WTR Small-Cap Spotlight

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In this episode of Small-Cap Spotlight, Ning Ding, Chairman and CEO of ZJK Industrial, joins WTR's Tim Gerdeman, Co-Founder and Chief Marketing Officer and equity analyst Eric Goldstein to unpack the company's record 2025 results, its expanding role in the AI infrastructure supply chain, and a multi-year plan to scale production globally — including a new Vietnam facility and a planned U.S. R&D and testing center.

ZJK Industrial (NASDAQ: ZJK) is a Shenzhen-based precision metal parts manufacturer with one of the most technically demanding portfolios in global manufacturing — supplying AI infrastructure, liquid cooling for high-performance computing, electric vehicles, aerospace, medical devices, and advanced electronics.

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In this episode of the WTR Small Cap Spotlight podcast, Robert Ellin, Chairman and CEO of LiveOne, Inc. (Nasdaq: LVO), joins Tim Gerdeman (Vice Chair, Co-Founder & CMO, Water Tower Research) and WTR Analyst Eric Goldstein.

LiveOne is a B2B-driven music, entertainment, and technology platform. Slacker Radio is embedded in every Tesla on the road today, and its subsidiary PodcastOne (Nasdaq: PODC) is one of the top podcast publishers in the U.S. The company is guiding for $82–$90M in consolidated FY2027 revenue with positive adjusted EBITDA across all subsidiaries.

The conversation covers the newly announced AT&T partnership, the subscriber conversion strategy, AI content licensing through PodcastOneAI, and the broader case for audio in the streaming landscape.

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This is the second episode in a three-part WTR Symposium Series on investment opportunities in industrial decarbonization and the circular resource economy. Shawn Severson and Peter Gastreich are joined by Gevo (GEVO), Alto Ingredients (ALTO), CapCO2, and LSB Industries (LXU) to explore how carbon has shifted from a compliance cost to a profit driver across aviation fuel, marine fuels, specialty alcohols, and fertilizers, and how regulatory tailwinds, accelerated by the Strait of Hormuz crisis, are reshaping the opportunity for investors in Carbon Capture, Utilization and Sequestration (CCUS). 

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Al Petrie, Founder and Senior Partner of Al Petrie Advisors and organizer of the Louisiana Energy Conference, joins host Tim Gerdeman and WTR natural resources analysts Richard Tullis and Jeff Robertson for a post-event recap of the 2026 LEC. The conversation covers key themes across all three days, including Gulf of America E&P activity and the return of offshore enthusiasm, U.S. onshore producers watching the futures curve before committing capital, and a forward-looking third day focused on LNG export buildout, carbon capture, AI-driven data center power demand, and energy infrastructure. Petrie also walks through what record attendance of 550 registrants and 50-plus sponsors signals about where industry confidence stands heading into the second half of 2026, and shares early themes shaping the 2027 edition. 

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Thomas Lamb, CEO of Myriad Uranium (OTC: MYRUF), joins host Tim Gerdeman and WTR analyst Dimitri Silverstein to discuss the company's flagship Copper Mountain Uranium Project in Wyoming and the catalysts that could materially re-rate the asset over the next 12 months. Lamb walks through the December 2025 airborne geophysics program that identified significant new anomaly areas east of the known resource, the Phase 2 drilling program now underway and the key milestones investors should track, and the strategic rationale for consolidating 100% ownership through the Rush Rare Metals merger. The conversation also covers the monetization of the Red Basin project in New Mexico and what the entry of technology-sector investors into uranium signals about where institutional capital is heading as AI data centers and energy security drive renewed demand for domestic nuclear fuel supply. 

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Doug Lane, Managing Director and Consumer Analyst at Water Tower Research, joins host Tim Gerdeman to walk through the May edition of the WTR Consumer Monthly. The conversation covers what the WTR Consumer Index is signaling about sector health, where earnings have held up better than feared but multiple contractions and record-low consumer sentiment readings are weighing on valuations, and how currency trends are creating a split picture for global consumer companies. The centerpiece is Doug's Fundamental Focus on Helen of Troy (NASDAQ: HELE), a case study in how deeply discounted stocks with credible restructuring plans can re-rate sharply when operational results begin to confirm the recovery thesis. Doug also walks through several other names in his coverage, including Culp Industries, Bassett Furniture, Miller Knoll, and 800 Flowers, where cost restructuring is advancing, and the gap between sentiment and fundamentals may be closing.

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In this episode of the WTR Small‑Cap Spotlight podcast, Rod Baltzer, CEO of Deep Isolation Nuclear, Inc., joins Tim Gerdeman, Vice Chair, Co‑Founder, and Chief Marketing Officer of Water Tower Research, along with WTR Analyst Eric Goldstein.

Deep Isolation is an innovative nuclear waste disposal technology company focused on protecting human health and the environment by addressing one of the most persistent challenges of the nuclear age. The company has pioneered a patented, directionally drilled deep‑borehole disposal system that places spent nuclear fuel and high‑level radioactive waste approximately one mile underground — twice the depth of a traditional mined repository, at roughly 70% lower cost, and achievable in months rather than decades.

At the core of the platform is Deep Isolation’s Universal Canister System, a single integrated solution for storage, transportation, and permanent disposal. By eliminating the need to repackage waste, the system helps avoid a potential $30 billion liability embedded in the current U.S. dry‑cask stockpile. With more than 100 patents; strategic partnerships with Halliburton, Amentum, Navarro, and Westinghouse; over $6 million in DOE and ARPA‑E grants; and no direct global competitor in the borehole disposal space, Deep Isolation sits at the nexus of the nuclear renaissance, the SMR buildout, and a $155 billion global waste backlog expected to nearly double by 2050.

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In this episode of the WTR Small-Cap Spotlight podcast, Mike Logozzo, CEO, and Tom Kutzman, CFO of reAlpha Tech Corp. (NASDAQ: AIRE), join host Tim Gerdeman, Vice Chair, Co-Founder, and Chief Marketing Officer of Water Tower Research, and WTR Analyst James Kisner.

reAlpha is developing an AI-powered homebuying platform designed to coordinate real estate brokerage, mortgage, and title services on a single platform. The platform is anchored by Claire, the company's proprietary AI homebuying concierge, and a rebate-at-closing model that rewards buyers who utilize multiple reAlpha services.

Mike Logozzo walks through the "One reAlpha" vision, the progress of the Prevu integration, and the strategic rationale behind the proposed InstaMortgage acquisition, which would bring direct mortgage lending onto the platform. Tom Kutzman outlines a return-driven spending initiative encompassing headcount realignment, AI productivity gains, and vendor optimization.

The conversation closes with reAlpha's priorities for the remainder of 2026, including completing the InstaMortgage transaction, converting platform visitors into customers during the spring and summer buying season, and expanding services into additional states.

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In this episode of Small-Cap Spotlight, John Pasalacqua, CEO of First Phosphate, joins host Tim Gerdeman and WTR analyst Dmitry Silversteyn to unpack Agnico Eagle’s $95 million acquisition of Fox River Resources and what the move signals about the accelerating strategic interest in North American phosphate as a critical material for electrification.

Pasalacqua outlines why First Phosphate’s singular focus on high‑purity igneous anorthosite in Quebec differentiates it from fertilizer‑oriented peers, and details the company’s fully validated mine‑to‑battery supply chain, the infrastructure advantages of the Bégin–La‑Marche resource, and a pathway to first production in 2029. With LFP now representing roughly 80% of global battery production and phosphate comprising more than 60% of the cathode by weight, he makes the case that North American supply chain independence begins with domestic phosphate.

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In this episode of Small‑Cap Spotlight, Zak Calisto, Founder, Chairman, and CEO of Karooooo, joins host Tim Gerdeman and WTR analyst Eric Goldstein to discuss the global connected vehicle and fleet intelligence platform built on Cartrack, a SaaS telematics leader with more than two decades of operating history. 

With 2.6 million subscribers across four continents, Karooooo delivers real‑time vehicle tracking, driver behavior analytics, and workflow automation on a highly recurring subscription model. FY2026 was a record year, with Cartrack subscription revenue up 19%, ARR reaching USD 325 million (up 38% in dollar terms), and the Board raising the annual dividend 20%. FY2027 guidance points to continued subscription revenue acceleration and 21% EPS growth at the midpoint.