WTR Small-Cap Spotlight

<p>WTR Small-Cap Spotlight is your weekly guide to uncovering hidden value in the world of small-cap stocks. Each episode features insightful interviews with C-level executives, industry thought leaders, and Water Tower’s expert analysts. Tune in for actionable investment ideas and in-depth discussions on under-the-radar opportunities that can make a big impact on your portfolio </p>

1-800-FLOWERS.COM Initiation of Coverage Review: Building a Pre-Eminent E-Commerce Gifting Platform

Send us a textTune in to the latest Small-Cap Spotlight FlashCast! Join WTR CEO & Co-Founder, Shawn Severson and Head of Consumer Products, Doug Lane as they discuss WTR's initiation of coverage on 1-800-FLOWERS.COM (FLWS).

09-20
09:17

Gevo Initiation of Coverage Review: Delivering Carbon Abatement with Renewable Fuels and Technologies as Cost Effectively as Possible

Send us a textTune in to the latest Small-Cap Spotlight FlashCast! Join WTR CEO & Co-Founder Shawn Severson and Energy Transition and Sustainability Analyst Peter Gastreich as they discuss Gevo, Inc. Discover why Gevo is emerging as a cost leader in the fast growing sustainable aviation fuel (SAF) industry and how the company's new entry into low-carbon ethanol and carbon capture and sequestration (CCS) fit into management's strategy.

09-19
21:01

Unusual Machines (UMAC) CEO Dr. Allan Evans Highlights Regulatory Changes Driving US Drone Market

Send us a textIn our latest episode of Small-Cap Spotlight, Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer discusses the Unusual Machines (UMAC) and its growth potential with WTR technology analyst Dr. John Roy and UMAC CEO Dr. Allan Evans.Unusual Machines, Inc. is a development stage technology company, which engages in the provision of drone solutions with a focus on first-person view (FPV) technology. It offers products to entertainment, recreation, and competitive r...

09-18
23:47

The Future of Industrial IoT: AI, Network Resilience, and Data Center Evolution with Opengear's Patrick Quirk

Send us a textIn this week's episode of WTR Small-Cap Spotlight, Tim Gerdeman, WTR's Vice-Chair, Co-Founder, and Chief Marketing Officer, hosts Patrick Quirk, Senior VP and General Manager of Opengear. They dive into Opengear's pivotal role in industrial IoT and network resilience, focusing on data center operations and cybersecurity. As well as, exploring how AI is revolutionizing data centers by enhancing efficiency and reducing power consumption.

08-28
28:01

On the Frontlines of Cybersecurity with Digital Executive Protection at BlackCloak

Send us a textIn this week's episode of WTR Small-Cap Spotlight, we dive into the world of digital security with Dr. Chris Pierson, Founder and CEO of BlackCloak, hosted by WTR's Dr. John Roy, Managing Director of Technology Research and Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer. We explore how BlackCloak provides tailored cybersecurity and privacy protection solutions for high-profile individuals, safeguarding against cyber threats like identity theft and data bre...

08-14
17:14

Water Tower Research unveils rebranded podcast series, now called WTR Small-Cap Spotlight

Send us a textIn the debut episode of the newly rebranded “WTR Small-Cap Spotlight”, Water Tower Research Co-Founders Shawn Severson and Tim Gerdeman dive into the evolving dynamics of the U.S. small-cap investment landscape. They discuss myriad dynamics of the U.S. small-cap investment landscape, and the strategic importance of uncovering value in under-covered small-cap stocks. This episode sets the stage for a series dedicated to helping investors discover actionable insights and high-impa...

08-07
13:20

CEO Doug Drysdale on Cybin's Novel Approach to Treat Psychiatric Disorders with High Unmet Need

Send us a textNovel Psychedelics drug developer Cybin's CEO Doug Drydale joins WTR's Tim Gerdman and Robert Sassoon to talk about the company's fast-track development into a late-stage clinical development company, and what differentiates Cybin from other drug developers in the psychedelics space. Drysdale discusses Cybin's plans and priorities for its development pipeline going forward and talks about the company's extensive IP real estate. He also shares his perspectives on the regulatory u...

07-31
20:45

Ainos Inc. Director of Corporate Development Jack Lu on AI Nose Platform

Send us a textJack Lu, Director of Corporate Development, of Ainos joins the Water Tower Hour Podcast to provide a business overview and discuss the proprietary AI Nose platform. He talks about the underlying technologies of AI Nose and the advantages of lead product Ainos Flora over traditional STI tests. We get a sense of how Ainos Flora could disrupt the STI test market and the other opportunities for AI Nose beyond healthcare.

07-24
18:04

Gorilla Technology IOC Discussion with WTR's President Shawn Severson and Technology Analyst Dr. John Roy

Send us a textIn our latest Water Tower Hour FlashCast, WTR CEO & Co-Founder Shawn Severson discusses the Gorilla Technology (GRRR) initiation of coverage report with WTR technology analyst Dr. John Roy. The discussion includes Gorilla's base business and significant growth in 2023, with a look at the Egyptian project that is key to Gorilla's MENA expansion. Gorilla specializes in delivering AI-based smart & safe cities solutions with an emphasis on security convergence and netwo...

07-19
09:53

Aspira Women’s Health CEO Nicole Sandford on OvaWatch Progress and Recent Financing

Send us a textAspira CEO and Director Nicole Sandford joins the Water Tower Hour Podcast to discuss recent updates on OvaSuite, including preliminary 2Q24 OvaWatch volume growth and the launch of mass monitoring. She walks us through what is driving OvaWatch growth and the messaging to physicians and patients around the value of proper malignancy risk assessment prior to surgical intervention. In addition, she reviews the recent private placement financing and potential opportunities for the ...

07-17
35:50

An Introduction to CLS Holdings with COO Joseph Ramalho and WTR’s Jesse Redmond

Send us a textCLS Holdings COO Joseph Ramalho and WTR’s Head of Cannabis Jesse Redmond join the show to discuss how CLS is winning in Nevada and expanding nationally. Joseph starts the show by sharing how cannabis has helped him personally overcome challenging medical issues and how this journey led him to join CLS.We examine how the company is succeeding in Nevada with its Oasis cannabis dispensary and City Trees line of concentrates and vape cartridges. City Trees is also expanding to new s...

07-16
32:18

111 Inc IoC Review - A Leader in the Digital Transformation of China’s Healthcare Supply Chain

Send us a textIn this week’s Water Tower Hour Podcast, WTR CEO & Co-Founder Shawn Severson discusses the 111, Inc (NASDAQ: YI) initiation of coverage report with WTR senior healthcare and special situations analyst Robert Sassoon. The discussion includes 111's role in the digital transformation of China's healthcare supply chain, the company's strategic goals, its solid financials and the drivers that leave the company with headroom for further significant and profitable growth.

07-12
16:42

Arq, Inc. CEO Bob Rasmus on the transformation of the company and the outlook for growth in new markets

Send us a textCEO Bob Rasmus, who joined the company 11 months ago, talks about the recent transformation of the company through the merger of Advance Emissions Solutions (NASDAQ: ADES) and UK based Arq and its strategic shift to producing higher margin Granular Activated Carbon. He discusses how today Arq is a vertically integrated activated carbon producer working to provide innovative environmental solutions for a cleaner future. The company is focused on improving its foundational a...

07-10
20:42

Envoy Medical – Developing a Disruptive Fully Implanted Cochlear Implant for Patients with Severe Hearing Loss

Send us a textEnvoy’s CEO Brent Lucas and Envoy’s CFO David Wells join WTR’s Thierry Wuilloud and Tim Regan to discuss the company’s Acclaim cochlear implant. The Acclaim has two key differentiating characteristics compared to the current market leading cochlear implants: First, it uses the ear to capture sound, unlike the current standard devices which capture sound externally behind the ear. Second, the device is completely implanted, unlike the other devices which are partially...

07-02
31:57

Consumer Products Conference Recap : Resumption of Top-Line Growth Could Be a Powerful Catalyst

Send us a textIn this week’s Water Tower Hour Podcast, Consumer Products analyst, Doug Lane, discusses our recent Consumer Products Virtual Investor Conference, as companies navigate the post-pandemic landscape with new strategies and management teams. We heard about Vera Bradley's Project Restoration, Medifast's innovative GLP-1 Lifestyle Program, and Herbalife's refreshed leadership. We also explored the strategic moves by Beachbody, Flow Beverages, 1-800-FLOWERS, and Lanvin, each poised fo...

06-27
18:22

Spruce Power IOC Review – Competitive Servicing "Moat" Supports Residential Rooftop Solar Acquisition Strategy

Send us a textIn this week’s Water Tower Hour Podcast, WTR CEO & Co-Founder Shawn Severson discusses the WTR Spruce Power initiation of coverage report with WTR Energy Transition and Sustainable Investing analyst Peter Gastreich. The discussion includes the structural rise in the cost of grid electricity and impact on demand for rooftop solar, the addressable market for Spruce, opportunistic M&A strategy, competitive advantages including Spruce "power as a service" business model, and...

06-25
11:34

Ainos Initiation of Coverage Review – AI Nose Tech and Veldona Drug in Pipeline

Send us a textIn this FlashCast Podcast, WTR CEO & Co-Founder Shawn Severson and Healthcare Analyst Do Kim recap the recent IOC of Ainos, Inc., discussing the company’s lead pipeline products and innovative AI Nose technology

06-24
13:06

Canadian Climate Investor Conference Preview / Outlooks for Voluntary Carbon and Solar Markets

Send us a textIn this episode of the Water Tower Hour Podcast, WTR CEO & Co-Founder Shawn Severson discusses what to expect at the Canadian Climate Investor Conference along with WTR Sustainability and Energy Transition sector analysts Graham Mattison and Peter Gastreich. WTR is a sponsor of the conference hosted June 25th in Toronto. The team also discusses the current trends and outlooks for voluntary carbon markets and the US residential solar industry.

06-20
29:59

Recapping the 2024 Louisiana Energy Conference and Looking Ahead to 2025

Send us a textIn this episode of the Water Tower Hour Podcast Al Petrie, host of the Louisiana Energy Conference, and Jeff Robertson, WTR’s Managing Director for Natural Resources, recap the 2024 Louisiana Energy Conference, which was held in New Orleans May 28 – 30, 2024. The conference featured a diverse set of panel discussions focusing on all facets of the oil and gas industry as well as the evolving energy investment landscape. The 25th edition of the conference is scheduled for May 27-2...

06-12
22:18

Cody Shandraw – An Investor’s Perspective on the Psychedelics Landscape

Send us a textCody Shandraw, a serial entrepreneur and seasoned investor in unconventional opportunities, joins WTR's Robert Sassoon and Tim Regan to share his insights on the investing landscape in the psychedelics sector. He discusses the challenges and the opportunities, and on how to best play the psychedelics growth story going forward. Shandraw has invested in more th 50 psychedelic companies, both public and private, from clinics to drug development and emerging technology, and was nam...

06-05
37:48

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