WTR Small-Cap Spotlight

Hosted by Water Tower Research

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Episodes

297

Latest episode

Aug 2026

Language

EN-US

About the show

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.

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60 recent

August 19, 202625 min

Drone Volt (ALDRV): Strong 1H26 Results and the Shift to Higher-Value Drone-as-a-Service Operations

Send us Fan Mail In this episode of the WTR Small Cap Spotlight, Drone Volt Chairman Stefano Valentini joins WTR's Senior Equity Research Analyst Dr. John Roy and Tim Gerdeman to discuss the company's solid first half 2026 results and its strategic evolution toward higher-value Drone-as-a-Service operations. The conversation covers Drone Volt's position as an aeronautical manufacturer specializing in professional civilian drones and artificial intelligence, its global footprint spanning France, Benelux, Canada, Denmark, the Netherlands, the United States, and Switzerland, and how its turnkey business solutions and drone pilot training offerings are driving the shift to a more recurring, service-oriented revenue model.

August 18, 202616 min

Brazil Potash (GRO): Advancing a Domestic Potash Solution for the World's Largest Importer

Send us Fan Mail In this episode of the WTR Small Cap Spotlight, Brazil Potash CEO Matt Simpson joins WTR's Dmitry Silversteyn and host Shawn Severson to discuss the company's Autaz potash project in Brazil's Amazonas state and the series of developments systematically de-risking the path to construction. The conversation covers the recent passage of Brazil's Pro-Fert legislation, which could eliminate approximately $190 million in construction costs through tax exemptions and mandates that preferential government funding be given to domestic fertilizer projects, as well as the latest favorable TRF-1 court rulings affirming the validity of the project's environmental permits and the indigenous consultation process. Simpson also walks through the company's $63 million treasury position, ongoing FEED engineering work, build-own-operate-transfer contracts, and the construction financing milestones investors should watch over the next six to 12 months as the project advances toward a targeted final investment decision.

August 12, 202623 min

Cannara Biotech (LOVFF): Gaining Share in the Canadian Cannabis Market

Send us Fan Mail In this episode of the WTR Small Cap Spotlight, Cannara Biotech COO and Interim CFO Nick Sosiak joins WTR's Linda Bolton Weiser and Tim Gerdeman to discuss the company's expansion following the announcement of a long-term international supply agreement with Curaleaf carrying a potential aggregate value of up to C$21 million. The conversation covers Cannara's differentiated approach within the cannabis industry, the market positioning of its three brands, the scale advantages of its two Quebec mega-facilities, growing room economics, the current state of the Canadian cannabis market, the role of innovation in driving share gains, and the path to reaching maximum annual production capacity of 100,000 kg.

August 6, 202625 min

DeFi Development Corp. (DFDV): Why Solana and How the Company Is Positioned for the Future

Send us Fan Mail In this episode of the WTR Small Cap Spotlight, DeFi Development Corp. Chief Strategy Officer Dan Kang joins host Tim Gerdeman and WTR Senior Equity Research Analyst Dr. John Roy to discuss the company's corporate strategy as a Solana-focused digital asset treasury. The conversation covers how DeFi Development acquires, holds, and compounds Solana through staking and validator operations, why Solana was chosen as the foundation of the company's treasury strategy, and how the firm's AI-powered SaaS platform is bridging traditional finance to the Solana blockchain. Kang also walks through how the company is positioned to capitalize on the growing institutional adoption of digital assets and what differentiates DeFi Development's approach within the rapidly evolving crypto treasury space.

August 5, 202612 min

First Phosphate (FRSPF): Building a G7-Backed North American LFP Battery Supply Chain

Send us Fan Mail In this episode of the WTR Small Cap Spotlight, First Phosphate CEO John Passalacqua joins WTR's Tim Gerdeman and Dmitry Silversteyn to discuss the company's strengthened financial position following an oversubscribed $17.7 million private placement, $21.5 million in non-repayable government grants from Natural Resources Canada, and letters of interest from international export credit agencies representing up to C$275 million in potential project financing. The conversation covers the company's definitive offtake agreements securing a minimum of 200,000 tons per year of phosphate concentrate and 60,000 tons per year of battery-grade phosphoric acid, G7 Critical Minerals recognition, Quebec fast-track permitting status, and the path toward a targeted 2029 production start. Passalacqua also explains why phosphate — not lithium or graphite — is emerging as the real bottleneck for North American LFP battery production.

August 5, 202639 min

Wrap Technologies (WRAP): How an ATF Ruling Could Change Everything for a Non-Lethal Restraint Leader

Send us Fan Mail In this episode of the WTR Small Cap Spotlight, Wrap Technologies Founder, Chairman, and CEO Scot Cohen joins host Tim Gerdeman and analyst Eric Goldstein to discuss a month of significant news flow for the company. Cohen walks through a favorable ATF ruling classifying BolaWrap as a rescue and restraint device rather than a firearm, a strategic investment and exclusive four-year U.S./NATO license with Israeli sensing company Frenel Imaging, and the launch of the WrapShield counter-drone platform alongside the new multi-shot Raptor MX system. The conversation covers the legal and insurance-market implications of the ATF ruling, the underappreciated security-guard market opportunity, and how training-as-a-service and recurring cartridge and recertification revenue are building out the company's business model. Cohen closes with the company's target of roughly 100% revenue growth for 2026.

August 4, 202615 min

Energy Roundup: US Natural Gas Fields Benefitting From Data Centers Strategic Positioning

Send us Fan Mail In this episode of the WTR Small Cap Spotlight, WTR Natural Resources analyst Richard Tullis joins host Tim Gerdeman for an in-depth look at the U.S. data center buildout and the critical role natural gas is playing and is expected to continue to play in powering these energy-intensive facilities. The conversation examines supply and demand dynamics, infrastructure requirements, and the small and mid-cap names best positioned to benefit from this secular growth theme.

July 29, 202633 min

Avalon Advanced Materials (AVLNF): Building North America's Rare Earth and Lithium Processing Platform

Send us Fan Mail In this episode of the WTR Small Cap Spotlight, Avalon Advanced Materials CEO Scott Monteith, CFO Lorin Crenshaw, and VP of Corporate Development Chris Sinek join WTR's Tim Gerdeman and Dmitry Silversteyn to discuss the company's strategy to become a North American rare earth and lithium processing platform. The conversation covers Avalon's Nasdaq listing ambitions, a €100 million Finnvera Letter of Interest, current rare earth and lithium market dynamics, and the execution milestones that could reshape the company's valuation over the next 12 to 18 months.

July 28, 202616 min

WTR Energy Universe: 2Q26 Earnings Season in Focus

Send us Fan Mail In this episode of the WTR Small Cap Spotlight, WTR Managing Director for Natural Resources Jeff Robertson joins host Tim Gerdeman to preview second quarter 2026 earnings season for the U.S. energy sector. Recorded July 27, 2026 — as the majority of companies in WTR's universe are set to report — the conversation covers how producers are managing renewed oil price volatility driven by military strikes in the Persian Gulf, the key themes emerging from early reports by Halliburton, SLB, Range Resources, and EQT, and what investors should expect from WTR's coverage universe across oilfield services (Forum Energy, DNOW, Select Water Solutions, NESR), U.S. producers (High Peak, Ring Energy, Prairie Operating, Riley Exploration, W&T Offshore, Evolution Petroleum), and Africa-focused operators Meren Energy and Vaalco Energy. Robertson also addresses M&A activity, free cash flow priorities, and the development drilling catalysts that could drive volume growth into 2027.

July 24, 202634 min

NeoVolta (NEOV): Powering Up U.S. Battery Manufacturing

Send us Fan Mail In this episode of the WTR Small-Cap Spotlight Podcast, Ardes Johnson, CEO of NeoVolta, joins host Tim Gerdeman, Co-Founder and Chief Marketing Officer, and analyst Eric Goldstein. NeoVolta is a Southern California-founded energy storage company scaling into a FEOC-compliant U.S. battery manufacturer, targeting 2 GWh of initial annual production capacity, scalable to 8 GWh, across residential, commercial and industrial, and utility-scale markets. Johnson explains the company's strategic transformation from a residential battery pioneer into an integrated, multi-vertical energy storage platform, anchored by the NeoVolta Power joint venture with Bloomberg Tier 1 integrator PotisEdge and global solar leader LONGi. The conversation walks through the path from construction to production at NeoVolta's Pendergrass, Georgia facility and what the utility and C&I-scale manufacturing buildout means for the company's growth trajectory. The episode closes with a look at how NeoVolta's manufacturing scale-up positions it within the broader U.S. battery supply chain.