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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

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<ul><li>Strategic positioning in global food security. Brazil Potash is uniquely positioned to address Brazil’s acute reliance on imported potash, with the country currently importing 98% of its needs despite being a global agricultural powerhouse.</li><li>Brazil accounts for 22% of global potash demand while producing less than 1% of supply, creating a structural imbalance.</li><li>This dynamic is further exacerbated by geopolitical concentration of supply in regions facing sanctions or conflict. </li></ul>

Strategic positioning in global food security. Brazil Potash is uniquely positioned to address Brazil’s acute reliance on imported potash, with the country currently importing 98% of its needs despite being a global agricultural powerhouse.Brazil accounts for 22% of global potash demand while producing less than 1% of supply, creating a structural imbalance.This dynamic is further exacerbated by geopolitical concentration of supply in regions facing sanctions or conflict. 

GRO: Leveraging Location to Redefine the Potash Cost Curve in Brazil