WTR Small-Cap Spotlight

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In our latest WTR-Small-Cap Spotlight podcast, we welcome back Jack Lu, Director of Corporate Development at Ainos (NASDAQ: AIMD)  to discuss key takes from the company's recently reported 3Q25 earnings release. He also dives into  Ainos’ latest strategic partnerships with Topco and NEXCOM, its expanding IP moat with seven new patents, and  outlines the roadmap for 2026—commercial scale-up, industrial deployments and expansion plans beyond Asia.

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In this episode of the WTR Small-Cap Spotlight Podcast, Chris Mayo, Head of Primary Markets for the Americas at the London Stock Exchange Group (LSEG), joins host Tim Gerdeman for a deep dive into one of the world’s most influential capital markets. Mayo explains why London remains the #1 listing venue in Europe, how it has become the leading capital-raising market outside of the U.S., China, and India, and why the U.K. attracts high-quality global issuers including from the US. The discussion highlights major differences between the U.K. and U.S. small- and micro-cap environments, including investor base composition, follow-on capital access, issuer profitability, listing costs, and regulatory reporting. Mayo also walks through the advantages of dual listings—citing the recent Fermi America transaction—and introduces LSEG’s new Private Securities Market, designed to bring transparency and efficiency to secondary transactions for private companies.

A timely and insightful conversation for management teams, investors, and advisors evaluating global capital access in 2026 and beyond.

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On 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 large demonstrated cost savings in the marine sector and other industries; 5) strategic growth involving global patents and partnerships, leveraging distributors and scalable manufacturing; and 7) opportunity in monetizing carbon credits.

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Hear about the latest dynamic developments in the therapeutic psychedelics sector in our latest WTR Healthcare Happenings x Small-Cap Spotlight crossover episode. Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Robert Sassoon, WTR's Senior Healthcare Analyst, discuss the October's fundraising activity surge; what has contributed to renewed investor confidence; comparisons with the hype-driven cycle of 2021; impact on valuations in the sector; and sustainability of the positive trend going into 2026.  

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Tune in to the latest WTR Small-Cap Spotlight Flashcast! Join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they discuss Ocean Power Technologies (OPTT) including: 1) how OPT evolved from wave energy solutions to integrated maritime domain awareness, combining renewble power, vehicles, and AI-driven software; 2) key markets like defense, offshore energy, climate research, and the emerging blue economy in the U.S. and internationally; 3) OPT’s proprietary tech, partnerships, and certifications and how these set it apart with its government and industry clients; 4)  how OPT is managing growth amidst challenges like regulatory uncertainty, lengthy sales cycles, and rising competition; and 5) OPT’s surging backlog and pipeline positioning the company for strong future execution under its experienced leadership. 

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In 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 the rollout of Pro2col, Herbalife’s digital platform for distributors and customers; the development of personalized nutrition through Link Biosciences; and the company’s disciplined approach to capital allocation and long-term growth.

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Tune in to the latest WTR Small-Cap Spotlight Flashcast! Join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they discuss Ocean Power Technologies (OPTT) including: 1) how OPT evolved from wave energy solutions to integrated maritime domain awareness, combining renewble power, vehicles, and AI-driven software; 2) key markets like defense, offshore energy, climate research, and the emerging blue economy in the U.S. and internationally; 3) OPT’s proprietary tech, partnerships, and certifications and how these set it apart with its government and industry clients; 4)  how OPT is managing growth amidst challenges like regulatory uncertainty, lengthy sales cycles, and rising competition; and 5) OPT’s surging backlog and pipeline positioning the company for strong future execution under its experienced leadership.

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In 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 platform have positioned Culp for supply chain resilience and margin expansion when demand rebounds.

Tiffany Hinkle, Assistant Vice President of Financial Reporting at Haverty Furniture Companies (NYSE: HVT), discusses how Haverty’s reduced its China exposure from 15% to under 5%, maintained stable margins amid tariffs, and optimized its cost structure to support future operating leverage and sustained dividend growth.

Together, the discussion explores how both companies are balancing capital discipline, domestic flexibility, and global sourcing while staying laser-focused on operational efficiency and shareholder value—illustrating how U.S. hardline companies are preparing for recovery in 2026 and beyond.

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In this episode of WTR Small-Cap Spotlight, Anthony Tennyson, CEO and Co-Founder of Solvonis Therapeutics (LSE: SVNS | OTC: SLVNF), joins host Tim Gerdeman, Vice Chair and Co-Founder of Water Tower Research, and analyst Robert Sassoon to discuss the company’s mission to transform care for addiction and mental health disorders.

Tennyson shares Solvonis’ journey from inception to its Phase 3 lead program for alcohol use disorder (AUD), which achieved 86% patient sobriety in prior Phase 2 trials, and details how the company’s **dual R&D strategy—repurposing existing molecules and discovering new small molecules—**has allowed it to progress with exceptional capital efficiency. The discussion also covers the SVN-001 and SVN-002 programs, commercialization strategy, and Solvonis’ strong financial position and runway through 2027 as it works toward redefining treatment for one of the world’s most pervasive unmet medical needs.

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In this WTR Small-Cap Spotlight, host Tim Gerdeman and WTR’s James Kisner sit down with Sparta Commercial Services (OTCQB: SRCO) CEO Tony Havens and WeDev Group CEO Eduardo Filho to unpack Sparta’s pivot from powersports/municipal leasing into fintech and private credit. The conversation centers on Agoge, a trade-finance platform that automates onboarding, compliance, and dollar-settled payments for Brazilian importers—covering early traction, risk management, and targeted milestones such as scaling the loan book, launching a virtual card, and entering new international markets.