UPS, and the milestones on the road to cash flow breakeven by end of 2027. For additional content, visit www.watertowerresearch.com.

Send us Fan MailIn this episode of the WTR Small Cap Spotlight, Waheed Hassan, Founder and CEO of ZMH Advisors, joins Tim Gerdeman to break down shareholder activism and what small and mid-cap boards need to know before an activist comes knocking. Bloomberg ranks ZMH among the top five global strategic advisors for shareholder activism, and Hassan brings 25 years of experience across ISS, the Blue Shirt Group, and one of North America's largest proxy solicitation firms, with more than 300 campaign engagements including Jack in the Box, Cracker Barrel, Target, and Medallion Financial. The conversation covers why roughly 70% of activist campaigns now target small and mid-cap companies, the common profile of companies that end up in the crosshairs, and the anatomy of a campaign from quiet stake-building to public escalation or proxy vote. Hassan also walks through the defensive playbook boards should have in place, including stock surveillance, vulnerability assessments, board refreshment, and proactive engagement with index fund proxy voting teams, and the missteps that most often leave companies on the back foot. For additional content, visit www.watertowerresearch.com

Send us Fan MailIn this episode of the WTR Small Cap Spotlight, Ambiq Founder and CTO Scott Hanson joins WTR's James Kisner and Tim Gerdeman to discuss how the company's ultra-low-power semiconductors are enabling on-device AI across personal, medical, industrial, and smart-home markets. Hanson traces the origins of Ambiq's proprietary Subthreshold Power Optimized Technology (SPOT), spun out of the University of Michigan in 2010, and explains how it delivers a two- to fivefold reduction in power consumption versus conventional designs, unlocking edge AI use cases where latency, privacy, cost, energy, and availability all matter. The conversation covers the product roadmap, including the Apollo340 mass-market processor and the in-development Atomiq family, Ambiq's first system-on-chip built from the ground up for AI with an integrated NPU, plus the HELIA software stack that helps customers deploy AI faster. Hanson also outlines the longer-term opportunity to license SPOT into automotive, data center, and robotics, and building on five consecutive quarters of growth with a sixth guided, highlights near-term milestones including first customer samples, a production ramp targeted for late 2027, and more meaningful revenue in 2028. For additional content, visit www.watertowerresearch.com. 

Send us Fan MailIn this episode of the WTR Small Cap Spotlight, WTR Managing Director for Natural Resources Jeff Robertson joins Tim Gerdeman to assess the second half of 2026 and early 2027 budget outlooks for the U.S. energy sector. The conversation covers how producers are managing continued oil price volatility driven by the Iran conflict and Strait of Hormuz disruptions, with WTI averaging $81.25 in Q3 and futures pointing toward the low $70s through 2027.Robertson walks through WTR's oilfield services coverage, addressing Select Water Solutions' water infrastructure margin expansion story, DNOW's MRC integration progress and path to $350 million EBITDA, and international opportunities for National Energy Services Reunited and Forum Energy Technologies across the Middle East, Argentina, and Venezuela.The episode also covers WTR's U.S. producer universe, including Riley Exploration Permian, Ring Energy, HighPeak Energy, Evolution Petroleum, Prairie Operating, and W&T Offshore, as well as Africa-focused Meren Energy and VAALCO Energy, where development drilling campaigns in Nigeria, Gabon, and Cote d'Ivoire are positioned to drive production growth into 2027.Robertson closes with takeaways from the EnerCom Conference and a preview of the WTR Virtual Insights Conference on September 22 to 23. For additional content, visit www.watertowerresearch.com.

Send us Fan MailIn this episode of the WTR Small Cap Spotlight, First Phosphate CEO John Passalacqua joins WTR's Dmitry Silversteyn and Tim Gerdeman to discuss the company's recent NASDAQ listing and what it means for First Phosphate's next phase of development. The conversation covers the unique ADR structure that allowed the company to uplist without share consolidation or a dilutive capital raise, the 10x spike in trading volume following the opening bell ceremony, and how NASDAQ listing credibility is changing the company's conversations with institutional investors, sovereign lenders, offtakers, and government counterparties. Passalacqua also walks through the practical differences between the company's three trading venues, the sovereign-backed financing structure with G7 nations at the table, and what the NASDAQ listing means for First Phosphate's path from feasibility through final investment decision and construction.For additional content: www.watertowerresearch.com

Send us Fan MailIn this WTR Small-Cap Spotlight showcase, host James Kisner joins virtually with WTR's Mike McCormack on the ground in Munich with Elena Coles, Head of Investor Relations at Circus SE (XETRA: CA1), the German AI robotics company building autonomous kitchen systems for commercial and defense customers. Coles walks through the portfolio: the flagship CA-1, which cooks up to six dishes in parallel on seven square meters and is deployed with Mercedes-Benz, REWE, Meta, and the Bundeswehr; the compact CA-A cup-based system from the Alberts acquisition; and the defense-focused CA-M, which replaces a field kitchen at roughly 5% of the staff. The conversation covers the Kitchen Robotics acquisition (30+ patents and NSF certification for US entry), a new proprietary ingredients program targeting up to 45% margins on a Nespresso-style razor-and-blade model, the Secura channel partnership into German industrial canteens, and the deliberate revenue shift from 2026 into a 2027 production ramp as CircusOS subscriptions and ingredient revenue scale with every deployed system.For additional content, visit: https://www.watertowerresearch.com

Send us Fan MailIn this episode of the WTR Small Cap Spotlight, Comstock Inc. CEO Corrado De Gasperis joins WTR's Peter Gastreich and Shawn Severson to follow up on questions submitted by investors during the company's recent fireside chat. De Gasperis provides an update on the ramp-up of Comstock's Nevada solar panel recycling plant, its competitive advantages over rivals, and how a proposed EPA hazardous-waste rule could unlock feedstock supply. The conversation also covers silver recovery economics, the approximately $300 million Silver Springs land and power monetization opportunity, the balance sheet position ahead of the pending $20 million Mackay payment, the outlook for Bioleum, and the broader path to profitability. 

Send us Fan MailIn this episode of the WTR Small Cap Spotlight, Drone Volt Chairman Stefano Valentini joins WTR's Senior Equity Research Analyst Dr. John Roy and Tim Gerdeman to discuss the company's solid first half 2026 results and its strategic evolution toward higher-value Drone-as-a-Service operations. The conversation covers Drone Volt's position as an aeronautical manufacturer specializing in professional civilian drones and artificial intelligence, its global footprint spanning France, Benelux, Canada, Denmark, the Netherlands, the United States, and Switzerland, and how its turnkey business solutions and drone pilot training offerings are driving the shift to a more recurring, service-oriented revenue model. 

Send us Fan MailIn this episode of the WTR Small Cap Spotlight, Brazil Potash CEO Matt Simpson joins WTR's Dmitry Silversteyn and host Shawn Severson to discuss the company's Autaz potash project in Brazil's Amazonas state and the series of developments systematically de-risking the path to construction. The conversation covers the recent passage of Brazil's Pro-Fert legislation, which could eliminate approximately $190 million in construction costs through tax exemptions and mandates that preferential government funding be given to domestic fertilizer projects, as well as the latest favorable TRF-1 court rulings affirming the validity of the project's environmental permits and the indigenous consultation process. Simpson also walks through the company's $63 million treasury position, ongoing FEED engineering work, build-own-operate-transfer contracts, and the construction financing milestones investors should watch over the next six to 12 months as the project advances toward a targeted final investment decision. 

Send us Fan MailIn this episode of the WTR Small Cap Spotlight, Cannara Biotech COO and Interim CFO Nick Sosiak joins WTR's Linda Bolton Weiser and Tim Gerdeman to discuss the company's expansion following the announcement of a long-term international supply agreement with Curaleaf carrying a potential aggregate value of up to C$21 million. The conversation covers Cannara's differentiated approach within the cannabis industry, the market positioning of its three brands, the scale advantages of its two Quebec mega-facilities, growing room economics, the current state of the Canadian cannabis market, the role of innovation in driving share gains, and the path to reaching maximum annual production capacity of 100,000 kg. 

Send us Fan MailIn this episode of the WTR Small Cap Spotlight, DeFi Development Corp. Chief Strategy Officer Dan Kang joins host Tim Gerdeman and WTR Senior Equity Research Analyst Dr. John Roy to discuss the company's corporate strategy as a Solana-focused digital asset treasury. The conversation covers how DeFi Development acquires, holds, and compounds Solana through staking and validator operations, why Solana was chosen as the foundation of the company's treasury strategy, and how the firm's AI-powered SaaS platform is bridging traditional finance to the Solana blockchain. Kang also walks through how the company is positioned to capitalize on the growing institutional adoption of digital assets and what differentiates DeFi Development's approach within the rapidly evolving crypto treasury space. 

Send us Fan MailIn this episode of the WTR Small Cap Spotlight, First Phosphate CEO John Passalacqua joins WTR's Tim Gerdeman and Dmitry Silversteyn to discuss the company's strengthened financial position following an oversubscribed $17.7 million private placement, $21.5 million in non-repayable government grants from Natural Resources Canada, and letters of interest from international export credit agencies representing up to C$275 million in potential project financing. The conversation covers the company's definitive offtake agreements securing a minimum of 200,000 tons per year of phosphate concentrate and 60,000 tons per year of battery-grade phosphoric acid, G7 Critical Minerals recognition, Quebec fast-track permitting status, and the path toward a targeted 2029 production start. Passalacqua also explains why phosphate — not lithium or graphite — is emerging as the real bottleneck for North American LFP battery production.

Send us Fan MailIn this episode of the WTR Small Cap Spotlight, Wrap Technologies Founder, Chairman, and CEO Scot Cohen joins host Tim Gerdeman and analyst Eric Goldstein to discuss a month of significant news flow for the company. Cohen walks through a favorable ATF ruling classifying BolaWrap as a rescue and restraint device rather than a firearm, a strategic investment and exclusive four-year U.S./NATO license with Israeli sensing company Frenel Imaging, and the launch of the WrapShield counter-drone platform alongside the new multi-shot Raptor MX system. The conversation covers the legal and insurance-market implications of the ATF ruling, the underappreciated security-guard market opportunity, and how training-as-a-service and recurring cartridge and recertification revenue are building out the company's business model. Cohen closes with the company's target of roughly 100% revenue growth for 2026. 

Send us Fan MailIn this episode of the WTR Small Cap Spotlight, WTR Natural Resources analyst Richard Tullis joins host Tim Gerdeman for an in-depth look at the U.S. data center buildout and the critical role natural gas is playing and is expected to continue to play in powering these energy-intensive facilities. The conversation examines supply and demand dynamics, infrastructure requirements, and the small and mid-cap names best positioned to benefit from this secular growth theme. 

Send us Fan MailIn this episode of the WTR Small Cap Spotlight, Avalon Advanced Materials CEO Scott Monteith, CFO Lorin Crenshaw, and VP of Corporate Development Chris Sinek join WTR's Tim Gerdeman and Dmitry Silversteyn to discuss the company's strategy to become a North American rare earth and lithium processing platform. The conversation covers Avalon's Nasdaq listing ambitions, a €100 million Finnvera Letter of Interest, current rare earth and lithium market dynamics, and the execution milestones that could reshape the company's valuation over the next 12 to 18 months. 

Send us Fan MailIn this episode of the WTR Small Cap Spotlight, WTR Managing Director for Natural Resources Jeff Robertson joins host Tim Gerdeman to preview second quarter 2026 earnings season for the U.S. energy sector. Recorded July 27, 2026 — as the majority of companies in WTR's universe are set to report — the conversation covers how producers are managing renewed oil price volatility driven by military strikes in the Persian Gulf, the key themes emerging from early reports by Halliburton, SLB, Range Resources, and EQT, and what investors should expect from WTR's coverage universe across oilfield services (Forum Energy, DNOW, Select Water Solutions, NESR), U.S. producers (High Peak, Ring Energy, Prairie Operating, Riley Exploration, W&T Offshore, Evolution Petroleum), and Africa-focused operators Meren Energy and Vaalco Energy. Robertson also addresses M&A activity, free cash flow priorities, and the development drilling catalysts that could drive volume growth into 2027. 

Send us Fan MailIn this episode of the WTR Small-Cap Spotlight Podcast, Ardes Johnson, CEO of NeoVolta, joins host Tim Gerdeman, Co-Founder and Chief Marketing Officer, and analyst Eric Goldstein. NeoVolta is a Southern California-founded energy storage company scaling into a FEOC-compliant U.S. battery manufacturer, targeting 2 GWh of initial annual production capacity, scalable to 8 GWh, across residential, commercial and industrial, and utility-scale markets. Johnson explains the company's strategic transformation from a residential battery pioneer into an integrated, multi-vertical energy storage platform, anchored by the NeoVolta Power joint venture with Bloomberg Tier 1 integrator PotisEdge and global solar leader LONGi. The conversation walks through the path from construction to production at NeoVolta's Pendergrass, Georgia facility and what the utility and C&I-scale manufacturing buildout means for the company's growth trajectory. The episode closes with a look at how NeoVolta's manufacturing scale-up positions it within the broader U.S. battery supply chain. 

Send us Fan MailIn this episode of the WTR Small Cap Spotlight podcast, Brian Allen, Chief Revenue Officer of Nauticus Robotics, Inc. (Nasdaq: KITT), joins WTR's Tim Gerdeman (Vice Chair, Co-Founder & Chief Marketing Officer) and Peter Gastreich (Managing Director - Energy Transition and Sustainable Investing). Brian shared his nearly two decades in underwater robotics and what drew him to Nauticus, the company's commercially ready Nauticus ToolKITT autonomy system and licensing potential, its industry-leading autonomous manipulator technology enabling millimeter-precision subsea tasks, the Forum Energy Technologies partnership validating commercial demand, upcoming Aquanaut sales and European expansion, and a growing defense and wide-area ocean sensing opportunity.

Send us Fan MailIn today's WTR Furnishings Symposium, we tackle the question: do recent improvements across the furnishings sector represent isolated company successes or the beginning of a broader industry recovery? Bassett reported a strong Memorial Day promotion with 4% traffic growth and 14% higher written sales. Culp delivered 12.5% year-over-year bedding segment sales growth in Q4. And Miller Knoll posted 20% two-year stacked sales growth in its North America Contract business.  We are joined by Bassett Furniture CEO Rob Spillman, Culp CEO Iv Culp, and COO Marybeth Hunsberger, along with Miller Knoll President of Global Retail, Debbie Propst and CFO Kevin Veltman.  Our panel digs into the key macro and company-specific factors shaping the outlook across residential furnishings, bedding, and office furniture — a must-listen for anyone watching the consumer discretionary space.

Send us Fan MailIn this episode of WTR Small Cap Spotlight, LifeVantage CFO Carl Aure and Chief Sales Officer Kristen Cunningham join WTR's Sean Severson and consumer analyst Doug Lane to discuss the company's ongoing CEO transition and what incoming CEO Terrence Moorhead brings to the role. The conversation covers the company's nutraceutical and direct selling business model, its 70%-plus recurring subscription revenue base, and how leadership has kept the field stable and energized through the transition. Carl and Kristen also outline the strategic priorities Moorhead is expected to accelerate — including product marketing, international expansion, and digital growth — ahead of the October global convention in Salt Lake City. 

Send us Fan MailIn this episode of WTR Small Cap Spotlight, First Phosphate CEO John Passalacqua joins WTR's Tim Gerdeman and Dmitry Silversteyn to discuss the company's recent C$17.7 million financing, G7-backed investment and offtake agreements, and strategy to build a fully integrated North American lithium iron phosphate (LFP) battery materials supply chain. The conversation covers project financing, commercial partnerships, upcoming development milestones, and what could drive the company's next phase of growth.

Send us Fan MailIn this episode of WTR Small Cap Spotlight, Homerun Resources CEO Brian Leeners joins WTR's Tim Gerdeman and Dmitry Silversteyn to discuss the company's integrated strategy to transform high-purity silica into solar glass, advanced materials, and energy storage solutions. The conversation covers recent engineering achievements, financing strategy, government incentives, commercialization plans, and the milestones that could shape Homerun's long-term growth story.

Send us Fan MailRon Yekutiel, Co-Founder, Chairman, President, and CEO of Kaltura, Inc. (NASDAQ: KLTR), joins the latest WTR Small-Cap Spotlight for an in-depth look at the company's next chapter. In conversation with host Tim Gerdeman and WTR analyst James Kisner, Yekutiel explains how Kaltura is moving from a long-standing leadership position in enterprise video to an AI-powered, agentic digital experience platform. He outlines how the company is combining its core technology with photorealistic conversational avatars from the eSelf acquisition and intent-based journey orchestration from PathFactory to transform customer, employee, learner, and audience experiences.During the episode, Yekutiel demonstrates his own digital twin, an avatar that presents Kaltura's investor deck, answers questions, and switches to Japanese on command. The discussion also covers the two agentic solutions planned for release in the second half of 2026, the strategic importance of Kaltura's real-time experience layer, and how the leadership team is balancing investment in growth with adjusted EBITDA profitability and positive cash flow.

Send us Fan MailDr. Elazar Sonnenschein, Founder and CEO of Pulsenmore Ltd. (Nasdaq and Tel Aviv: PLSM), joins host Tim Gerdeman and WTR equity research analyst James Kisner on this episode of the WTR Small-Cap Spotlight Podcast. Pulsenmore has built the first FDA De Novo–authorized, prescription home-use prenatal ultrasound, allowing expectant mothers to capture images on a handheld device for remote physician review.Sonnenschein walks through the company's journey from concept to creating an entirely new regulatory category, what it takes to deliver a home scan clinicians can trust, and how years of real-world use shaped the platform. The conversation explores Pulsenmore's U.S. commercial launch, its proving ground in Israel, and a broader women's health strategy that now extends into fertility and IVF monitoring. He also shares his perspective on scaling the business and what investors should be watching over the year ahead.

Send us Fan MailJoin WTR's Tim Gerdeman and Peter Gastreich to unpack why the circular carbon and environmental solutions sector just hit an inflection point. After two rough years of oversupply and policy uncertainty, 2026 brings a structural reset, and the Strait of Hormuz crisis has reframed domestic renewable fuels and critical minerals. Drawing on WTR's new Primer covering approximately 50 public companies across five subsectors, Peter and Tim dig into the nine investment themes that matter most right now, why carbon intensity has become a direct revenue driver rather than a sustainability checkbox, and what separates the winners from the losers, from feedstock security to balance sheet strength through commissioning. They close with the near-term catalysts every investor should be watching.

Send us Fan MailIn this episode of the WTR Small-Cap Spotlight Podcast, Jolienne Halisky, CFO of AIB Data Centers Inc. (NYSE American: AIB), joins host Tim Gerdeman and WTR equity research analyst James Kisner. AIB is a power-first developer of AI and high-performance computing infrastructure. The company locks up executed utility power agreements before it breaks ground, then builds modular, liquid-cooled facilities that tenants lease and fill with their own GPUs. Halisky explains why power, not chips, is the real bottleneck in AI infrastructure, and how securing it first lets customers deploy compute months or years sooner. She covers the recent name change from BlockchAIn Digital Infrastructure, the shift from Bitcoin hosting to AI workloads, and how the build-to-suit model keeps hardware obsolescence off the balance sheet. Halisky also walks through the roughly 40 MW live today, a pipeline approaching 395 MW, the debt-free capital strategy, and the milestones investors should watch.

Send us Fan MailIn this episode of the WTR Small-Cap Spotlight Podcast, Yehu Ofer, CEO, and Einav Brenner, CFO of Odysight.ai Inc. (Nasdaq and Tel Aviv: ODYS), join host Tim Gerdeman and WTR equity research analyst James Kisner. Odysight.ai pairs small optical sensors with AI to bring predictive maintenance to aerospace, defense, and industrial markets, placing eyes inside hard-to-reach, safety-critical parts to spot leaks, cracks, and corrosion and forecast failures before they happen. Ofer explains how legacy monitoring relies mostly on vibration sensors bolted to moving parts, leaving much of a platform checked only by the human eye, and how Odysight's AI reads what those systems miss. He traces the path from optics to a qualified aerospace product and why today's defense environment is pulling customers in. Brenner walks through the backlog, the shift toward recurring revenue, and the company's cash and funding. Ofer closes with the milestones investors should watch across the U.S., Europe, and beyond.

Send us Fan MailIn this episode of WTR Small Cap Spotlight, host Tim Gerdeman is joined by WTR Natural Resources analyst Richard Tullis and Al Petrie, Founder and Senior Partner of Al Petrie Advisors, for a discussion on the resurgence of oil production in the Gulf of America.The conversation highlights the key drivers behind the Gulf's renewed production momentum, including 20,000 psi deepwater technology, expanded use of subsea tiebacks, supportive regulatory developments, and the region's attractive economics relative to major onshore shale basins. Richard and Al also discuss investor interest in offshore energy companies, themes from the Louisiana Energy Conference, consolidation activity, and why the Gulf of America may continue to play an important role in U.S. oil production growth.

Send us Fan MailIn this episode of WTR Small Cap Spotlight, Critical Metals Corp.'s Director of Corporate Development and Investor Relations, Tom McNamara, joins WTR's Tim Gerdeman and Dmitry Silversteyn to discuss the company's flagship Tanbreez rare earth project and its path to development. The conversation covers ownership consolidation, commercial partnerships, and accelerated project execution, as well as Critical Metals' broader strategy to build an integrated Western rare earth and lithium supply chain serving defense, advanced technologies, and the global energy transition. 

Send us Fan MailJoin Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Linda Bolton Weiser, Senior Consumer Analyst, as they dive into WTR's unique approach to consumer research. Get insights on store check methods and how social media data can be used to gauge brand strength for consumer companies. Learn how WTR's open platform benefits all classes of investors and gives consumer companies broad reach. Discover why some stocks—like AENT, COE, IPAR, SXT, WALD, and WDFC—become "orphans" in the sector and how WTR's research can help them capture investor attention. Learn why numbers of listeners and viewers of WTR's online content far exceed those of other research platforms. Get a glimpse into possible areas for future consumer coverage, including beauty, watches, and cannabis. 

Send us Fan MailIn this special episode of the WTR Small Cap Spotlight Podcast, originally featured on WTR Healthcare Happenings, Nick Kadysh, Founding CEO and President of PharmAla Biotech Holdings (CSE: MDMA), joins host Tim Gerdeman and WTR Healthcare Analyst Robert Sassoon to discuss the company's positioning as a world-leading supplier of clinical-grade MDMA and its strategy for unlocking pipeline value through smart partnerships. Nick walks through two recently announced transactions: the formation of Restora Neurosciences, a 50/50 SPV to advance APA-01, a non-psychedelic neurology molecule targeting traumatic brain injury and stroke, and a term sheet granting Jupiter Neurosciences (NASDAQ: JUNS) exclusive US rights to lead asset ALA-002, valued at more than $100 million. He also explains why a focused, capital-efficient model matters for a seven-person company supporting 33 clinical trials worldwide. 

Send us Fan MailIn 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.Subscribe and visit watertowerresearch.com for open-access small cap research, podcasts, and conference schedules.

Send us Fan MailIn this episode of the WTR Small Cap Spotlight podcast, Dr. Wang, Chief Financial Officer of Lotus Technology (Nasdaq: LOT), joins Tim Gerdeman (Vice Chair, Co-Founder & CMO, Water Tower Research) and WTR Analyst Eric Goldstein.Founded in 1948 and reborn under Geely, Lotus Technology has evolved from a legendary British sports car maker into a global intelligent and luxury mobility company. In FY2025, Lotus deliberately stepped back from low-margin, discounted volume — gross margins more than doubled, the net loss narrowed 58%, and adjusted EBITDA loss improved 63%. Management is now targeting double-digit gross margins in 2026 and luxury-peer profitability by 2028.Dr. Wang walks through the margin expansion strategy, the global ramp of the 900V super-hybrid lineup (FOR ME in China, Eletre X in Europe), the Focus 2030 strategy under the new Geely-aligned board, the path to North America via Canada, and the key milestones investors should be watching.Subscribe and visit watertowerresearch.com for open-access small cap research, podcasts, and conference schedules.

Send us Fan MailIn this episode, join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Managing Director - Energy Transition and Sustainable Investing, as they dive into WTR's Initiation of Coverage report for ClearSign Technologies (NASDAQ: CLIR). ClearSign is an industrial combustion innovator addressing a non-discretionary regulatory driver: NOx emissions compliance. Discover how ClearSign's burner technology tackles both NOx pathways at a fraction of conventional costs, the regulatory cycle expanding from California to Texas and beyond, its manufacturing partnership with Zeeco, and the growing addressable market across refining and ethylene. Peter also shares WTR's financial forecasts for CLIR, including its path to its first annual net profit and rapid scaling beyond. 

Send us Fan MailThis is the third and final episode in a three-part WTR Symposium Series podcast on investment opportunities in industrial decarbonization and the circular resource economy. WTR's Shawn Severson and Peter Gastreich are joined by CEOs of Abundia Global Impact Group (AGIG), Ace Green Recycling (anticipated NASDAQ: AGXI); Aduro Clean Technologies (ADUR), Comstock Inc. (LODE) and Northstar Clean Technologies (ROOOF). The podcast explores how five differentiated and high-growth companies are profitably converting waste including plastics, batteries, biomass, solar panels and asphalt shingles into high-value outputs including critical minerals like silver and lithium, circular chemical feedstocks, SAF and construction materials and underpinned by domestic supply chain tailwinds and a double revenue model getting paid for both finished product and waste intake. 

Send us Fan MailIn this episode of the WTR Small-Cap Spotlight podcast, Chris Zhang, Vice President of Corporate Development and Strategy of Maison Solutions Inc. (Nasdaq: MSS) joins host Tim Gerdeman, Vice Chair, Co-Founder and Chief Marketing Officer of Water Tower Research, and WTR Analyst James Kisner. Maison is a specialty grocery retailer serving Asian-American and other ethnic communities, operating HK Good Fortune stores in Southern California and Lee Lee International Supermarkets in Arizona. Zhang lays out the company's tech-driven transformation across four pillars: store inventory, sales and order operations, customer privacy, and customer loyalty, with AI-powered forecasting and replenishment furthest along and perishables the first problem it tackles. He details the newly announced collaboration framework with SupplyAi and MiniMax aimed at embedding AI in everyday food-retail workflows, the direct-sourcing strategy across Asia including the Guizhou Moutai distribution agreement, and the company's Worldcoin (WLD) treasury position and early proof-of-human exploration. The conversation closes with the operating KPIs and milestones that would signal the AI and solutions strategy is working over the next 12 months.

Send us Fan MailIn this episode of WTR Small-Cap Spotlight, Shubha Dasgupta, CEO & Co-Founder of Pineapple Financial, joins host Tim Gerdeman, Vice Chair, Co-Founder, and CMO of Water Tower Research, along with Dr. John Roy, WTR's Senior Equity Research Analyst. The conversation explores the corporate strategy of Pineapple Financial (Nasdaq: PAPL), a Canadian fintech company that provides a cloud-based brokerage network equipping over 700 independent brokers with proprietary AI-driven tools. Since its inception a decade ago, the company has funded over $15 billion in mortgages and currently funds approximately $3 billion annually across Canada.

Send us Fan MailIn this episode of the WTR Small-Cap Spotlight podcast, Gautam Garg, Vice President of Finance of eGain Corporation (NASDAQ: EGAN), joins host Tim Gerdeman, Vice Chair, Co-Founder, and Chief Marketing Officer of Water Tower Research, and WTR Analyst James Kisner.eGain is a leader in AI-powered knowledge management, helping Global 2000 enterprises unify siloed content into an AI Knowledge Hub that delivers accurate, compliant answers across customer service and adjacent functions.Garg explains why trusted knowledge has emerged as core AI infrastructure and why enterprise AI initiatives frequently underperform when built on stale or inconsistent data. He walks through recent product launches including the AI Knowledge Suite for Retail Banking, the IVA voice agent, Evaluator, Agentic Studio, and the developer-focused Composer platform, which supports integrations with Copilot, Claude, Gemini, and Cursor via MCP connectors.The conversation also covers a surge in RFP activity, a fast-growing partner ecosystem, expansion into HR and field service verticals, and eGain's profitable, debt-free financial profile heading into fiscal year 2027.

Send us Fan MailIn this episode, Oren Elkayam, CEO of Mobilicom (NASDAQ: MOB), joins host Tim Gerdeman and WTR senior equity research analyst John Roy to discuss how Mobilicom has positioned itself as a one-stop provider of the critical cyber, software, and hardware solutions that connect and secure drones, robotics, and autonomous systems. The conversation covers the company's role in the U.S. Department of Defense drone dominance initiative, its inclusion in the Marine Corps program of record, the strategic importance of Blue UAS and NDAA certification, and a U.S. manufacturing expansion designed to meet Pentagon procurement requirements. Elkayam also walks through the company's supply chain inventory strategy built around anticipated component shortages, and growing demand from NATO countries, Israel, and the Asia Pacific region. 

Send us Fan MailIn this episode of Small-Cap Spotlight, Ning Ding, Chairman and CEO of ZJK Industrial, joins WTR's Tim Gerdeman, Co-Founder and Chief Marketing Officer and equity analyst Eric Goldstein to unpack the company's record 2025 results, its expanding role in the AI infrastructure supply chain, and a multi-year plan to scale production globally — including a new Vietnam facility and a planned U.S. R&D and testing center.ZJK Industrial (NASDAQ: ZJK) is a Shenzhen-based precision metal parts manufacturer with one of the most technically demanding portfolios in global manufacturing — supplying AI infrastructure, liquid cooling for high-performance computing, electric vehicles, aerospace, medical devices, and advanced electronics.

Send us Fan MailIn this episode of the WTR Small Cap Spotlight podcast, Robert Ellin, Chairman and CEO of LiveOne, Inc. (Nasdaq: LVO), joins Tim Gerdeman (Vice Chair, Co-Founder & CMO, Water Tower Research) and WTR Analyst Eric Goldstein.LiveOne is a B2B-driven music, entertainment, and technology platform. Slacker Radio is embedded in every Tesla on the road today, and its subsidiary PodcastOne (Nasdaq: PODC) is one of the top podcast publishers in the U.S. The company is guiding for $82–$90M in consolidated FY2027 revenue with positive adjusted EBITDA across all subsidiaries.The conversation covers the newly announced AT&T partnership, the subscriber conversion strategy, AI content licensing through PodcastOneAI, and the broader case for audio in the streaming landscape.

Send us Fan MailThis 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). 

Send us Fan MailAl Petrie, Founder and Senior Partner of Al Petrie Advisors and organizer of the Louisiana Energy Conference, joins host Tim Gerdeman and WTR natural resources analysts Richard Tullis and Jeff Robertson for a post-event recap of the 2026 LEC. The conversation covers key themes across all three days, including Gulf of America E&P activity and the return of offshore enthusiasm, U.S. onshore producers watching the futures curve before committing capital, and a forward-looking third day focused on LNG export buildout, carbon capture, AI-driven data center power demand, and energy infrastructure. Petrie also walks through what record attendance of 550 registrants and 50-plus sponsors signals about where industry confidence stands heading into the second half of 2026, and shares early themes shaping the 2027 edition. 

Send us Fan MailThomas Lamb, CEO of Myriad Uranium (OTC: MYRUF), joins host Tim Gerdeman and WTR analyst Dimitri Silverstein to discuss the company's flagship Copper Mountain Uranium Project in Wyoming and the catalysts that could materially re-rate the asset over the next 12 months. Lamb walks through the December 2025 airborne geophysics program that identified significant new anomaly areas east of the known resource, the Phase 2 drilling program now underway and the key milestones investors should track, and the strategic rationale for consolidating 100% ownership through the Rush Rare Metals merger. The conversation also covers the monetization of the Red Basin project in New Mexico and what the entry of technology-sector investors into uranium signals about where institutional capital is heading as AI data centers and energy security drive renewed demand for domestic nuclear fuel supply. 

Send us Fan MailDoug Lane, Managing Director and Consumer Analyst at Water Tower Research, joins host Tim Gerdeman to walk through the May edition of the WTR Consumer Monthly. The conversation covers what the WTR Consumer Index is signaling about sector health, where earnings have held up better than feared but multiple contractions and record-low consumer sentiment readings are weighing on valuations, and how currency trends are creating a split picture for global consumer companies. The centerpiece is Doug's Fundamental Focus on Helen of Troy (NASDAQ: HELE), a case study in how deeply discounted stocks with credible restructuring plans can re-rate sharply when operational results begin to confirm the recovery thesis. Doug also walks through several other names in his coverage, including Culp Industries, Bassett Furniture, Miller Knoll, and 800 Flowers, where cost restructuring is advancing, and the gap between sentiment and fundamentals may be closing.

Send us Fan MailIn this episode of the WTR Small‑Cap Spotlight podcast, Rod Baltzer, CEO of Deep Isolation, joins Tim Gerdeman, Vice Chair, Co‑Founder, and Chief Marketing Officer of Water Tower Research, along with WTR Analyst Eric Goldstein.Deep Isolation is an innovative nuclear waste disposal technology company focused on protecting human health and the environment by addressing one of the most persistent challenges of the nuclear age. The company has pioneered a patented, directionally drilled deep‑borehole disposal system that places spent nuclear fuel and high‑level radioactive waste approximately one mile underground — twice the depth of a traditional mined repository, at roughly 70% lower cost, and achievable in months rather than decades.At the core of the platform is Deep Isolation's Universal Canister System, a single integrated solution for storage, transportation, and permanent disposal. By eliminating the need to repackage waste, the system helps avoid a potential $30 billion liability embedded in the current U.S. dry‑cask stockpile. With more than 100 patents; strategic partnerships with Halliburton, Amentum, Navarro, and Westinghouse; over $6 million in DOE and ARPA‑E grants; and no direct global competitor in the borehole disposal space, Deep Isolation sits at the nexus of the nuclear renaissance, the SMR buildout, and a $155 billion global waste backlog expected to nearly double by 2050.

Send us Fan MailIn this episode of the WTR Small-Cap Spotlight podcast, Mike Logozzo, CEO, and Tom Kutzman, CFO of reAlpha Tech Corp. (NASDAQ: AIRE), join host Tim Gerdeman, Vice Chair, Co-Founder, and Chief Marketing Officer of Water Tower Research, and WTR Analyst James Kisner.reAlpha is developing an AI-powered homebuying platform designed to coordinate real estate brokerage, mortgage, and title services on a single platform. The platform is anchored by Claire, the company's proprietary AI homebuying concierge, and a rebate-at-closing model that rewards buyers who utilize multiple reAlpha services.Mike Logozzo walks through the "One reAlpha" vision, the progress of the Prevu integration, and the strategic rationale behind the proposed InstaMortgage acquisition, which would bring direct mortgage lending onto the platform. Tom Kutzman outlines a return-driven spending initiative encompassing headcount realignment, AI productivity gains, and vendor optimization.The conversation closes with reAlpha's priorities for the remainder of 2026, including completing the InstaMortgage transaction, converting platform visitors into customers during the spring and summer buying season, and expanding services into additional states.