WTR Small-Cap Spotlight
WTR Small-Cap Spotlight is Water Tower Research's weekly podcast covering small-cap and micro-cap equities. Each episode features exclusive CEO interviews, analyst deep-dives, and actionable stock ideas across sectors including biotech, energy, technology, and industrials. Hosted by Tim Gerdeman, WTR Vice Chair & Co-Founder, the show gives investors direct access to the management teams and analysts behind under-the-radar opportunities. New episodes weekly on Apple Podcasts, Spotify, and all major platforms.
Episodes
In 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 ethan...
In 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 pa...
In 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 tradi...
In 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 ov...
In 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 Amer...
In 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, a...
In 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 tow...
In 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...
In 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 meter...
In 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 f...
In 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...
In 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 ...
In 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 ...
In 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 th...
In 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$2...
In 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 sensi...
In 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 ...
In 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, curren...
In 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...
In 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 industr...
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