Water Tower Research

​Water Tower Research is built on the foundation of democratizing information flow. We bridge the growing information gap between companies and investors through our investor engagement strategies and open-access research platform.

Our research analysts are Wall Street veterans with the experience and knowledge to work with companies and investors in tandem. We provide access to the information and content that anchors the due diligence process for both professional money managers and individual investors. We leverage traditional research distribution channels and the best of modern digital strategies and tactics to amplify this information flow globally to engage all categories of investors and stakeholders.

Information flow is the foundation for creating investor awareness, knowledge, and engagement. Our mission is to help companies and investors have the tools they need and achieve their goals.

Curtis Shauger ... (+4)
  • Curtis Shauger
  • Graham Mattison
  • John Roy
  • Ph.D

Water Tower Hour Recap

We recently joined WTR’s Chief Revenue Officer Tim Regan on the Water Tower Hour podcast to recap the WTR AI & Technology Investor Conference. We shared takeaways and insights from the conference, which was held on April 10-11. Those interested can listen to this episode on Apple Podcasts, Spotify, or on our website. Links accessible in our full report. We focused on AI users rather than developers: Crexendo, Inc. (NASDAQ: CXDO): President & COO Doug Gaylor provided insights into Crexendo’s top-...

Jeff Robertson
  • Jeff Robertson

Estimate Update

Talos will release 1Q24 financial and operating results after market close on Monday, May 6, 2024. Management will host a conference call, broadcast live over the internet, on Tuesday, May 7, 2024, at 10:00 am ET. 1Q24 results will include roughly one month of contribution from the assets acquired in the QuarterNorth transaction, which closed on March 4, 2024. The QuarterNorth acquisition added an oil-weighted (~75% oil production) asset base (>95% operated), bolstering Talos’s position in the M...

Thierry Wuilloud
  • Thierry Wuilloud

Fireside Chat with CFO Kevin Vassily

We recently hosted a fireside chat with CFO Kevin Vassily. This report contains a transcript of the conversation from April 18, 2024, which can be accessed on demand. Link accessible in our full report. IPW has developed its main product categories organically and has been adding new categories using its data analysis and product design capabilities, including design help from its manufacturing partners. The main categories today, in approximate order of magnitude, are consumer and commercial fa...

Jesse Redmond
  • Jesse Redmond

Outperforming a Difficult Nevada Market

CLS Holdings is a vertically integrated cannabis company with core operations in Nevada. The company owns and operates Oasis cannabis dispensary, one of the leading stores in Las Vegas. CLS also has a state-of-the art extraction and manufacturing facility in Nevada and a suite of top-performing brands. CLS reported 3QFY24 earnings that outperformed a difficult cannabis climate in Nevada. State cannabis sales for December and January were down 10.7% Y/Y. Nevada has not published February data. C...

Jeff Robertson
  • Jeff Robertson

Free Cash Flow Funds Accretive Growth

Select Water Solutions provides a suite of solutions to meet the full life cycle water needs of customers in nearly every major producing region in the US. In 2023, the Permian region contributed 48% of total revenue. Select’s business is segmented in three reportable segments: Water Infrastructure, Water Services, and Chemical Technologies. Water Infrastructure revenue grew 84% Y/Y in 2023. Infrastructure gross profit (before depreciation and amortization) was 39.9% in 2023, compared with 21.1%...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch