WTR Small-Cap Spotlight

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Bassett Furniture (NASDAQ: BSET) Chairman & CEO Rob Spilman and CFO Mike Daniel join host Tim Gerdeman of Water Tower Research to discuss the company’s evolution into a leader in customized home furnishings. They discuss Bassett’s restructuring mindset, fast domestic manufacturing, product innovation across upholstery and case goods, and growth opportunities as independent furniture retailers consolidate.

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In this WTR Small Cap Spotlight episode, Richard Tullis breaks down why oil & gas still dominate the global energy mix—and how AI data-center power demand is reshaping the next decade. With markets re-pricing geopolitical risk after the Iran conflict and threats to traffic through the Strait of Hormuz, Richard explains what’s moving crude and natural gas right now—and how he builds his monthly price outlook. 

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Water Tower Research Co-founder Tim Gerdeman and Managing Director Dmitry Silversteyn were joined by Mayo Schmidt, Executive Chairman of Brazil Potash Corp. to discuss the strategic importance, development progress, and logistics-driven cost advantages of the Autazes Potash Project as Brazil seeks greater fertilizer self-sufficiency.

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In this episode of the WTR Healthcare Happenings podcast, Rick Pierce, CEO of Decoy Therapeutics (NASDAQ: DCOY), joins Tim Gerdeman, Vice Chair, Co‑Founder, and CMO of Water Tower Research, and Robert Sassoon, WTR’s Healthcare Research Analyst. The conversation explores Decoy’s innovative business model for developing peptide‑conjugate antivirals designed to target multiple respiratory viruses. Pierce discusses how Decoy is navigating the modern era of drug development with a cost‑effective, highly efficient strategy that positions the company as a disruptive force in biotech. Central to this approach is Decoy’s proprietary peptide‑synthesis technology and rapid design‑build‑test cycle, powered by machine learning. He also highlights the importance of Decoy’s strategic partnerships with the Gates Foundation, Google, and NVIDIA in advancing its platform and accelerating development.

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On this week’s episode of the WTR Small-Cap Spotlight, Peter Flippo, Director, Business Development, at Avantium R&D Solutions (Euronext Amsterdam: AVTX-NL) (US OTC: AVTXF), 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.  Avantium is a technology company founded in 2000 as a Shell spin-out, specializing in innovative chemical solutions. It operates two main segments: Renewable Polymers, which develops sustainable plastics, and R&D Solutions (RDS), which provides high-throughput catalyst testing systems and services for clients worldwide—including oil & gas firms, refineries, and research institutions. Flippo discusses how Avantium’s Flowrence technology significantly accelerates R&D timelines from years to months, offering reliable, scalable, and cost-effective testing. He shared how the company is positioned as a valuable partner in the high-growth sustainable aviation fuel (SAF) industry by optimizing catalytic processes and enabling the use of multiple SAF production pathways.

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Join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they break down WTR’s latest deep-dive report on Gevo including financial forecasts. Gevo is a leading renewable fuels and chemicals company focused on producing low-carbon alternatives to fossil fuels, including low-carbon ethanol, sustainable aviation fuel (SAF), and renewable natural gas. Its integrated carbon strategy features biogenic CO₂ capture and permanent storage, digital carbon tracking via the Verity platform, and modular Alcohol-to-Jet (ATJ) technology. The North Dakota Red Trail acquisition added a profitable ethanol plant, a large and scalable carbon capture system, and prime location for ATJ (SAF) expansion. In the longer-term, third-party CCS and ATJ-30 technology sales are significant drivers. 

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In this episode of the WTR Small‑Cap Spotlight, Harrison Gross, CEO of Innovative Eyewear (NASDAQ: LUCY), joins host Tim Gerdeman and technology analyst James Kisner for a deep dive into the future of smart eyewear. Innovative Eyewear develops prescription, safety, and sport smart glasses—and introduced the world’s first smart glasses powered by ChatGPT. Gross explains how voice‑based AI has transformed smart glasses from simple Bluetooth audio devices into always‑on AI interfaces, creating a natural upgrade path for the billion people who already wear glasses.
The discussion explores the company’s 65% year‑over‑year revenue growth in 2025, driven by the breakout success of the ANSI‑certified Lucyd Armour smart safety glasses; its competitive moat built on roughly 110 patents and a cross‑disciplinary team with experience from Bose and Luxottica; and how its focus on wearability and prescription readiness differentiates it from Meta’s camera‑centric approach. Looking ahead, Gross highlights retail distribution as the primary growth lever for 2026, with big‑box retailer discussions underway and a new white‑label business unit in development.

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In this episode of WTRSmall-Cap Spotlight, Patrick Horsman Chief Investment Officer and Josh Kruger Founder of BNB Plus (Nasdaq ticker symbol BNBX), joins host Tim Gerdeman, Vice Chair, Co-Founder, and CMO of Water Tower Research, along with Dr. John Roy, WTR’s Technology Research Analyst. The conversation explores the digital asset treasury company and its focuse on the Binance ecosystem and its native BNB token. The team explains that they chose BNB for its unique status as a deflationary asset tied to the world's largest crypto exchange, offering investors indirect exposure to Binance’s earnings through token burns and "launch pool" air drops. Utilizing their hedge fund backgrounds, the leadership employs four non-directional yield strategies—including staking and automated market making—to target a 9% to 12% annual return for shareholders while mitigating downside risk.

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On this week’s episode of the WTR Small-Cap Spotlight, Corrado De Gasperis, Chief Executive Officer of Comstock Inc. (NYSE: LODE), 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. De Gasperis discusses Comstock’s high-volume, zero‑landfill solar panel recycling platform, which recovers 100% of panel materials, including significant amounts of silver, aluminum, and other critical minerals. He outlines the structural shift underway in the silver market driven by accelerating industrial demand from solar, electrification, and advanced technologies, and explains how Comstock is positioned to capture value through recycling economics that blend environmental service fees, low operating costs, and commodity sales. With its first permitted facility in Nevada commissioning, plans to scale multiple recycling sites nationwide, and a strategy to vertically integrate domestic silver refining, Comstock is positioned for strong cash flow growth and long-term leadership in sustainable metals. 

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In this episode of the WTR Small-Cap Spotlight Podcast, American Outdoor Brands President & CEO Brian Murphy and CFO Andy Fulmer join host Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Doug Lane, Consumer Analyst at Water Tower Research, to discuss the company’s innovation-driven strategy and growth momentum heading into 2026. The conversation explores disruptive product launches such as the expanding Claycopter platform, American Outdoor Brands’ unique approach to identifying and solving market contradictions, and the growing success of brands including MEAT! Your Maker and Grilla. Management also shares perspectives on tariff mitigation, international expansion opportunities, and how gamification and subscription models are reshaping customer engagement across fishing, hunting, shooting, and outdoor cooking.