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u/Creative-Adjt
Reddit r/ValueInvesting
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Загрузка графиков...
Тикер
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Упоминания
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Цена колла
P&L
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Тема
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Лонг
21 авг
$7.80
-0.9%
ERII has >90% market share in water desalination parts, but the stock has been hit by the Iran conflict impacting their GCC country projects. This creates a temporary, geopolitically-driven discount on a company with a near-monopoly in a secularly growing industry. Buying ERII now offers significant upside as the Middle East conflict eventually resolves and desalination demand continues to expand. Prolonged or escalating conflict in the Middle East; potential shifts in desalination technology.
ERII has >90% market share in water desalination parts, but the stock has been hit by the Iran conflict impacting their GCC country projects. This creates a temporary, geopolitically-driven discount on a company with a near-monopoly in a secularly growing industry. Buying ERII now offers significant upside as the Middle East conflict eventually resolves and desalination demand continues to expand. Prolonged or escalating conflict in the Middle East; potential shifts in desalination technology.
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Показано 1 из 1 коллов · сортировка по упоминаниям
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У u/Creative-Adjt на Buzzberg отслеживается 1 торговых идей по 1 тикерам с августа 2026. Чаще всего покрывает: ERII.
