WTR Small-Cap Spotlight

Send us a text

In our latest episode of WTR Small-Cap Spotlight, Tim Gerdeman, Co-Founder, Vice-Chairman, and Chief Marketing Officer and WTR technology analyst Dr. John Roy discuss Dr. Roy’s top five tech trends for 2025.

The top five are: (1) AI Is Continuing to Grab Investor Interest as Expectations Have it Impacting Nearly Everything, (2) Edge Computing Driven by 5G Is Growing, (3) Cybersecurity is Everywhere as Attacks are Focusing More People, (4) Quantum Computing will get More Interest But Impacts Still Over the Horizon, and (5) Cryptocurrency Perception in the US could Become More Supportive

Send us a text

Tune in to the latest Small-Cap Spotlight FlashCast! Join WTR Vice Chair, Co-Founder & Chief Marketing Officer, Tim Gerdeman and Senior Research Analyst, Robert Sassoon, as they discuss WTR's initiation of coverage on Cybin, Inc. (NASDAQ: CYBN).

Send us a text

In the latest episode of the WTR Small-Cap Spotlight, Tim Gerdeman, Co-Founder, Vice Chairman, and Chief Marketing Officer discusses Gorilla Technology Group (GRRR) and its growth potential with WTR technology analyst Dr. John Roy and GRRR CEO Jay Chandan and CFO Bruce Bowers. 

Gorilla specializes in delivering AI-based smart and safe city solutions with an emphasis on security convergence and network defense, video analytics, and big data analytics applied across both public and private sectors 

Send us a text

Tune in to the latest Small-Cap Spotlight FlashCast! Join WTR Vice Chair, Co-Founder & Chief Marketing Officer, Tim Gerdeman and Head of Cannabis, Jesse Redmond, as they discuss WTR's initiation of coverage on Hydrofarm Holdings Group, Inc. (NASDAQ: HYFM).

Send us a text

Tune in to the latest Small-Cap Spotlight FlashCast! Join WTR Vice Chair, Co-Founder & Chief Marketing Officer, Tim Gerdeman and Senior Research Analyst, Graham Mattison as they discuss WTR's initiation of coverage on ARQ, Inc. (NASDAQ: ARQ).

Send us a text

Jack Lu, Director of Corporate Development, of Ainos joins us on this week’s WTR Small-Cap Spotlight to discuss the therapeutic platform and Veldona clinical development. He reviews the effects of Veldona on the immune system and benefit seen in prior clinical trials. Jack focuses on the recently announced studies being conducted in Taiwan for the three priority indications of oral warts in HIV+ patients, Sjogren’s syndrome, and cat FCGS in animal health. We get a sense of timelines for potential data catalysts and outcome goals.

Send us a text

In this week’s Small-Cap Spotlight,  Lawrence Tan, iPower CEO, discusses the evolution of iPower from the growth of its online business to the development of its SuperSuite offering, using data analysis to refine product development, sourcing, logistics, and merchandising.  Lawrence believes iPower will increasingly focus on providing services to other product companies and sees SuperSuite becoming a quasi SaaS offering facilitating all aspects of online selling for the company’s corporate partners.

Send us a text

On 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 agricultural-based low carbon supply chains like sustainable aviation fuel (SAF) may increase demand for low carbon fertilizer. 

Send us a text

In this week’s Small-Cap Spotlight,  Tim Gerdeman, Vice Chair & Co-Founder, and Chief Marketing Officer of WTR, joins WTR’s Head of Cannabis, Jesse Redmond, and Hydrofarm CEO Bill Toler to discuss how the company is returning to growth. 

The cannabis industry has an unprecedented series of catalysts ahead, and Toler helps us understand how Hydrofarm may participate in this recovery. Toler also shares steps they have taken to get leaner during the downturn, how proprietary brands are enhancing margins, and how they have increased the company’s vertical mix. We close by covering the risks that concern Toler the most and what he is most excited about as we head into 2025. 

Send us a text

Jesse Redmond, Head of Cannabis at Water Tower Research, speaks with Benzinga’s Senior Vice President of Event Partnerships, Elliot Lane, to preview the Benzinga Cannabis Capital Conference in Chicago. The conversation begins with an overview of the Benzinga platform and the two flagship cannabis conferences the company hosts every year. Elliot shares what he’s looking forward to most at the Chicago event in October and previews the keynote Jesse will be moderating for Charlie Bachtell, CEO of Cresco Labs. 

Benzinga started a regional Spotlight Series this year. Elliot explains that the initial events in California and New Jersey were oversold and that the company will do more regional events in 2025. The conversation concludes by discussing the slow increase in institutional interest in cannabis and what it will take to get more large allocators to make investments in cannabis.