Anaergia Inc (ANRGF)

$MCRB $TSSI $ZETA $PGY $ANRGF My favorite criteria list this one. Home to the unloved and misunderstood. Fintech and Alts have been delicious this year

$ANRGF This has held onto the majority of the move from when the last raft of deals was announced and the CEO bought 300k shares about 20% higher than the current SP in the last month. Small caps that are catalyst dependent tend to drift when it's quiet but I wouldn't confuse the silence for lack of traction. These boys have it and the next month or two will reward those that take advantage of the quiet periods.

$ANRGF Long overdue for some material news. I can't wait for earnings here. Backlog should be 👌

$ANRGF Silly friday sell off from impatient folks creating an opportunity here. The CEO bought 300k shares above 2 usd in the past month and I would expect the newsflow to heat up through year end. Buying the dip.

$TOYO $SQQQ $HIPO $ITRM $ANRGF Mid month rebalancing on the HT-ETF and after a choppy September this is pointing in the right direction in October. The key as we continue to try and generate outperformance in this transient cycle is avoiding anything that appears to have too much future success baked into it. If the market is pricing in more than 2 quarters of successful execution I don't want any part of it. Likewise stocks that are cash light and catalyst reliant. I'm still at 70% cash and have bids at all lower gap fill levels on stocks I like while also ensuring I have downside protection for the current volatility Super heavyweight positions (10%+) TOYO (Daily adds at all levels) ANRGF (adding dips) Heavyweight positions (7-10%) SQQQ (rolling trade) ARQ (defensive posture into earnings) HIPO (will add more on weakness) Middleweight (4-6%) USAS (haven't added, it's just mooned) TPVG (dividend) AGNC (dividend) Flyweight (1-3%) ITRM MCRB MLTX FOA BHF ARREF RDEXF

$ANRGF Stocktwits need to fix the price updater on this ticker.

$ANRGF Trying to fish more shares here as well

$ANRGF Added yesterday and continuing to do so today here. See the comment below. I don't see a world where this doesn't double in the next 6 months.

$ANRGF Roth - Anaergia: Buy & Raise PT to C$5.00 ANRG.TO: Positive Mgmt Meetings; Nearing +EBITDA; Reit Buy & Raise PT to C$5.00 We hosted investor meetings with management from Anaergia where the primary takeaway was that momentum should continue, as backlog and revenue strength likely continue to build. The team added C$70M in new backlogged orders since the end of 2025, implying healthy visibility. We believe the signed pipeline now includes over 30 projects and a billion dollar opportunity. Headwinds from past BOO projects have completely abated, and we expect the four remaining projects on the balance sheet to make a positive EBITDA contribution in 2026. We reiterate our Buy rating and raise our PT to C$5.00. • We hosted a series of investor meetings with management from Anaergia, where the takeaways were broadly positive. The team's body language was consistent with solid execution continuing, and they communicated a palpable excitement about the global opportunity. The pivot to equipment sales and service over the past year, focusing on complete projects (vs. the prior focus on build­own-operate projects), seems to have delivered customer traction and increased visibility on the global opportunity set. The 250+ patent technology base supports credibility for the company's technology solutions. • We expect new project announcements from blue chip customers. We believe Anaergia continues to build on its resume of over 230 RNG projects and 1,750 technology installations, as the new team is focused on targeting larger customers operating a global footprint. New efforts targeting oil & gas and food processing could yield near-term results, supplementing strength in wastewater and municipal organics processing. The food waste project for PEPSICO was a highlight. • Backlog exiting 3Q25 should reflect the benefit of C$70M in new committed orders signed since the end of 2Q25, while signed pipeline expands rapidly. • Accretive acquisitions could present an opportunity for diversified growth. • We see solid potential for a EBITDA profitable fourth quarter. • We believe Anaergia's revenue capacity is around C$300MM+ on one production shift, and management could easily add a second shift or make greater use of outsourcing to address demand.

$ANRGF Strong move on great volume here today. No idea why people were selling below where the CEO was buying but I guess some people don't trust easily. This should see new highs pretty soon and hit 3 USD by year end. Not too shabby