Research from Water Tower Research, Water Tower Research

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.

Research from Water Tower Research

Equity Research Firm

Equity Bottom-Up

<ul><li>Solar manufacturing capex is forecast to decline in 2027, with more than 70% of announced projects requiring that year’s spending unfunded or stalled; Tesla’s proposed Texas expansion could significantly change the outlook.</li><li>Electric trucks are moving toward regional and long-haul use as batteries and megawatt charging improve, but adoption depends on vehicle economics, charging networks, and grid capacity.</li><li>Oregon State researchers’ BVR-X material captured CO2 from humid, low-concentration flue gas in testing and may reduce costly gas-drying requirements. </li></ul>

Solar manufacturing capex is forecast to decline in 2027, with more than 70% of announced projects requiring that year’s spending unfunded or stalled; Tesla’s proposed Texas expansion could significantly change the outlook.Electric trucks are moving toward regional and long-haul use as batteries and megawatt charging improve, but adoption depends on vehicle economics, charging networks, and grid capacity.Oregon State researchers’ BVR-X material captured CO2 from humid, low-concentration flue gas in testing and may reduce costly gas-drying requirements. 

Focus on CECO Environmental (CECO): $1.8-Billion Backlog Meets Thermon-Fueled Growth