Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

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Equity Bottom-Up

<ul><li>Major US battery developers secured more than $2 billion in financing, fueled by 31% cost drops to $117/kWh and the EIA’s 65-GW forecast by 2026, signaling lender confidence despite federal shifts. </li><li>States push solar bills to beat ITC deadlines, curbing local bans (Virginia, Midwest) and streamlining permits (Oregon, Washington). </li><li>The Trump administration cut $943 million EV charger funds from blue states, risking range anxiety. </li></ul>

Major US battery developers secured more than $2 billion in financing, fueled by 31% cost drops to $117/kWh and the EIA’s 65-GW forecast by 2026, signaling lender confidence despite federal shifts. States push solar bills to beat ITC deadlines, curbing local bans (Virginia, Midwest) and streamlining permits (Oregon, Washington). The Trump administration cut $943 million EV charger funds from blue states, risking range anxiety. 

Sustainable Investing Surveyor : Focus on Gevo: Financial Outlook

Research from ACF Equity Research, ACF Equity Research

ACF Equity Research

Research from ACF Equity Research

Accuracy | Clarity | Foresight

ACF was set up to improve the effectiveness of capital markets for smaller and mid-sized companies. The majority of jobs are created by smaller companies not global companies. If we can help improve companies use of capital markets more projects will be completed, more jobs created, more global GDP grown, which in turn helps create more resources for education, leading to equality and opportunity for those who are still oppressed by ignorance and poverty.

ACF Equity Research is an independent research house specialising in the highest specification independent equity research for corporate clients.

We deliver premium independent corporate sponsored equity research characterised by its accuracy, clarity and foresight based upon a fundamental valuation approach.

Our independent research is designed to educate our professional investor readers about your company, with an emphasis on clear and accurate explanations. Our mission is to improve company’s liquidity through credible equity research services, excellent international distribution and reliable access for investment managers.

We believe in the importance and value of clarity, the careful articulation of technical ideas, concepts and solutions.

Our team of analysts are independently minded individuals who believe in thoroughness, technical competence and clear punchy communications.

<ul>
<li>GreenRoc Strategic Materials Plc (AIM: GROC.L) is unusually well positioned to become a key supplier of high-purity, battery-grade graphite into Western markets increasingly focused on critical material security.</li>
<li>GROC’s flagship Greenland Amitsoq Graphite Project, has amongst the highest known in-situ graphite grades globally at 20.41% TGC, potential purity is 99.95% (a purity essential to the EV battery value chain looking for lower cost natural graphite vs. synthetic graphite).</li>
<li>GROC.L’s Thule Black Sands Project (TiO2) aligns with green energy transition trends.</li>
</ul>


GreenRoc Strategic Materials Plc (AIM: GROC.L) is unusually well positioned to become a key supplier of high-purity, battery-grade graphite into Western markets increasingly focused on critical material security.
GROC’s flagship Greenland Amitsoq Graphite Project, has amongst the highest known in-situ graphite grades globally at 20.41% TGC, potential purity is 99.95% (a purity essential to the EV battery value chain looking for lower cost natural graphite vs. synthetic graphite).
GROC.L’s Thule Black Sands Project (TiO2) aligns with green energy transition trends.


GreenRoc Strategic Materials Plc (GROC.L) - Core Investment Case – Graphite to Drive For

<ul><li>Blencowe Resources Plc (Standard: BRES.L) is positioned to become a globally significant, low-cost producer of battery-grade graphite, for energy storage (55%) and traditional secure cash flows (45%) markets.</li><li>Its flagship Ugandan Orom-Cross Graphite Project has an exceptional resource profile—long LoM, 6% TGC, free-dig ore, and low AISC scaling.</li><li>BRES.L’s DFS is at its end stage and pilot scale testing is completed.</li></ul>

Blencowe Resources Plc (Standard: BRES.L) is positioned to become a globally significant, low-cost producer of battery-grade graphite, for energy storage (55%) and traditional secure cash flows (45%) markets.Its flagship Ugandan Orom-Cross Graphite Project has an exceptional resource profile—long LoM, 6% TGC, free-dig ore, and low AISC scaling.BRES.L’s DFS is at its end stage and pilot scale testing is completed.

Blencowe Resources Plc (BRES.L) Core Investment Case 28052025

Sweden

Polestar is a Swedish automotive manufacturer specializing in electric performance cars, known for minimalistic design, advanced technology, and a commitment to sustainability. The company offers a range of fully electric vehicles, including the Polestar 2, Polestar 3, and Polestar 4. While its roots trace back to a Volvo performance tuning company established in 1996, Polestar was relaunched as a standalone electric vehicle brand in 2017. It is headquartered in Torslanda, outside Gothenburg, Sweden.

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Polestar (PSNY US)

Sustainable Investing Surveyor : Focus on Gevo: Financial Outlook

Major US battery developers secured more than $2 billion in financing, fueled by 31% cost drops to $117/kWh and the EIA’s 65-GW forecast by 2026...

Water Tower Research

GreenRoc Strategic Materials Plc (GROC.L) - Core Investment Case – Graphite to Drive For

GROC’s flagship Greenland Amitsoq Graphite Project, has amongst the highest known in-situ graphite grades globally at 20.41% TGC, potential purity...

ACF Equity Research

Blencowe Resources Plc (BRES.L) Core Investment Case 28052025

Blencowe Resources Plc (Standard: BRES.L) is positioned to become a globally significant, low-cost producer of battery-grade graphite, for energy...

ACF Equity Research

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