Shows / WTR Small-Cap Spotlight
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…
Episodes
- WTR Small-Cap Spotlight
XCF Global (SAFX): Chairman & CEO on the Merger Approval, the Reno Ramp, and the Growth Roadmap
Send us Fan Mail In this episode of the WTR Small Cap Spotlight podcast, Chris Cooper, Chairman and Chief Executive Officer of XCF Global, Inc. (Nasdaq: SAFX)…
- WTR Small-Cap Spotlight
The 2026 Midterms: Why This Is a Coverage Election for Healthcare Investors
Send us Fan Mail In this episode of WTR Small-Cap Spotlight, Tommy Barletta, Co-Founder and Managing Partner of ALDIS Institutional Services, joins host Tim…
- WTR Small-Cap Spotlight
Xali Gold (XGC): Reviving Pico Machay and Unlocking a New Gold Development Opportunity
Send us Fan Mail In this episode of the WTR Small Cap Spotlight podcast, Joanne Freeze, President and CEO of Xali Gold Corp. (TSXV: XGC, OTC: XGDF), joins WTR…
- WTR Small-Cap Spotlight
FatPipe (FATN): One Call, That’s Al"l: How a Small SD-WAN Vendor Beats the "Big Boys"
Send us Fan Mail In this episode of the WTR Small Cap Spotlight podcast, Dr. Ragula Bhaskar, Co-Founder, Chairman and CEO of FatPipe, Inc. (Nasdaq: FATN)…
- WTR Small-Cap Spotlight
eXoZymes (EXOZ): Can Cell-Free Biomanufacturing Deliver at Commercial Scale?
Send us Fan Mail In this episode, Robert Sassoon, Managing Director and healthcare analyst at Water Tower Research, joins host Tim Gerdeman to discuss his…
- WTR Small-Cap Spotlight
ClearSign Technologies (CLIR): The CTO and VP of Burners - Inside the Engineering Platform Built to Scale
Send us Fan Mail In this episode of the WTR Small Cap Spotlight podcast, Matt Martin, Chief Technology Officer, and Jeff Lewallen, Vice President of Burners at…
- WTR Small-Cap Spotlight
Quantum Cyber (QUCY): Helping AI-Powered Drones Phone Home Without GPS
Send us Fan Mail In this episode of the WTR Small Cap Spotlight podcast, Nadab Akhtar, President and CEO of Project LightShift, the quantum antenna technology…
- WTR Small-Cap Spotlight
WTR Insights Conference Takeaways: Critical Minerals and Advanced Materials: From Concept to Execution
Send us Fan Mail In this episode of the WTR Small Cap Spotlight, Dmitry Silversteyn, Managing Director for Chemicals and Materials Technology, joins Tim…
- WTR Small-Cap Spotlight
WTR Insights Conference Takeaways: Energy Transition and Sustainable Investing
Send us Fan Mail In this episode of the Small Cap Spotlight, Peter Gastreich, Managing Director of Energy Transition and Sustainable Investing at Water Tower…
- WTR Small-Cap Spotlight
WTR Insights Conference Takeaways: Building Long-Term Value in a Turbulent Oil Market
Send us Fan Mail In this episode of the WTR Small Cap Spotlight, Jeff Robertson, Managing Director of Natural Resources at Water Tower Research, joins Tim…
- WTR Small-Cap Spotlight
WTR Insights Conference Featured Speaker: Joseph Lucosky of Lucosky Brookman on Getting Listed and Staying Listed in 2026
Send us Fan Mail Recorded as a featured session at the WTR Virtual Insights Conference, Joseph Lucosky, Managing Partner of Lucosky Brookman, joins Shawn…
- WTR Small-Cap Spotlight
Natural MedTech: Why the Psychedelic Opportunity Starts With Manufacturing
Send us Fan Mail In this episode, Natural MedTech CEO and Co-Founder Luke McFarlane joins WTR healthcare analyst Robert Sassoon and Shawn Severson to discuss…
- WTR Small-Cap Spotlight
WTR Virtual Insights Conference: Preview with Shawn Severson
Send us Fan Mail In this episode of the WTR Small Cap Spotlight, Shawn Severson, Co-Founder and CEO of Water Tower Research, joins host Tim Gerdeman, Vice…
- WTR Small-Cap Spotlight
WTR Analyst Perspectives | Renewable Fuels Decoded: Geopolitics, Mandates, and the Carbon Payday
Send us Fan Mail In this inaugural episode of WTR Analyst Perspectives, Peter Gastreich, Managing Director for Energy Transition and Sustainable Investing…
- WTR Small-Cap Spotlight
LanzaTech (LNZA): Waste Carbon to Ethanol, SAF and Marine Fuel Demand, and Embedded Value
Send us Fan Mail In this episode of the WTR Small Cap Spotlight, Dr. Jennifer Holmgren, Chief Executive Officer of LanzaTech Global, Inc. (Nasdaq: LNZA), joins…
- WTR Small-Cap Spotlight
Our Bond, Inc. (OBAI): Preventative Personal Security for Everyone: Inside the AI Platform Closing the 911 Gap
Send us Fan Mail 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…
- WTR Small-Cap Spotlight
Joseph Lucosky (Lucosky Brookman LLP): Getting a Microcap Deal Done Is a Full Contact Sport
Send us Fan Mail In this episode of the WTR Small Cap Spotlight, Joseph Lucosky, Managing Partner of Lucosky Brookman LLP, joins WTR's Tim Gerdeman to discuss…
- WTR Small-Cap Spotlight
Cloudastructure (CSAI): From Shell Casings to Safe Properties — Inside a 99% Retention AI Surveillance Platform
Send us Fan Mail In this episode of the WTR Small Cap Spotlight, Cloudastructure Chairman and CEO James McCormick and CFO Greg Smitherman join WTR's James…
- WTR Small-Cap Spotlight
ZMH Advisors: Know Before They Knock — Inside the Activist Playbook Targeting Small and Mid-Cap Boards
Send us Fan Mail In this episode of the WTR Small Cap Spotlight, Waheed Hassan, Founder and CEO of ZMH Advisors, joins Tim Gerdeman to break down shareholder…
- WTR Small-Cap Spotlight
Ambiq Micro (AMBQ): Intelligence Everywhere: Ultra-Low-Power Semiconductors for the Edge AI Era
Send us Fan Mail 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…
- WTR Small-Cap Spotlight
WTR Energy Perspectives: Navigating Volatile Commodity Markets Heading Into 2027
Send us Fan Mail In this episode of the WTR Small Cap Spotlight, WTR Managing Director for Natural Resources Jeff Robertson joins Tim Gerdeman to assess the…
- WTR Small-Cap Spotlight
First Phosphate (PHOS): From Bell Ringing to Building a North American LFP Supply Chain
Send us Fan Mail In this episode of the WTR Small Cap Spotlight, First Phosphate CEO John Passalacqua joins WTR's Dmitry Silversteyn and Tim Gerdeman to…
- WTR Small-Cap Spotlight
Circus SE (CA1): Live From Munich: Inside Circus SE's AI-Enabled Robotic Kitchen
Send us Fan Mail In this WTR Small-Cap Spotlight showcase, host James Kisner joins virtually with WTR's Mike McCormack on the ground in Munich with Elena…
- WTR Small-Cap Spotlight
Comstock Inc. (LODE): Scaling Solar Recycling, Monetizing Silver Springs, and the Road to Profitability
Send us Fan Mail 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…
- WTR Small-Cap Spotlight
Drone Volt (ALDRV): Strong 1H26 Results and the Shift to Higher-Value Drone-as-a-Service Operations
Send us Fan Mail In this episode of the WTR Small Cap Spotlight, Drone Volt Chairman Stefano Valentini joins WTR's Senior Equity Research Analyst Dr. John Roy…
- WTR Small-Cap Spotlight
Brazil Potash (GRO): Advancing a Domestic Potash Solution for the World's Largest Importer
Send us Fan Mail In this episode of the WTR Small Cap Spotlight, Brazil Potash CEO Matt Simpson joins WTR's Dmitry Silversteyn and host Shawn Severson to…
- WTR Small-Cap Spotlight
Cannara Biotech (LOVFF): Gaining Share in the Canadian Cannabis Market
Send us Fan Mail 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…
- WTR Small-Cap Spotlight
DeFi Development Corp. (DFDV): Why Solana and How the Company Is Positioned for the Future
Send us Fan Mail In this episode of the WTR Small Cap Spotlight, DeFi Development Corp. Chief Strategy Officer Dan Kang joins host Tim Gerdeman and WTR Senior…
- WTR Small-Cap Spotlight
First Phosphate (FRSPF): Building a G7-Backed North American LFP Battery Supply Chain
Send us Fan Mail In this episode of the WTR Small Cap Spotlight, First Phosphate CEO John Passalacqua joins WTR's Tim Gerdeman and Dmitry Silversteyn to…
- WTR Small-Cap Spotlight
Wrap Technologies (WRAP): How an ATF Ruling Could Change Everything for a Non-Lethal Restraint Leader
Send us Fan Mail In this episode of the WTR Small Cap Spotlight, Wrap Technologies Founder, Chairman, and CEO Scot Cohen joins host Tim Gerdeman and analyst…
- WTR Small-Cap Spotlight
Energy Roundup: US Natural Gas Fields Benefitting From Data Centers Strategic Positioning
Send us Fan Mail 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…
- WTR Small-Cap Spotlight
Avalon Advanced Materials (AVLNF): Building North America's Rare Earth and Lithium Processing Platform
Send us Fan Mail In this episode of the WTR Small Cap Spotlight, Avalon Advanced Materials CEO Scott Monteith, CFO Lorin Crenshaw, and VP of Corporate…
- WTR Small-Cap Spotlight
WTR Energy Universe: 2Q26 Earnings Season in Focus
Send us Fan Mail In this episode of the WTR Small Cap Spotlight, WTR Managing Director for Natural Resources Jeff Robertson joins host Tim Gerdeman to preview…
- WTR Small-Cap Spotlight
NeoVolta (NEOV): Powering Up U.S. Battery Manufacturing
Send us Fan Mail In this episode of the WTR Small-Cap Spotlight Podcast, Ardes Johnson, CEO of NeoVolta, joins host Tim Gerdeman, Co-Founder and Chief…
- WTR Small-Cap Spotlight
Nauticus Robotics (KITT): New CRO on Autonomy, Manipulator Tech, and the Commercial Path Forward
Send us Fan Mail In this episode of the WTR Small Cap Spotlight podcast, Brian Allen, Chief Revenue Officer of Nauticus Robotics, Inc. (Nasdaq: KITT), joins…
- WTR Small-Cap Spotlight
WTR Furnishings Symposium: Snapback or the Start of a Real Recovery?
Send us Fan Mail In today’s WTR Furnishings Symposium, we tackle the question: do recent improvements across the furnishings sector represent isolated company…
- WTR Small-Cap Spotlight
LifeVantage (LFVN): Navigating CEO Transition and Positioning for the Next Phase of Growth
Send us Fan Mail In this episode of WTR Small Cap Spotlight, LifeVantage CFO Carl Aure and Chief Sales Officer Kristen Cunningham join WTR's Sean Severson and…
- WTR Small-Cap Spotlight
First Phosphate (FRSPF): Building a G7-Backed North American LFP Battery Supply Chain
Send us Fan Mail In this episode of WTR Small Cap Spotlight, First Phosphate CEO John Passalacqua joins WTR's Tim Gerdeman and Dmitry Silversteyn to discuss…
- WTR Small-Cap Spotlight
Homerun Resources (HMRFF): Turning High-Purity Silica into a Strategic Materials Platform
Send us Fan Mail In this episode of WTR Small Cap Spotlight, Homerun Resources CEO Brian Leeners joins WTR's Tim Gerdeman and Dmitry Silversteyn to discuss the…
- WTR Small-Cap Spotlight
Kaltura (KLTR) Talking Heads: Kaltura Puts a Face on Enterprise AI
Send us Fan Mail Ron Yekutiel, Co-Founder, Chairman, President, and CEO of Kaltura, Inc. (NASDAQ: KLTR), joins the latest WTR Small-Cap Spotlight for an…
- WTR Small-Cap Spotlight
Pulsenmore (PLSM): Safe and Sound: Pulsenmore Brings Prenatal Ultrasound Home
Send us Fan Mail Dr. Elazar Sonnenschein, Founder and CEO of Pulsenmore Ltd. (Nasdaq and Tel Aviv: PLSM), joins host Tim Gerdeman and WTR equity research…
- WTR Small-Cap Spotlight
WTR Circular Carbon Primer: 50 Overlooked Companies at an Inflection Point
Send us Fan Mail Join WTR's Tim Gerdeman and Peter Gastreich to unpack why the circular carbon and environmental solutions sector just hit an inflection point…
- WTR Small-Cap Spotlight
AIB Data Centers ( AIB): Power Play — AIB's Move from Bitcoin Hosting to AI Infrastructure
Send us Fan Mail In this episode of the WTR Small-Cap Spotlight Podcast, Jolienne Halisky, CFO of AIB Data Centers Inc. (NYSE American: AIB), joins host Tim…
- WTR Small-Cap Spotlight
Odysight.ai (ODYS): Eyes Inside the Machine: AI-Powered Visual Sensing and Predictive Maintenance for Aerospace and Defense
Send us Fan Mail In this episode of the WTR Small-Cap Spotlight Podcast, Yehu Ofer, CEO, and Einav Brenner, CFO of Odysight.ai Inc. (Nasdaq and Tel Aviv…
- WTR Small-Cap Spotlight
Energy Roundup: Key Drivers of Gulf of America Oil Production Resurgence
Send us Fan Mail In this episode of WTR Small Cap Spotlight, host Tim Gerdeman is joined by WTR Natural Resources analyst Richard Tullis and Al Petrie, Founder…
- WTR Small-Cap Spotlight
Critical Metals Corp. (CRML): Building a Western Rare Earth Supply Chain as Tanbreez Advances Toward Development
Send us Fan Mail In this episode of WTR Small Cap Spotlight, Critical Metals Corp.'s Director of Corporate Development and Investor Relations, Tom McNamara…
- WTR Small-Cap Spotlight
A Unique Approach to Consumer Research: WTR Analyst Linda Bolton Weiser on Plans for Sector Coverage
Send us Fan Mail Join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Linda Bolton Weiser, Senior Consumer Analyst, as they dive…
- WTR Small-Cap Spotlight
PharmAla Biotech Holdings (MDMA): The World's Leading Clinical-Grade MDMA Supplier — and What's Next
Send us Fan Mail In this special episode of the WTR Small Cap Spotlight Podcast, originally featured on WTR Healthcare Happenings, Nick Kadysh, Founding CEO…
- WTR Small-Cap Spotlight
Arq, Inc. (ARQ): The Science, Setbacks, and Path Forward at Red River
Send us Fan Mail In this episode of the WTR Small Cap Spotlight podcast, Eric Robinson, Senior Vice President of Operations, and Joe Wong, Chief Technology…
- WTR Small-Cap Spotlight
Lotus Technology (LOT): Heritage, Hybrids, and the Path to Profitability
Send us Fan Mail In this episode of the WTR Small Cap Spotlight podcast, Dr. Wang, Chief Financial Officer of Lotus Technology (Nasdaq: LOT), joins Tim…
- WTR Small-Cap Spotlight
ClearSign Technologies (CLIR): Initiation of Coverage Review: A Non-Discretionary NOx Compliance Story with an 80% Cost Edge
Send us Fan Mail In this episode, join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Managing Director -…
- WTR Small-Cap Spotlight
CIRCULAR ECONOMY: Investing in SAF, CCUS and Waste-to-Value (PART 3 – Waste-to-Value)
Send us Fan Mail This is the third and final episode in a three-part WTR Symposium Series podcast on investment opportunities in industrial decarbonization and…
- WTR Small-Cap Spotlight
Maison Solutions Inc. (MSS): Grocery Gets Smart: Maison's AI-and-Blockchain Playbook
Send us Fan Mail In this episode of the WTR Small-Cap Spotlight podcast, Chris Zhang, Vice President of Corporate Development and Strategy of Maison Solutions…
- WTR Small-Cap Spotlight
Pineapple Financial (PAPL): AI Tools and Tokenization: How a Canadian Fintech Is Modernizing the Mortgage Brokerage Market
Send us Fan Mail In this episode of WTR Small-Cap Spotlight, Shubha Dasgupta, CEO & Co-Founder of Pineapple Financial, joins host Tim Gerdeman, Vice Chair…
- WTR Small-Cap Spotlight
eGain Corporation (EGAN): Turns Messy Enterprise Data into Trusted AI Answers
Send us Fan Mail In this episode of the WTR Small-Cap Spotlight podcast, Gautam Garg, Vice President of Finance of eGain Corporation (NASDAQ: EGAN), joins host…
- WTR Small-Cap Spotlight
Mobilicom (MOB): CEO Details Why Mobilicom’s Secure Comm System is the Heart and Soul of Drones and Robots
Send us Fan Mail In this episode, Oren Elkayam, CEO of Mobilicom (NASDAQ: MOB), joins host Tim Gerdeman and WTR senior equity research analyst John Roy to…
- WTR Small-Cap Spotlight
ZJK Industrial (ZJK): Precision Parts at the Heart of AI, EVs, and High-Tech Manufacturing
Send us Fan Mail In this episode of Small-Cap Spotlight, Ning Ding, Chairman and CEO of ZJK Industrial, joins WTR's Tim Gerdeman, Co-Founder and Chief…
- WTR Small-Cap Spotlight
LiveOne (LVO): The AT&T Deal, B2B Streaming Strategy, and Why Every Platform Needs an Audio Network
Send us Fan Mail In this episode of the WTR Small Cap Spotlight podcast, Robert Ellin, Chairman and CEO of LiveOne, Inc. (Nasdaq: LVO), joins Tim Gerdeman…
- WTR Small-Cap Spotlight
CIRCULAR ECONOMY: Investing in SAF, CCUS and Waste-to-Value (PART 2 – CCUS)
Send us Fan Mail This is the second episode in a three-part WTR Symposium Series on investment opportunities in industrial decarbonization and the circular…
- WTR Small-Cap Spotlight
The Louisiana Energy Conference 2026 — What Several Hundred Energy Executives and Investors Were Really Talking About in New Orleans
Send us Fan Mail Al Petrie, Founder and Senior Partner of Al Petrie Advisors and organizer of the Louisiana Energy Conference, joins host Tim Gerdeman and WTR…