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Water Tower Research LLC Profile
Water Tower Research LLC

@WTR_Research

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Modernizing Investor Engagement Through Research-Driven Communications

Joined January 2021
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@WTR_Research
Water Tower Research LLC
23 hours
Unusual Machines (NYSE American: UMAC) delivered another record quarter, marking its 5th straight quarter of record revenue and expanding into new growth opportunities. 🔹 2Q25 revenue ~$2.12M, record gross margin of 37%.🔹 Enterprise sales now >30% of total, driven by US gov’t
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@WTR_Research
Water Tower Research LLC
3 days
BTCS Inc. (Nasdaq: BTCS) posted strong 2Q25 results, fueled by major growth in its Ethereum-focused Builder+ platform and favorable crypto market tailwinds. 🔹 Revenue surged to $2.8M from $561K in 2Q24.🔹 Builder+ revenue jumped to $2.5M from $76K YoY.🔹 $8.8M unrealized crypto
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@WTR_Research
Water Tower Research LLC
3 days
Don't miss Doug Lane's recap from his podcast with @Herbalife CFO John DeSimone for an in-depth discussion on Herbalife's improving business trends, strategic product and technology launches, and capital allocation priorities. Those interested can listen to this podcast on all
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@WTR_Research
Water Tower Research LLC
3 days
SurgePays, Inc. (NASDAQ: SURG) delivered a strong 2Q25 and raised 2025–2026 guidance on surging momentum across all business lines. 🔹 Revenue up 8.9% QoQ to $11.5M.🔹 Updated 2025 revenue target: $75–90M; 2026: $225–240M.🔹 Torch Wireless added 77K subs in June & July;
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@WTR_Research
Water Tower Research LLC
4 days
Standard Lithium (SLI) is advancing toward a Final Investment Decision for its South West Arkansas Phase 1 lithium project, with major milestones on the horizon in 2025. 🔹Definitive Feasibility Study for SWA Phase 1 expected 3Q25; FID targeted by year-end. 🔹High-grade lithium
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@WTR_Research
Water Tower Research LLC
4 days
Catch @robert_sassoon's recap from his recent podcast with Brent Lucas, CEO of @EnvoyMedical (NASDAQ: COCH), an innovative hearing technology company and the sole US-domiciled cochlear implant company. We discussed the segment of the hearing loss market that Envoy is addressing
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@WTR_Research
Water Tower Research LLC
4 days
Gorilla Technology Group reports strong 2Q25 growth and continued profitability momentum. 🔹 Sales $21M (+78% Y/Y); 1H25 revenue up 90%.🔹 Cash $26.1M; debt reduced to $18.1M (-15% in 1H25).🔹 Adj. EBITDA $5.7M; adj. EPS $0.29.🔹 Expanding US presence with AECOM, HPE, NVIDIA,
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@WTR_Research
Water Tower Research LLC
4 days
Hydrofarm 2Q25 results highlight challenges but set the stage for long-term improvements. 🔹 Revenue $39M vs. $42M estimate; adj. EBITDA loss $2.3M.🔹 Restructuring to trim SKUs by one-third, driving $3M in annual cost savings.🔹 Focus on proprietary brands (~55% of sales) &.
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@WTR_Research
Water Tower Research LLC
4 days
DNOW & MRC Global move closer to merger approval, with shareholder votes set for September 9, 2025. 🔹 Expected 4Q25 close following regulatory approvals.🔹 Combined footprint: 235 US, 40 Canada, 45 EMEA, 35 APAC locations.🔹 Diversifies into alternative energy, AI
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@WTR_Research
Water Tower Research LLC
4 days
DNOW & MRC Global move closer to merger approval, with shareholder votes set for September 9, 2025. 🔹 Expected 4Q25 close following regulatory approvals.🔹 Combined footprint: 235 US, 40 Canada, 45 EMEA, 35 APAC locations.🔹 Diversifies into alternative energy, AI
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@WTR_Research
Water Tower Research LLC
4 days
Soluna & Galaxy Digital expand partnership to deliver the largest single-partner deployment in Soluna’s history. 🔹 83 MW renewable-powered Bitcoin mining at Project Kati 1, Texas.🔹 Construction begins August; operations targeted for 1Q26.🔹 Relocating Galaxy’s mining
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@WTR_Research
Water Tower Research LLC
4 days
Big News for Small-Cap Investors!. We’re thrilled to welcome Jeff Karcher, Global Managing Director of the Texas Stock Exchange | TXSE Group Inc, to the WTR Small-Cap Spotlight podcast hosted by Tim Gerdeman, WTR Vice Chair & Co-Founder. They’ll dive into:.🔹The highly
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@WTR_Research
Water Tower Research LLC
4 days
New Episode: WTR Small-Cap Spotlight (HLF). @Herbalife CFO John DeSimone joins WTR’s Douglas M. Lane, CFA & Shawn Severson for an inside look at the company’s growth strategy and market momentum. 🔹 Leadership changes driving renewed energy.🔹 Distributor momentum and expanding
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@WTR_Research
Water Tower Research LLC
5 days
The Metals Company is looking beyond polymetallic nodule collection — aiming to become an integrated metals refiner, processor, and recycler, with a strong sustainability focus. 🔹 Major Resource Milestone – NORI-D PFS moves TMC from “resource” to “reserve,” with $5.5B NPV, plus
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@WTR_Research
Water Tower Research LLC
5 days
Nauticus Robotics, Inc. (KITT) Making Waves in Offshore Autonomy!. 🔹 2Q25 service revenue up 4x Y/Y to $2M+, boosted by SeaTrepid acquisition and expanded customer base to nine clients.🔹 Completed more commercial revenue in 1H25 than all of 2024, with a strong backlog and major
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@WTR_Research
Water Tower Research LLC
5 days
PBH 1QFY26 Misses Expectations Amid Clear Eyes Supply Challenges. 🔹 Adjusted EPS $0.95 vs. $0.90 Y/Y, below expectations.🔹 Sales down 6.6% to $249.5M, driven by Clear Eyes plant shutdown & e-commerce inventory destocking.🔹 Adjusted EBITDA flat at $79.6M, margins up 210 bps.🔹
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@WTR_Research
Water Tower Research LLC
5 days
ARQ Delivers Strong 2Q25 & Hits Major Milestone. Environmental tech leader @ArqCompany is capitalizing on a growing activated carbon (AC) supply shortage — critical for removing PFAS “forever chemicals,” cleaning contaminated sites, and purifying renewable natural gas. 🔹 2Q25
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@WTR_Research
Water Tower Research LLC
5 days
New WTR Healthcare Happenings Podcast!. @EnvoyMedical CEO Brent Lucas joins Tim Gerdeman & @robert_sassoon to discuss how the company is disrupting the hearing solutions market — one that has long lacked transformative innovation. 🔹 Hearing loss is the 3rd most common chronic
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@WTR_Research
Water Tower Research LLC
6 days
RYAM’s 2Q25 marks the expected trough, with stronger performance anticipated in 2H25 and a path to significant EBITDA growth by 2027. 🔹 Revenue of $340M and EBITDA of $28M came in line with guidance but impacted by one-time events, including manufacturing disruptions and a
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