WTR Small-Cap Spotlight

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In the debut episode of the newly rebranded “WTR Small-Cap Spotlight”, Water Tower Research Co-Founders Shawn Severson and Tim Gerdeman dive into the evolving dynamics of the U.S. small-cap investment landscape. They discuss myriad dynamics of the U.S. small-cap investment landscape, and the strategic importance of uncovering value in under-covered small-cap stocks. This episode sets the stage for a series dedicated to helping investors discover actionable insights and high-impact opportunities in the small-cap market.

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Novel Psychedelics drug developer Cybin's CEO Doug Drydale joins WTR's Tim Gerdman and Robert Sassoon to talk about the company's fast-track development into a late-stage clinical development company, and what differentiates Cybin from other drug developers in the psychedelics space. Drysdale discusses Cybin's plans and priorities for its development pipeline going forward and talks about the company's extensive IP real estate. He also shares his perspectives on the regulatory uncertainty currently surrounding Lykos's MDMA-AT and how Cybin is dealing with it to its benefit 

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Jack Lu, Director of Corporate Development, of Ainos joins the Water Tower Hour Podcast to provide a business overview and discuss the proprietary AI Nose platform. He talks about the underlying technologies of AI Nose and the advantages of lead product Ainos Flora over traditional STI tests. We get a sense of how Ainos Flora could disrupt the STI test market and the other opportunities for AI Nose beyond healthcare.

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In our latest Water Tower Hour FlashCast, WTR CEO & Co-Founder Shawn Severson discusses the Gorilla Technology (GRRR) initiation of coverage report with WTR technology analyst Dr. John Roy. The discussion includes Gorilla's base business and significant growth in 2023, with a look at the Egyptian project that is key to Gorilla's MENA expansion. 

Gorilla specializes in delivering AI-based smart & safe cities solutions with an emphasis on security convergence and network defense, video analytics, and big data analytics applied across both public and private sectors. The company’s products identify, analyze, and extract information and provide predictive insights from a wide range of analog and digital signals that drive commercial and industrial automation and operations. Through its unwavering focus on customer success, Gorilla drives global digital transformation powering smart cities, smart ports, smart manufacturing, smart buildings, and smart retail.

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Aspira CEO and Director Nicole Sandford joins the Water Tower Hour Podcast to discuss recent updates on OvaSuite, including preliminary 2Q24 OvaWatch volume growth and the launch of mass monitoring. She walks us through what is driving OvaWatch growth and the messaging to physicians and patients around the value of proper malignancy risk assessment prior to surgical intervention. In addition, she reviews the recent private placement financing and potential opportunities for the company’s biobank of patient samples, including academic collaborations.

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CLS Holdings COO Joseph Ramalho and WTR’s Head of Cannabis Jesse Redmond join the show to discuss how CLS is winning in Nevada and expanding nationally. Joseph starts the show by sharing how cannabis has helped him personally overcome challenging medical issues and how this journey led him to join CLS.

We examine how the company is succeeding in Nevada with its Oasis cannabis dispensary and City Trees line of concentrates and vape cartridges. City Trees is also expanding to new states, and Joseph shares how they structure these deals and the initial success they are having in New York and New Mexico. The conversation concludes by covering CLS’ new line of non-THC products that can be sold online and distributed nationally. 

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In this week’s Water Tower Hour Podcast, WTR CEO & Co-Founder Shawn Severson discusses the 111, Inc (NASDAQ: YI) initiation of coverage report with WTR senior healthcare and special situations analyst Robert Sassoon. The discussion includes 111's role in the digital transformation of China's healthcare supply chain, the company's strategic goals, its solid financials and the drivers that leave the company with headroom for further significant and profitable growth.

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CEO Bob Rasmus, who joined the company 11 months ago, talks about the recent transformation of the company through the merger of Advance Emissions Solutions (NASDAQ: ADES) and UK based Arq and its strategic shift to producing higher margin Granular Activated Carbon. He discusses how today Arq is a vertically integrated activated carbon producer working to provide innovative environmental solutions for a cleaner future.  The company is focused on improving its foundational and cash generating Powered Activated Carbon business through improved operations, better contracting terms and penetrating new markets while using it as a springboard into the higher growth and more profitable granulated active carbon markets.

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Envoy’s CEO Brent Lucas and Envoy’s CFO David Wells join WTR’s Thierry Wuilloud and Tim Regan to discuss the company’s Acclaim cochlear implant.  The Acclaim has two key differentiating characteristics compared to the current market leading cochlear implants: First, it uses the ear to capture sound, unlike the current standard devices which capture sound externally behind the ear.  Second, the device is completely implanted, unlike the other devices which are partially implanted, with elements resting on the skull, typically above the ear, and posing associated challenges (think Lasik vs contact lenses or glasses).  Brent and David discuss the Acclaim, its modus operandi, patient profiles, reimbursement issues, approval process, and the company’s financial position and needs to shepherd the product through approval and commercialization. 

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In this week’s Water Tower Hour Podcast, Consumer Products analyst, Doug Lane, discusses our recent Consumer Products Virtual Investor Conference, as companies navigate the post-pandemic landscape with new strategies and management teams. We heard about Vera Bradley's Project Restoration, Medifast's innovative GLP-1 Lifestyle Program, and Herbalife's refreshed leadership. We also explored the strategic moves by Beachbody, Flow Beverages, 1-800-FLOWERS, and Lanvin, each poised for potential growth. Discover how these companies geared up for a brighter future, driven by resilience and innovation.