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>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. 

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WTR Small-Cap Spotlight Recap (SAFX)