The Water Tower Hour

Send us a textIn this episode of WTR Small-Cap Spotlight, Stefano Valentini Chairman of DRONE VOLT  (Euronext Paris ticker symbol ALDRV), 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 strategic priorities of a drone company, focusing on its growth and go-to-market strategy in North America, specifically detailing the local production of the KOBRA drone to meet 'Made in the USA' requirements for government and critical infrastructure contracts. It also delves into the technical and business differentiators, including its LineDrone product, multi-sensor support, platform flexibility, and the scalability and margin structure of its 'Drone-as-a-Service' (DaaS) model, alongside its proactive navigation of the evolving FAA regulatory landscape for BVLOS operations.

Send us a textOn the latest WTR Small-Cap Spotlight podcast episode, we welcomed Jan Eryk Umiastowski, CFO of GenSight Biologics (Euronext Paris: SIGHT), a late clinical-stage biopharma company based in Paris, France, primarily focused on developing and commercializing novel disease-modifying gene therapies aimed at reversing vision loss from severe neurodegenerative retinal diseases. He discusses GenSight's development pipeline, what's unique about  the company's approach to gene therapy and upcoming target milestones.

Send us a textTune in to the latest WTR 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 Peter's initiation of coverage on Darling Ingredients Inc. (DAR)

Send us a textIn our latest WTR-Small-Cap Spotlight podcast, we welcome back Jack Lu, Director of Corporate Development at Ainos (NASDAQ: AIMD)  to discuss key takes from the company's recently reported 3Q25 earnings release. He also dives into  Ainos' latest strategic partnerships with Topco and NEXCOM, its expanding IP moat with seven new patents, and  outlines the roadmap for 2026—commercial scale-up, industrial deployments and expansion plans beyond Asia.

Send us a textIn this episode of the WTR Small-Cap Spotlight Podcast, Chris Mayo, Head of Primary Markets for the Americas at the London Stock Exchange Group (LSEG), joins host Tim Gerdeman for a deep dive into one of the world's most influential capital markets. Mayo explains why London remains the #1 listing venue in Europe, how it has become the leading capital-raising market outside of the U.S., China, and India, and why the U.K. attracts high-quality global issuers including from the US. The discussion highlights major differences between the U.K. and U.S. small- and micro-cap environments, including investor base composition, follow-on capital access, issuer profitability, listing costs, and regulatory reporting. Mayo also walks through the advantages of dual listings—citing the recent Fermi America transaction—and introduces LSEG's new Private Securities Market, designed to bring transparency and efficiency to secondary transactions for private companies.A timely and insightful conversation for management teams, investors, and advisors evaluating global capital access in 2026 and beyond.

Send us a textOn this week's episode of the WTR Small-Cap Spotlight, Ben Richardson, CEO of Sulnox Group (US OTC: SNOXF) (UK ISDX: SNOX), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research to discuss: 1) the company's patented organic fuel conditioner that improves combustion, reduces fuel costs and emissions, and enhances performance and cleanliness for all engine types; 2) how the technology helps customers achieve immediate cost and environmental benefits without retrofitting; 3) the massive addressable market that covers all liquid hydrocarbon fuels worldwide; 4) current traction and large demonstrated cost savings in the marine sector and other industries; 5) strategic growth involving global patents and partnerships, leveraging distributors and scalable manufacturing; and 7) opportunity in monetizing carbon credits.

Send us a textHear about the latest dynamic developments in the therapeutic psychedelics sector in our latest WTR Healthcare Happenings x Small-Cap Spotlight crossover episode. Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Robert Sassoon, WTR's Senior Healthcare Analyst, discuss the October's fundraising activity surge; what has contributed to renewed investor confidence; comparisons with the hype-driven cycle of 2021; impact on valuations in the sector; and sustainability of the positive trend going into 2026.  

Send us a textTune in to the latest WTR 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 Ocean Power Technologies (OPTT) including: 1) how OPT evolved from wave energy solutions to integrated maritime domain awareness, combining renewble power, vehicles, and AI-driven software; 2) key markets like defense, offshore energy, climate research, and the emerging blue economy in the U.S. and internationally; 3) OPT's proprietary tech, partnerships, and certifications and how these set it apart with its government and industry clients; 4)  how OPT is managing growth amidst challenges like regulatory uncertainty, lengthy sales cycles, and rising competition; and 5) OPT's surging backlog and pipeline positioning the company for strong future execution under its experienced leadership. 

Send us a textIn this episode of WTR Small-Cap Spotlight, John DeSimone, Chief Financial Officer of Herbalife (NYSE: HLF), joins hosts Shawn Severson and Doug Lane of Water Tower Research to discuss how Herbalife is entering a new era of growth through digital transformation, personalization, and financial discipline.DeSimone details Herbalife's accelerating global momentum, including its first U.S. sales growth in more than four years, a 40% increase in operating cash flow, and continued debt reduction, lowering its leverage ratio to 2.8x. The discussion also covers the rollout of Pro2col, Herbalife's digital platform for distributors and customers; the development of personalized nutrition through Link Biosciences; and the company's disciplined approach to capital allocation and long-term growth.

Send us a textTune in to the latest WTR 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 Ocean Power Technologies (OPTT) including: 1) how OPT evolved from wave energy solutions to integrated maritime domain awareness, combining renewble power, vehicles, and AI-driven software; 2) key markets like defense, offshore energy, climate research, and the emerging blue economy in the U.S. and internationally; 3) OPT's proprietary tech, partnerships, and certifications and how these set it apart with its government and industry clients; 4)  how OPT is managing growth amidst challenges like regulatory uncertainty, lengthy sales cycles, and rising competition; and 5) OPT's surging backlog and pipeline positioning the company for strong future execution under its experienced leadership.

Send us a textIn this special WTR Consumer Hardlines Symposium, Shawn Severson, Doug Lane, and the Water Tower Research team host two industry leaders to discuss how furniture and home furnishings companies are managing through tariff volatility, inflationary pressures, and shifting consumer demand as they prepare for the next growth cycle.Iv Culp, President and CEO of Culp, Inc. (NYSE: CULP), shares how the company's Project Blaze cost optimization initiative—expected to generate $18 million in annual savings—and its multi-geography manufacturing platform have positioned Culp for supply chain resilience and margin expansion when demand rebounds.Tiffany Hinkle, Assistant Vice President of Financial Reporting at Haverty Furniture Companies (NYSE: HVT), discusses how Haverty's reduced its China exposure from 15% to under 5%, maintained stable margins amid tariffs, and optimized its cost structure to support future operating leverage and sustained dividend growth.Together, the discussion explores how both companies are balancing capital discipline, domestic flexibility, and global sourcing while staying laser-focused on operational efficiency and shareholder value—illustrating how U.S. hardline companies are preparing for recovery in 2026 and beyond.

Send us a textIn this episode of WTR Small-Cap Spotlight, Anthony Tennyson, CEO and Co-Founder of Solvonis Therapeutics (LSE: SVNS | OTC: SLVNF), joins host Tim Gerdeman, Vice Chair and Co-Founder of Water Tower Research, and analyst Robert Sassoon to discuss the company's mission to transform care for addiction and mental health disorders.Tennyson shares Solvonis' journey from inception to its Phase 3 lead program for alcohol use disorder (AUD), which achieved 86% patient sobriety in prior Phase 2 trials, and details how the company's **dual R&D strategy—repurposing existing molecules and discovering new small molecules—**has allowed it to progress with exceptional capital efficiency. The discussion also covers the SVN-001 and SVN-002 programs, commercialization strategy, and Solvonis' strong financial position and runway through 2027 as it works toward redefining treatment for one of the world's most pervasive unmet medical needs.

Send us a textIn this WTR Small-Cap Spotlight, host Tim Gerdeman and WTR's James Kisner sit down with Sparta Commercial Services (OTCQB: SRCO) CEO Tony Havens and WeDev Group CEO Eduardo Filho to unpack Sparta's pivot from powersports/municipal leasing into fintech and private credit. The conversation centers on Agoge, a trade-finance platform that automates onboarding, compliance, and dollar-settled payments for Brazilian importers—covering early traction, risk management, and targeted milestones such as scaling the loan book, launching a virtual card, and entering new international markets.

Send us a textOn this week's episode of the WTR Small-Cap Spotlight, Dan Sceli, CEO of Westport Fuel Systems (NASDAQ: WPRT) (TSX: WPRT), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research to discuss: 1) Westport's leading position as a supplier of advanced, affordable, low-emission technologies for the global transportation and industrial sectors; 2) how the company's HPDI™ technology enables diesel engines to run on clean fuels like CNG, RNG, LNG, and hydrogen, at lower cost and reducing CO2 emissions by 20-30% and by up to 100% with bioLNG; 3) the strategic value of its joint venture with Volvo Group; 4) how divesting its light-duty business enhances focus on heavy-duty applications and strengthened its financial position; and 5) WPRT's growth strategy and key signposts ahead.

Send us a textIn this episode of WTR Small-Cap Spotlight, Shahin Amini, Head of Investor Relations and Communications at Meren Energy (TSX: MER), joins hosts Tim Gerdeman and Jeff Robertson of Water Tower Research to discuss how Meren's recent transformation and rebranding reflect its evolution into a full-cycle, cash-generative exploration and production company.Amini details Meren's high-quality deepwater assets in Nigeria, its carried positions in Namibia and South Africa's Orange Basin, and upcoming catalysts including the Venus field development and infrastructure-led exploration. The conversation also highlights Meren's strong balance sheet (0.6x net debt-to-EBITDA), a tripled base dividend, and the company's strategy of partnering with industry leaders like TotalEnergies, Chevron, and QatarEnergy to pursue growth while protecting shareholder value.

Send us a textIn this WTR Small-Cap Spotlight, host Tim Gerdeman and WTR's James Kisner sits down with PayRio Founder & CEO Aubrey Amatelli to explore how the company delivers compliant digital payments for cannabis and alternative medicine—from its “Digital Debit” solution that replaces legacy cashless-ATM workflows to a broader roadmap spanning CBD, psilocybin, peptides, and ketamine therapy. The conversation also covers PayRio's culture (a female-led team bringing “feminine energy” to fintech), profitability without outside venture funding, and what rescheduling and the SAFER Banking Act could mean for payments and banking across the industry. 

Send us a textIn this episode of the WTR Small-Cap Spotlight Podcast, Jason Paltrowitz, Executive Vice President of Corporate Services at OTC Markets Group, joins hosts Tim Gerdeman, Vice Chair and Co-Founder of Water Tower Research, and Shawn Severson, WTR Co-Founder and CEO. The discussion explores OTC's expanding global footprint, the surge in cross-border trading activity, and the company's role in connecting international issuers with U.S. investors. Paltrowitz highlights rising European and Canadian engagement, the “list local, trade global” model, and new opportunities ahead in Asia and overnight trading as OTC continues to enhance global market efficiency heading into 2026.

Send us a textIn this episode of the WTR Small-Cap Spotlight Podcast, Bhaskar Ragula, CEO and Co-Founder of FatPipe Networks (NASDAQ: FATN), joins hosts Tim Gerdeman and Dr. John Roy to discuss how FatPipe—the inventor of SD-WAN technology—is driving the next evolution of secure networking through innovation, efficiency, and sales expansion.

Send us a textIn this episode of WTR Small-Cap Spotlight, Cale Moodie, CEO and Co-Founder of Neptune Digital Assets (TSXV: NDA | OTCQX: NPPTF), 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 how Neptune blends Bitcoin mining, proof-of-stake staking, and DeFi participation into a unique hybrid model that has kept the company net-income positive through multiple crypto cycles. Moodie shares how Neptune is scaling its Bitcoin treasury, managing risk across blockchain ecosystems, leveraging a $25 million credit facility, and positioning itself as one of the most diversified public companies in the digital-asset space.

Send us a textIn this episode of WTR Healthcare Happenings, host Tim Gerdeman and WTR's Robert Sassoon speak with Dr. Lior Shaltiel, CEO of NuroExone Biologic (OTCQB: NRXBF/TSXV: NRX), an early-stage regenerative therapy developer, along with the company's Founder, VP Business Development & Active Chairman, Yoram Drucker to talk about NurExone's novel regenerative exosome-based therapies development pipeline for central nervous system injuries, led by spinal cord and optic nerve injuries, both multi-billion-dollar markets. Our conversation covers key differentiators from other developments targeting those indications, the company's path towards clinical trials, and its financial capabilities and strategy to advance its development programs.

Send us a textIn our latest WTR Small-Cap Spotlight Flashcast, WTR's Shawn Severson and James Kisner break down James's AI Industry Primer—how the team selected 50 under-covered names, the AI Centricity Score, and 11 application areas. The conversation highlights where the most market value has accrued (notably infrastructure/platforms and quantum) as well as specialized workflow owners — and what the data says about the relationship between "AI Centricity" and returns. 

Send us a textIn this episode of Small Cap Spotlight x WTR Healthcare Happenings podcast, WTR's Tim Gerdeman, and Robert Sassoon welcomes back Nick Kadysh, Founding CEO and President of PharmAla Biotech (OTCQB: MDXXF). The discussion explores the evolving global regulatory environment for psychedelics—particularly MDMA—the ripple effects of the Lykos Therapeutics FDA Complete Response Letter (CRL) disclosures, and PharmAla's strategic approach to research, manufacturing, and commercialization of clinical-grade MDMA and next-generation analogues.

Send us a textOn this week's episode of the WTR Small-Cap Spotlight, Jeff Bonar, Chief Executive Officer of privately held CapCO2 Solutions, joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research to discuss: 1) how CapCO2 Solutions uses biogenic CO2 captured from ethanol biorefineries and intermittent wind power to produce low-cost, high volume green methanol; 2) what makes the process more efficient and cost-effective than traditional or competing methods; 3) how the technology also can support the production of SAF; 4) why and by how much green methanol demand is rising; 5) how the technology benefits the economics of ethanol plants, reduces emissions, and supports rural communities; and 5) how strategic partnerships and modular design enable rapid scaling and integration into existing ethanol facilities.

Send us a textIn this episode of WTR Small-Cap Spotlight, host Tim Gerdeman (Vice Chair, Co-Founder & CMO, Water Tower Research) and WTR's James Kisner speak with Giampaolo Marino, Senior Vice President of Strategy & Business Development at Energous (NASDAQ: WATT), about ambient-IoT wireless power networks, battery-free sensors, and enterprise adoption. Listen on Apple Podcasts, Spotify, or at watertowerresearch.com. 

Send us a textIn this episode of WTR Small-Cap Spotlight, Dr. David Sans, healthcare investment banker, former Novartis oncology researcher, and long-time biotech strategist, joins host Tim Gerdeman, Vice Chair, Co-Founder, and Chief Marketing Officer of Water Tower Research, for an in-depth discussion on the state of the biotech industry. Together, they explore why optimism is returning to the sector, which technologies and therapeutic categories are leading the rebound, and how investment and IPO trends are shaping the next phase of biotech growth.  Discover the bullish underpinnings of The Wall Street Journal article last week titled “Why Biotech's Rally Can Last This Time”.

Send us a textIn this episode of WTR Small-Cap Spotlight, Tony Scott, Chief Executive Officer, and Kimberly Pinson, Chief Financial Officer, of Intrusion Inc. (NASDAQ: INTZ) join co-hosts James Kisner, Managing Director of Technology Research at Water Tower Research, and Tim Gerdeman, Vice Chair, Co-Founder, and Chief Marketing Officer of Water Tower Research.The conversation dives into how Intrusion's Shield platform uses reputation-based threat intelligence and artificial intelligence to detect and block high-risk communications in real time. Scott and Pinson discuss the company's five consecutive quarters of sequential growth, the expansion of Shield Cloud into the AWS Marketplace (with Microsoft Azure coming later in 2025), and emerging opportunities in school safety, utilities, and critical infrastructure.They also touch on Intrusion's disciplined financial strategy, strong gross margins, and growing managed-service-provider channel—all of which position the company for sustained success in both government and commercial cybersecurity markets.

Send us a textIn this episode of the WTR Small-Cap Spotlight podcast, Sebastian Toke, CEO of GCL Holdings, joins Shawn Severson and James Kisner of Water Tower Research to discuss GCL's full-stack games & entertainment flywheel—connecting distribution (Epicsoft Asia, 2Game), publishing (4Divinity), and hardware/peripherals (Ban Leong Technologies) so data, marketing, and retail execution reinforce one another from IP origination to shelf.The conversation covers FY25 performance (+142% YoY revenue) and what management views as an inflection proving the ecosystem, GCL's role as global physical publisher for Black Myth: Wukong, momentum around Showa American Story, selective entry into mobile with Kingdom Under Fire: The Civil War (global rights except Singapore and Malaysia) targeted for end-2025, expectations for the next-gen console cycle, and how FY26 focuses on integrating software and hardware into a single operating flywheel.

Send us a textIn our latest Small-Cap Spotlight flashcast, Peter Gastreich, Managing Director at WTR breaks down his recent initiation of coverage report on Valero Energy Corp. (NYSE: VLO)

Send us a textIn this episode of the WTR Small-Cap Spotlight podcast, Steve Fife, President & CEO, and Carl Aure, CFO of LifeVantage (NASDAQ: LFVN), join Tim Gerdeman and Doug Lane of Water Tower Research to discuss the company's acquisition of LoveBiome, a fast-growing leader in gut health and direct sales.They explore how the deal strengthens LifeVantage's foundation in nutrigenomics, expands its presence in the rapidly growing $14B gut health market, and creates synergies across product lines like P84 and MindBody. Fife and Aure also discuss the integration of consultant networks, expected financial impact, and how LifeVantage is positioning for long-term, science-driven growth.

Send us a textIn this episode of the WTR Small-Cap Spotlight podcast, Bill Alessi, Founder & CEO and Chris Chumas, Chief Strategy Officer, of Alpha Modus Corp (NASDAQ: AMOD), joins Tim Gerdeman and James Kisner of Water Tower Research to discuss how the company is transforming in-store retail through its patented AI-driven technology ecosystem designed to enhance real-time shopper engagement and monetization.The conversation covers Alpha Modus' “super-aggregator” model for scaling smart retail networks, its expanding patent portfolio supporting long-term licensing revenue, and the upcoming 2026 rollout of financial-service kiosks for underbanked consumers. Alessi also highlights key partnerships with VSBLTY Groupe Technologies, Genmega, and Shelf Nine, advancing Alpha Modus' vision to be the backbone of AI-powered retail intelligence across computer vision, behavioral analytics, and retail media.

Send us a textWe welcome back Veru's CEO Mitch Steiner to our latest WTR Small-Cap Spotligh podcast. In this podcast, Steiner gives us his thoughts on the latest trends in the rapidly evolving GLP-1 market for weight loss, discusses the data from enobosarm's Phase 2b data, and explains  Veru's obesity drug development strategy in the wake of its recent positive interactions with the FDA.

Send us a textOn this week's episode of the WTR Small-Cap Spotlight, Inna Braverman, Chief Executive Officer of Eco Wave Power Global (NASDAQ ticker WAVE), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research to discuss: 1) WAVE's technology that generates stable, cost-efficient renewable energy from ocean and sea waves; 2) the company's global footprint with projects located across four continents including most recently in the US Port of Los Angeles; 3) competitive advantages like having extremely limited periods of intermittency; 4) the scalable attributes including the simplicity of the technology; 5) the importance of having "skin in the game" with management holding nearly 50% of company shares; and 6) key milestones for investors to focus on. 

Send us a textOn this week's episode of the WTR Small-Cap Spotlight, Bruce Fleming, Chief Executive Officer of Montana Renewables, an unrestricted subsidiary of Calumet (NASDAQ ticker CLMT), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research to discuss: 1) the company's role as the largest SAF producer in the Western Hemisphere; 2) key advantages including repurposing existing hardware for SAF production and proximity to carbon preference markets; 3) low cost expansion plans to reach up to 10x current SAF capacity by 2028; 4) the imminent squeeze in SAF markets and potential upward pressure on pricing; 5) the need for open feedstock policies and support of domestic agriculture and energy security; 6) top misconceptions about the SAF industry; and 7) other key topics.

Send us a textIn this WTR Small-Cap Spotlight Flashcast, host Tim Gerdeman, Vice Chair and Co-Founder of Water Tower Research, sits down with Shawn Severson, Founding Partner and CEO, to discuss the long-awaited rotation into small-cap stocks. The discussion explores the forces driving renewed investor attention to small caps, including monetary policy shifts, valuation disparities, and improving access to capital markets. Shawn also shares why small-cap investing today demands a stock-picker's mindset and what it will take to sustain this rally over the next year.

Send us a textTune in to the latest WTR 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 Nauticus Robotics. Nauticus develops autonomous underwater robots and innovative software, transforming offshore operations with safer, more efficient, and cost-saving solutions. Learn how KITT's: 2) flagship ToolKITT software and hardware like Aquanaut and Olympic Arm serve offshore industries such as energy, telecom, and defense; 2) technology reduces costs and CO2 emissions for its customers; and 3) high margin licensing fee strategy will accelerate scaling up of the business; and more!

Send us a textIn this episode of WTR Small-Cap Spotlight, host Tim Gerdeman and WTR's Robert Sassoon speak with Marvin Slosman, CEO of InspireMD (NASDAQ: NSPR), to discuss how the company is transforming carotid artery disease treatment with its groundbreaking CGuard® Prime Carotid Stent System. The conversation covers FDA approval, clinical data, market adoption, competitive positioning, and InspireMD's long-term growth strategy.

Send us a textIn this exclusive symposium, hosted by Shawn Severson (Founding Partner & CEO) and Dmitry Silversteyn (Managing Director – Chemicals & Materials), industry leaders break down:Current market dynamics: global demand trends, supply bottlenecks, pricing pressures, and the role of top mining and processing regions.National security implications: why reducing dependence on China and other concentrated markets is critical for energy transition, defense, and technology sectors.Domestic infrastructure buildout: steps companies are taking to develop U.S. and allied processing capacity, including capital strategies, regulatory hurdles, workforce development, and government support.Actionable insights: what's needed to overcome challenges and accelerate domestic critical materials production for long-term resilience.This WTR Small-Cap Spotlight Symposium brings together executives from leading critical elements mining and processing companies to explore why building a secure, mine-to-materials supply chain is now a matter of national security—far beyond economics.Whether you're an investor, policymaker, or industry stakeholder, this episode delivers a front-row view into the future of critical elements and the companies shaping the global supply chain.

Send us a textIn this episode of WTR Small-Cap Spotlight, host Tim Gerdeman and WTR's James Kisner speak with James Gernetzke, CFO of Exodus Movement, Inc. (NYSE: EXOD) to explore how Exodus is building a next-generation platform for digital asset self-custody, multi-chain support, and stablecoin adoption. The conversation covers Exodus' high-growth business model, regulatory tailwinds, capital allocation strategy, and long-term vision for tokenized real-world assets. 

Send us a textIn this exclusive symposium, hosted by Shawn Severson (Founding Partner & CEO) and Dmitry Silversteyn (Managing Director – Chemicals & Materials), industry leaders break down:Current market dynamics: global demand trends, supply bottlenecks, pricing pressures, and the role of top mining and processing regions.National security implications: why reducing dependence on China and other concentrated markets is critical for energy transition, defense, and technology sectors.Domestic infrastructure buildout: steps companies are taking to develop U.S. and allied processing capacity, including capital strategies, regulatory hurdles, workforce development, and government support.Actionable insights: what's needed to overcome challenges and accelerate domestic critical materials production for long-term resilience.This WTR Small-Cap Spotlight Symposium brings together executives from leading critical elements mining and processing companies to explore why building a secure, mine-to-materials supply chain is now a matter of national security—far beyond economics.Whether you're an investor, policymaker, or industry stakeholder, this episode delivers a front-row view into the future of critical elements and the companies shaping the global supply chain.

Send us a textOn this week's episode of the WTR Small-Cap Spotlight, Peter Gastreich, Senior Energy Transition and Sustainable Investing analyst at Water Tower Research joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, to discuss: 1) implications from Southwest Airlines divesting its SAF venture; 2) investor sentiment toward SAF; 3) SAF's unique role in both energy and agriculture; 4) the critical role of SAF in meeting jet fuel demand and absorbing buoyant US crop yields; 5) questions investors should ask SAF project operators; and 6) companies advancing projects in the SAF supply chain (CLMT, DAR, GEVO, GPRE, HUSA, LODE, NESTE, REX, SAFX)

Send us a textIn this episode of the WTR Small-Cap Spotlight Podcast, host Tim Gerdeman, Vice Chair & Co-Founder of Water Tower Research, sits down with Ed Kovalik, Co-Founder, Chairman & CEO of Prairie Operating Company (NASDAQ: PROP), alongside WTR Energy Analyst Chris Degner.The discussion covers Prairie's transformative Bayswater acquisition, its growing asset base in the DJ Basin, and the company's strategy for production growth and cost efficiencies. Ed highlights environmental leadership in Colorado, the role of natural gas in powering AI-driven data centers, and innovative U-turn well drilling techniques.Whether you're an investor tracking small-cap energy companies or curious about the future of U.S. shale, this episode offers an in-depth look at Prairie's growth trajectory, operational strategy, and outlook for the energy sector.Tune in now on Apple Podcasts, Spotify, and WaterTowerResearch.com.

Send us a textIn this special edition of the WTR Small Cap Spotlight Flashcast, host Tim Gerdeman sits down with Doug Lane, WTR's Head of Consumer Products, to discuss the recent introduction of the WTR Consumer Stock Index with launch this summer of our Consumer Products Monthly industry report.  The discussion covers the thought process behind the companies chosen for the Index, how it is further broken down into 6 Sub-Indexes, and what are the indexes telling us about the state of Consumer investing so far in 2025.  The episode also covers the foreign exchange work that we include in the Monthly, as well as what broader trends we may expect to see for consumer stocks during the remainder of the year.

Send us a textIn this episode of the WTR Small-Cap Spotlight podcast, we are joined by Ludwig Enterprises (OTC: LUDG) Co-Founder and Chief Scientific Officer Marvin Hausman MD to talk about the company's innovative and proprietary mRNA genomic technology. Dr. Hausman discusses  how it revolutionizes  early detection of chronic inflammatory-driven diseases like cancer and advances the adoption of personalized medicine.

Send us a textIn this special episode of the WTR Small-Cap Spotlight Podcast, Jeff Karcher, Global Managing Director of the Texas Stock Exchange (TXSE), joins host Tim Gerdeman, Vice Chair & Co-Founder of Water Tower Research. With its highly anticipated launch planned for 2026, TXSE is positioning itself as a transformative force in U.S. capital markets. Backed by leading investors including BlackRock, Citadel, and Charles Schwab, the exchange plans to challenge incumbents like NYSE and NASDAQ by offering a fully electronic, pro-business, Dallas-based marketplace.Jeff shares insights into TXSE's launch timeline, listing requirements, competitive advantages, and how Texas's rising profile in finance and technology creates a unique backdrop for this ambitious project.

Send us a textIn this episode of WTR Small Cap Spotlight, host Tim Gerdeman, Vice Chair, Co-Founder and Chief Marketing Office of Water Tower Research is joined with Alex Verge, President & CEO of Journey Energy and Managing Director in Energy, Chris Degner for a discussion on Journey's growth investments in the in the Duvernay Shale. The conversation covers the economics of recent wells brought online, the depth of inventory for growth, underpinned with a stable, free cash flow generating production base and recent developments in the Canadian energy sector 

Send us a textIn this episode of WTR Small-Cap Spotlight, host Shawn Severson, CEO and Co-Founder of Water Tower Research, is joined by Herbalife CFO John DeSimone and WTR's Head of Consumer Products Equity Research Doug Lane for an in-depth discussion on Herbalife's improving business trends, strategic product and technology launches, and capital allocation priorities. The conversation covers leadership changes, sales force momentum, the launch of the Pro2col App, new health supplements, and the company's disciplined approach to debt reduction and growth investment. 

Send us a textCEO Brent Lucas of Envoy Medical (NASDAQ: COCH), an innovative hearing health technology company and sole US-domiciled cochlear implant company  joins the WTR Small-Cap Spotlight podcast to talk about hearing loss, the third most chronic physical condition prevalent in the US, and how  Envoy's innovative device technology can disrupt the hearing solutions market that has long lacked transformative advancements.  Lucas discusses Envoy's two fully implantable hearing solution products, one in the market (Esteem), the only FDA approved middle ear implant for moderate to severe hearing loss, and the other (Acclaim),  a cochlear implant targeting severe to profound hearing loss which is currently in the advanced stages of clinical development (Acclaim), the competitive landscape and the commercial opportunities. 

Send us a textThe passage of the Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act, signed into law on July 18, 2025, represents a landmark moment for cryptocurrency regulation in the United States. Hear from leaders in crypto like Galaxy Digital and BTCS, and miners like Greenidge, BitFuFu, and Soluna on the near term and long term impacts of the US legislation.

Send us a textIn this special Flashcast episode of the WTR Small-Cap Spotlight, host Tim Gerdeman sits down with Dr. John Roy to explore the explosive trend of companies raising significant capital specifically to invest in cryptocurrency—a hot topic recently featured in the Wall Street Journal. They dive into the staggering scale of this trend, with nearly 100 companies announcing plans to raise over $43 billion for crypto purchases since June alone. John explains how the GENIUS Act has paved the way for greater corporate crypto adoption, especially around stablecoins, and outlines potential risks, including crypto's inherent volatility. The discussion highlights key players such as Capital Group and Galaxy Digital, who are leading this bold move into the crypto space.Tune in for expert insights into what's fueling this surge—and whether it's sustainable. 

Send us a textIn this episode of our WTR Small Cap Spotlight, we sat down with LifeVantage (NASDAQ: LFVN ) CEO Steve Fife and CMO Julie Boyster to drill down on the science of nutrigenomics, which is the study of how nutrients impact our genes, and how LifeVantage's proprietary formulations of naturally found ingredients work together to activate genes and help improve overall health and wellbeing.  Recent clinical studies further demonstrate the efficacy of the company's new patent-pending MindBody GLP-1 System, and the company discusses additional synergistic benefits from combining MindBody with the company's flagship Nrf2 Synergizer.   

Send us a textIn this special edition of the WTR Small-Cap Spotlight Flashcast, host Tim Gerdeman sits down with Chris Degner, Managing Director in Water Tower Research's Energy Practice, to explore major shifts in the oil and natural gas markets. The discussion covers rising OPEC production, evolving global supply structures, and a deep dive into LNG market trends—including emerging export projects in the U.S. and Australia. The episode also spotlights Tamboran Resources, a small-cap company with high-potential natural gas assets in Australia. Tune in for expert insights on where the energy markets are headed and what it means for small-cap investors.