WTR Small-Cap Spotlight

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In 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.

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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 Nauticus Robotics. Nauticus develops autonomous underwater robots and innovative software, transforming offshore operations with safer, more efficient, and cost-saving solutions. Learn how KITT's: 2) flagship ToolKITT software and hardware like Aquanaut and Olympic Arm serve offshore industries such as energy, telecom, and defense; 2) technology reduces costs and CO2 emissions for its customers; and 3) high margin licensing fee strategy will accelerate scaling up of the business; and more!

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In this episode of WTR Small-Cap Spotlight, host Tim Gerdeman and WTR’s Robert Sassoon speak with Marvin Slosman, CEO of InspireMD (NASDAQ: NSPR), to discuss how the company is transforming carotid artery disease treatment with its groundbreaking CGuard® Prime Carotid Stent System. The conversation covers FDA approval, clinical data, market adoption, competitive positioning, and InspireMD’s long-term growth strategy.

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In 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 technology sectors.
• Domestic infrastructure buildout: steps companies are taking to develop U.S. and allied processing capacity, including capital strategies, regulatory hurdles, workforce development, and government support.
• Actionable insights: what’s needed to overcome challenges and accelerate domestic critical materials production for long-term resilience.

This WTR Small-Cap Spotlight Symposium brings together executives from leading critical elements mining and processing companies to explore why building a secure, mine-to-materials supply chain is now a matter of national security—far beyond economics.

Whether you’re an investor, policymaker, or industry stakeholder, this episode delivers a front-row view into the future of critical elements and the companies shaping the global supply chain.

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In this episode of WTR Small-Cap Spotlight, host Tim Gerdeman and WTR’s James Kisner speak with James Gernetzke, CFO of Exodus Movement, Inc. (NYSE: EXOD) to explore how Exodus is building a next-generation platform for digital asset self-custody, multi-chain support, and stablecoin adoption. The conversation covers Exodus’ high-growth business model, regulatory tailwinds, capital allocation strategy, and long-term vision for tokenized real-world assets. 

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In 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 sectors.
• Domestic infrastructure buildout: steps companies are taking to develop U.S. and allied processing capacity, including capital strategies, regulatory hurdles, workforce development, and government support.
• Actionable insights: what’s needed to overcome challenges and accelerate domestic critical materials production for long-term resilience.

This WTR Small-Cap Spotlight Symposium brings together executives from leading critical elements mining and processing companies to explore why building a secure, mine-to-materials supply chain is now a matter of national security—far beyond economics.

Whether you’re an investor, policymaker, or industry stakeholder, this episode delivers a front-row view into the future of critical elements and the companies shaping the global supply chain.

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On this week's episode of the WTR Small-Cap Spotlight, Peter Gastreich, Senior Energy Transition and Sustainable Investing analyst at Water Tower Research joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, to discuss: 1) implications from Southwest Airlines divesting its SAF venture; 2) investor sentiment toward SAF; 3) SAF's unique role in both energy and agriculture; 4) the critical role of SAF in meeting jet fuel demand and absorbing buoyant US crop yields; 5) questions investors should ask SAF project operators; and 6) companies advancing projects in the SAF supply chain (CLMT, DAR, GEVO, GPRE, HUSA, LODE, NESTE, REX, SAFX)

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In this episode of the WTR Small-Cap Spotlight Podcast, host Tim Gerdeman, Vice Chair & Co-Founder of Water Tower Research, sits down with Ed Kovalik, Co-Founder, Chairman & CEO of Prairie Operating Company (NASDAQ: PROP), alongside WTR Energy Analyst Chris Degner.

The discussion covers Prairie’s transformative Bayswater acquisition, its growing asset base in the DJ Basin, and the company’s strategy for production growth and cost efficiencies. Ed highlights environmental leadership in Colorado, the role of natural gas in powering AI-driven data centers, and innovative U-turn well drilling techniques.

Whether you’re an investor tracking small-cap energy companies or curious about the future of U.S. shale, this episode offers an in-depth look at Prairie’s growth trajectory, operational strategy, and outlook for the energy sector.

Tune in now on Apple Podcasts, Spotify, and WaterTowerResearch.com.

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In this special edition of the WTR Small Cap Spotlight Flashcast, host Tim Gerdeman sits down with Doug Lane, WTR’s Head of Consumer Products, to discuss the recent introduction of the WTR Consumer Stock Index with launch this summer of our Consumer Products Monthly industry report.  The discussion covers the thought process behind the companies chosen for the Index, how it is further broken down into 6 Sub-Indexes, and what are the indexes telling us about the state of Consumer investing so far in 2025.  The episode also covers the foreign exchange work that we include in the Monthly, as well as what broader trends we may expect to see for consumer stocks during the remainder of the year.

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In this episode of the WTR Small-Cap Spotlight podcast, we are joined by Ludwig Enterprises (OTC: LUDG) Co-Founder and Chief Scientific Officer Marvin Hausman MD to talk about the company's innovative and proprietary mRNA genomic technology. Dr. Hausman discusses  how it revolutionizes  early detection of chronic inflammatory-driven diseases like cancer and advances the adoption of personalized medicine.