Shawn Severson (@sseverson_wtr) 's Twitter Profile
Shawn Severson

@sseverson_wtr

Co-Founder Water Tower Research & Head of #ClimateTech & #SustainableInvesting #BioEconomy Research #ESG #stocks #cleantech #investing #climatetech

ID: 1438504615

linkhttp://www.watertowerresearch.com calendar_today18-05-2013 14:06:15

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583 Following

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CCS could be a game-changer for low-carbon ethanol & SAF -Low-cost CCS application for ethanol -Bipartisan support for economic & energy security benefits -ATJ pathway key to post-2030 SAF demand -Airlines to pay for higher carbon abatement -U.S. poised as a global SAF supplier

CCS could be a game-changer for low-carbon ethanol & SAF

-Low-cost CCS application for ethanol
-Bipartisan support for economic & energy security benefits
-ATJ pathway key to post-2030 SAF demand
-Airlines to pay for higher carbon abatement
-U.S. poised as a global SAF supplier
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Read Do Kim's podcast recap following his discussion with OS Therapies NYSE American: OSTX CEO Paul Romness & CBO Gerald Commissiong on Phase 2b data for OST-HER2 and what’s next for their cancer immunotherapy pipeline. watertowerresearch.com/doc?docID=IR_L… $OSTX #Biotech #Podcast #CancerResearch #Investing

Read Do Kim's podcast recap following his discussion with <a href="/OSTherapies/">OS Therapies NYSE American: OSTX</a> CEO Paul Romness &amp; CBO Gerald Commissiong on Phase 2b data for OST-HER2 and what’s next for their cancer immunotherapy pipeline.

watertowerresearch.com/doc?docID=IR_L…

$OSTX #Biotech #Podcast  #CancerResearch #Investing
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Assuming coverage: SurgePays SURG is navigating a major transition after the expiration of the Affordable Connectivity Program in June 2024. Now, the focus is on 2025 execution with four key growth opportunities (read the report to find out)! watertowerresearch.com/doc?docID=UR_S… $SURG

Assuming coverage: <a href="/SurgePays/">SurgePays</a>

SURG is navigating a major transition after the expiration of the Affordable Connectivity Program in June 2024. Now, the focus is on 2025 execution with four key growth opportunities (read the report to find out)!

watertowerresearch.com/doc?docID=UR_S…

$SURG
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We hosted Soluna to discuss their 2024 success & 2025 outlook. $SLNH is scaling Bitcoin hosting & AI Cloud to meet surging demand. Read our recap & listen to the full discussion on demand! Replay:us06web.zoom.us/webinar/regist… #Soluna #AICloud #RenewableEnergy #Bitcoin

We hosted <a href="/SolunaHoldings/">Soluna</a> to discuss their 2024 success &amp; 2025 outlook. $SLNH is scaling Bitcoin hosting &amp; AI Cloud to meet surging demand. Read our recap &amp; listen to the full discussion on demand!

Replay:us06web.zoom.us/webinar/regist…

#Soluna #AICloud #RenewableEnergy #Bitcoin
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Check out Jeff Robertson's latest report on Riley Exploration Permian, Inc. ahead of their 4Q24 earnings on March 5, with a conference call on March 6. watertowerresearch.com/doc?docID=UR_R… $REPX #OilAndGas #EnergySector #FreeCashFlow #PermianBasin #ERCOT #Investing #WTRInsights

Check out Jeff Robertson's latest report on Riley Exploration Permian, Inc. ahead of their 4Q24 earnings on March 5, with a conference call on March 6.

watertowerresearch.com/doc?docID=UR_R…

$REPX #OilAndGas #EnergySector #FreeCashFlow #PermianBasin #ERCOT #Investing #WTRInsights
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Please join Peter Gastreich for a conversation with Arq CEO Bob Rasmus on Monday, March 10, 2025, at 11:00 am ET. Register at the link below! us06web.zoom.us/webinar/regist… $ARQ #FiresideChat #Sustainability #Investing #WTRInsights

Please join Peter Gastreich for a conversation with Arq CEO Bob Rasmus on Monday, March 10, 2025, at 11:00 am ET. Register at the link below!

us06web.zoom.us/webinar/regist…

$ARQ #FiresideChat #Sustainability #Investing #WTRInsights
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WTR Technology Analyst, John Roy, joins Schwab Network's Trading 360. John weighs the profitability in small cap A.I. companies and offers a few suggestions for investors to research. Check out the full interview! schwabnetwork.com/video/pltr-all… #Technology #AI #Investing

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TMC Provides 4Q24 Update, Eyes U.S. Approval Pathway The Metals Company reported lower 4Q operating expenses ($16.4M vs. $33.3M YoY) and sufficient liquidity for the next year. Key highlights: 🔹 Seeking U.S. NOAA approval for seabed nodule mining after ISA delays. 🔹 Growing inbound

TMC Provides 4Q24 Update, Eyes U.S. Approval Pathway

<a href="/themetalsco/">The Metals Company</a> reported lower 4Q operating expenses ($16.4M vs. $33.3M YoY) and sufficient liquidity for the next year. Key highlights:

🔹 Seeking U.S. NOAA approval for seabed nodule mining after ISA delays.
🔹 Growing inbound
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Vivos Reports Strong 4Q24 Results; Positioned for Growth in 2025 Vivos posted impressive 4Q24 revenue growth (+52% Y/Y), driven by reduced discounts and higher Guide sales. 🔹 FY24 revenues: $15M (+9% Y/Y); Gross margins stable at 60%. 🔹 Strategic Rebis Health alliance set to

Vivos Reports Strong 4Q24 Results; Positioned for Growth in 2025

Vivos posted impressive 4Q24 revenue growth (+52% Y/Y), driven by reduced discounts and higher Guide sales.

🔹 FY24 revenues: $15M (+9% Y/Y); Gross margins stable at 60%.
🔹 Strategic Rebis Health alliance set to
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Tariffs & Macro Slowdown: Stock Implications With new U.S. tariffs and macro slowdown concerns, we assess impacts on covered stocks: 🔹 Etsy (ETSY): Pressured by discretionary spending; potential relief from lower ad costs. 🔹 ThredUp (TDUP): Positioned to benefit from higher

Tariffs &amp; Macro Slowdown: Stock Implications

With new U.S. tariffs and macro slowdown concerns, we assess impacts on covered stocks:

🔹 <a href="/Etsy/">Etsy</a> (ETSY): Pressured by discretionary spending; potential relief from lower ad costs.
🔹 <a href="/ThredUp/">ThredUp</a> (TDUP): Positioned to benefit from higher
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Soluna announced Project Ellen, adding 100 MW of compute power backed by a 145-MW wind farm in South Texas—boosting its total data center capacity to 698 MW in operation, construction, or development. 🔹 Project Ellen will support BTC hosting, AI, or HPC workloads 🔹 Major

Soluna announced Project Ellen, adding 100 MW of compute power backed by a 145-MW wind farm in South Texas—boosting its total data center capacity to 698 MW in operation, construction, or development.

🔹 Project Ellen will support BTC hosting, AI, or HPC workloads
🔹 Major
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Sustainable Aviation Fuel (SAF) via alcohol-to-jet (AtJ) may be the most scalable path to decarbonizing aviation. 🔹 Airbus delays hydrogen aircraft plans by up to a decade, reinforcing SAF’s near-term viability 🔹 All Airbus aircraft already support up to 50% SAF, aiming for

Sustainable Aviation Fuel (SAF) via alcohol-to-jet (AtJ) may be the most scalable path to decarbonizing aviation.

🔹 Airbus delays hydrogen aircraft plans by up to a decade, reinforcing SAF’s near-term viability
🔹 All Airbus aircraft already support up to 50% SAF, aiming for
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Stablecoins are surging — and regulation may finally be catching up. 🔹 The stablecoin market has reached $230–240B and could grow to $2T by 2028 🔹 Tether (USDT) and USD Coin (USDC) dominate with ~90%+ market share 🔹 The bipartisan GENIUS Act aims to create the first federal

Stablecoins are surging — and regulation may finally be catching up.

🔹 The stablecoin market has reached $230–240B and could grow to $2T by 2028
🔹 Tether (USDT) and USD Coin (USDC) dominate with ~90%+ market share
🔹 The bipartisan GENIUS Act aims to create the first federal
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Thank you to Al Petrie Advisors - Investor Relations & Strategic Analysis for hosting another incredible Louisiana Energy Conference in New Orleans! It was great connecting with both new and familiar faces, listening to thought-provoking presentations, and attending engaging

Thank you to Al Petrie Advisors - Investor Relations &amp; Strategic Analysis for hosting another incredible Louisiana Energy Conference in New Orleans!

It was great connecting with both new and familiar faces, listening to thought-provoking presentations, and attending engaging
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Don't miss our next episode of the Small-Cap Spotlight, dropping Monday at 8am ET. WTR Co-Founder, Tim Gerdeman, and OTC Markets Group EVP of Corporate Services, Jason Paltrowitz, dive into the evolving OTC Markets landscape with a focus on the upcoming launch of OTCID this July. We

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On this week’s WTR Small-Cap Spotlight, Tim Gerdeman & Peter Gastreich hosted Roshan Pujari, Executive Chairman & CEO of Stardust Power, Inc., for an in-depth conversation on Stardust's leading role and future of U.S. lithium refining. 🔹 The urgent need for domestic lithium

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Expanding on Part 1, our latest WTR Small-Cap Spotlight episode features Part 2 of our Executive Series with SurgePays, Inc. (NASDAQ: SURG) President Derron Winfrey. 🔹 Focus shifts to SURG’s flagship LinkUp Mobile prepaid wireless service 🔹 Learn how SurgePays is scaling

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Tariffs vs. Tax Cuts? WTR’s Paul Meeks, CFA, CAIA Meeks weighs in on "Bloomberg Brief", noting that tariffs may hit companies harder than the benefits of tax cuts. As global trade tensions rise and markets watch for an August 1st extension, investors should be prepared for

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Ainos Expands AI-Powered SmellTech Across Key Industrial Verticals 🔹 ASE Technology to deploy up to 15,000 AI Nose units in semiconductor cleanrooms 🔹 Kenmec licenses AI Nose for smart factories, logistics, and automation across Asia 🔹 Solomon Technology signs 5-year deal to

Ainos Expands AI-Powered SmellTech Across Key Industrial Verticals

🔹 ASE Technology to deploy up to 15,000 AI Nose units in semiconductor cleanrooms
🔹 Kenmec licenses AI Nose for smart factories, logistics, and automation across Asia
🔹 Solomon Technology signs 5-year deal to
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Please join Jeff Robertson on Tuesday, July 15, 2025, at 11:00 am ET for a fireside chat with Ring Energy, Inc. CEO Paul McKinney discussing the integration of Central Basin Platform assets acquired at the end of 1Q25 from Lime Rock and strategies to maximize synergies. Register

Please join Jeff Robertson on Tuesday, July 15, 2025, at 11:00 am ET for a fireside chat with Ring Energy, Inc. CEO Paul McKinney discussing the integration of Central Basin Platform assets acquired at the end of 1Q25 from Lime Rock and strategies to maximize synergies. Register