Guillem Àlvarez ⚡️🚀

@michaelsikand $ERIIs SVP sold 20.568 shares on March 4… 🫠 And its CTO 272 on March 5

$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.

TODAY IS THE DAY WE PLAY IN THE SUPER BOWL ‼️

🏈 Super Bowl LX - San Francisco @ElCondado_ @MarcAloB @8ELLERA

@gencat @rodalies Algú te una foto d’un bitllet el vaig tirar….

🚌 Si has hagut d'utilitzar transport alternatiu pel tall del servei de @Rodalies, amb el rebut del nou bitllet pots demanar el reemborsament de les despeses. gen.cat/4sJPaQe

@ElCondado_ ✌🏼🏈

📚🎦 Si us voleu fer amb un dels exemplars de la novel•la ‘Hamnet’, gentilesa de @laltraedi i @LibrosAsteroide, només heu fer retuit a aquesta publicació!

El servei de trens funciona segons l'horari previst. #ServeiFGC #FGC

@NPappas23 Congratulations for the job, Nick and Team. Get ready for the best grass in the World. Camp Nou soon!

Thank you, Bernabéu! 🇪🇸🏈🇺🇸 #NFLMadridGame #FromTheField

@Eurosport_ES Apasionante el Tour de Croacia…

En el Mundial, a 104 de meta. En el Europeo, a 75 de meta. 𝑼𝒏 𝒅𝒊́𝒂 𝒎𝒂́𝒔 𝒆𝒏 𝒍𝒂 𝒐𝒇𝒊𝒄𝒊𝒏𝒂 para Tadej Pogacar. #EuroRoad25

@lucasaganronald Seahawks!!

😂😂 #TDF2025

@LeTour @maximelth Can we have the poster without the letters?

"𝑪𝒐𝒖𝒓𝒂𝒈𝒆 𝒊𝒔 𝒇𝒐𝒖𝒏𝒅 𝒊𝒏 𝒖𝒏𝒍𝒊𝒌𝒆𝒍𝒚 𝒑𝒍𝒂𝒄𝒆𝒔" ⛰️ 💫 Let the quest for the Pyrenees begin #TDF2025 🖼️ @maximelth

@MarcAloB Vuelve a estar guapo tbh y se vienen mega eventos

Para mí Marvel acabó en la fase 3. No he visto absolutamente nada de las siguientes salvo alguna peli y Agatha.

Si voleu parlar del Madrid i el Pachuca foteu el seu partit, però si comenteu el #ReialSocietatBNàsticE3 parleu del Reial Societat B - Nàstic. Dic jo…

RETUITEA el FLICK de la suerte,y Raphinha meterá un DOBLETE

@xbundo Supermercats… estaven tots tancats, no son serveis essencials? Igual que farmàcies??

Llistat (a completar) de serveis públics en cas de crisi, que s’haurien de garantir. -Ràdio analògica (i altaveus) -Telèfons fixes al carrer i/o municipals -Independitzar línia elèctrica domèstica de telefònica -Retirada d’efectiu analògica -Serveis de repostatge benzina …

@ELF_Official Australia is not Austria 🤯

ELF Top 100 No. 40-31 👀

@businessbarista DM

Peer accountability has completely changed my life. I have a 1:1 text conversation with an accountability buddy pinned on my phone for each of my core habits. Something I’ve realized, though, is it’s hard for people to find a buddy. So I want to try a little experiment. Reply "DM" below, and I’ll help pair you with an accountability buddy working on a similar habit.

@elonmusk You have a massive shooting daily in your country, don’t give lessons

How many times must this happen?

@NPappas23 Looks easier 😬

Looking forward to next year! #FromTheField

One of the most discussed (& debated) logos in sport is the annual #SuperBowl logo. Everyone has a favorite, but regardless of style/color, the @NFL Grounds Crew is tasked w/ executing the logo on-field w/ unmatched accuracy & detail. Here’s a 🧵 for a peek at the process.

@elonmusk Go fuck yourself!!

MEGA!! Make Europe Great Again