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[@RobertMarcin](/creator/twitter/RobertMarcin)
"I purchased a small position in energy service company TETRA Technologies $tti at $XXXX. The company has some decent businesses both energy and industrial all based on its proprietary chemistry/water treatment IP. But with new emerging growth markets/products this is not your daddy's OFS business. The company has $XXX million in 2025 and has been that size for years. But the new growth opportunities could 2x the company's business in 4-5 years. The first is treating the massive toxic produced water byproduct from Permian oil production. TETRA has the first small operational commercial plant"  
[X Link](https://x.com/RobertMarcin/status/1968409328345354479) [@RobertMarcin](/creator/x/RobertMarcin) 2025-09-17T20:18Z 1654 followers, 3345 engagements


"I finished up selling my last Arteris $aip $XXXXX on the spike today. No real news for the company but AMD/ Open AI deal pin action. The stock has been a solid one with my cost basis in the low $4s. This despite many quarters of revenue growth shortfalls and not insignificant dilution from stock comp. I still love the company's semi NOC IP esp in an edge AI rich tech market. But management execution has been poor especially with respect to controlling expenses and pricing their products. CEO always said he wanted his clients to have a 10X return on the purchase of their IP. That leaves way"  
[X Link](https://x.com/RobertMarcin/status/1975206372468834338) [@RobertMarcin](/creator/x/RobertMarcin) 2025-10-06T14:27Z 1654 followers, 1494 engagements


"If one has interest in a compelling tax advantaged income idea check out Kimball Royalty Partners $krp at $XXXXX. The company collects royalties on hundreds of thousands of oil/nat gas wells in all major US basins. The last distribution was $.47 per share XX% of it tax deferred as ROC. At $XXXXX the yield is XXXX% not many of those in today's market. The dividend is variable based on each quarter's cash flow. The last quarter had oil in the mid $60s and nat gas at $XXXX. This appears to be sustainable-ish but even at $.44 quarterly the yield is 12.60%. As long as oil and gas hold these prices"  
[X Link](https://x.com/RobertMarcin/status/1922301142622732432) [@RobertMarcin](/creator/x/RobertMarcin) 2025-05-13T14:41Z 1654 followers, XXX engagements


"Excellent news for my Tetra $tti $XXXX from this $eose announcement of new Zinc Bromine battery factory. Read the ZH article. For perspective that battery plant should 2X Eos production capacity and the revenues they will take from Tetra. As for the stock while it's nice to have a XX% move in a month it seems in need of a digestion period. I would look to add more on any real dip"  
[X Link](https://x.com/RobertMarcin/status/1980673317108625779) [@RobertMarcin](/creator/x/RobertMarcin) 2025-10-21T16:31Z 1654 followers, 1320 engagements