u/SfiberWonder

Reddit r/ValueInvesting
· tracked since May 2026
Calls
1
Win Rate
0.0%
return
-29.3%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
ERII Long -29.3%
Most Mentioned
ERII ×1
Recent Calls
ERII Long 3 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 0%
Average Return -29.3% Long Return -29.3% Short Return -
Average Return
7d -20.6%
30d -24.6%
90d -19.0%
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Result
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Ticker
Side
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Call Price
P&L
Thesis
Theme
Source
ERII Energy R... Energy Recovery, Inc.
Long
May 05
$11.00
-29.3%
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.
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.
Oil & Gas
REDDIT
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u/SfiberWonder has 1 trade ideas tracked on Buzzberg across 1 tickers since May 2026. Most covered: ERII.