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.

Equity Research Firm

Equity Bottom-Up

<ul><li>Cooper brings a rich background in aviation and energy. </li><li>Initially drawn to piloting, Cooper moved to the business side of aviation with leadership roles at Chevron, Phillips 66, and Neste, and across aviation fuel distribution, production, and the launch of sustainable aviation fuel (SAF) operations.</li><li>Now at XCF, Cooper is leading a global growth initiative in the US and overseas.</li></ul>

Cooper brings a rich background in aviation and energy. Initially drawn to piloting, Cooper moved to the business side of aviation with leadership roles at Chevron, Phillips 66, and Neste, and across aviation fuel distribution, production, and the launch of sustainable aviation fuel (SAF) operations.Now at XCF, Cooper is leading a global growth initiative in the US and overseas.

Thematic (Sector/Industry)

<div><ul><li>The US Energy Department signaled that the first five to 10 new nuclear reactors are likely to receive federal loans, reinforcing plans for 10 large reactors to start construction by 2030.</li><li>New data showed EV fastcharging networks are stabilizing, with higher reliability, balanced utilization, and prices holding near $0.53/kWh.</li><li>The DOE confirmed continued support for major carbonremoval hubs and reported that Graphite One’s Alaska graphite project remains on track for a September 2026 permitting decision, bolstering the domestic batterymineral supply chain</li></ul></div>

The US Energy Department signaled that the first five to 10 new nuclear reactors are likely to receive federal loans, reinforcing plans for 10 large reactors to start construction by 2030.New data showed EV fastcharging networks are stabilizing, with higher reliability, balanced utilization, and prices holding near $0.53/kWh.The DOE confirmed continued support for major carbonremoval hubs and reported that Graphite One’s Alaska graphite project remains on track for a September 2026 permitting decision, bolstering the domestic batterymineral supply chain

Sustainable Investing Surveyor : Focus on SAF Leaders - AGIG, CLMT, LODE, and SAFX

<ul><li>Management believes SAF is the immediate and most effective solution to decarbonize the aviation industry.</li><li>While technological advancements in aircraft design, hydrogen fuel, and battery technologies offer long-term potential, they are not yet feasible for widespread deployment, especially for long- and mid-range flights.</li><li>The weight and energy density limitations of batteries and the infrastructural demands for hydrogen mean SAF remains the only scalable solution to achieve decarbonization goals at least in the near and medium term. </li></ul>

Management believes SAF is the immediate and most effective solution to decarbonize the aviation industry.While technological advancements in aircraft design, hydrogen fuel, and battery technologies offer long-term potential, they are not yet feasible for widespread deployment, especially for long- and mid-range flights.The weight and energy density limitations of batteries and the infrastructural demands for hydrogen mean SAF remains the only scalable solution to achieve decarbonization goals at least in the near and medium term. 

United States

XCF Global, Inc. operates as an aviation fuel company. The Company produces sustainable aviation fuel derived from non-food feed-stocks such as waste oils and fats, green and municipal waste, and non-food crops. XCF Global serves customers worldwide.

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XCF Global (SAFX US)

SAFX: WTR Small-Cap Spotlight Recap

Initially drawn to piloting, Cooper moved to the business side of aviation with leadership roles at Chevron, Phillips 66, and Neste, and...

Water Tower Research

Sustainable Investing Surveyor : Focus on SAF Leaders - AGIG, CLMT, LODE, and SAFX

The US Energy Department signaled that the first five to 10 new nuclear reactors are likely to receive federal loans, reinforcing plans for 10...

Water Tower Research

WTR Small-Cap Spotlight Recap (SAFX)

While technological advancements in aircraft design, hydrogen fuel, and battery technologies offer long-term potential, they are not yet feasible...

Water Tower Research

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