ERII Energy Recovery, Inc. Loading... : Bullish and Bearish Analyst Opinions
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20:17
Jul 16
Jul 16
Dropped $100K into the market here into a fresh "I bought the dip" account.
Dropped $100K into the market here into a fresh "I bought the dip" account.
Risk reward looks fantastic to just go long a big list of my favorite stocks, some down 30-50%. I see no reason to concentrate this capital when there's this many deals across themes.
Indexes are holding up well, the AI buildout is accelerating, earnings are coming up, and economic data is relatively strong. This looks like a generational retail shakeout, where leverage is just getting unwound, and sentiment is drivi
11:38
Jun 27
Jun 27
Author discloses an active trade position in ERII alongside Sony as a non-AI diversification.
Author discloses an active trade position in ERII alongside Sony as a non-AI diversification play; full thesis is on his Substack but no catalyst is stated in this tweet.
MED
19:50
Jun 26
Jun 26
Author explicitly confirms being long ERII in response to a direct question.
Author explicitly confirms being long ERII in response to a direct question, signaling a directional bullish stance.
MED
16:46
Jun 18
Jun 18
Author declares ERII a new high conviction long based on insider buying, a strong balance sheet.
Author declares ERII a new high conviction long based on insider buying, a strong balance sheet, and a potential Middle East peace catalyst that could re-rate the stock.
19:24
Jun 17
Jun 17
The author notes the board chair bought shares after a sell-off and has an AI background.
The author notes the board chair bought shares after a sell-off and has an AI background, countering insider selling concerns without taking a position.
18:27
Jun 17
Jun 17
Author draws attention to ERII by referencing a prior successful water-sector call on KRKNF.
Author draws attention to ERII by referencing a prior successful water-sector call on KRKNF, implying potential upside; no explicit directional commitment made — rhetorical question only.
MED
18:04
Jun 17
Jun 17
Buy ERII as a post-Iran-War recovery play: stock is down ~50% from February highs on ME revenue.
Buy ERII as a post-Iran-War recovery play: stock is down ~50% from February highs on ME revenue concentration fears, but Q1 revenue still grew 20% YoY, balance sheet holds $77M net cash with no debt and a 9% buyback yield, gross margins are 63%, and the stock trades at 24x TTM PE — a discount to all water-tech peers — with catalysts including guidance reinstatement in Q2/Q3, a new permanent CEO, and accelerating Gulf desalination buildout driven by water-security concerns and AI data center cool
HIGH
20:14
Jun 16
Jun 16
Watch ERII as a potential Iran/Gulf reopening beneficiary; author describes valuation, net cash.
HIGH
19:16
Jun 15
Jun 15
Author endorses the quality of commentary on ERII but does not state a personal position.
Author endorses the quality of commentary on ERII but does not state a personal position or forward-looking trade call.
LOW
08:52
May 05
May 05
ERII has strong cash/debt-free balance sheet, core desalination energy recovery business, and recent exit from CO2 (seen as focus) caused a 30% stock drop. The market overreacted to the CO2 exit; long-term demand for water efficiency and potential new applications (data center cooling) could re-rate the stock. Buy the dip on a well-positioned small-cap water technology play with strategic tailwinds (water scarcity, energy costs, AI infrastructure). Revenue concentration in desalination; Middle East geopolitical exposure; CO2 exit may signal worse-than-expected growth; no proven data center cooling contracts.
MED
19:32
Apr 08
Apr 08
Bought $12.50 calls on Energy Recovery; bets Iran escalation hits Mid-East desalination plants.
Bought $12.50 calls on Energy Recovery; bets Iran escalation hits Mid-East desalination plants and ERII upside is mispriced.
HIGH
16:04
Mar 09
Mar 09
Speaker explicitly discloses long position in $ERII (Energy Recovery Inc).
HIGH
15:07
Mar 09
Mar 09
Energy Recovery is undervalued and poised for a re-rating due to its desalination monopoly.
Energy Recovery is undervalued and poised for a re-rating due to its desalination monopoly and increased regional demand for water security.
About ERII Analyst Coverage
Buzzberg tracks ERII (Energy Recovery, Inc.) across 4 sources. 8 bullish vs 0 bearish calls from 5 analysts. Sentiment: predominantly bullish (62%). 13 total trade ideas tracked. Latest voices: michaelsikand, ckcapitalxx, CryptoCondom.