The Water Tower Hour

<p>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.  </p>

Discussion with UK-list US Bitcoin Miner Vinanz’s Chairman David Lenigas

Join WTR’s Tim Regan and Dr. John Roy as they chat with Vinanz Chairman David Lenigas about this Bitcoin miner’s differentiated business model and its moves to make is shares more tradeable in the US.

05-29
27:44

Consumer Products Conference Preview

Chief Revenue Officer, Tim Regan, and Head of Consumer Products, Doug Lane, discuss the upcoming WTR Virtual Consumer Products Conference, June 5-6th.

05-22
12:15

Louisiana Energy Conference Preview

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.

05-16
18:57

Discussion with Pineapple Financial CEO Shubha Dasgupta

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.

05-15
28:00

Cannabis Rescheduling Review with Emily and Morgan Paxhia of Poseidon

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...

05-08
44:07

BioLargo recipe for Success - Clean Water, Clean Air and Advanced Antimicrobial Technology for Healthcare

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.

05-01
40:36

WTR AI & Technology Hybrid Investor Conference Recap

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.

04-24
13:46

Nicole Sandford of Aspira Women’s Health and WTR’s Tim Regan and Tim Gerdeman

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.

04-17
23:58

TMC and Deep-Sea Mining’s Role in Electrifying the Planet

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.

04-10
43:39

AI and Crypto Companies Presenting at the WTR’s AI and Technology Investor Conference on April 10 and 11th

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.

04-03
18:08

PharmAla Biotech's MDMA focus and Recipe for Success in the Psychedelics Space

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.

03-27
30:21

Consumer Products Analyst Doug Lane Discusses How Direct Selling Stocks Have Performed in 2024

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.

03-20
16:12

Drilling into Colombia’s Oil & Gas Industry and the Rise of Independent Upstream Operators

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.

03-13
31:29

California Cannabis Spotlight with Benzinga’s Elliot Lane and WTR’s Jesse Redmond

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.

03-06
25:23

Why Rare Cannabinoids Are In Demand with WTR's Jesse Redmond and BayMedica's Jerry Griffin

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.

02-28
39:02

Grown Rogue with CEO Obie Strickler and Jesse Redmond

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...

02-21
53:58

LifeVantage with CEO Steve Fife and CFO Carl Aure

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...

02-14
23:24

Specialty Chemicals and Materials Technology 2024 Trends

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.

02-07
22:58

Bakkt (BKKT) with Ray Kamrath, John Roy, and Jesse Redmond

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.

01-31
28:41

2024 WTR Furniture/Furnishings Virtual Conference Recap

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.

01-26
13:19

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