WTR Small-Cap Spotlight

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In this episode of WTR Small Cap Spotlight, LifeVantage CFO Carl Aure and Chief Sales Officer Kristen Cunningham join WTR's Sean Severson and consumer analyst Doug Lane to discuss the company's ongoing CEO transition and what incoming CEO Terrence Moorhead brings to the role. The conversation covers the company's nutraceutical and direct selling business model, its 70%-plus recurring subscription revenue base, and how leadership has kept the field stable and energized through the transition. Carl and Kristen also outline the strategic priorities Moorhead is expected to accelerate — including product marketing, international expansion, and digital growth — ahead of the October global convention in Salt Lake City. 

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In this episode of WTR Small Cap Spotlight, First Phosphate CEO John Passalacqua joins WTR's Tim Gerdeman and Dmitry Silversteyn to discuss the company's recent C$17.7 million financing, G7-backed investment and offtake agreements, and strategy to build a fully integrated North American lithium iron phosphate (LFP) battery materials supply chain. The conversation covers project financing, commercial partnerships, upcoming development milestones, and what could drive the company's next phase of growth.

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In this episode of WTR Small Cap Spotlight, Homerun Resources CEO Brian Leeners joins WTR's Tim Gerdeman and Dmitry Silversteyn to discuss the company's integrated strategy to transform high-purity silica into solar glass, advanced materials, and energy storage solutions. The conversation covers recent engineering achievements, financing strategy, government incentives, commercialization plans, and the milestones that could shape Homerun's long-term growth story.

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Ron Yekutiel, Co-Founder, Chairman, President, and CEO of Kaltura, Inc. (NASDAQ: KLTR), joins the latest WTR Small-Cap Spotlight for an in-depth look at the company’s next chapter. In conversation with host Tim Gerdeman and WTR analyst James Kisner, Yekutiel explains how Kaltura is moving from a long-standing leadership position in enterprise video to an AI-powered, agentic digital experience platform. He outlines how the company is combining its core technology with photorealistic conversational avatars from the eSelf acquisition and intent-based journey orchestration from PathFactory to transform customer, employee, learner, and audience experiences.

During the episode, Yekutiel demonstrates his own digital twin, an avatar that presents Kaltura’s investor deck, answers questions, and switches to Japanese on command. The discussion also covers the two agentic solutions planned for release in the second half of 2026, the strategic importance of Kaltura’s real-time experience layer, and how the leadership team is balancing investment in growth with adjusted EBITDA profitability and positive cash flow.

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Dr. Elazar Sonnenschein, Founder and CEO of Pulsenmore Ltd. (Nasdaq and Tel Aviv: PLSM), joins host Tim Gerdeman and WTR equity research analyst James Kisner on this episode of the WTR Small-Cap Spotlight Podcast. Pulsenmore has built the first FDA De Novo–authorized, prescription home-use prenatal ultrasound, allowing expectant mothers to capture images on a handheld device for remote physician review.

Sonnenschein walks through the company’s journey from concept to creating an entirely new regulatory category, what it takes to deliver a home scan clinicians can trust, and how years of real-world use shaped the platform. The conversation explores Pulsenmore’s U.S. commercial launch, its proving ground in Israel, and a broader women’s health strategy that now extends into fertility and IVF monitoring. He also shares his perspective on scaling the business and what investors should be watching over the year ahead.

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Join WTR's Tim Gerdeman and Peter Gastreich to unpack why the circular carbon and environmental solutions sector just hit an inflection point. After two rough years of oversupply and policy uncertainty, 2026 brings a structural reset, and the Strait of Hormuz crisis has reframed domestic renewable fuels and critical minerals. Drawing on WTR's new Primer covering approximately 50 public companies across five subsectors, Peter and Tim dig into the nine investment themes that matter most right now, why carbon intensity has become a direct revenue driver rather than a sustainability checkbox, and what separates the winners from the losers, from feedstock security to balance sheet strength through commissioning. They close with the near-term catalysts every investor should be watching.

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In this episode of the WTR Small-Cap Spotlight Podcast, Jolienne Halisky, CFO of AIB Data Centers Inc. (NYSE American: AIB), joins host Tim Gerdeman and WTR equity research analyst James Kisner. AIB is a power-first developer of AI and high-performance computing infrastructure. The company locks up executed utility power agreements before it breaks ground, then builds modular, liquid-cooled facilities that tenants lease and fill with their own GPUs. Halisky explains why power, not chips, is the real bottleneck in AI infrastructure, and how securing it first lets customers deploy compute months or years sooner. She covers the recent name change from BlockchAIn Digital Infrastructure, the shift from Bitcoin hosting to AI workloads, and how the build-to-suit model keeps hardware obsolescence off the balance sheet. Halisky also walks through the roughly 40 MW live today, a pipeline approaching 395 MW, the debt-free capital strategy, and the milestones investors should watch.

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In this episode of the WTR Small-Cap Spotlight Podcast, Yehu Ofer, CEO, and Einav Brenner, CFO of Odysight.ai Inc. (Nasdaq and Tel Aviv: ODYS), join host Tim Gerdeman and WTR equity research analyst James Kisner. Odysight.ai pairs small optical sensors with AI to bring predictive maintenance to aerospace, defense, and industrial markets, placing eyes inside hard-to-reach, safety-critical parts to spot leaks, cracks, and corrosion and forecast failures before they happen. Ofer explains how legacy monitoring relies mostly on vibration sensors bolted to moving parts, leaving much of a platform checked only by the human eye, and how Odysight's AI reads what those systems miss. He traces the path from optics to a qualified aerospace product and why today's defense environment is pulling customers in. Brenner walks through the backlog, the shift toward recurring revenue, and the company's cash and funding. Ofer closes with the milestones investors should watch across the U.S., Europe, and beyond.

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In this episode of WTR Small Cap Spotlight, host Tim Gerdeman is joined by WTR Natural Resources analyst Richard Tullis and Al Petrie, Founder and Senior Partner of Al Petrie Advisors, for a discussion on the resurgence of oil production in the Gulf of America.

The conversation highlights the key drivers behind the Gulf’s renewed production momentum, including 20,000 psi deepwater technology, expanded use of subsea tiebacks, supportive regulatory developments, and the region’s attractive economics relative to major onshore shale basins. Richard and Al also discuss investor interest in offshore energy companies, themes from the Louisiana Energy Conference, consolidation activity, and why the Gulf of America may continue to play an important role in U.S. oil production growth.

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In this episode of WTR Small Cap Spotlight, Critical Metals Corp.'s Director of Corporate Development and Investor Relations, Tom McNamara, joins WTR's Tim Gerdeman and Dmitry Silversteyn to discuss the company's flagship Tanbreez rare earth project and its path to development. The conversation covers ownership consolidation, commercial partnerships, and accelerated project execution, as well as Critical Metals' broader strategy to build an integrated Western rare earth and lithium supply chain serving defense, advanced technologies, and the global energy transition.