Shows
WTR Small-Cap SpotlightThe "Cost of Equity" Pivot - Why Structure Now Matters More than RatesSend a textOur guest for this Flashcast edition is Shawn Severson, CEO and Co-Founder of Water Tower Research, and Head of Market Commentary and Thematic Research. Shawn breaks down his latest research, “The Cost of Equity Pivot: Why Structure Now Matters More Than Rates,” which challenges the traditional small-cap playbook heading into 2026. While falling interest rates have helped fuel a recent rebound in small caps, Shawn explains why the true driver of the innovation economy in 2026 is the cost of equity, not the cost of debt. He outlines the market’s structural shift from “survival...
2026-01-3006 min
WTR Sustainable Investing Surveyor PodcastSulnox Group (SNOXF) CEO on Cutting Costs and Carbon with a Drop-In InnovationOn this week's episode of the WTR Small-Cap Spotlight, Ben Richardson, CEO of Sulnox Group (US OTC: SNOXF) (UK ISDX: SNOX), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research to discuss: 1) the company's patented organic fuel conditioner that improves combustion, reduces fuel costs and emissions, and enhances performance and cleanliness for all engine types; 2) how the technology helps customers achieve immediate cost and environmental benefits without retrofitting; 3) the massive addressable market that covers all liquid hydrocarbon fuels worldwide; 4) current traction and...
2025-11-1921 minWTR Small-Cap SpotlightHerbalife’s Transformation: Digital Innovation, Debt Reduction, and Renewed Growth MomentumSend a textIn this episode of WTR Small-Cap Spotlight, John DeSimone, Chief Financial Officer of Herbalife (NYSE: HLF), joins hosts Shawn Severson and Doug Lane of Water Tower Research to discuss how Herbalife is entering a new era of growth through digital transformation, personalization, and financial discipline.DeSimone details Herbalife’s accelerating global momentum, including its first U.S. sales growth in more than four years, a 40% increase in operating cash flow, and continued debt reduction, lowering its leverage ratio to 2.8x. The discussion also covers th...
2025-11-1314 minWTR Small-Cap SpotlightConsumer Hardlines Symposium: Beyond Tariffs — How Leading Furniture Companies Are Positioning for the Next UpcycleSend a textIn this special WTR Consumer Hardlines Symposium, Shawn Severson, Doug Lane, and the Water Tower Research team host two industry leaders to discuss how furniture and home furnishings companies are managing through tariff volatility, inflationary pressures, and shifting consumer demand as they prepare for the next growth cycle.Iv Culp, President and CEO of Culp, Inc. (NYSE: CULP), shares how the company’s Project Blaze cost optimization initiative—expected to generate $18 million in annual savings—and its multi-geography manufacturing platfo...
2025-11-1228 minWTR Sustainable Investing Surveyor PodcastWestport Fuel Systems (WPRT) CEO on Strategic Shift and Technology for Low-Cost, Low-Emissions Heavy-Duty TruckingOn this week's episode of the WTR Small-Cap Spotlight, Dan Sceli, CEO of Westport Fuel Systems (NASDAQ: WPRT) (TSX: WPRT), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research to discuss: 1) Westport’s leading position as a supplier of advanced, affordable, low-emission technologies for the global transportation and industrial sectors; 2) how the company’s HPDI™ technology enables diesel engines to run on clean fuels like CNG, RNG, LNG, and hydrogen, at lower cost and reducing CO2 emissions by 20-30% and by up to 100...
2025-11-0713 minWTR Small-Cap SpotlightExpanding Global Access: How OTC Markets Is Bringing Investors and Issuers together WorldwideSend a textIn this episode of the WTR Small-Cap Spotlight Podcast, Jason Paltrowitz, Executive Vice President of Corporate Services at OTC Markets Group, joins hosts Tim Gerdeman, Vice Chair and Co-Founder of Water Tower Research, and Shawn Severson, WTR Co-Founder and CEO. The discussion explores OTC’s expanding global footprint, the surge in cross-border trading activity, and the company’s role in connecting international issuers with U.S. investors. Paltrowitz highlights rising European and Canadian engagement, the “list local, trade global” model, and new opportunities ahead in Asia and over...
2025-11-0323 minWTR Small-Cap SpotlightNew Flashcast: AI Industry Primer — 50 Under-Covered Companies & Where Value’s Being CreatedSend a textIn our latest WTR Small-Cap Spotlight Flashcast, WTR's Shawn Severson and James Kisner break down James’s AI Industry Primer—how the team selected 50 under-covered names, the AI Centricity Score, and 11 application areas. The conversation highlights where the most market value has accrued (notably infrastructure/platforms and quantum) as well as specialized workflow owners — and what the data says about the relationship between "AI Centricity" and returns.
2025-10-2911 minWTR Sustainable Investing Surveyor PodcastCapCO2 Solutions CEO on What Makes Green Methanol a Game-Changer for Midwest Ethanol and its Role in Supporting SAFOn this week's episode of the Sustainable Investing Surveyor Podcast, Jeff Bonar, Chief Executive Officer of privately held CapCO2 Solutions, joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research to discuss: 1) how CapCO2 Solutions uses biogenic CO2 captured from ethanol biorefineries and intermittent wind power to produce low-cost, high volume green methanol; 2) what makes the process more efficient and cost-effective than traditional or competing methods; 3) how the technology also can support the production of SAF; 4) why and by how much g...
2025-10-2322 min
Advisor InsightsWater Tower ResearchShawn Severson, CEO of Water Tower Research, joins us to discuss how the firm is transforming equity research through open-access content and AI-driven insights. Severson explains how AI is reshaping the research landscape—accelerating analysis, expanding investor access, and challenging traditional models—while emphasizing the importance of discovery, transparency, and direct engagement with management teams.
2025-10-2221 minWTR Sustainable Investing Surveyor PodcastEco Wave Power (WAVE) CEO on Transforming Ocean Energy Into Opportunity Across Four ContinentsOn this week's episode of the WTR Sustainable Investing Surveyor, Inna Braverman, Chief Executive Officer of Eco Wave Power Global (NASDAQ ticker WAVE), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research to discuss: 1) WAVE's technology that generates stable, cost-efficient renewable energy from ocean and sea waves; 2) the company's global footprint with projects located across four continents including most recently in the US Port of Los Angeles; 3) competitive advantages like having extremely limited periods of intermittency; 4) the scalable attributes including the simplicity...
2025-10-2021 minWTR Small-Cap SpotlightGCL Holdings (GCL) - From IP to Shelf: Building a Full-Stack Gaming FlywheelSend a textIn this episode of the WTR Small-Cap Spotlight podcast, Sebastian Toke, CEO of GCL Holdings, joins Shawn Severson and James Kisner of Water Tower Research to discuss GCL’s full-stack games & entertainment flywheel—connecting distribution (Epicsoft Asia, 2Game), publishing (4Divinity), and hardware/peripherals (Ban Leong Technologies) so data, marketing, and retail execution reinforce one another from IP origination to shelf.The conversation covers FY25 performance (+142% YoY revenue) and what management views as an inflection proving the ecos...
2025-10-1730 minWTR Sustainable Investing Surveyor PodcastMontana Renewables (Calumet NASDAQ: CLMT) CEO on First Mover Advantages and Imminent SAF Supply SqueezeOn this week's episode of the WTR Sustainable Investing Surveyor Podcast, Bruce Fleming, Chief Executive Officer of Montana Renewables, an unrestricted subsidiary of Calumet (NASDAQ ticker CLMT), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research to discuss: 1) the company's role as the largest SAF producer in the Western Hemisphere; 2) key advantages including repurposing existing hardware for SAF production and proximity to carbon preference markets; 3) low cost expansion plans to reach up to 10x current SAF capacity by 2028; 4) the imminent squeeze in...
2025-10-0833 minWTR Small-Cap SpotlightSmall-Caps at an Inflection Point: The Tide Is Turning but is it SustainableSend a textIn this WTR Small-Cap Spotlight Flashcast, host Tim Gerdeman, Vice Chair and Co-Founder of Water Tower Research, sits down with Shawn Severson, Founding Partner and CEO, to discuss the long-awaited rotation into small-cap stocks. The discussion explores the forces driving renewed investor attention to small caps, including monetary policy shifts, valuation disparities, and improving access to capital markets. Shawn also shares why small-cap investing today demands a stock-picker’s mindset and what it will take to sustain this rally over the next year.
2025-10-0716 min
The HeadlinesU.S. Shutdown Begins, and Trump Tells Military to Use U.S. Cities as ‘Training Grounds’Plus, Italian grandmothers’ secret weapon. Here’s what we’re covering:Shutdown Enters First Full Day With No Hint Either Side Will Give by Catie EdmondsonHow the Shutdown Is Affecting Federal Services and Workers by Elena Shao and Lazaro GamioTrump and Hegseth Recount Familiar Partisan Complaints to Top Military Leaders by Helene Cooper, Eric Schmitt and Shawn McCreeshTrump Announces Deal With Pfizer to Sell Drugs to Medicaid at European Prices by Rebecca Robbins and Margot Sanger-KatzWhite House Pulls Pick to Lead Labor Data Agency...
2025-10-0111 minWTR Small-Cap SpotlightCritical Elements Mining and Processing Infrastructure Buildout: a Matter of National Security (Part 2)Send a textIn this exclusive symposium, hosted by Shawn Severson (Founding Partner & CEO) and Dmitry Silversteyn (Managing Director – Chemicals & Materials), industry leaders from Jindalee Lithium Limited (JLL-ASX), Critical Metals Corp. (CRML), Tactical Resources Corp. (RARE-TSX), 5E Advanced Materials, Inc. (FEAM), and Atlas Lithium Corporation (ATLX) break down:Current market dynamics: global demand trends, supply bottlenecks, pricing pressures, and the role of top mining and processing regions.National security implications: why reducing dependence on China and other concentrated markets is critical for energy transition, defense, and tec...
2025-09-241h 04WTR Small-Cap SpotlightCritical Elements Mining and Processing Infrastructure Buildout: a Matter of National Security (Part 1)Send a textIn this exclusive symposium, hosted by Shawn Severson (Founding Partner & CEO) and Dmitry Silversteyn (Managing Director – Chemicals & Materials), industry leaders from The Metals Company (TMC), Westwater Resources Inc (WWR), Avalon Advanced Materials Inc (AVL), Northern Graphite Corp (NGC), and Odyssey Marine Exploration, Inc. (OMEX) break down:Current market dynamics: global demand trends, supply bottlenecks, pricing pressures, and the role of top mining and processing regions.National security implications: why reducing dependence on China and other concentrated markets is critical for energy transition, defense, and technology se...
2025-09-171h 24WTR Small-Cap SpotlightFeaturing Herbalife CFO Following Q2 2025 ResultsSend a textIn this episode of WTR Small-Cap Spotlight, host Shawn Severson, CEO and Co-Founder of Water Tower Research, is joined by Herbalife CFO John DeSimone and WTR’s Head of Consumer Products Equity Research Doug Lane for an in-depth discussion on Herbalife’s improving business trends, strategic product and technology launches, and capital allocation priorities. The conversation covers leadership changes, sales force momentum, the launch of the Pro2col App, new health supplements, and the company’s disciplined approach to debt reduction and growth investment.
2025-08-1423 minWTR Small-Cap SpotlightNEXT-GEN VEHICLES (Part 2): Investing in Small Drones and Unmanned Vehicles with ARAI, KITT, OPTT, and PDYNSend 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 mining...
2025-07-2340 minWTR Small-Cap SpotlightNEXT-GEN VEHICLES: Investing in Small Drones and Unmanned Vehicles with MCRP, ONDS, SES & UMACSend 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 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 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 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 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 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 contributing...
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 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 our n...
2025-02-1221 minWTR Small-Cap SpotlightVivos Therapeutics Inc (VVOS): Initiation of Coverage ReviewSend 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 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; 4) bene...
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 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 4) how...
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 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 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 profitability and an i...
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 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 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 Small-Cap SpotlightGevo Initiation of Coverage Review: Delivering Carbon Abatement with Renewable Fuels and Technologies as Cost Effectively as PossibleSend 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 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 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 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 information and...
2024-07-1909 minWTR Small-Cap Spotlight111 Inc IoC Review - A Leader in the Digital Transformation of China’s Healthcare Supply ChainSend 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 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 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 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 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
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 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 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 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