Anaergia Inc (PK) (ANRGF) 銘柄情報

Flat lined, I expected more out of these guys as they are the best public AD company on the market. The problem is AD is such a bad business!

These guys are still signing projects with a big back log. Surprised to see the PPS struggling. They are real not like BLSP!

Numbers were not great. Still the best AD company in terms of design and construction. AD is a hard business. Expectations generally exceed reality once a system is operating. AD is brick and mortar, hard to make them cheaper. Key is to design for feed stock. Big variations in feed stock really hurt AD performance.

Nothing new in AD in years, Anaergia works hard to be successful, but it is a very difficult business.

Q4 of 2021 should be out soon.

And Anaergia is an international company. This gives them a lot of access to projects. Both commercial and in the muni market

It is interesting that many developers have used Anaergia to build digesters, most of which fail financially. It does appear ANRGF is picking up these assets for pennies on the dollar.

This is a great strategy!

Anaergia appears to know how to build a digester. Now they have figure out how to make money on said digesters.

These guys do a good job building anaerobic digesters. It will be interesting to see if they can figure out how to make money at it.

New Board. Anaergia builds AD. Just became public.