Anaergia Inc (ANRGF)

$ARQ is another example of a patient and well executed turnaround investment playing out. All of the ones that work are based on a few key things: 1. Leadership alignment 2. Single minded focus on execution 3. Protected IP / Advanced process 4. Solves a customer problem 5. A space with room for new entrants / TAM 6. Constructive regulatory environment $DAVE fit the bill $TOYO and $ANRGF also We shall see on $ITRM - it hits 4 of these, some remain unanswered. My allocation of capital is based largely on how many of my criteria are hit. All 6 gets super heavyweight allocation. The rest get varying degrees of less until they prove otherwise.

$ANRGF Strong call just now. Management mega bullish and backlog puts them on a stellar growth clip. I have my bids in.

$ANRGF Well, well, well. Looks eerily like $ARQ results here on the topline, bottom line and the margin... https://investors.anaergia.com/media-center/news/news-details/2025/Anaergia-Reports-Second-Quarter-2025-Financial-Results/default.aspx Backlog is incredible. Nearly a quarter of a billion dollars of signed revenue this calendar year alone. With a growth rate like this and margin improvement we will be extremely profitable next quarter. This should rerate very soon. 3x revs which is pretty standard puts this at about 1.6 usd a share. That should be your first target. From there, as the pipeline gets worked and expands it should go higher from there.

$ANRGF "Additionally, our Revenue Backlog surged to $244 million at the end of the quarter, increasing from $200 million in the previous quarter and $104 million at the start of the year. This growing backlog, along with $43.8 million in new contracts announced since the end of the second quarter, enhances our visibility and optimism for the future. We are enthusiastic about the ongoing transition and remain confident that the most promising developments are yet to come," added Mr. Onn.

Lowest Volume Rated General Stocks Per 8/12/2025’s Close: 1 – $OMQS 2 – $TKRFF 3 – $ANRGF 4 – $PREIF 5 – $TOFB 6 – $ICCT 7 – $CNVIF 8 – $WEGYF 9 – $RDEXF 10 – $SMAGF https://optimizedvalue.xyz/daily-voltech-stock-etf-volume-technical-ratings-8-12-2025/

$ANRGF https://investors.anaergia.com/media-center/news/news-details/2025/Anaergia-Reports-Second-Quarter-2025-Financial-Results/default.aspx Anaergia Inc. - Anaergia Reports Second Quarter 2025 Financial Results

$ARQ $ITRM $FOA Magnificent effort from these 3 today. I added to my $TOYO position while volume is light and shareholders impatient. If $ANRGF can light up their earnings tonight and the call tomorrow then I'll be an even happier man than I already after this past month. Good luck to all

$ANRGF Earnings after the bell here I believe. Conf call tomorrow morning. Should see decent revenue growth Q over Q but the backlog and commentary is what I'm most interested in.

Lots of movement and rebalancing in the HT-ETF this month as various things played out and valuations continue to look a bit toppy in the tech sector in particular. I'm at 70% cash still and beginning to pivot into more yield producing stuff in anticipation of the changing rate cycle. On liquid stocks I always run a core and a swing position. I was a net add-er across my top 5 positions this month. Super heavy weight positions (11% + of deployed cash): $ARQ $ANRGF Heavyweight (8-10%) $CCLDO $ITRM $TOYO AGNC Middleweight (3-7%) HIPO FOA GOOG Flyweight (1-2%): XLO NVDA CCLD Watching for (re)entry: DAVE Monthly return on invested capital: 8.1% Side note. I continue to believe that retail's biggest opportunity for a generation is AI driven journalism. Or rather the lack of precision in AI driven journalism. Knowing how to read filings and balance sheets, think critically and see past headlines esp. during earnings season is a huge arbitrage opportunity.

$ANRGF This is the first public disclosure I have seen for QGM buildout plans. At approx $22MLN/plant buildout * 20+ plants = $440MLN+ revenue opportunity for Anaergia. https://www.bioenergy-news.com/news/quercus-and-elionia-secure-e76m-financing-for-biomethane-plants-in-northern-italy/ AUG 11, 2025 Quercus and Elionia secure €76m financing for biomethane plants in northern Italy news item image Quercus Real Assets, a European renewable energy specialist, and Elionia, the renewable investment arm of a European family office with roots in the shipping sector, have completed financing for three greenfield biomethane plants in northern Italy. The funding, worth €76 million, was arranged through their joint venture QGM with the backing of a banking consortium comprising BNL BNP Paribas, Banco BPM and Mediocredito Centrale. SACE, the state-controlled insurance and financial group, will guarantee half of the facility. The three plants form the first stage of a planned portfolio of over 20 similar projects in the region. Construction is due to be completed within ten months, with the facilities set to operate using agricultural by-products and animal manure. Quercus co-founder and chief executive Diego Biasi and Elionia co-founder and chief executive Danilo Fumarola said the initiative builds on experience from 2013, when Quercus developed an anaerobic digestion facility in East London in partnership with the UK’s Green Investment Bank. They expressed confidence that the biomethane sector will grow alongside traditional renewable electricity generation, combining “electrons and biofuel molecules” in the future energy mix.

My best week on a total return basis since the pandemic. There have been some stand out performances from my large positions this week. $ARQ - commissioned their red river facility and saw increased volume, analyst upgrades (now ~10) and has earnings on tuesday. Good guidance there and continued resilience from core business establishes this above 8 $HIPO - Was buying chunks sub 25 and went to 32 on excellent earnings. This one tends to retrace between cycles so I've moved to free shares and will reaccumulate a swing position patiently $TOYO - sprang out of it's coil in the 3s to get to the mid 6s. It also had an unreal announcement that hasn't been PR'ed. I'm reaccumulating my swing shares from here and on any weakness. 13 buck end of year PT there. $ITRM - Solid. A pre earnings pump took out my swing shares above 0.95. Rebuying on weakness here $ANRGF - added $35M in signed deals and didn't move so added more. Earnings on the 12th. PT eoy is 2+. Big next week. Good weekend all

$ANRGF Added another 25k shares today. Expecting decent earnings this quarter and stellar next as well as continued newsflow to support a massive rerate in time. Being early is better than chasing late.

$ANRGF Volume seller coming off the US line today ahead of Q2 financials expected on Tuesday after the close (followed by CC Wednesday morning). I would view this as a buying opportunity... too much business momentum for the company... buy companies that are executing.

$ANRGF As @ChiefJay says below. These guys have now converted over 260m in new contract revenue this year and we have just cracked August. I expect their results to materially improve this quarter and for the trajectory to continue. These are all contracts that can and should extend. Getting on the field is the first and hardest part and then you deepen the relationship from there. Very very bullish.

$ANRGF Like the other two QGM plants, this plant is also expected to be fully constructed and able to provide renewable biomethane to Italy’s gas pipeline grid by mid-2026. Anaergia's total contracted value for this new project exceeds C$22 million. Visibility to profitability, that will be the inflection point for Anaergia (impressive backlog gives confidence this will happen in the upcoming quarters). This is the 3rd project with QGM and announced only once permitting is in hand for the facility build. In speaking with management, there is a huge opportunity still ahead with this customer as they have ambitious plans for a much larger build out. “By adding this third facility to the others previously announced by QGM and Anaergia, we are fully on track to pursue our strategy to build a leading biomethane portfolio in Italy over the next years,” At $22MLN/facility build revenue starts to ramp extremely quickly if you start to model a 10-20 facility build out – this could be a $200MLN- $400MLN+ customer to Anaergia. Quercus Real Assets, an impact investment firm specializing in energy transition, real estate, and infrastructure. Quercus Real Assets, founded in 2010 and headquartered in London, UK, focuses on sustainable investments in renewable energy (solar, wind, biomass), real estate, and infrastructure. It aims to deliver strong, sustainable income and capital returns while operating on a carbon-positive basis. Quercus has completed over 40 deals across solar, wind, and biomass in five countries, managing over 320 MW of renewable assets. In 2019, Quercus sold its Luxembourg-based funds (Quercus Assets Selection), managing over €1 billion in investments, in one of Europe’s largest renewable energy transactions. Quercus has launched funds like the Quercus Italian PV Fund, Quercus Italian Wind Fund, and Quercus European Renewables Fund, targeting 8-11% annual IRR with a 10-year horizon. Date Press Release - 2025 Contract Value Aug 7th,2025 Anaergia signed the third contract with Quercus Real Assets energy transition funds $22,000,000 Aug 1st, 2025 Anaergia Inc. has signed an agreement with a subsidiary of Bioenerys (Snam Group) $11,000,000 July 9th, 2025 Anaergia Inc. has signed an agreement with PreZero International ( Schwarz Group) $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 $260,400,000

My entire portfolio is up over 8% today thanks to $ARQ $HIPO and $ANRGF and a few well placed day trades. If $TOYO and their PR firm knew how to write a press release about the below rather than letting it sit in a 6k that number would be north of 12%. Mustn't grumble though. What a day so far.

$ANRGF Excellent execution and expansion of relationships continues. Another 22m CAD deal announced today. 3rd and 4th quarter results as well as pipeline should be stellar. https://www.businesswire.com/news/home/20250806894576/en/Anaergia-S.r.l.-to-Provide-Advanced-Technologies-for-New-Anaerobic-Digestion-Facility-in-Ostellato-Italy-Being-Developed-by-QGM

$ANRGF Bionerys, Snam's biomethane We are Snam's wholly owned biomethane subsidiary with the aim of developing the market through increased production volumes and to achieve the Group's decarbonization targets. There is more business to be done here. We leverage the expertise of Bioenerys Agri and Bioenerys Ambiente, which design, develop and operate biomethane plants from both waste and agricultural and agro-industrial chain waste. Snam S.p.A. is a leading European energy infrastructure company, primarily focused on natural gas transportation, storage, and regasification, but it has been actively expanding into bioenergy, particularly biomethane, as part of its commitment to the energy transition and carbon neutrality. Headquartered in San Donato Milanese, Italy, Snam operates over 38,000 km of gas pipelines and is investing in green gases to support a sustainable energy future. Key Bioenergy Activities: Biomethane Integration into Gas Networks: Snam is investing heavily in biomethane, a renewable gas produced from organic waste, agricultural residues, or energy crops via anaerobic digestion or gasification. In July 2025, the European Investment Bank (EIB) approved a €264 million loan to Snam to build infrastructure for integrating biomethane production plants into Italy’s national gas transmission system. The first tranche of €140 million was signed on July 28, 2025. This supports Italy’s energy security and reduces reliance on fossil fuel imports by promoting biomethane as a complement to natural gas. Snam’s CEO, Agostino Scornajenchi, emphasized biomethane’s role in diversifying energy sources and enhancing system competitiveness.

$ANRGF Another deal today. Building quite a backlog here. Much like Toyo and Dave i'm sure no one will buy this until it has run another 100% from here. https://finance.yahoo.com/news/anaergia-r-l-expand-upgrade-163500902.html

Hard to find value with the market this extended but I like these 3 for upside in the next 2 weeks or so. $HIPO $ANRGF $ARQ

$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.