最高の Water Tower Research ポッドキャスト (2024)

1
Unpacking Political Catalysts With Jeff Schultz 1:24:35

8d ago1:24:35

1:24:35

Jeff Schultz, Partner at Foley Hoag, joins the show this week to help us understand the complex political catalysts ahead for cannabis. We start with rescheduling, and Jeff offers his perspective on the ALJ hearing and when we may see a final ruling. A Garland Memo may follow the final ruling and Jeff explains the memo's importance. SAFER Banking m…

1
Harvesting Adult-Use Opportunities With AYR Wellness With CEO David Goubert 1:06:00

15d ago1:06:00

1:06:00

The rescheduling process got extended with the announcement of the ALJ hearing on December 2nd. The show starts by discussing whether this is categorically bearish or if going through a more thorough process may yield a net benefit. Jesse and Morgan debate whether this impacts the broader thesis and the types of companies you should own. David Goub…

1
The Future of Industrial IoT: AI, Network Resilience, and Data Center Evolution with Opengear's Patrick Quirk 28:01

16d ago28:01

28:01

Send us a Text Message. In this week's episode of WTR Small-Cap Spotlight, Tim Gerdeman, WTR's Vice-Chair, Co-Founder, and Chief Marketing Officer, hosts Patrick Quirk, Senior VP and General Manager of Opengear. They dive into Opengear's pivotal role in industrial IoT and network resilience, focusing on data center operations and cybersecurity. As …

1
Catching Up With CannaVestments 1:15:28

21d ago1:15:28

1:15:28

This week, we were joined by Nicholas Gastevich, Vice President of V. Gastevich Investments, known as CannaVestments on X and Reddit. Gastevich is a seasoned cannabis investor known for his excellent earnings analysis and industry perspective. The conversation began by discussing 2Q earnings results. We saw more differentiation this quarter between…

1
Operator Spotlight: TerrAscend With Jason Wild and Ziad Ghanem 1:01:48

29d ago1:01:48

1:01:48

Higher Exchanges this week kicks off with a listener question about whether Schedule III is enough to kick off a lasting bull market. After going around the horn, Jesse, Morgan, and Toby agree that a combination of growth, cash flow, and greater access will meaningfully move share prices. TerrAscend's Executive Chairman Jason Wild and CEO Ziad Ghan…

1
On the Frontlines of Cybersecurity with Digital Executive Protection at BlackCloak 17:14

1M ago17:14

17:14

Send us a Text Message. In this week's episode of WTR Small-Cap Spotlight, we dive into the world of digital security with Dr. Chris Pierson, Founder and CEO of BlackCloak, hosted by WTR's Dr. John Roy, Managing Director of Technology Research and Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer. We explore how BlackCloak provides …

1
Trump Tips His Hand On Cannabis Policy 1:16:14

1M ago1:16:14

1:16:14

It was a busy week in cannabis, and the trichome trio is back to cover all the news. The show starts by analyzing Trump's comments about cannabis and what it may mean for Schedule III and broader reform. The group agrees that the early Republican statements appear to derisk the space and reduce possible opposition to Schedule III. We also explore t…

1
WTR Takes a Deep-Dive Into Sustainable Aviation Fuel (SAF) and the 100x Demand Growth Opportunity for Competitive North American Supply 22:29

1M ago22:29

22:29

In this episode of the Sustainable Investing Surveyor Podcast, WTR CEO & Co-Founder Shawn Severson and WTR Sustainability and Energy Transition sector analyst Peter Gastreich discuss Peter's new Biofuels Focus report "Is Alcohol-to-Jet Fuel SAF Clearing for Take-Off in the US?" Global sustainable aviation fuel (SAF) production is tripling this year…

1
Water Tower Research unveils rebranded podcast series, now called WTR Small-Cap Spotlight 13:20

1M ago13:20

13:20

Send us a Text Message. 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 uncoverin…

1
CEO Doug Drysdale on Cybin's Novel Approach to Treat Psychiatric Disorders with High Unmet Need 20:45

1M ago20:45

20:45

Send us a Text Message. 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 prio…

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S3 Comments Review and 2Q Earnings Preview 1:11:00

2M ago1:11:00

1:11:00

It's 103 days until the elections, and political theater continues to dominate the cannabis investing news cycle. This week, we learned that Kamala Harris is likely replacing Biden, and Toby helps us understand if this will be beneficial to cannabis and specifically to the Schedule III process. The rescheduling comment period also concluded this we…

1
Westwater Resources CFO Steve Cates on new developments at first domestic integrated battery-grade graphite project in the US 22:18

2M ago22:18

22:18

Steve Cates, CFO of Westwater Resources (WWR), joins Shawn Severson, Water Tower Research CEO, Co-founder and Head of Sustainability Research, and Peter Gastreich, analyst on WTR’s Natural Resources and Energy Transition sector teams, to discuss: 1) progress on phase 1 construction of WWR’s Kellyton graphite processing facility in Alabama; 2) new o…

1
Ainos Inc. Director of Corporate Development Jack Lu on AI Nose Platform 18:04

2M ago18:04

18:04

Send us a Text Message. 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 Flor…

1
Soluna Holding CEO John Belizaire on the company’s recent wins, its growth into AI and opportunities for future growth across its different business lines 24:46

2M ago24:46

24:46

CEO John Belizaire joins us to talk about the multiple milestones recently reached, including financing for the 50 MW Project Dorothy 2, a PPA agreement for 166 MW Project Kati and the funding and launch of Soluna Cloud. The podcast delves into Soluna Cloud’s strategic partnership with Hewlett Packard Enterprise, its securing of NVIDIA H100 GPUs th…

1
Gorilla Technology IOC Discussion with WTR's President Shawn Severson and Technology Analyst Dr. John Roy 9:53

2M ago9:53

9:53

Send us a Text Message. 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 Goril…

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Mid-2024 State Catalyst Review With Hirsh Jain 1:25:25

2M ago1:25:25

1:25:25

Hirsh Jane, Founder of Ananda Strategy, joins the show to discuss the series of state-level catalysts ahead in 2024 and 2025. Ohio is in the process of approving stores and Hirsh updates us on when we might see doors open in the Buckeye State and his expectation for how sales will evolve. Florida is the biggest potential adult-use flip in 2024, and…

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Aspira Women’s Health CEO Nicole Sandford on OvaWatch Progress and Recent Financing 35:50

2M ago35:50

35:50

Send us a Text Message. 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 ma…

1
An Introduction to CLS Holdings with COO Joseph Ramalho and WTR’s Jesse Redmond 32:18

2M ago32:18

32:18

Send us a Text Message. 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 com…

1
111 Inc IoC Review - A Leader in the Digital Transformation of China’s Healthcare Supply Chain 16:42

2M ago16:42

16:42

Send us a Text Message. 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 comp…

1
Mid-2024 Federal Catalyst Review 58:08

2M ago58:08

58:08

The trichome trio is back to discuss progress on federal catalysts. The episode begins by discussing the 07/10 holiday, and Jesse updates us on trends he's seeing in the California concentrate market. The bulk of the conversation centers around Schedule III and how to assign probabilities to different outcomes. Morgan also gives us an update on the…

1
Arq, Inc. CEO Bob Rasmus on the transformation of the company and the outlook for growth in new markets 20:42

2M ago20:42

20:42

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 wor…

1
Arq, Inc. CEO Bob Rasmus on the transformation of the company and the outlook for growth in new markets 20:42

2M ago20:42

20:42

Send us a Text Message. 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 activ…

1
Ocean Power Technologies CEO Philipp Stratmann Reviews Recent Announcements with Water Tower Research CEO Shawn Severson 11:01

2M ago11:01

11:01

CEO Philipp Stratmann reviews several recent announcements by the company, including OPT's partnership with Unique Group, an OEM agreement with Teledyne Marine, the company's focus on "turnkey systems," an agreement in principle to deliver multiple WAM-Vs to a US government agency, and the first batch of WAM-Vs (unmanned surface vehicles) to Sulmar…

1
Envoy Medical – Developing a Disruptive Fully Implanted Cochlear Implant for Patients with Severe Hearing Loss 31:57

2M ago31:57

31:57

Send us a Text Message. 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 standar…

1
Curaleaf’s Hemp-Derived THC Launch With CEO Matt Darin 58:10

3M ago58:10

58:10

The show begins this week by sharing due diligence tips when visiting a grow or dispensary. With cultivation, the group agrees there is no one way to grow great cannabis, but there are a handful of best practices. Regarding retail, location, parking, product selection, and budtenders were on the top of the list. Curaleaf CEO Matt Darin joins the co…

1
Consumer Products Conference Recap : Resumption of Top-Line Growth Could Be a Powerful Catalyst 18:22

3M ago18:22

18:22

Send us a Text Message. 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 Lifestyl…

1
Spruce Power IOC Review – Competitive Servicing "Moat" Supports Residential Rooftop Solar Acquisition Strategy 11:31

3M ago11:31

11:31

In this week’s WTR Sustainable Investing Podcast, WTR CEO & Co-Founder Shawn Severson discusses the WTR Spruce Power initiation of coverage report with WTR Energy Transition and Sustainable Investing analyst Peter Gastreich. The discussion includes the structural rise in the cost of grid electricity and impact on demand for rooftop solar, the addre…

1
Spruce Power IOC Review – Competitive Servicing "Moat" Supports Residential Rooftop Solar Acquisition Strategy 11:34

3M ago11:34

11:34

Send us a Text Message. In this week’s Water Tower Hour Podcast, WTR CEO & Co-Founder Shawn Severson discusses the WTR Spruce Power initiation of coverage report with WTR Energy Transition and Sustainable Investing analyst Peter Gastreich. The discussion includes the structural rise in the cost of grid electricity and impact on demand for rooftop s…

1
Ainos Initiation of Coverage Review – AI Nose Tech and Veldona Drug in Pipeline 13:06

3M ago13:06

13:06

Send us a Text Message. In this FlashCast Podcast, WTR CEO & Co-Founder Shawn Severson and Healthcare Analyst Do Kim recap the recent IOC of Ainos, Inc., discussing the company’s lead pipeline products and innovative AI Nose technologyWater Tower Research による

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Optimizing Assets With The Cannabist Company CEO David Hart 57:54

3M ago57:54

57:54

Off the top, the guys discuss Verano's announcement of a share repurchase program. The company authorized the repurchase of up to $50 million of shares and we debate whether this is a good use of capital. Toby is more bullish on the program, while Morgan is more concerned about preserving cash and investing for growth. The Cannabist Company CEO Dav…

1
Canadian Climate Investor Conference Preview / Outlooks for Voluntary Carbon and Solar Markets 30:04

3M ago30:04

30:04

In this week’s WTR Sustainable Investing Podcast, WTR CEO & Co-Founder Shawn Severson discusses what to expect at the Canadian Climate Investor Conference along with WTR Sustainability and Energy Transition sector analysts Graham Mattison and Peter Gastreich. WTR is a sponsor of the conference hosted June 25th in Toronto. The team also discusses th…

1
Canadian Climate Investor Conference Preview / Outlooks for Voluntary Carbon and Solar Markets 29:59

3M ago29:59

29:59

Send us a Text Message. In this episode of the Water Tower Hour Podcast, WTR CEO & Co-Founder Shawn Severson discusses what to expect at the Canadian Climate Investor Conference along with WTR Sustainability and Energy Transition sector analysts Graham Mattison and Peter Gastreich. WTR is a sponsor of the conference hosted June 25th in Toronto. The…

1
The Blame Game 58:22

3M ago58:22

58:22

The episode begins with Toby elaborating on a recent X post stating that a large $90b pension plan recently invested >$100m in a leading cannabis-focused fund. This led to a broader discussion about how institutions are approaching investing in cannabis. The conversation evolves into what's taking place in Florida. We recently saw a Fox News poll s…

1
Recapping the 2024 Louisiana Energy Conference and Looking Ahead to 2025 22:18

3M ago22:18

22:18

Send us a Text Message. In this episode of the Water Tower Hour Podcast Al Petrie, host of the Louisiana Energy Conference, and Jeff Robertson, WTR’s Managing Director for Natural Resources, recap the 2024 Louisiana Energy Conference, which was held in New Orleans May 28 – 30, 2024. The conference featured a diverse set of panel discussions focusin…

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Sustainability Panels at the Louisiana Energy Conference Reveal Cooperation is Key 20:57

3M ago20:57

20:57

Join Peter Gastreich and Graham Mattison as they discuss the sustainability panel track at the recent Louisiana Energy Conference, hosted by Al Petrie Advisors. In the context of biofuel, EV battery, offshore wind, geothermal, carbon capture, hydrogen and other energy transition industries, the panelists discussed stress-testing business models for…

1
Merger Mania 57:49

3M ago57:49

57:49

It's merger mania week--or merger maybenia as Morgan called it--and this week's show is dedicated to the potential partnerships between GTI and Sam Adams and Cansortium and RIV Capital. We tackle GTI and SAM off the top with an overview of the proposed merger and discuss the timing and synergies. We debate the timing and wonder why now as we are ju…

1
Cody Shandraw – An Investor’s Perspective on the Psychedelics Landscape 37:48

3M ago37:48

37:48

Send us a Text Message. Cody Shandraw, a serial entrepreneur and seasoned investor in unconventional opportunities, joins WTR's Robert Sassoon and Tim Regan to share his insights on the investing landscape in the psychedelics sector. He discusses the challenges and the opportunities, and on how to best play the psychedelics growth story going forwa…

1
Reality Doesn't Bite 1:01:29

4M ago1:01:29

1:01:29

With Toby on holiday this week, Morgan and Jesse kick off this week's show by reviewing recent price action and contrasting it with reality. While falling share prices have eroded sentiment, there are positive developments. Ohio is beginning to turn on adult-use stores next month, and we analyze key dates, estimate the potential size of the adult-u…

1
Discussion with UK-list US Bitcoin Miner Vinanz’s Chairman David Lenigas 27:44

4M ago27:44

27:44

Send us a Text Message. Join WTR’s Tim Regan and Dr. John Roy as they chat with Vinanz Chairman David Lenigas about this Bitcoin miner’s differentiated business model and its moves to make is shares more tradeable in the US.Water Tower Research による

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Rescheduling Reaction and Earnings Review With CannaVestments 1:16:47

4M ago1:16:47

1:16:47

Nick Gastevich, known as CannaVestments online, joined us this week. He is one of the most experienced cannabis investors and manages a family office that is active in the space. We discussed cannabis stock’s adverse reaction to the positive momentum on rescheduling and debated time frames for a final ruling. The heart of the conversation centers o…

1
Consumer Products Conference Preview 12:15

4M ago12:15

12:15

Send us a Text Message. Chief Revenue Officer, Tim Regan, and Head of Consumer Products, Doug Lane, discuss the upcoming WTR Virtual Consumer Products Conference, June 5-6th.Water Tower Research による

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Political and Earnings Updates With Cresco CEO Charlie Bachtell 58:59

4M ago58:59

58:59

Cresco CEO Charlie Bachtell joined us this week to discuss the proposed rule on Schedule III and the company's recent earnings results. Cresco is active in Washington, and Charlie shared his perspective on Schedule III’s next steps, timing, and impact on Cresco's business. We also dug into Cresco's progress. 2023 was the year of the core, and Charl…

1
Louisiana Energy Conference Preview 18:57

4M ago18:57

18:57

Send us a Text Message. Ahead of the Louisiana Energy Conference (May 28-30), Tim Gerdeman interviews the WTR team that will be attending, including Shawn Severson, Jeff Robertson, Chris Degner, and Peter Gastreich. The team discusses what to watch for, including at the conference panels, and also addresses the broader implications of energy evolut…

1
Discussion with Pineapple Financial CEO Shubha Dasgupta 28:00

4M ago28:00

28:00

Send us a Text Message. Canada-based Pineapple Financials’ CEO and Co-Founder Shubha Dasgupta joins WTR's Tim Regan and Curtis Shauger to provide an overview of Pineapple’s business model, market opportunity, product pipeline and Maui, its recent AI product launch.

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Cash Flow Is King With Verano’s George Archos 1:00:51

4M ago1:00:51

1:00:51

Verano Co-Founder, Chairman, and CEO George Archos joined the show to discuss the company's recent quarter. The business is beginning to generate significant cash flow, and George shared how he expects revenue to grow and opportunities to use the financial flexibility. We also asked about optimizing Florida assets ahead of the potential adult-use t…

1
GEVO's Eric Frey and Lindsay Fitzgerald and WTR's Shawn Severson and Peter Gastreich 38:44

4M ago38:44

38:44

Gevo’s VP of Finance and Strategy Eric Frey and VP of Government Affairs Lindsay Fitzgerald join Shawn Severson and Peter Gastreich to discuss the recently announced Section 40B tax credit for sustainable aviation fuel (SAF) and detail how Gevo expects the credit to enhance the value of the company’s Net-Zero 1 production facility and benefit their…

1
Cannabis Rescheduling Review with Emily and Morgan Paxhia of Poseidon 44:07

4M ago44:07

44:07

Send us a Text Message. Emily and Morgan Paxhia are the co-founders of Poseidon, one of the most experienced cannabis investment managers. They joined WTR’s head of cannabis, Jesse Redmond, to discuss the recent news that the DEA has agreed with the HHS’ recommendation to move cannabis from Schedule I to Schedule III. The conversation covers implic…

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BioLargo recipe for Success - Clean Water, Clean Air and Advanced Antimicrobial Technology for Healthcare 40:36

5M ago40:36

40:36

Send us a Text Message. BLGO’s CEO Dennis Calvert joins Dmitry Silversteyn and Tim Gerdeman to discuss the company’s science-driven approach to developing and commercializing innovative solutions to address critical environmental problems such as “forever chemicals”, air and water quality and cost-effective power storage.…

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The DEA Agrees With Schedule III Starring Boris Jordan and Hirsh Jain 1:09:38

5M ago1:09:38

1:09:38

Today, we heard the welcome news that the DEA is agreeing with the HHS recommendation to move cannabis from Schedule I to Schedule III. Boris Jordan, Executive Chairman of Curaleaf, joins at the top of the show to share his thoughts on the next steps in the process, the timing of a final ruling, potential risks along the way, implications for insti…

1
Waiting on the World to Change 1:07:00

5M ago1:07:00

1:07:00

It's a quieter time in cannabis, but this was a fun show. We started by reviewing the 4/20 holiday, focusing on the revenue lift and which categories performed best. Beverages were a top seller, and the guys debated the category's future and who will drive its growth. We debuted a new game called "buy or sell" that led to several fun debates on res…

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