WTR Small-Cap Spotlight

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On 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% with bioLNG; 3) the strategic value of its joint venture with Volvo Group; 4) how divesting its light-duty business enhances focus on heavy-duty applications and strengthened its financial position; and 5) WPRT’s growth strategy and key signposts ahead.

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In this episode of WTR Small-Cap Spotlight, Shahin Amini, Head of Investor Relations and Communications at Meren Energy (TSX: MER), joins hosts Tim Gerdeman and Jeff Robertson of Water Tower Research to discuss how Meren’s recent transformation and rebranding reflect its evolution into a full-cycle, cash-generative exploration and production company.

Amini details Meren’s high-quality deepwater assets in Nigeria, its carried positions in Namibia and South Africa’s Orange Basin, and upcoming catalysts including the Venus field development and infrastructure-led exploration. The conversation also highlights Meren’s strong balance sheet (0.6x net debt-to-EBITDA), a tripled base dividend, and the company’s strategy of partnering with industry leaders like TotalEnergies, Chevron, and QatarEnergy to pursue growth while protecting shareholder value.

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In this WTR Small-Cap Spotlight, host Tim Gerdeman and WTR’s James Kisner sits down with PayRio Founder & CEO Aubrey Amatelli to explore how the company delivers compliant digital payments for cannabis and alternative medicine—from its “Digital Debit” solution that replaces legacy cashless-ATM workflows to a broader roadmap spanning CBD, psilocybin, peptides, and ketamine therapy. The conversation also covers PayRio’s culture (a female-led team bringing “feminine energy” to fintech), profitability without outside venture funding, and what rescheduling and the SAFER Banking Act could mean for payments and banking across the industry. 

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In 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 overnight trading as OTC continues to enhance global market efficiency heading into 2026.

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In this episode of the WTR Small-Cap Spotlight Podcast, Bhaskar Ragula, CEO and Co-Founder of FatPipe Networks (NASDAQ: FATN), joins hosts Tim Gerdeman and Dr. John Roy to discuss how FatPipe—the inventor of SD-WAN technology—is driving the next evolution of secure networking through innovation, efficiency, and sales expansion.

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In this episode of WTR Small-Cap Spotlight, Cale Moodie, CEO and Co-Founder of Neptune Digital Assets (TSXV: NDA | OTCQX: NPPTF), joins host Tim Gerdeman, Vice Chair, Co-Founder, and CMO of Water Tower Research, along with Dr. John Roy, WTR’s Senior Equity Research Analyst. The conversation explores how Neptune blends Bitcoin mining, proof-of-stake staking, and DeFi participation into a unique hybrid model that has kept the company net-income positive through multiple crypto cycles. Moodie shares how Neptune is scaling its Bitcoin treasury, managing risk across blockchain ecosystems, leveraging a $25 million credit facility, and positioning itself as one of the most diversified public companies in the digital-asset space.

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In this episode of WTR Healthcare Happenings, host Tim Gerdeman and WTR’s Robert Sassoon speak with Dr. Lior Shaltiel, CEO of NuroExone Biologic (OTCQB: NRXBF/TSXV: NRX), an early-stage regenerative therapy developer, along with the company’s Founder, VP Business Development & Active Chairman, Yoram Drucker to talk about NurExone's novel regenerative exosome-based therapies development pipeline for central nervous system injuries, led by spinal cord and optic nerve injuries, both multi-billion-dollar markets. Our conversation covers key differentiators from other developments targeting those indications, the company's path towards clinical trials, and its financial capabilities and strategy to advance its development programs.

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In 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. 

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In this episode of Small Cap Spotlight x WTR Healthcare Happenings podcast, WTR's Tim Gerdeman, and Robert Sassoon welcomes back Nick Kadysh, Founding CEO and President of PharmAla Biotech (OTCQB: MDXXF). The discussion explores the evolving global regulatory environment for psychedelics—particularly MDMA—the ripple effects of the Lykos Therapeutics FDA Complete Response Letter (CRL) disclosures, and PharmAla’s strategic approach to research, manufacturing, and commercialization of clinical-grade MDMA and next-generation analogues.

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On this week's episode of the WTR Small-Cap Spotlight, 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 green methanol demand is rising; 5) how the technology benefits the economics of ethanol plants, reduces emissions, and supports rural communities; and 5) how strategic partnerships and modular design enable rapid scaling and integration into existing ethanol facilities.