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Energy Recovery, Inc. Message Board

halevay 30 posts  |  Last Activity: Apr 21, 2016 7:46 PM Member since: Oct 8, 2008
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  • Reply to

    Today's call

    by halevay Apr 20, 2016 11:06 PM
    halevay halevay Apr 21, 2016 7:46 PM Flag he's a financial advisor (FA) rather than an analyst? Many brokerages have rules against FAs using the firm name on an earnings call. But still good to see people interested and asking questions.

    Gora - Thanks for the correct spelling of the name of the Blackrock analyst.

  • halevay by halevay Apr 21, 2016 7:43 PM Flag

    Just a note to let everyone know that I am back in on this stock. Been nibbling the last couple of days...though not looking to amass the position I used to have
    I don't have high expectations. I don't need to. This is for a future buy-out. If the stock gets relisted, I may trade options
    I am comfortable from what I've heard from Sampson. I like that they're reducing cost. I love that they canned Mattison. I think we'll see some creep on the stock price when they announce the imminent contract...when they file their 10Q...and relisting.
    So, no more 'countdowns to 100' or visions of making a killing on this thing....but I think this is a good entry price for a play.

  • halevay halevay Apr 20, 2016 11:07 PM Flag

    Is that a negative 1?
    That was my guess.

    Actually, put me down for a ONE as well.

  • halevay by halevay Apr 20, 2016 11:06 PM Flag

    I thought Heath Sampson did a decent job with the call today. Other than the occasion issue pronouncing a word or two ("particuarily")...he did alright. I left the call even more confident that this company will be sold in the next 12 months or so.
    I looked at the list of "analysts" represented.
    The gentlemen from Lake Street Capital and Needham checked out. I couldn't find a Kevin McKenna at Stifel, other than a financial advisor from Wisconsin. And to my knowledge there's no Chantelle Agral at Blackrock. Not sure why it's been such a project trying to find any information about Blackrock's involvement with ADES. I remember not being able to find much of anything about the fund that is supposedly holding their large stake. Can anyone share where I might be missing?

  • Reply to

    Presss Release - 30% reduction in head count

    by md841 Apr 18, 2016 5:29 PM
    halevay halevay Apr 18, 2016 11:55 PM Flag

    Bart -
    I'd agree that in an otherwise healthy company, a reduction in workforce would be good. But you have to wonder what's going to be left after all of these 'cost cutting measures' and shuttered businesses.
    But still makes sense if the end result is to sell the company (which I think is a real possibility if they don't go bankrupt)

    I would be interested to see how much stock gets sold as a result of these layoffs. Their 401k plan is WAY over-concentrated with stock that might now get liquidated.

  • Reply to

    April 19+New Chairman of Board

    by wbart21 Apr 14, 2016 5:01 PM
    halevay halevay Apr 14, 2016 11:38 PM Flag

    Well, it seems that Mr. Wells has substantial experience working with distressed companies, but more companies IN bankruptcy. He has expertise in financial negotiations between the bankrupt companies and their creditors. Would hope that's not why they brought him in.
    Let's look at the companies mentioned under his profile:
    Lehman Bros - bankrupt
    Enron - bankrupt
    Capmark - bankrupt
    Advanced Emissions Solutions -, jumped the gun there.

    On another note, interesting choice of words from Marcum in the PR... He says, "I believe that Spencer and Heath will work very well together as they complete the remaining steps in the Company's 'TRANSFORMATION'." - While one could describe the largely new C-suite as a 'transformation' of personnel, I think he meant it to describe something larger going on.

  • Reply to

    Bullish MT/LT 30/100 cross

    by wbart21 Apr 1, 2016 12:56 PM
    halevay halevay Apr 6, 2016 10:13 PM Flag

    "Assume a few buyers will move us up or a few selling could push us down. " - ah, md, I've missed some of your 'captain obvious' quotes.
    Bart - you ever hear back from Mattison?

  • halevay halevay Apr 4, 2016 12:04 AM Flag

    Standing up for ones property might be a sign of strength, but it doesn't necessarily mean they're ethical.
    And it would not be accurate to put this company in a conversation about the pet product economy. Sure it's huge, but this mom and pop operation is not in a position to pull from the majors.

  • Hey, congrats. The interest rate only went up to 15%. Good lord. I'm sure for a CFO acting as a CEO, that can't be all that positive.

  • Reply to

    2015 Financials.

    by wbart21 Mar 31, 2016 10:00 AM
    halevay halevay Mar 31, 2016 4:49 PM Flag

    You guys are quite amusing.
    The dialogue over time is really funny. Let me play out a somewhat paraphrased and condensed series of postings over a 3 month period.

    "No, I'm not getting back in yet. The company hasn't gotten their act together yet"
    "My price target is $4....if it hits that I may start accumulating...but I still don't see anything positive coming from the company."
    "Well, I threw caution to the wind and even though my price target wasn't hit, I'm back in"
    "Not sure what's going on here. Still haven't heard anything from the company. Sure hope it's not like before. I bought more shares this morning."
    "What's wrong with this company? Why can't these guys get their act together"?

    This would be even more entertaining if it were choreographed using sock puppets.

  • Reply to

    Good or bad sign?

    by wbart21 Mar 30, 2016 3:42 PM
    halevay halevay Mar 30, 2016 4:49 PM Flag

    All kidding aside
    I know there have been some conversations on this board in the past around dividends, stock splits and a possible sale of the company.
    I think if the financials are not a train-wreck, then a sale is indeed a possibility.
    Why else do you put a CFO into a CEOs role with no plans to find a new CEO? Obviously the company has not focused nearly enough on business in the last 18 months...and you're not going to turn around a company's business plan with a CPA in the leadership.

    But again, we'll see.

  • Reply to

    Good or bad sign?

    by wbart21 Mar 30, 2016 3:42 PM
    halevay halevay Mar 30, 2016 4:33 PM Flag

    bart -
    That's a great sign. I'm sure the other employees raised their hands to take on the excess work with no overtime or salary increase. That will help the company's bottom line for sure.
    Err...uh...that's ONE way of looking at it.

    NOTHING exudes confidence at this company.

    Still waiting to be proven wrong. And I will be the first to congratulate all of you if that happens. But I just don't feel that's going to be the case.

    Good luck.

  • halevay halevay Mar 30, 2016 4:10 PM Flag

    Not sure what makes you continually use the word 'ethical'. Not saying they aren't, but what do they do that makes you think so? - And comparing them to Sam Walton? This company is on a .000005% CAGR. You'll be long gone (no offense) before they crack any market cap of significance.

    Now please be kind and buy a few more shares to get us over $1.10...then I can sell my shares and be done with this thing

  • Reply to

    Kramer never mentioned a word

    by jbpsb1 Mar 15, 2016 12:59 AM
    halevay halevay Mar 15, 2016 6:27 AM Flag

    Cramer talked about it. He took credit for it.

  • Company continues to post low single digit growth. Net income in the pennies. Nothing material new in their biz plan. So I don't understand Gerard's posts other than to say he's a perennial optimist. And the majority of purchases are without any selling, he's pushing the stock price up.
    Over a buck is a compelling sell price. Look how many times the stock has been here before only to fall back into the 80s..(that's eighty CENTS)

  • Has that been disclosed?

  • halevay halevay Mar 4, 2016 1:31 AM Flag

    phgrtg –

    Impressive move not only today, but the last few days since the ’14 financials were released. Best way to explain it would be to call it a "major 'relief' rally". I agree with md that there was no third shoe drop which likely sparked the uptick.
    However, I don’t think they’re quite out of the woods and I would still ask, ‘what the heck have all of them been doing the last 12-18 months’ – It’s been a full year siesta for the employees over there.
    But the release took away a major overhang…so after being range-bound between $3.80 and $5.00, I would imagine the stock will find a new trading range perhaps between $6.00 and high single digits until the remaining financials are released.

    Congrats to those who are long

  • Reply to

    What happened in the last few session minutes

    by hwk455 Feb 26, 2016 4:05 PM
    halevay halevay Feb 28, 2016 11:20 PM Flag

    Huh? Read your post a few times and still have no clue what you are trying to say. But wherever you're going with it, it's wrong

  • Reply to

    Tomorrow, after the market closes.......

    by phgrtg Feb 25, 2016 8:31 PM
    halevay halevay Feb 26, 2016 1:01 PM Flag

    md -
    I think Carly Fiorina is more likely to win the Presidency (than you are to see $15 by May)
    I think the financials will indicate what most on the board already suspect, but are really hoping isn't the case.

    Not hoping for any misfortune for those on the board. Certainly not. Just voicing what I see going on (or NOT going on in their case)

  • halevay halevay Feb 24, 2016 9:27 PM Flag

    You ever participate in a 401k?
    That's government subsidized.
    Take away the subsidy, people will still save...perhaps not as much. But the subsidy provides incentive to do the right thing.
    Now take your racist rant somewhere else.

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