WTR Small-Cap Spotlight

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Odyssey Marine Exploration’s CEO Mark Gordon discusses company’s prospects and opportunities post-NAFTA court decision, including potential development of phosphate resource off the coast of Mexico and progress portfolio companies are making in Cook Islands’ polymetallic nodule-rich EEZ.

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On this week's episode of WTR Small-Cap Spotlight, Richard MacPherson, President and CEO of Birchtech Corporation, joined Shawn Severson, CEO & Co-Founder of Water Tower Research, and Peter Gastreich, WTR Energy and Sustainability Analyst to discuss Birchtech’s: 1) proprietary technology and specialty activated carbon products; 2) sustainable and affordable approaches for mercury emission control and potable water treatment; 3) significant growth opportunities and strategic expansion into the water purification market; 4) world class R&D facilities; 5) benefits of having 100% domestic sourcing; and 7) significant outstanding financial awards from patent infringement litigation in federal court.

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SES AI CEO Qichao Hu sits down with Water Tower Research’s Tim Gerdeman and Brian Gordon to discuss the vision for the firm’s Molecular Universe AI-augmented battery materials discovery platform and the way that AI, more generally, is powering the firm’s business model. Hu also provides an update on SES AI’s progress in EVs, new products targeting drones, robotics, and urban air mobility, and the scale of the market opportunity for battery energy storage systems for data centers.

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Joe Lowry and Dmitry Silversteyn discuss the current state of the lithium industry, including lithium mining and processing companies and regions, and EV battery technology evolution’s impact on lithium demand, as well as the role of geopolitical considerations when it comes to lithium production, technology and market dynamics. 

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In this WTR Symposium Series podcast, "FIRST MOVERS in Ethanol Carbon Capture and Sequestration (CCS)", managment of Gevo, Inc, (GEVO) and Rex American Resources (REX) join Shawn Severson, WTR CEO and Co-founder, and Peter Gastreich, WTR Senior Energy and Sustainability Analyst to discuss how low carbon ethanol, CCS, and SAF tie into the companies strategies and growth outlooks. The management of these companies are leading the way with their low-carbon strategies, growing operations and generating investment returns by helping industries, including aviation, meet their decarbonization objectives. At the same time, the companies are contributing to US energy abundance and playing a key role in supporting farmers, rural communities and the US agricultural economy. 

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In our latest FlashCast, Tim Gerdeman, Founder, Vice-Chairman, and Chief Marketing Officer discusses FiscalNote (NYSE: NOTE) and its growth potential with WTR technology analyst Dr. John Roy and FiscalNote CEO and President Josh Resnik.

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Tune in to the latest 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 Green Plains. Learn how the company plans to profit from CO2 waste streams with its Carbon Capture and Sequestration (CCS) operations staring up in 2H25. The outlooks for low-carbon ethanol and sustainable aviation fuel (SAF) are also discussed including implications from Trump administration policies. 

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Dmitry Silversteyn offers his take on Administration’s actions to increase domestic minerals production in the effort to decouple from China-dominated supply chain, its impact on mining and processing companies’ prospects, and how investors can take advantage of the potential rebalancing of the critical minerals supply chain.

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On this week's episode of WTR Small-Cap Spotlight, Marcus Laun, Co-Founder and VP Executive of Sky Quarry joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainability Analyst at Water Tower Research to discuss: 1) SKYQ’s business of recycling asphalt shingle waste into oil products and other materials, and with zero waste; 2) SKYQ’s innovative revenue model and offering waste shingle suppliers a lower cost alternative to landfills; 3) planned commissioning of the first 1.0 million ton per year capacity facility in Utah this year; 4) national expansion strategy; 5) expectations for decreasing regulation and streamlined permitting process; and 6) crowd funding as a source of financing.  

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On this week's episode of WTR Small-Cap Spotlight, George O’Leary, Managing Director and Chief Executive Officer of Sono Group (OTCQB: SEVCF), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainability Analyst at Water Tower Research to discuss: 1) how Sono’s proprietary solar integration technology for commercial vehicles can bridge the gap between today's conventional vehicles and the future EV market; 2) Sono's German roots and strategy to leverage local partnerships to grow in North and South America; 3) capital strategy and path to NASDAQ uplisting in the near-term; 4) Sono's competitive advantages; 5) customer engagement strategy and other topics.