Shows
WTR Small-Cap SpotlightNEXT-GEN VEHICLES (Part 2): Investing in Small Drones and Unmanned Vehicles with ARAI, KITT, OPTT, and PDYNSend us a textIn this 2nd episode or our two-part WTR Symposium Series podcast, "NEXT-GEN VEHICLES: Investing in Small Drones and Unmanned Vehicles", senior management of Arrive AI (ARAI), Nauticus Robotics (KITT), Ocean Power Technologies (OPTT), and Palladyne AI (PDYN) join the Water Tower Research team including Founding Partner and CEO, Shawn Severson, Managing Director - Energy Transition and Sustainable Investing, Peter Gastreich, and Managing Director - Technology, Dr. John Roy. These companies are high-growth and with innovative unmanned vehicle solutions focused on improving efficiency and safety for industries as diverse as offshore oil & gas, subsea...2025-07-2340 minWTR Small-Cap SpotlightNEXT-GEN VEHICLES: Investing in Small Drones and Unmanned Vehicles with MCRP, ONDS, SES & UMACSend us a textIn this two-part WTR Symposium Series podcast, "NEXT-GEN VEHICLES: Investing in Small Drones and Unmanned Vehicles", management of Micropolis Holding Company (MCRP), Ondas Holdings Inc. (ONDS), SES AI Corp, (SES) and Unusual Machines, Inc. (UMAC) join the Water Tower Research team including Founding Partner and CEO, Shawn Severson and Managing Director - Technology, Dr. John Roy. Drones are everywhere and stocks are moving up. Hear what 4 CEOs in the drone industry are saying about investing, consolidation, and the need for standards. Stay tuned next week for part-two with WTR's Peter Gastreich!2025-07-1647 minWTR Small-Cap SpotlightCATCH THE WAVE: Investing in Water Treatment and SolutionsSend us a textIn this WTR Symposium Series podcast, " CATCH THE WAVE: Investing in Water Treatment and Solutions ", management of Arq, Inc. (ARQ), California Water Service (CWT), National Energy Services Reunited (NESR), and Select Water Solutions (WTTR) join the Water Tower Research team including Shawn Severson, CEO and Co-founder, Jeff Robertson, Managing Director – Natural Resources, and Peter Gastreich, Senior Energy and Sustainable Investing Analyst to discuss growth strategies. The participating companies are delivering key water treatment technologies, water management solutions, and long-term infrastructure services for customers in energy, utilities, specialty materials and other industries. 2025-06-251h 12WTR Small-Cap SpotlightPresident and CEO of Birchtech (OTC: BCHT) (TSX: BCHT) on Water Purification and Clean Coal StrategySend us a textOn 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.2025-04-2317 minWTR Small-Cap SpotlightWTR Symposium Series Podcast: FIRST MOVERS in Ethanol Carbon Capture and Sequestration (CCS) WTR Symposium Series Podcast: FIRST MOVERS in Ethanol Carbon Capture and Sequestration (CCS)Send us a textIn 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...2025-04-1648 min
WTR Sustainable Investing Surveyor PodcastWTR Symposium Series Podcast: FIRST MOVERS in Ethanol Carbon Capture and Sequestration (CCS)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...2025-04-1648 minWTR Sustainable Investing Surveyor PodcastWhy the Time is Right for Investors to Focus on CCS, SAF and Low-Carbon Ethanol (NEW REPORT!)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 C...2025-02-1221 minWTR Small-Cap SpotlightWhy the Time is Right for Investors to Focus on CCS, SAF and Low-Carbon Ethanol (NEW REPORT!)Send us a textJoin 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 o...2025-02-1221 minWTR Small-Cap SpotlightVivos Therapeutics Inc (VVOS): Initiation of Coverage ReviewSend us a textTune in to the latest Small-Cap Spotlight FlashCast! Join WTR CEO & Co-Founder, Shawn Severson, and Senior Research Analyst, Do Kim, as they discuss WTR's initiation of coverage on Vivos Therapeutics Inc (NASDAQ: VVOS).2024-12-1612 minWTR Small-Cap SpotlightLeading Companies Discuss Why Sustainable Aviation Fuel and Low Carbon Ethanol are “Ready for Take-Off” in WTR Symposium Series LaunchSend us a textWe launch our inaugural WTR Symposium Series “Sustainable Aviation Fuel and Low Carbon Ethanol Ready for Take-Off” on this week's episode of WTR Small-Cap Spotlight. Senior management of four leading companies in the low carbon farm-to-fuel and waste-to-fuel supply chains [Continuum Ag, Gevo (GEVO), LanzaTech (LNZA), and Synata Bio] join Shawn Severson, WTR CEO, Co-founder and Head of Sustainability Research, and Peter Gastreich, Senior Energy and Sustainability Analyst. Topics include: 1) how SAF and low carbon ethanol tie into company strategies; 2) the tangible economic benefit to farmers; 3) any implications from changes underway in Washington DC...2024-12-111h 08WTR Sustainable Investing Surveyor PodcastSustainable Mobility in Megacities: Zapp Electric Vehicles’ Vision and StrategyIn this episode of the WTR Sustainable Investing Surveyor Podcast, WTR CEO &co-Founder Shawn Severson sits down with Swin Chatsuwan, Founder and CEO of Zapp Electric Vehicles, discussing Zapp’s growth strategy, focusing on innovative mobility solutions for Asian megacities. Swin shares insights into Zapp's product design, sustainability efforts, manufacturing approach, and go-to-market strategies. The conversation also covers the company’s funding, sales forecasts, and Swin’s vision for driving product quality and market momentum. Don’t miss this exciting look into the future of urban mobility! 2024-10-2337 minWTR Small-Cap SpotlightLSB Industries (LXU) CEO Mark Behrman on How CCS and Low Carbon Ammonia Drive “Sustainability as a Growth Engine” StrategySend us a textOn this week's episode of WTR Small-Cap Spotlight, Mark Behrman, CEO of LSB Industries (LXU), joins Shawn Severson, Water Tower Research CEO, Co-founder and Head of Sustainability Research, and Peter Gastreich, analyst on WTR’s Natural Resources and Energy Transition sector teams, to discuss: 1) how LSB is pursuing growth and higher returns with carbon capture and sequestration (CCS) and low carbon ammonia; 2) the growing appeal of low carbon ammonia as a fuel for power generation and marine transport; 3) implications from the recent landmark Woodside Energy acquisition of low carbon ammonia assets in Texas; and...2024-10-1024 minWTR Sustainable Investing Surveyor PodcastLSB Industries (LXU) CEO Mark Behrman on How CCS and Low Carbon Ammonia Drive “Sustainability as a Growth Engine” StrategyOn this week's episode of WTR Sustainable Investing Surveyor Podcast, Mark Behrman, CEO of LSB Industries (LXU), joins Shawn Severson, Water Tower Research CEO, Co-founder and Head of Sustainability Research, and Peter Gastreich, analyst on WTR’s Natural Resources and Energy Transition sector teams, to discuss: 1) how LSB is pursuing growth and higher returns with carbon capture and sequestration (CCS) and low carbon ammonia; 2) the growing appeal of low carbon ammonia as a fuel for power generation and marine transport; 3) implications from the recent landmark Woodside Energy acquisition of low carbon ammonia assets in Texas; and 4) how agricultural-based low car...2024-10-1024 minWTR Small-Cap SpotlightShift4 Payments Initiating Coverage of Emerging Leader in Next-Gen Payment Technology EpisodeSend us a textTune in to the latest Small-Cap Spotlight FlashCast! Join WTR CEO & Co-Founder, Shawn Severson and Technology Analyst, Curtis Shauger as they discuss WTR's initiation of coverage on Shift4 Payments (FOUR).2024-09-3011 minWTR Small-Cap SpotlightCEO Patrick Gruber on Synergies from the Red Trail Acquisition and How the Assets Complement Gevo’s StrategySend us a textPatrick Gruber, Chief Executive Officer and Director at Gevo, Inc, joins Shawn Severson, Water Tower Research CEO, Co-founder and Head of Sustainability Research, and Peter Gastreich, analyst on WTR’s Natural Resources and Energy Transition sector teams. Gevo produces renewable fuels and develops related technologies that help customers meet carbon abatement goals as cost effectively as possible. Mr. Gruber discusses: 1) Gevo’s entry into low carbon ethanol and CCS with the $210 million Red Trail Acquisition in North Dakota; 2) multiple synergies of Red Trail with Gevo’s existing business lines; 3) Gevo’s move toward profitab...2024-09-2429 minWTR Sustainable Investing Surveyor PodcastWestwater Executive Chairman Terence Cryan Discusses Reaching 100% Offtake on Graphite Processing CapacityTerence Cryan, Executive Chairman of Westwater Resources (WWR), joins Shawn Severson, Water Tower Research CEO, Co-founder and Head of Sustainability Research, and Peter Gastreich, analyst on WTR’s Natural Resources and Energy Transition sector teams. WWR is the only publicly traded, US based graphite anode company with 100% domestic sourcing and processing. The podcast covers: 1) the latest offtake agreement milestones achieving 100% sold out status for the company’s graphite materials; 2) what this means for progress on debt financing; 3) favorable pricing terms to WWR and the value to customers for having domestically produced IRA compliant battery materials; and 4) construction progress including 85% of p...2024-09-2318 minWTR Small-Cap Spotlight1-800-FLOWERS.COM Initiation of Coverage Review: Building a Pre-Eminent E-Commerce Gifting PlatformSend 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).2024-09-2009 minWTR Small-Cap SpotlightGevo Initiation of Coverage Review: Delivering Carbon Abatement with Renewable Fuels and Technologies as Cost Effectively as PossibleSend 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. 2024-09-1921 minWTR Sustainable Investing Surveyor PodcastGevo Initiation of Coverage Review: Delivering Carbon Abatement with Renewable Fuels and Technologies as Cost Effectively as PossibleTune in to the latest Sustainable Investing Surveyor 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. 2024-09-1921 minWTR Sustainable Investing Surveyor PodcastWTR Takes a Deep-Dive Into Sustainable Aviation Fuel (SAF) and the 100x Demand Growth Opportunity for Competitive North American SupplyIn this episode of the Sustainable Investing Surveyor Podcast, WTR CEO & Co-Founder Shawn Severson and WTR Sustainability and Energy Transition sector analyst Peter Gastreich discuss Peter's new Biofuels Focus report "Is Alcohol-to-Jet Fuel SAF Clearing for Take-Off in the US?" Global sustainable aviation fuel (SAF) production is tripling this year yet may need to expand by another 100x by 2050. This is creating a large opportunity for competitive North American supply. Politically speaking, certain characteristic of the SAF industry may be seen as attractive to both sides of the aisle in the US. 2024-08-0922 minWTR Small-Cap SpotlightWater Tower Research unveils rebranded podcast series, now called WTR Small-Cap SpotlightSend 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-impact opportunities in the small-cap market.2024-08-0713 minWTR Sustainable Investing Surveyor PodcastWestwater Resources CFO Steve Cates on new developments at first domestic integrated battery-grade graphite project in the USSteve Cates, CFO of Westwater Resources (WWR), joins Shawn Severson, Water Tower Research CEO, Co-founder and Head of Sustainability Research, and Peter Gastreich, analyst on WTR’s Natural Resources and Energy Transition sector teams, to discuss: 1) progress on phase 1 construction of WWR’s Kellyton graphite processing facility in Alabama; 2) new offtake agreements announced this year with SK On (Feb) and Stellantis (July) and what the now 100% contracted volume means for lenders; 3) executing a supply agreement between the Coosa mine and Kellyton processing project; and 4) the value of delivering domestically produced low carbon footprint graphite to customers in the US. 2024-07-2522 minWTR Sustainable Investing Surveyor PodcastSoluna Holding CEO John Belizaire on the company’s recent wins, its growth into AI and opportunities for future growth across its different business linesCEO John Belizaire joins us to talk about the multiple milestones recently reached, including financing for the 50 MW Project Dorothy 2, a PPA agreement for 166 MW Project Kati and the funding and launch of Soluna Cloud. The podcast delves into Soluna Cloud’s strategic partnership with Hewlett Packard Enterprise, its securing of NVIDIA H100 GPUs that will allow it to offer Generative AI workloads for enterprise customers and Generative AI labs. 2024-07-2424 minWTR Small-Cap SpotlightGorilla Technology IOC Discussion with WTR's President Shawn Severson and Technology Analyst Dr. John RoySend 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 network defense, video analytics, and big data analytics applied across both public and private sectors. The company’s products identify, analyze, and extract inf...2024-07-1909 minWTR Small-Cap Spotlight111 Inc IoC Review - A Leader in the Digital Transformation of China’s Healthcare Supply ChainSend 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.2024-07-1216 minWTR Sustainable Investing Surveyor PodcastArq, Inc. CEO Bob Rasmus on the transformation of the company and the outlook for growth in new marketsCEO 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 and cash generating Powered Activated Carbon business through improved operations, better contracting terms and penetrating new markets while using it as a springboard into the higher growth and m...2024-07-1120 minWTR Sustainable Investing Surveyor PodcastOcean Power Technologies CEO Philipp Stratmann Reviews Recent Announcements with Water Tower Research CEO Shawn SeversonCEO Philipp Stratmann reviews several recent announcements by the company, including OPT's partnership with Unique Group, an OEM agreement with Teledyne Marine, the company's focus on "turnkey systems," an agreement in principle to deliver multiple WAM-Vs to a US government agency, and the first batch of WAM-Vs (unmanned surface vehicles) to Sulmara. The company continues to move ahead with more commercial deliveries, growing deployments, and a strong pipeline. 2024-07-0811 minWTR Sustainable Investing Surveyor PodcastOcean Power Technologies CEO Philipp Stratmann Reviews Recent Announcements with Water Tower Research CEO Shawn SeversonCEO Philipp Stratmann reviews several recent announcements by the company, including OPT's partnership with Unique Group, an OEM agreement with Teledyne Marine, the company's focus on "turnkey systems," an agreement in principle to deliver multiple WAM-Vs to a US government agency, and the first batch of WAM-Vs (unmanned surface vehicles) to Sulmara. The company continues to move ahead with more commercial deliveries, growing deployments, and a strong pipeline.2024-07-0811 minWTR Sustainable Investing Surveyor PodcastSpruce Power IOC Review – Competitive Servicing "Moat" Supports Residential Rooftop Solar Acquisition StrategyIn this week’s WTR Sustainable Investing 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 capital light strategy including Spruce Pro. 2024-06-2511 minWTR Small-Cap SpotlightSpruce Power IOC Review – Competitive Servicing "Moat" Supports Residential Rooftop Solar Acquisition StrategySend 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 capital light strategy including Spruce Pro. 2024-06-2511 minWTR Small-Cap SpotlightAinos Initiation of Coverage Review – AI Nose Tech and Veldona Drug in PipelineSend 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 2024-06-2413 minWTR Small-Cap SpotlightCanadian Climate Investor Conference Preview / Outlooks for Voluntary Carbon and Solar MarketsSend 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.2024-06-2029 minWTR Sustainable Investing Surveyor PodcastCanadian Climate Investor Conference Preview / Outlooks for Voluntary Carbon and Solar MarketsIn this week’s WTR Sustainable Investing 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.2024-06-2030 minWTR Sustainable Investing Surveyor PodcastSustainability Panels at the Louisiana Energy Conference Reveal Cooperation is KeyJoin Peter Gastreich and Graham Mattison as they discuss the sustainability panel track at the recent Louisiana Energy Conference, hosted by Al Petrie Advisors. In the context of biofuel, EV battery, offshore wind, geothermal, carbon capture, hydrogen and other energy transition industries, the panelists discussed stress-testing business models for regulatory scenarios, the importance of forming partnerships, demand pull as customers willingness to pay rises, the use of "off-the-shelf" technologies in renewable operations, and the power of individual states in defining energy transition plans. Also tune in to find out what state a panelist called the "wild-wild West of energy...2024-06-1120 minWTR Small-Cap SpotlightLouisiana Energy Conference PreviewSend us a textAhead 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. 2024-05-1618 minWTR Sustainable Investing Surveyor PodcastGEVO's Eric Frey and Lindsay Fitzgerald and WTR's Shawn Severson and Peter GastreichGevo’s VP of Finance and Strategy Eric Frey and VP of Government Affairs Lindsay Fitzgerald join Shawn Severson and Peter Gastreich to discuss the recently announced Section 40B tax credit for sustainable aviation fuel (SAF) and detail how Gevo expects the credit to enhance the value of the company’s Net-Zero 1 production facility and benefit their supply chain and farmers in particular. 2024-05-0938 minWTR Sustainable Investing Surveyor PodcastHow Soluna’s Renewable Powered Data Centers Can Help Meet the Power Needs of AISoluna Holdings CEO John Belizaire joins us for a discussion about the company’s recent growth and how its green-powered data centers are helping to support renewable energy development and provide a solution to the power demands from AI.2024-04-2530 minWTR Sustainable Investing Surveyor PodcastBase Carbon and its Role in the Growing Voluntary Carbon MarketsBase Carbon President Wes Fulford joins us for a discussion about the voluntary carbon markets and how Base Carbon provides development capital for projects that produce carbon credits that can then be purchased and used by third parties to meet their climate goals. 2024-04-1821 minWTR Sustainable Investing Surveyor PodcastDeep Sea Mining's Role in Helping to Shift the World to Sustainable EnergyDmitry joins us to talk about the Deep Sea Mining industry, how the industry has evolved as of late, and how it can play a major role in helping to supply the materials needed for the shift towards electrification. He talks about how deep sea mining can produce higher quality minerals at far less of an environmental footprint than land base mining which has a major environmental impact and is often located in difficult geopolitical locations.2024-04-1522 minWTR Sustainable Investing Surveyor PodcastAddressing Commonly Asked Investor Questions on Gevo (GEVO) with Eric Frey, VP of Finance & Strategy at Gevo (GEVO)This podcast reviews several common investor questions that are outside the usual ones focused on operating fundamentals and not addressed in regular company events or materials. These topics include the accurate picture around the shorting of Gevo's shares, the latest on the company’s previously announced share repurchase program, concerns around the company’s status with NASDAQ, and updates on Praj, Axens, Chevron, and Phillips 66.2024-04-0831 minWTR Sustainable Investing Surveyor PodcastA Discussion with Peter Leighton, COO and Co-Founder of RE Royalties, and the Company’s Unique Business Strategy of Leveraging the Royalty Model in the Fast-Growing Renewable Energy IndustryIn this episode, we sit down with Peter Leighton, COO and Co-Founder of RE Royalties, and dig deeper into the company’s innovative royalty financing solutions for renewable energy clients. The company focuses on acquiring long-term, recurring royalty streams and high capital reinvestment to drive growth combined with strong capital protection and low operating costs. Some key topics we hit include the strategy behind the company’s founding, how the royalty model works, case studies, and the opportunity this model presents for public equity investors.2024-03-2834 minWTR Sustainable Investing Surveyor PodcastLooking at the GREET Model and Its Implications for GEVO and Its Renewable Hydrocarbons Business Model and TechnologiesIn this episode, we look at the latest developments in the GREET model and its impact on Gevo and its renewable energy liquid hydrocarbons and Sustainable Aviation Fuel (SAF) business. We also take the opportunity to discuss Gevo’s innovative Verity Carbon Solutions, a tracking system that monitors carbon emissions from feedstock to end-use, which is another high-growth initiative focused on the carbon economy.2024-03-2224 minWTR Sustainable Investing Surveyor PodcastTalking Distributed Energy Generation with Aaron Ratner – Executive Director at Alternus Clean Energy, and Jon Vasconcellos – Executive VP of Finance at Hover Energy, LLCIn this episode, we take a look at the latest trends and market for distributed energy generation (DEG) and the role renewables are now playing. With increasing strain on the conventional grid, in combination with carbon reduction goals, the DEG market is in an increasingly exciting investment environment along with the companies and technologies leading this drive. With additional strain expected from electrification, the microgrid market is likely to remain a megatrend in the coming years.2024-03-1529 minWTR Sustainable Investing Surveyor PodcastNatural Gas Trends and Its Impact and Opportunities in the Cleantech SpaceJoin Graham Mattison and Shawn Severson for a discussion on natural gas, including its role as a bridge fuel, its significant impact on the economics of many renewable industries, and opportunities for new and existing technologies to benefit from the natural gas market dynamics.2024-03-0828 minWTR Sustainable Investing Surveyor PodcastLooking at Mission-Critical Building Climate Solutions with Limbach CEO Mike McCannIn our podcast, we reviewed how Limbach has evolved to be a leading integrated building solution company that partners with its customers to deliver, maintain, and optimize mission-critical MEP systems. The company has shifted its business toward higher-margin owner direct work that also provides recurring revenue from service and maintenance contracts.2024-02-2926 minWTR Sustainable Investing Surveyor PodcastLooking at Lithium Ion Battery Recycling with Aqua Metals CEO Steve CottonIn our podcast, we review how Aqua Metals is developing a cleaner and safer metals recycling process to reduce the carbon footprint of the energy storage industry, which we view as an emerging megatrend across the sector. The company believes its proprietary process is environmentally responsible and economically competitive and will help retain critical strategic metals within the US, while lowering reliance on unsafe and toxic mining operations.2024-02-2022 min
Mission Matters Money with Adam TorresStock Research for Small Cap CompaniesWhat will the future of small cap research and communications look like? In this episode, Adam Torres and Shawn Severson, Co Founder and President at Water Tower Research, explore the evolution of small cap research and what investors and CEO should know.Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be a guest on our podcast:https://missionmatters.lpages.co/podcastguest/Visit our website:https://missionmatters.com/2024-01-2321 min
Mission Matters Business Podcast with Adam TorresStock Research for Small Cap CompaniesWhat will the future of small cap research and communications look like? In this episode, Adam Torres and Shawn Severson, Co Founder and President at Water Tower Research, explore the evolution of small cap research and what investors and CEO should know. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be a guest on our podcast:https://missionmatters.lpages.co/podcastguest/Visit our website:https://missionmatters.com/...2024-01-2320 min
Rise To MoreHow to lead, inspire and empower others with Shawn SeversonIn this episode you will learn:Why are so many young people not motivatedWhy is Shawn so loved by everyone: his staff, his superiors and the publicHow to lead others with integrity and warmthWhy great leaders inspire through community and not egoWhat are the essential qualities of a successful leader/mentorWhy does a GM of a large gym clean floorsCan we teach leadership or are you born with it In this episode I talk to Shawn Severson, who is b...2024-01-1655 minWTR Small-Cap SpotlightRE Royalties with Shawn Severson, Tim Regan, and Bryce AndersonSend us a text In this week's Water Tower Hour episode, Shawn Severson and Tim Regan talk with Bryce Anderson, VP Investments, of RE Royalties, about applying the well-proven royalty financing model to the renewable energy sector, while providing public equity investors with the opportunity to participate in this fast-growing market and the company’s strategy to continue its strong performance. 2023-08-0926 minWTR Small-Cap SpotlightElectrovaya with Shawn Severson and Dr. Raj DasGuptaSend us a textIn this week's Water Tower Hour episode, Shawn Severson and Jesse Redmond talk with Dr. Raj DasGupta, CEO of Electrovaya, about his company's continued focus on profitable growth in the lithium-ion battery market based on the company's proprietary Infinity Battery Platform and how existing applications still present significant expansion opportunities with new markets on the horizon. 2023-08-0235 minWTR Small-Cap SpotlightOcean Power Technologies with Shawn Severson and Philipp StratmannSend us a textWater Tower Research Co-Founder and President Shawn Severson, and Ocean Power Technologies (OPT) President and CEO Philipp Stratmann discuss the innovative technology the company is using and what can be accomplished using OPT solutions. We also cover the company’s latest commercialization efforts and dig into its fascinating autonomous boats and PowerBuoy systems used in military and other industry applications.2023-06-2834 min