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The Water Tower Hour is a weekly show in which we interview C-level executives, thought leaders, industry experts, and Water Tower’s expert analysts. Throughout these conversations, we encounter actionable investment ideas and unique perspectives on under-covered investment opportunities.
49 Episodes
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Ahead of the Louisiana Energy Conference (May 28-30), Tim Gerdeman interviews the WTR team that will be attending, including Shawn Severson, Jeff Robertson, Chris Degner, and Peter Gastreich. The team discusses what to watch for, including at the conference panels, and also addresses the broader implications of energy evolution for companies in the natural resources and sustainability sectors.
Canada-based Pineapple Financials’ CEO and Co-Founder Shubha Dasgupta joins WTR's Tim Regan and Curtis Shauger to provide an overview of Pineapple’s business model, market opportunity, product pipeline and Maui, its recent AI product launch.
Emily and Morgan Paxhia are the co-founders of Poseidon, one of the most experienced cannabis investment managers. They joined WTR’s head of cannabis, Jesse Redmond, to discuss the recent news that the DEA has agreed with the HHS’ recommendation to move cannabis from Schedule I to Schedule III. The conversation covers implications for the industry, timeframes, and potential pitfalls and challenges. Emily and Morgan share their perspective on how Schedule III will also benefit ancillary b...
BLGO’s CEO Dennis Calvert joins Dmitry Silversteyn and Tim Gerdeman to discuss the company’s science-driven approach to developing and commercializing innovative solutions to address critical environmental problems such as “forever chemicals”, air and water quality and cost-effective power storage.
Join WTR’s Tim Regan, Curtis Shauger, Dr. John Roy and as they chat about Crypto, AI, and the recent WTR AI and Technology Investor Conference.
In this special episode, Nicole is joined by industry experts Tim Regan and Tim Gerdeman from Water Tower Research. Together, they embark on a dynamic conversation delving into the latest trends, challenges, and opportunities in women's health. They discuss continued progress on the markets adoption of the Company’s OvaSuite products and other areas of growth for AWH.
TMC’s CFO Craig Shesky and the company’s Head of Stakeholder Engagement Corey McLachlan join WTR’s Dmitry Silversteyn and Tim Gerdeman to discuss the importance of deep-sea mining as a source of critical metals for global energy transition with the least possible negative impact on the planet and the people, and look at the current state of the industry, political tailwinds, and changes in public attitudes toward the industry.
Join WTR’s Tim Regan and Dr. John Roy and as they chat about Crypto and AI, and the hype surrounding it, and which Crypto and AI companies are presenting at the WTR AI and Technology Investor Conference on April 10 and 11th.
Canada-based PharmAla Biotech's Founding CEO and President Nick Kadysh joins WTR's Tim Regan and Robert Sassoon to discuss PharmAla's focus on MDMA, the regulatory environment, and the company's recipe for success in the psychedelics space. Founded three years ago, the company reported annualized revenue of C$3 million and achieved a first-time profit for its most recent reported quarter.
Doug talks about factors impacting the very soft start to 2024 for the publicly traded direct selling stocks, with forward earnings being sharply reduced coming out of the 2023 4Q earnings cycle and forward multiples remaining at generational lows. However, Doug notes that these companies have been around for a while and have seen tough stretches before, and successfully managed through.
Tim Regan is joined by Peter Gastreich and Chris Degner to discuss the changing landscape for the oil & gas industry in Latin America and Colombia. Among the key themes discussed include strategies of onshore independent operators and natural gas in the context of energy transition.
WTR’s Tim Regan and Jesse Redmond were joined by Benzinga’s Elliot Lane to recap the company’s recent Cannabis Spotlight event in Los Angeles. This was Benzinga’s first regional event, and the group discussed the sentiment among operators, favorite moments, and biggest takeaways. The episode concludes by looking forward to Benzinga’s Cannabis Capital Conference in Hollywood, Florida, in April.
BayMedica is the commercial business arm of rare cannabinoids-based drug developer InMed Pharmaceuticals (NASDAQ: INM). BayMedica produces and sells synthesized high purity and consistent rare cannabinoid ingredients to the Health & Wellness sector. BayMedica’s business has quickly grown its annual revenues to more than $5 million over the last 12 months.
Grown Rogue CEO Obie Strickler joined WTR’s Jesse Redmond to discuss how it grows low-cost craft cannabis at scale. The company has found success in historically different markets like Oregon and Michigan and Strickler shared the steps it has taken to compete in these open-license states. Grown Rogue is expanding, and he explained why it chose New Jersey and how it is partnering with Goodness Growth in Minnesota and Maryland. The conversation concluded by talking about risk for the business a...
LifeVantage CEO Steve Fife and CFO Carl Aure join WTR’s Tim Regan and Doug Lane to talk about the company’s recent Global Kickoff event, featuring the introduction of this year’s “Rise ERA” theme to its Consultant base worldwide. Also covered is the announcement of Phase 2 of its LV360 initiatives this year, as well as a recap of Phase 1 introduced a year ago. Additionally, new product activity is discussed, featuring the highly successful Liquid Collagen launch, including the add...
Tim Regan is joined by Dmitry Silversteyn to recap what has happened in the chemicals and materials technology industries in 2023 and to provide an outlook for the industry in 2024.
Join WTR’s Jesse Redmond and John Roy and as they chat with Bakkt’s Head of Institutional Solutions, Ray Kamrath, about how Bakkt’s custody capabilities are key for its institutional clients, and how the recent approval by the SEC of several Bitcoin ETFs is changing the US market.
Tim Regan is joined by Budd Bugatch and Rex Henderson, who recap the 2024 WTR Furniture/Furnishings Virtual Conference and provide their takeaways from the event and their insights and outlook for the Consumer Hardlines sector.
Join Tim Regan, Lynne Collier, and Doug Lane as they discuss their takeaways from the recent ICR Conference.
Join Tim Regan and Jesse Redmond as Jesse discusses the tumultuous year for cannabis and what to look for going into 2024. Then Tim talks to Robert Sassoon to gauge the outlook on psychedelics and the progress being made with psychiatric treatments.
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