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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.

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<ul><li>Lotus Technology, Inc. (NASDAQ: LOT) is the intelligent and luxury mobility arm of one the automotive industry’s most storied brands—reborn under Geely, now scaling globally across EVs and a new 900V super-hybrid lineup. </li><li>On the latest WTR Small-Cap Spotlight, we were joined by Dr. Daxue Wang, CFO of Lotus Technology, and our host Tim Gerdeman, WTR’s Vice Chair &amp; Co-Founder and Chief Marketing Officer, to discuss the company’s FY25 profitability inflection, the global super-hybrid launch, the Geely-aligned board, and the North American strategy.</li><li>Profitability inflection. FY25 reflected a deliberate reset as management pulled back from low-margin, heavily discounted volume and exited unprofitable regions. </li></ul>

Lotus Technology, Inc. (NASDAQ: LOT) is the intelligent and luxury mobility arm of one the automotive industry’s most storied brands—reborn under Geely, now scaling globally across EVs and a new 900V super-hybrid lineup. On the latest WTR Small-Cap Spotlight, we were joined by Dr. Daxue Wang, CFO of Lotus Technology, and our host Tim Gerdeman, WTR’s Vice Chair &amp; Co-Founder and Chief Marketing Officer, to discuss the company’s FY25 profitability inflection, the global super-hybrid launch, the Geely-aligned board, and the North American strategy.Profitability inflection. FY25 reflected a deliberate reset as management pulled back from low-margin, heavily discounted volume and exited unprofitable regions. 

WTR Small-Cap Spotlight Recap (LOT) : Engineering a Profitable Turnaround