WTR Small-Cap Spotlight

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Dmitry Silversteyn provides his impressions of the 2025 PDAC conference in Toronto and highlights some of the hot topics attendees were discussing at this three-day event. 

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In our latest episode, Tim Gerdeman, Founder, Vice-Chairman, and Chief Marketing Officer discusses Palladyne AI (NASDAQ: PDYN) and its growth potential with WTR technology analyst Dr. John Roy and Palladyne AI co-founder, President and CEO Ben Wolff.

Palladyne AI sells real-time learning and reasoning AI software platforms for robots, drones, and smart industrial systems. The company engages in the design, development, and manufacture of industrial robotic systems that augment human performance by combining human intelligence, instinct, and judgment with the strength, endurance, and precision of machines to enhance employee safety and productivity. Its mobile robotic systems include the Guardian S, Guardian GT, Guardian XO, and Guardian XT. The company was founded in 2015 and is headquartered in Salt Lake City, UT.

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CEO Mitch Steiner joins us on this week’s collaboration with WTR Biotech Spotlight to talk about the next generation of drugs focusing on lean mass (muscle) preservation for obesity patients on the popular GLP-1 therapies. He reviews the recent enobosarm Phase 2b data and highlights the importance of functional clinical benefit in addition to maintaining lean mass. Listen to learn more about Veru and its obesity drug enobosarm.

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Perfect Corp. offers brands in the beauty industry the ability to offer an omnichannel experience to their customers, and for consumers to virtually try on products before making the purchases. The company recently acquired Wannaby to expand into the personal luxury vertical, which has expanded their targetable opportunity. In our conversation, we discussed how the company is positioning to reaccelerate top line growth, which we think, in turn, should lead to higher multiples.

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Join Shawn Severson, Co-Founder and CEO at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they discuss how carbon capture and storage (CCS) can enable a big growth opportunity for low carbon ethanol and sustainable aviation fuel (SAF) in the US.  We quantify the growth potential and importance to the rural economy, detail what makes ethanol a low-cost candidate for CCS, explain why President Trump's "National Energy Emergency" executive order and appointments look supportive, and review eight listed companies with CCS, SAF and low carbon ethanol projects. For more, see our new WTR report "What Carbon Capture & Storage Could Mean for US Ethanol-Based Biofuels".

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In our latest episode of WTR Small-Cap Spotlight, Tim Gerdeman, Co-Founder, Vice-Chairman, and Chief Marketing Officer and WTR's Senior Research Analyst, Brian Gordon, discuss Brian’s top industry trends for 2025.

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We are launching a WTR Spotlight podcast focused on biotech companies and industry. Listen to Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Do Kim, Senior Research Analyst, discuss what to expect and who will be joining us in future episodes. 

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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 Arq, Inc. Learn about Arq's low-cost transformation into a high-growth environmental tech company and management's strategy to capture large and growing opportunities to remediate environmental liabilities like PFAS, or "forever chemicals" in public drinking water systems. 

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In our latest FlashCast, Tim Gerdeman, Founder, Vice-Chairman, and Chief Marketing Officer discusses BitFuFu (NASDAQ: FUFU) and its growth potential with WTR technology analyst Dr. John Roy and BitFuFu Vice President, Investor Relations, Charley Brady.

BitFuFu Inc. engages in providing digital asset mining and cloud-mining services. The firm fosters a secure, compliant, and transparent blockchain infrastructure, providing a variety of stable and intelligent digital asset mining solutions to a global customer base. It leverages a global mining facility network and strategic partnership with Bitmain, which enables institutional customers and digital asset enthusiasts to mine digital assets. The company was founded by Leo Lu in December 2020 and is headquartered in Singapore.

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On this week's episode of WTR Small-Cap Spotlight, Dr. Patrick Gruber, CEO at Gevo, and Lindsay Fitzgerald, EVP, Corporate Affairs, joined Peter Gastreich, Energy and Sustainability Analyst at Water Tower Research to discuss: 1) why the latest DC policy guidelines are a win for farmers, biofuel producers, the public and the environment, and a milestone for market-based ag conservation; 2) the importance of homegrown US energy and the economic benefits to the rural economy; 3) evidence of strong bipartisan support for biofuels in DC and support for CCS by key figures in the Trump administration; 4) Red Trail Acquisition close being very near and DOE Loan on track; and other key updates.