WTR Small-Cap Spotlight

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.

WTR Small-Cap Spotlight is a business podcast hosted by Water Tower Research, with 295 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Water Tower Research hosts WTR Small-Cap Spotlight, a business show with 295 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  WTR Small-Cap Spotlight

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

  Aug 19, 202625 min

  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.

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  WTR Small-Cap Spotlight

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

  Aug 18, 202617 min

  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.

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  WTR Small-Cap Spotlight

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

  Aug 12, 202623 min

  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.

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  WTR Small-Cap Spotlight

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

  Aug 6, 202625 min

  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.

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  WTR Small-Cap Spotlight

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

  Aug 5, 202612 min

  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.

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