Feb. 28 at 2:37 PM
$ERII Q4 letter highlits:
Desalination, where long-term growth is underpinned by our projected ~
$550 million megaproject (“MPD”) pipeline
Wastewater, where the PX can address market verticals with an annual total addressable market (“TAM”) nearly as large
as desalination
We are also digging deeper into the heat pump and data center markets. We will update you on our findings