Anaergia Inc (ANRGF)

$ANRGF Adding more here today. Been quiet by their standards the past few weeks but they are hunting some big game and at this MC this has a ton of room.

$ANRGF Italy’s Ministry of the Environment and Energy Security has allocated €193m for biomethane development. A public notice defines eligibility criteria, submission methods and deadlines with online submissions available from 27 August until 26 September. The funding provides further impetus for its rapidly growing sector. https://www.gasworld.com/story/italy-allocates-e193m-funding-for-biomethane-as-momentum-builds/2162176.article/#:~:text=Italy%E2%80%99s%20Ministry%20of%20the%20Environment%20and%20Energy%20Security,submissions%20available%20from%2027%20August%20until%2026%20September.

$ANRGF Anaergia recently opened an office in Australia to support growth opportunities in the region ( similar to what they did and Japan and consequently announced a new business award). https://www.linkedin.com/in/dbas/ Jul 23, 2025 NZ government signals strong support for biogas sector at industry forum. New Zealand's Energy Minister Hon Simon Watts has reaffirmed the government’s strong commitment to developing a thriving biogas market in New Zealand, calling the renewable energy source a “strategic opportunity” to boost energy security, reduce emissions and support regional development. Speaking at the Biogas Bridge Forum in Wellington, Watts told delegates from across the energy, waste, agricultural and industrial sectors that biogas would play a central role in New Zealand’s transition to a more secure, affordable and renewable energy future. He said biogas solutions, including biomethane, would help decarbonise hard-to-electrify sectors and strengthen regional resilience as natural gas reserves decline. Watts announced that the government has established a dedicated Biogas Work Programme, driven by three core goals: sending clear signals to encourage industry investment, removing regulatory barriers and working closely with the sector to enable growth. “You have made it clear that strong and consistent signals from Government are essential,” he said. “We are listening and we are responding.” He confirmed that the Ministry of Business, Innovation and Employment, alongside other agencies, is actively identifying regulatory settings that may hinder progress, and committed to ongoing reform to support the emerging renewable gas sector. He also emphasised the need for industry collaboration, calling the forum itself a strong example of cross-sector leadership in action. As part of the government’s next steps, Watts unveiled a series of concrete actions. These include amending the Commerce Act through the Energy and Electricity Security Bill to bring biomethane pipeline services under the same regulatory framework as natural gas. This change, he said, would reduce uncertainty for investors and unlock growth in the renewable gas market. Watts also announced a joint initiative between MBIE and the Ministry for the Environment to explore diverting biological waste from landfills to energy production. This work, he said, would reduce emissions while promoting a circular economy where waste becomes a resource. The Energy Efficiency and Conservation Authority (EECA) is playing a key role by mapping the availability, seasonality, and energy potential of organic waste feedstocks suitable for anaerobic digestion. The Minister said this data, made accessible through interactive tools, would support investor confidence and drive informed decision-making. At the same time, the Gas Industry Company (GIC) is advancing work on a certification framework to ensure biogas quality, exploring renewable gas targets and updating operational rules to accommodate biomethane injection into existing networks. Watts highlighted the importance of existing support tools such as the Waste Minimisation Fund and the Regional Infrastructure Fund, urging the sector to take advantage of them. He also pointed to the newly announced Investment Boost in Budget 2025 as a major opportunity to back capital investment in clean energy infrastructure. He further noted the potential of biogenic carbon dioxide - produced during biogas processing - to be captured and utilised under the government’s proposed Carbon Capture, Utilisation and Storage (CCUS) framework. Under the plan, companies capturing and storing CO, including from biogas, could receive credits through the Emissions Trading Scheme, providing another incentive for low-emissions technology. In closing, Watts thanked industry bodies GasNZ and the Bioenergy Association of New Zealand for convening the forum, calling their leadership critical to advancing biogas in the national energy mix. “The government is here to support you,” he said. “We are listening, we are acting, and we are excited about what we can achieve together. Let’s keep the momentum going.”

$ANRGF Anaergia is setting up on the right side of a significant multi-month base, with the PPO momentum indicator curling higher at the zero line. Watch for breakout signals.

Mid month rebalancing for me in effect on my self-managed portfolio. Another excellent month helped by some crazy meltups in a few sectors and some opportune exit chances here and there. Now at about 60% cash as I ramped up some buying in some equities that haven't been part of the market meltup but have much more room ahead. Super Heavyweight positions (10-15% of portfolio): $ARQ $ANRGF Heavyweight positions (7-10% of portfolio): $ITRM $HIPO $TOYO CCLDO (the B shares) Middleweight positions (4-5% of portfolio) XLO UNH NVDA GOOG Flyweight positions (1-2% of portfolio) CLOV ASAN TALK VZ CCLD (the commons) Exited completely: BHF AZ VOR DAWN XFOR Watching for potential re entry once valuation comes in line: DAVE Overall bio has been largely uninvestable and I benefitted from a couple of solid moves to exit a couple quietly. The thesis remains the same - turnarounds and buyout candidates as well as some blue chips and income generating dividend plays.

$ANRGF Added some more shares this morning and will continue to average up here. They've added about 220m in signed revenue so far this year and management / insiders own about 80% of the company.

$ANRGF Important read thru for this press release. First – look at who the Schwarz Group is. The Schwarz Group (German: Schwarz Gruppe) is a German multinational retailer that operates stores under the Lidl and Kaufland brands. With revenues of €167.2 billion in fiscal year 2023, Schwarz Group is the largest European retailer and the fourth-largest retailer in the world by revenue. The Schwarz Group's stores sell mostly private label brands, and the family-owned group also operates its own production facilities for baked goods, soft drinks and ice cream. They have 14,200 stores with 595,000 employees that entail a full ecosystem from production and retail to recycling. This is important because its their food pipeline ( expired grocery items) that will be the feedstock for the biomethane production. PreZero is the Schwarz Group’s recycling and waste disposal division. They currently have 30 existing facilities with an extensive fleet of waste disposal vehicles. PreZero has ambitious plans to grow its organics recycling division – potentially up to 60 plants by 2030. Let me do the simple math on this one - $7MLN*60 plants = $420MLN in Anaergia supplied technology (with no counter party risk and straight forward product delivery with fixed margins). Similar to the Pepsico relationship, Anaergia is now part of the “preferred vendor” category with this customer. There is an opportunity for Anaergia to manage the biomethane production via an O&M service contract here as well. Time will tell what this ultimately means for the company but they are consistently executing in terms of winning new mandates with tier one customers. This is really the key to the Anaergia story now – repeat orders from large customers that are looking to roll out a global footprint of biomethane production facilities. Pepsico, PreZero, Techbau, CapWatt and QGM could provide the framework for billions of dollars of business for Anaergia for the next decade. That’s why you want to buy and just hold the stock to watch this pipeline of opportunity unfold. Date Press Release – 2025 announcements Contract Value July 9th, 2025 Anaergia Inc. has signed an agreement with PreZero International $7,600,000 July 2nd,2025 Anaergia is to supply capital equipment for the Livorno facility (Wastewater Treatment Plant) $3,200,000 June 9th, 2025 Anaergia Singapore Pte. Ltd., has received a contract from New Jeju Bio Co. Ltd $30,000,000 Apr 28th,2025 Anaergia Secures Increased Engineering Services Order for San Diego County Water Project $8,600,000 Apr 21st,2025 Anaergia and Capwatt Sign Binding Letter of Intent for Nine New Biogas Plants in Europe $60,000,000 Mar 31st,2025 Anaergia to Provide Advanced Technologies for Two Anaerobic Digestion Facilities in Italy Being Developed by QGM $46,000,000 Mar 28th,2025 Anaergia to Supply Anaerobic Digestion System to City of Fermo, Italy $9,000,000 Mar 4th, 2025 Anaergia to Upgrade On-Campus Anaerobic Digester Facilities at The University of California, Davis $7,000,000 Feb 20th, 2025 Anaergia and JGC Holdings Corporation Sign LOI for New RNG Project in Japan $20,000,000 Jan 14th,2025 Anaergia Enters into Binding Agreement with Techbau to Build Five Biomethane Plants in Italy $36,000,000 Backlog to be converted into revenue $227,400,000 Pre Zero International • Over 30 state-of-the-art sorting plants • 30,000 employees, 12,200 vehicles, 460 locations worldwide • Sensory fine sorting with up to 26 near-infrared separators per system • Use of robotics and artificial intelligence for plant control

$ANRGF https://www.forbes.com/sites/davidblekhman/2025/07/07/reformed-carbon-anaergias-renewable-gas-powers-the-toyota-tri-gen-plant/

$ANRGF Another deal announced here. Each one of these just further establishes them in the burgeoning markets across continental europe. Spain, italy, portugal, poland etc etc and also now in the far east. Their pipeline is clearly stacked and all of these 8-10m deals can be 50m-100m + if they can extend into the other planned facilities. My PT was 2 usd. I think we can see higher than that across a few earnings cycles. https://www.businesswire.com/news/home/20250707741615/en/Anaergia-S.r.l.-Signs-Contract-to-Supply-Equipment-for-Upgrading-Anaerobic-Digestion-Facility-in-Bizkaia-Spain

$ANRGF Key point to latest PR. 1. Clients are municipal / high creditworthiness 2. This is Italy’s first co-digestion plant, early stages of a broader buildout for the country. Recall Anaergia is a leader in California in waste-water treatment plants and this puts them in the drivers spot for added wins 3. There are about 160 similar plants in Italy and further opportunities in EU region that would qualify for upgrading/co-digestion work. I’m working on getting a TAM for the balance of Europe but its obviously very large and early stages in terms of build outs. 4. The sales cycle is long in this process (24-36 months) but the company is seeing significant demand in RFPs for this segment in Europe. https://investors.anaergia.com/media-center/news/news-details/2025/Anaergia-S-r-l--to-Supply-Capital-Equipment-for-Co-Digestion-to-Biomethane-System-in-Livorno-Italy/default.aspx