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On this week’s episode of the WTR Small-Cap Spotlight, Peter Flippo, Director, Business Development, at Avantium R&D Solutions (Euronext Amsterdam: AVTX-NL) (US OTC: AVTXF), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research. Avantium is a technology company founded in 2000 as a Shell spin-out, specializing in innovative chemical solutions. It operates two main segments: Renewable Polymers, which develops sustainable plastics, and R&D Solutions (RDS), which provides high-throughput catalyst testing systems and services for clients worldwide—including oil & gas firms, refineries, and research institutions. Flippo discusses how Avantium’s Flowrence technology significantly accelerates R&D timelines from years to months, offering reliable, scalable, and cost-effective testing. He shared how the company is positioned as a valuable partner in the high-growth sustainable aviation fuel (SAF) industry by optimizing catalytic processes and enabling the use of multiple SAF production pathways.

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Join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they break down WTR’s latest deep-dive report on Gevo including financial forecasts. Gevo is a leading renewable fuels and chemicals company focused on producing low-carbon alternatives to fossil fuels, including low-carbon ethanol, sustainable aviation fuel (SAF), and renewable natural gas. Its integrated carbon strategy features biogenic CO₂ capture and permanent storage, digital carbon tracking via the Verity platform, and modular Alcohol-to-Jet (ATJ) technology. The North Dakota Red Trail acquisition added a profitable ethanol plant, a large and scalable carbon capture system, and prime location for ATJ (SAF) expansion. In the longer-term, third-party CCS and ATJ-30 technology sales are significant drivers.

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In this episode of the WTR Small-Cap Spotlight, host Tim Gerdeman and technology analyst James Kisner are joined by Harrison Gross, CEO of Innovative Eyewear (NASDAQ: LUCY). The company develops smart eyewear—including prescription, safety, and sport glasses—and introduced the world's first smart glasses powered by ChatGPT. Gross explains how voice-based AI has transformed smart glasses from a Bluetooth audio accessory into an always-on AI interface, creating a natural upgrade path for the billion-person eyeglass-wearing population. The conversation covers 65% year-over-year revenue growth in 2025, led by the breakout ANSI-certified Lucid Armour smart safety glass, a competitive moat built on ~110 patents and a cross-disciplinary team with talent from Bose and Luxottica, and how the company's focus on wearability and prescription readiness differentiates it from Meta's camera-centric approach. Looking ahead, Gross identifies retail distribution as the primary 2026 growth lever, with big-box retailer discussions underway and a new white-label business unit in development.