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

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<ul><li>SES AI’s AI for Science platform should generate revenue with the firm’s EV OEM partners beginning in the 4Q24.</li><li>SES AI announced development contracts totaling up to $10 million (in non-recurring revenue) with two existing automative OEM partners involving the use of firm’s AI for Science materials discovery platform.</li><li>The new contracts cover the development of both Li-Metal and Li-ion electrolyte chemistries, which itself constitutes an expansion of the firm’s opportunity set and potential total address market. </li></ul>

SES AI’s AI for Science platform should generate revenue with the firm’s EV OEM partners beginning in the 4Q24.SES AI announced development contracts totaling up to $10 million (in non-recurring revenue) with two existing automative OEM partners involving the use of firm’s AI for Science materials discovery platform.The new contracts cover the development of both Li-Metal and Li-ion electrolyte chemistries, which itself constitutes an expansion of the firm’s opportunity set and potential total address market. 

SES AI Corp.: AI for Discovery Takes a Step Forward with EV OEM Partners