Anaergia Inc (ANRGF)

$ANRGF Can not place a buy order on Vanguard

$ANRGF Significant insider buying continues here. 150k shares at 2.07 usd / 2.89 cad. Buying dips has been a winning strategy here. Will keep adding tomorrow.

$ANRGF There is no one who is in a better position to understand the upside of the company than the 60% controlling shareholder that continues to buy shares in the open market. “We are enthusiastic about the ongoing transition and remain confident that the most promising developments are yet to come” added Mr Onn ( Anaergia CEO remarks at the end of last quarter conference call – Aug 13th).

$ANRGF Hammering the ask here this afternoon. Bought about 20k more shares.

$TOYO $ARQ $MCRB $ANRGF $ITRM Relatively quiet September in the HT-ETF after the August meltup. Waiting on moving averages to catch up and deals to close. Bigger moves and most of the appreciation happened in smaller positions (honorable mention to Seres, Amerigo, USAS and a couple of lovely Iterum swing trades). At about 70% cash now. Prepping myself for the next thematic part of the cycle here (alt energy, renewables and fintech/insurtech imo). Not chasing anything, adding dips and stockpiling favorites on a QoQ view as always. Super Heavyweight positions (10%+) ARQ ANRGF TOYO Heavyweight (7-10%) BHF HIPO Middleweight (4-6%) AGNC ITRM MCRB (via appreciation) Flyweight (1-3%) TPVG (via depreciation) FOA ARREF (took profit, kept free shares) USAS (took profit, kept free shares) CCLDO (took profit, kept free shares) Happy hunting

$ANRGF Wow did this stock just dip 13% for 1 minute?

$TOYO $HIPO $ARQ $BHF $ANRGF At the Ryder cup today with my Euros putting on a clinic. Good strength here

$ANRGF $ARQ $TOYO $ITRM $MCRB Nice moves in the, admittedly, smaller size biotech components of the HT-ETF today. I stand by the PTs below on all of them. Some have already hit and I have revised them up and some will come soon. I'm also hedging a bit with SQQQ as the indices are a little toppy and sloppy at the moment. Hit 'em straight.

$ANRGF $ARQ $TOYO $ITRM $MCRB

$ANRGF Quiet by their standards recently. I expect that to change soon.

$OMQS $ANRGF $ICCT $WEGYF I had Stocktwits change the ticker to the right one $WEGYD

$ARQ $TOYO $ANRGF $DAVE $HIPO The 'Avis' strategy paying big dividends here. Buying the less heralded company but one with better fundamental upside. These should all keep trucking nicely.

$ANRGF Additional insider buying reported from top shareholder Marny SA yesterday buying 130,000 shares at $2.80. The strategic group currently own 60% of the share outstanding of Anaergia ( Ohad Epschtein is the chairman of the board of Anaergia). The chart below highlights all the transactions in the past from the various insiders that continue to back their bullishness of the business with their own money. In my opinion, there is no bigger endorsement about the future prospects of a stock than insider buying. I’ve had some pushback from a few investors suggesting the upside is now priced in with the recent appreciation of the share price. I would argue that the key insiders know more than we do on what the upside really is. Investing in stocks is a combination of art and science, I was long Palantir from around $11 and sold way too soon because market experts said the stock had priced in all the upside and ahead of itself. I won’t make the same mistake here – Anaergia’s market opportunity is in the multiple of billions if you listen to management. I have no reason to doubt there is more good news to come and constantly remind myself of the CEO’s comments on the last conference call. “We are enthusiastic about the ongoing transition and remain confident that the most promising developments are yet to come," added Mr. Onn.

Building on an otherworldly August, we are off to a strong start in September. The indices remain cooperative against a backdrop of impending rate cuts but tempered by spiky inflation, dodgy job numbers and a patchy underlying economy. I'm at about 75% cash now because as the portfolio grows the distribution changes. This time I'm including my 12 month PT for each stock where applicable (all figures USD) as well as my % estimated likelihood of them reaching and potentially exceeding that number. Super heavyweight positions (10%+): $ANRGF - 5 (75%) $ARQ - 11 (80%) $TOYO - 20 (70%) Heavyweight positions (7-10%): BHF - 58 (buyout imminent - 70%) CCLDO - 22 (pays a monthly dividend) HIPO - 46 (80%) Middleweight (4-6%) TPVG - 8 (50% pays a dividend) AGNC - 11 (60% pays a dividend) ARREF - 2.5 (20% buyout candidate) $ITRM - 4 (20% buyout candidate) Flyweight (1-3%) $MCRB - 41 (10%) i can't quit you, bought a taste USAS - 3.5 (80%) FOA - 35 (50%) Happy hunting.

$ANRGF Still trading beautifully on great volume north of the border. This has laddered, consolidated and laddered over the past month. Lots to like here.

$ANRGF Fantastic news from Anaergia as they unlock a major value driver of opportunity in California/USA. I’ll paint the bigger picture on what just unfolded here. Anaergia has sold their site control of Riverside BioEnergy to a major institutional infrastructure partner that has aspirations of a much larger buildout (call this plant 1 with this customer). The Anaergia design would include anerobic digester for co-digestion, food waste receiving, liquids receiving expansion, biogas conditioning and upgrading as well as pipeline interconnection. The original plan when staking site control was for Anaergia to self fund these build outs but its very capital intensive. Securing a partnership with a global infrastructure investor with deep access to capital is the smartest path for Anaergia to fast track development of this pipeline. To get a sense of how big this pipeline could be I’ve included a valuable slide from one of Anaergia’s investor presentations. Speaking with management, they framed the upside potential as following: Target potential for Anaergia (over the long term) is 50-100 of similar builds (ranging from $30MLN-$50MLN). Nationally there are approx. 1,300 sites with AD that would qualify for a design build similar to what Riverside BioEnergy offered. A reasonable market share of 10-15% would give you this 50-100 facility build out ( Anaergia is the market leader in California for WWTP energy recovery solutions).

$ANRGF And another one. This time a significant win in California. A major opportunity for these guys. Dip buyers will be rewarded here. https://www.businesswire.com/news/home/20250908619215/en/Anaergia-Announces-Agreement-to-Provide-EPC-and-OM-Services-for-Project-in-Riverside-California

Getting more active in managing the HT-ETF as we target a strong close to the year. September is off to a stellar start which bucks the trend from prior years that sees this as a relatively soft month overall. I've been adding some more turnaround plays, commodities and income generators to the portfolio. At about 80% cash with the tech meltup getting too hot for my taste. Some of these have moved slots purely on the basis of the overall portfolio going up and my not adding to them. Stand out performers continue to be the alternatives in the portfolio - Anrgf, Toyo, Arq and the more rate sensitive ones that are catching a bid as optimism for rate cuts improves (agnc) Super heavyweight positions (10% + of invested assets): $ANRGF $ARQ Heavyweight (6-9%): $TOYO AGNC CCLDO (preferred) TPVG (new position) Middleweight (4-5%): HIPO ARREF $BHF Flyweight (1-3%) $ITRM FOA XYF UNH USAS XLO Exited completely: GOOGL NVDA CCLD (commons)

$ANRGF Closed at the high of the day like an absolute boss again. Volume remains strong. Stay the course.

$ANRGF Continues to do what I thought and said it would and then some. Clearly the conference went well and I would expect the newsflow to continue. Hope those that bought this and held are thriving.