WTR Small-Cap Spotlight

Water Tower Research
  • 5.0 (8)
  • Investing
  • Updated Weekly

 WTR Small-Cap Spotlight is Water Tower Research's weekly podcast covering small-cap and micro-cap equities. Each episode features exclusive CEO interviews, analyst deep-dives, and actionable stock ideas across sectors including biotech, energy, technology, and industrials. Hosted by Tim Gerdeman, WTR Vice Chair & Co-Founder, the show gives investors direct access to the management teams and analysts behind under-the-radar opportunities. New episodes weekly on Apple Podcasts, Spotify, and all major platforms. 

  1. 59m ago

    WTR Analyst Perspectives | Renewable Fuels Decoded: Geopolitics, Mandates, and the Carbon Payday

    Send us Fan Mail In this inaugural episode of WTR Analyst Perspectives, Peter Gastreich, Managing Director for Energy Transition and Sustainable Investing, joins Tim Gerdeman to share his read on the renewable fuels sector coming off its strongest earnings season in years. Peter unpacks the five themes most relevant to investors: record mandates and August policy noise, the geopolitical supply squeeze driving margins, carbon intensity emerging as a durable revenue line, a demand-rich but supply-short SAF market that favors first movers, and a renewed focus on capital discipline. The episode closes with the key catalysts to watch, including EPA volume reallocation and the 45Z final rule. For additional content, visit www.watertowerresearch.com.

  2. 23h ago

    LanzaTech (LNZA): Waste Carbon to Ethanol, SAF and Marine Fuel Demand, and Embedded Value

    Send us Fan Mail In this episode of the WTR Small Cap Spotlight, Dr. Jennifer Holmgren, Chief Executive Officer of LanzaTech Global, Inc. (Nasdaq: LNZA), joins WTR's Peter Gastreich (Managing Director, Energy Transition and Sustainable Investing) and Tim Gerdeman (Vice Chair, Co-Founder & Chief Marketing Officer). Jennifer discusses how LanzaTech's continuous fermentation technology converts industrial carbon emissions into ethanol, the mandate-driven demand for sustainable aviation fuel and marine fuel, and the company's shift from licensing toward developing its own projects with Brookfield funding. She also covers the expected ISCC EU certification for LanzaTech's China plant, LNZA's embedded value in LanzaJet and the Shougang LanzaTech joint venture, and key milestones expected over the next 18 months. For additional content, visit www.watertowerresearch.com.

  3. 1d ago

    Our Bond, Inc. (OBAI): Preventative Personal Security for Everyone: Inside the AI Platform Closing the 911 Gap

    Send us Fan Mail In this episode of the WTR Small Cap Spotlight, Our Bond, Inc. Founder and CEO Doron Kempel joins WTR's James Kisner and Tim Gerdeman to introduce the company's AI-powered preventative personal security platform and the profound gap it addresses. With 140 million Americans reporting they feel unsafe walking alone at night and 500,000 women severely sexually assaulted annually, Kempel explains why the existing 911 paradigm leaves most people unprotected in the moments that matter most, and how Bond's 24/7 command center of trained security agents delivers a response in five seconds rather than 10-plus minutes. The conversation covers the company's seven preventative services, including video monitoring, Track Me on the Go, and Ready an Agent, its 1.5 million security service requests handled to date, and a live demonstration of the platform in action. Kempel also walks through a new EY study showing Bond can save employers approximately $200 per employee per year through reduced healthcare costs, lower churn, and higher engagement, and outlines the company's strategy across corporate, city, and university verticals, including a city of 270,000 residents already subscribing and dialogue underway with approximately 20 cities across France, Israel, Mexico, and Brazil. The episode closes with the milestones investors should watch as Bond moves toward an inflection point in deal velocity, sales cycle compression, and contract size. For additional content, visit www.watertowerresearch.com.

  4. 2d ago

    Joseph Lucosky (Lucosky Brookman LLP): Getting a Microcap Deal Done Is a Full Contact Sport

    Send us Fan Mail In this episode of the WTR Small Cap Spotlight, Joseph Lucosky, Managing Partner of Lucosky Brookman LLP, joins WTR's Tim Gerdeman to discuss his new seat on the SEC's Small Business Capital Formation Advisory Committee, NASDAQ's stayed $5 million continued listing rule, and Q2 2026 microcap IPO data showing the first signs of a thaw. Lucosky also covers the rise of direct listings and reverse mergers over the traditional IPO, and what foreign private issuers need to get approved on NASDAQ. For additional content, visit www.watertowerresearch.com.

  5. Sep 10

    Cloudastructure (CSAI): From Shell Casings to Safe Properties — Inside a 99% Retention AI Surveillance Platform

    Send us Fan Mail In this episode of the WTR Small Cap Spotlight, Cloudastructure Chairman and CEO James McCormick and CFO Greg Smitherman join WTR's James Kisner and Tim Gerdeman to discuss the company's cloud-native, AI-powered video surveillance and remote guarding platform, which deters 98% of threatening events and drives 99% customer retention. The conversation covers strong Q2 results, with subscription revenue up 164% year over year to $764K and gross margin reaching a record 49%, and the mix shift toward takeovers in the first half of 2026, which represented 77% of new cameras and accelerated the path to recurring revenue. McCormick and Smitherman also detail expansion beyond the multifamily beachhead, where Cloudastructure serves eight of the top ten property managers, into critical infrastructure, construction, and transportation and logistics, where cargo theft represents a $50 billion-plus problem in the U.S. The episode also covers two major leadership hires, CRO Nile Coates from ECAM and Chief Security and Operations Officer Ed Burnett from UPS, and the milestones on the road to cash flow breakeven by end of 2027. For additional content, visit www.watertowerresearch.com.

  6. Sep 9

    ZMH Advisors: Know Before They Knock — Inside the Activist Playbook Targeting Small and Mid-Cap Boards

    Send us Fan Mail In this episode of the WTR Small Cap Spotlight, Waheed Hassan, Founder and CEO of ZMH Advisors, joins Tim Gerdeman to break down shareholder activism and what small and mid-cap boards need to know before an activist comes knocking. Bloomberg ranks ZMH among the top five global strategic advisors for shareholder activism, and Hassan brings 25 years of experience across ISS, the Blue Shirt Group, and one of North America's largest proxy solicitation firms, with more than 300 campaign engagements including Jack in the Box, Cracker Barrel, Target, and Medallion Financial. The conversation covers why roughly 70% of activist campaigns now target small and mid-cap companies, the common profile of companies that end up in the crosshairs, and the anatomy of a campaign from quiet stake-building to public escalation or proxy vote. Hassan also walks through the defensive playbook boards should have in place, including stock surveillance, vulnerability assessments, board refreshment, and proactive engagement with index fund proxy voting teams, and the missteps that most often leave companies on the back foot. For additional content, visit www.watertowerresearch.com

  7. Sep 9

    Ambiq Micro (AMBQ): Intelligence Everywhere: Ultra-Low-Power Semiconductors for the Edge AI Era

    Send us Fan Mail In this episode of the WTR Small Cap Spotlight, Ambiq Founder and CTO Scott Hanson joins WTR's James Kisner and Tim Gerdeman to discuss how the company's ultra-low-power semiconductors are enabling on-device AI across personal, medical, industrial, and smart-home markets. Hanson traces the origins of Ambiq's proprietary Subthreshold Power Optimized Technology (SPOT), spun out of the University of Michigan in 2010, and explains how it delivers a two- to fivefold reduction in power consumption versus conventional designs, unlocking edge AI use cases where latency, privacy, cost, energy, and availability all matter. The conversation covers the product roadmap, including the Apollo340 mass-market processor and the in-development Atomiq family, Ambiq's first system-on-chip built from the ground up for AI with an integrated NPU, plus the HELIA software stack that helps customers deploy AI faster. Hanson also outlines the longer-term opportunity to license SPOT into automotive, data center, and robotics, and building on five consecutive quarters of growth with a sixth guided, highlights near-term milestones including first customer samples, a production ramp targeted for late 2027, and more meaningful revenue in 2028. For additional content, visit www.watertowerresearch.com.

  8. Sep 8

    WTR Energy Perspectives: Navigating Volatile Commodity Markets Heading Into 2027

    Send us Fan Mail In this episode of the WTR Small Cap Spotlight, WTR Managing Director for Natural Resources Jeff Robertson joins Tim Gerdeman to assess the second half of 2026 and early 2027 budget outlooks for the U.S. energy sector. The conversation covers how producers are managing continued oil price volatility driven by the Iran conflict and Strait of Hormuz disruptions, with WTI averaging $81.25 in Q3 and futures pointing toward the low $70s through 2027. Robertson walks through WTR's oilfield services coverage, addressing Select Water Solutions' water infrastructure margin expansion story, DNOW's MRC integration progress and path to $350 million EBITDA, and international opportunities for National Energy Services Reunited and Forum Energy Technologies across the Middle East, Argentina, and Venezuela. The episode also covers WTR's U.S. producer universe, including Riley Exploration Permian, Ring Energy, HighPeak Energy, Evolution Petroleum, Prairie Operating, and W&T Offshore, as well as Africa-focused Meren Energy and VAALCO Energy, where development drilling campaigns in Nigeria, Gabon, and Cote d'Ivoire are positioned to drive production growth into 2027. Robertson closes with takeaways from the EnerCom Conference and a preview of the WTR Virtual Insights Conference on September 22 to 23. For additional content, visit www.watertowerresearch.com.

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5
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About

 WTR Small-Cap Spotlight is Water Tower Research's weekly podcast covering small-cap and micro-cap equities. Each episode features exclusive CEO interviews, analyst deep-dives, and actionable stock ideas across sectors including biotech, energy, technology, and industrials. Hosted by Tim Gerdeman, WTR Vice Chair & Co-Founder, the show gives investors direct access to the management teams and analysts behind under-the-radar opportunities. New episodes weekly on Apple Podcasts, Spotify, and all major platforms. 

Information

  • Creator
    Water Tower Research
  • Years Active
    2023 - 2026
  • Episodes
    308
  • Rating
    Clean
  • Copyright
    © 2026 WTR Small-Cap Spotlight
  • Show Website
    WTR Small-Cap Spotlight

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