Who mentions $ERII most on Surfaced?

@michaelsikand (Michael Sikand 🦑) mentions $ERII most — 5 mentions in the past 12 months.

When was $ERII first mentioned on Surfaced?

The earliest tracked mention of $ERII in the Surfaced archive was on Mar 9, 2026.

How many voices track $ERII?

3 FinTwit voices have mentioned $ERII 8 times in the past 12 months.

What kind of voices mention $ERII most?

$ERII is mentioned most by Long Research voices on Surfaced.

$ERII — FinTwit mentions on Surfaced

Recent calls

5 calls

@michaelsikandJun 18, 2026 · 4:46 PM

$ERII - the insiders are loading here. Water technology stock $ERII is a new high conviction long for me. See QT for thesis. A second insider, director Colin Sabol, loaded 11,180 shares on Monday at $8.88. Just look at the timing, Colin loaded the same day the U.S./Iran agreed to a peace deal! Remember this is the main thorn holding this stock back (50% of their biz is Middle East). This follows director Pamela Tondreau, who bought 20,000 shares at $8.34 on 5/13, following the violent post Q1 earnings sell off (guidance removed, CEO/CFO gone). It is worth noting that the Interim CEO made an informative sell on 6/15, but he's just an Interim CEO, and it appears he acquired about as many shares as he sold the same day as part of his comp plan. Remember people sell for many reasons and only buy for one. These transactions serve as additional signals that bolster my conviction - $ERII was oversold and the stock is too cheap at these levels as the Middle East calms down. A bit of background on both directors I thought was interesting. Pamela Tondreau has been on the $ERII board since 2019 and has a background in semiconductors. She spent 12 years at HP as Chief IP Counsel and Deputy General Counsel before doing stints as CLO at Cypress Semiconductor and ON Semiconductor. Colin Sabol was President of Xylem's Measurement and Control Solutions division from 2017 to 2022, one of the largest water tech companies on the planet. Before that he led the acquisitions that formed what is now GE Water. DYOR. NFA.

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@michaelsikandJun 16, 2026 · 8:14 PM

5) $ERII Energy Recovery makes the device that desalination plants depend on - critical tech as the Gulf uses it for almost all their water. Nearly 99% of its sales are in the Middle East. It pulled guidance on war visibility and now trades 70% off its highs with $77M net cash and a 9% buyback, despite 20% growth in the recent quarter and a big insider buy from the board chair after an earnings sell off. Huge tailwind if Iran opens for business.

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@ckcapitalxxMar 9, 2026 · 4:04 PM

Long $ERII

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@kawzinvestsMar 9, 2026 · 3:08 PM

$ERII the only pure-play desalination stock in public markets. Yesterday, Iran struck a Gulf desalination plant. The first time desal infrastructure has been targeted in the Gulf since Saddam destroyed Kuwait's plants in 1991. Here is why this matters structurally: - Qatar gets 99% of its drinking water from desalination. - Kuwait: 90%. UAE: 90%. - Bahrain: 95% A leaked US diplomatic cable from Riyadh stated that the Jubail plant "supplies over 90% of Riyadh's drinking water" and the capital "would have to evacuate within a week" if it were seriously damaged. Water is not a convenience in the Gulf. It is existential infrastructure. And it just became a confirmed military target. Now here is the disconnect the market has not priced: $ERII is down 42% from its 52-week high because of an earnings miss driven by three administrative megaproject delays with no connection to the conflict. Management issued FY2026 guidance on February 25. Operation Epic Fury began February 28. The war is not in any analyst model, not in guidance, and not in the current price. At $10.61, ERII trades at 17.7x forward earnings cheaper than every peer in the water sector, despite holding the only monopoly product in large-scale SWRO desalination, 65.1% gross margins, and a net cash balance sheet. Bloomberg published on March 4: "The most precious commodity of this war is water, not oil." As of today, no major financial media outlet has named $ERII as the pure-play beneficiary of that thesis. The dots have not been connected publicly. That window is closing. $ERII $XYL $PHO

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@michaelsikandMar 9, 2026 · 3:07 PM

$ERII - Oil isn't the Middle East's most critical resource. It's drinking water. And Iran just declared war on it. Yesterday a drone strike on a Bahrain desalination put 90% of the population at risk. And no one is talking about $ERII, a $500M micro cap with a monopoly on the key component every desalination plant on earth uses. $ERII makes a ceramic pressure exchanger that recycles 98% of the energy in reverse osmosis desalination. 35,000+ units installed worldwide. Zero competition. 65% gross margins. CEO on Q4 earnings call confirmed this: "No other pressure exchanger competition that we see today." Here's why this company deserves a massive re-rating. Qatar's PM admitted the country could run out of drinking water in 3 days if plants are hit. Kuwait gets 90% of its drinking water from desalination UAE - 90% Saudi Arabia - 70% A leaked US diplomatic message warned Riyadh "would have to evacuate within a week" if its main desal plant was destroyed. Over 60% of ERII's revenue comes from the Middle East. These are literally their customers getting bombed right now. And the stock is at 52-week lows. Down 35% after a Feb 25 earnings miss. ERII issued guidance on Feb 25. The war started Feb 28. Three days later. This changes the entire calculus. Forward P/E is 17.7x. Every water sector peer trades at 20 to 30. The name is dirt cheap and the war catalyst has done nothing for the stock. ERII has the best moat AND best margins (65% gross) in the entire sector. It's the cheapest name with a confirmed monopoly. Post-conflict, Gulf governments will massively overbuild desalination capacity for redundancy. Every new plant needs ERII's tech inside it. This stock is due for a massive re-rating.

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