Episodes
-
Send us a text
In our latest Small-Cap Spotlight flashcast, Jeff Robertson, Managing Director of Natural Resources at WTR breaks down his recent initiation of coverage report on Journey Energy Inc.
-
Send us a text
Tune in to the latest Small-Cap Spotlight Flashcast! Join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they discuss Neste Corp. Neste produces renewable fuels on three continents and operates the world's largest renewable fuels platform. Learn how Neste's global footprint and feedstock sourcing serve as competitive advantages and how management are responding to the currently oversupplied renewable fuels markets, cutting costs and repositioning for structural long-term growth opportunities. Policy implications for the US and EU are also discussed.
-
Episodes manquant?
-
Send us a text
We are joined by Al Petrie, Senior Partner at Al Petrie Advisors, and Jeff Robertson, Managing Director of Natural Resources at Water Tower Research to discuss the upcoming Louisiana Energy Conference. The conference will be held at the Four Seasons Hotel in New Orleans, Louisiana from May 27- 29, 2025. Water Tower Research is pleased to be a sponsor of the event which has been held annually for 25 years. The conference will include approximately 36 presentations, panels, and discussions led by representatives from more than 80 organizations that will address key domestic and international oil, natural gas, renewable, and clean energy developments and topics. The agenda includes a wide array of topics covering the offshore and onshore domestic and international oil and gas industry, financing issues, energy transition, and the impact emerging technologies could have on the way companies operate. Attendance is directed to investment professionals, including buy- and sell-side analysts and portfolio managers, private equity, and wealth management executives and trust officers along with energy industry participants. The full agenda and registration information can be found at the following link, LEC 2025
-
Send us a text
This week we caught up with Hylton Karon, President and CEO of iFabric, to discuss the company’s recent strong results and continued outlook for double-digit top line growth. Founded by Hylton in 1985, the Canadian textile company eschews fashion for performance. iFabric today offers textile products and technologies that cover a wide range of consumer markets such as athleisure, lifestyle, swimwear, healthcare, hospitality and military applications. Hylton also explains that while the company today is known as Intelligent Fabrics, it will soon be known as Intelligent Technologies as it begins to offer solutions for hard surfaces as well.
-
Send us a text
Water Tower Research Senior Analyst Dmitry Silversteyn discusses the deep-sea mining sector, specifically polymetallic nodules, including environmental and social aspects, role in enabling the energy transformation megatrend, and the ability to accelerate American self-reliance when it comes to critical metals.
-
Send us a text
Odyssey Marine Exploration’s CEO Mark Gordon discusses company’s prospects and opportunities post-NAFTA court decision, including potential development of phosphate resource off the coast of Mexico and progress portfolio companies are making in Cook Islands’ polymetallic nodule-rich EEZ.
-
Send us a text
On this week's episode of WTR Small-Cap Spotlight, Richard MacPherson, President and CEO of Birchtech Corporation, joined Shawn Severson, CEO & Co-Founder of Water Tower Research, and Peter Gastreich, WTR Energy and Sustainability Analyst to discuss Birchtech’s: 1) proprietary technology and specialty activated carbon products; 2) sustainable and affordable approaches for mercury emission control and potable water treatment; 3) significant growth opportunities and strategic expansion into the water purification market; 4) world class R&D facilities; 5) benefits of having 100% domestic sourcing; and 7) significant outstanding financial awards from patent infringement litigation in federal court.
-
Send us a text
SES AI CEO Qichao Hu sits down with Water Tower Research’s Tim Gerdeman and Brian Gordon to discuss the vision for the firm’s Molecular Universe AI-augmented battery materials discovery platform and the way that AI, more generally, is powering the firm’s business model. Hu also provides an update on SES AI’s progress in EVs, new products targeting drones, robotics, and urban air mobility, and the scale of the market opportunity for battery energy storage systems for data centers.
-
Send us a text
Joe Lowry and Dmitry Silversteyn discuss the current state of the lithium industry, including lithium mining and processing companies and regions, and EV battery technology evolution’s impact on lithium demand, as well as the role of geopolitical considerations when it comes to lithium production, technology and market dynamics.
-
Send us a text
In this WTR Symposium Series podcast, "FIRST MOVERS in Ethanol Carbon Capture and Sequestration (CCS)", managment of Gevo, Inc, (GEVO) and Rex American Resources (REX) join Shawn Severson, WTR CEO and Co-founder, and Peter Gastreich, WTR Senior Energy and Sustainability Analyst to discuss how low carbon ethanol, CCS, and SAF tie into the companies strategies and growth outlooks. The management of these companies are leading the way with their low-carbon strategies, growing operations and generating investment returns by helping industries, including aviation, meet their decarbonization objectives. At the same time, the companies are contributing to US energy abundance and playing a key role in supporting farmers, rural communities and the US agricultural economy.
-
Send us a text
Tune in to the latest Small-Cap Spotlight Flashcast! Join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they discuss Green Plains. Learn how the company plans to profit from CO2 waste streams with its Carbon Capture and Sequestration (CCS) operations staring up in 2H25. The outlooks for low-carbon ethanol and sustainable aviation fuel (SAF) are also discussed including implications from Trump administration policies.
-
Send us a text
Dmitry Silversteyn offers his take on Administration’s actions to increase domestic minerals production in the effort to decouple from China-dominated supply chain, its impact on mining and processing companies’ prospects, and how investors can take advantage of the potential rebalancing of the critical minerals supply chain.
-
Send us a text
On this week's episode of WTR Small-Cap Spotlight, Marcus Laun, Co-Founder and VP Executive of Sky Quarry joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainability Analyst at Water Tower Research to discuss: 1) SKYQ’s business of recycling asphalt shingle waste into oil products and other materials, and with zero waste; 2) SKYQ’s innovative revenue model and offering waste shingle suppliers a lower cost alternative to landfills; 3) planned commissioning of the first 1.0 million ton per year capacity facility in Utah this year; 4) national expansion strategy; 5) expectations for decreasing regulation and streamlined permitting process; and 6) crowd funding as a source of financing.
-
Send us a text
On this week's episode of WTR Small-Cap Spotlight, George O’Leary, Managing Director and Chief Executive Officer of Sono Group (OTCQB: SEVCF), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainability Analyst at Water Tower Research to discuss: 1) how Sono’s proprietary solar integration technology for commercial vehicles can bridge the gap between today's conventional vehicles and the future EV market; 2) Sono's German roots and strategy to leverage local partnerships to grow in North and South America; 3) capital strategy and path to NASDAQ uplisting in the near-term; 4) Sono's competitive advantages; 5) customer engagement strategy and other topics.
-
Send us a text
Dmitry Silversteyn provides his impressions of the 2025 PDAC conference in Toronto and highlights some of the hot topics attendees were discussing at this three-day event.
-
Send us a text
In our latest episode, Tim Gerdeman, Founder, Vice-Chairman, and Chief Marketing Officer discusses Palladyne AI (NASDAQ: PDYN) and its growth potential with WTR technology analyst Dr. John Roy and Palladyne AI co-founder, President and CEO Ben Wolff.
Palladyne AI sells real-time learning and reasoning AI software platforms for robots, drones, and smart industrial systems. The company engages in the design, development, and manufacture of industrial robotic systems that augment human performance by combining human intelligence, instinct, and judgment with the strength, endurance, and precision of machines to enhance employee safety and productivity. Its mobile robotic systems include the Guardian S, Guardian GT, Guardian XO, and Guardian XT. The company was founded in 2015 and is headquartered in Salt Lake City, UT.
-
Send us a text
CEO Mitch Steiner joins us on this week’s collaboration with WTR Biotech Spotlight to talk about the next generation of drugs focusing on lean mass (muscle) preservation for obesity patients on the popular GLP-1 therapies. He reviews the recent enobosarm Phase 2b data and highlights the importance of functional clinical benefit in addition to maintaining lean mass. Listen to learn more about Veru and its obesity drug enobosarm.
-
Send us a text
Perfect Corp. offers brands in the beauty industry the ability to offer an omnichannel experience to their customers, and for consumers to virtually try on products before making the purchases. The company recently acquired Wannaby to expand into the personal luxury vertical, which has expanded their targetable opportunity. In our conversation, we discussed how the company is positioning to reaccelerate top line growth, which we think, in turn, should lead to higher multiples.
-
Send us a text
Join Shawn Severson, Co-Founder and CEO at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they discuss how carbon capture and storage (CCS) can enable a big growth opportunity for low carbon ethanol and sustainable aviation fuel (SAF) in the US. We quantify the growth potential and importance to the rural economy, detail what makes ethanol a low-cost candidate for CCS, explain why President Trump's "National Energy Emergency" executive order and appointments look supportive, and review eight listed companies with CCS, SAF and low carbon ethanol projects. For more, see our new WTR report "What Carbon Capture & Storage Could Mean for US Ethanol-Based Biofuels".
- Montre plus
