Core Insights - Anaergia Inc. has signed a contract with PepsiCo Mexico Foods' subsidiary, Sabritas, to provide an integrated renewable energy solution at a food production facility in Mexico [1] - The project aims to convert approximately 50,000 tons per year of organic residuals into carbon-negative biomethane, which will offset fossil natural gas and reduce greenhouse gas emissions by up to 4,000 tons per year [1] - The project is expected to be operational before the end of 2026 [1] Company Overview - Anaergia is a pioneering technology company in the renewable natural gas (RNG) sector, holding over 300 patents focused on converting organic waste into sustainable solutions such as RNG, fertilizer, and water [4] - The company is committed to addressing significant sources of greenhouse gases through cost-effective processes and has a proven track record of delivering hundreds of innovative projects over the past decade [4] - Anaergia offers an integrated portfolio of end-to-end solutions, combining solid waste processing, wastewater treatment, organics recovery, high-efficiency anaerobic digestion, and biomethane production [4] PepsiCo Mexico Foods Overview - PepsiCo Mexico Foods is a leading food and beverage manufacturer with a product portfolio that includes some of the most beloved brands worldwide [3] - The company employs over 40,000 people in Mexico and serves 900,000 points of sale, making the Mexican market its second most important globally [3] - The partnership with Anaergia is part of PepsiCo's commitment to long-term sustainability and environmental responsibility [2]

Core Insights - Anaergia Inc. reported a significant revenue increase of 77% year-over-year, reaching CAD 51.4 million in Q3 2025, alongside a gross profit expansion of 146% [1][9] - The company returned to positive Adjusted EBITDA of CAD 2.6 million, marking a substantial improvement from a loss of CAD 6.4 million in Q3 2024 [4][9] - Revenue backlog grew to CAD 287 million, up from CAD 244 million in Q2 2025 and CAD 103 million at the beginning of 2025, indicating strong project pipeline momentum [5][9] Financial Performance - Q3 2025 revenue was CAD 51.4 million, a 76.9% increase from CAD 29.0 million in Q3 2024 [7] - Gross profit for Q3 2025 was CAD 14.8 million, with a gross profit margin of 28.8%, up from 20.7% in Q3 2024 [7][9] - The net loss for Q3 2025 was CAD 0.5 million, a significant reduction from CAD 15.6 million in Q3 2024 [7][9] - For the nine months ended September 30, 2025, revenue was CAD 108.5 million, a 39.8% increase from CAD 77.6 million in the same period of 2024 [7] Strategic Positioning - Anaergia is positioned at the forefront of the organic waste to renewable energy industry, benefiting from strong market demand and favorable regulatory trends [3] - The company focuses on delivering integrated resource recovery solutions that address both regulatory requirements and customer needs, significantly reducing greenhouse gas emissions [3] - The strategic transition to a capital-light business model has been instrumental in achieving improved operating results [2][4]

Core Insights - Anaergia Inc. will release its Q3 2025 financial results on November 11, 2025, after market close, followed by a conference call on November 12, 2025, at 10:00 a.m. ET [1][5][10] Company Overview - Anaergia is a technology company in the renewable natural gas (RNG) sector, holding over 300 patents for converting organic waste into sustainable solutions such as RNG, fertilizer, and water [3] - The company aims to address significant greenhouse gas (GHG) emissions through cost-effective processes and has a proven track record of delivering hundreds of innovative projects over the past decade [3] - Anaergia offers an integrated portfolio of end-to-end solutions, combining solid waste processing, wastewater treatment, organics recovery, high-efficiency anaerobic digestion, and biomethane production [3] Recent Developments - Anaergia S.r.l. has entered a joint venture to supply a C$22 million technology package for a new anaerobic digestion facility in Basilicata, Italy [6] - The company is set to renew an anaerobic digestion plant in Veneto, Italy, nearly doubling feedstock capacity and boosting RNG output by mid-2026 [8] - Anaergia has signed an agreement to provide EPC and O&M services for a renewable natural gas infrastructure project in Riverside, California [9]

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Investor Presentation THIRD QUARTER 2025 RESULTS NOVEMBER 6, 2025 Cautionary Statement Regarding Forward-Looking and non-GAAP Financial Information This presentation contains "forward-looking statements" within the meaning of U.S. federal securities laws. Such statements include those relating to estimated and projected financial condition, results of operations, costs and expenditures and objectives for future operations, growth, initiatives and strategies. They also include those related to the Montauk Ag ...

Financial Data and Key Metrics Changes - The net loss for Q3 was $10.8 million or $0.17 per common unit, compared to a net loss of $8 million or $0.12 per common unit in the prior year [11] - Adjusted EBITDA for Q3 was $27 million, consistent with the prior year [11] - Total gross margin for Q3 was $163.5 million, unchanged from the prior year [13] - The consolidated leverage ratio improved to 4.33 times compared to 4.54 times at the end of the second quarter [14] Business Line Data and Key Metrics Changes - Retail propane gallons sold in Q3 were 71.9 million gallons, in line with the prior year [12] - Average wholesale propane prices increased by 4.7% compared to the prior year [12] - Average daily RNG injection declined slightly compared to the prior year due to operational downtime [8] Market Data and Key Metrics Changes - Propane inventories at the end of Q3 were at 75.7 million barrels, flat compared to June 2024 and roughly 10% higher than historical averages [13] - California LCFS credit prices increased by 30% since the amendments were finalized in late June 2025, while average Federal D3 RIN prices were down 21% year over year [10] Company Strategy and Development Direction - The long-term strategic growth plan focuses on fostering the growth of the core propane business while investing in lower carbon renewable energy alternatives [18] - The company is advancing capital projects at RNG facilities in Columbus, Ohio, and Upstate New York, expected to increase overall RNG sales once operational [8] Management's Comments on Operating Environment and Future Outlook - Management noted strong cash flow generation in Q3 due to collections on receivables and highlighted the impact of warm temperatures on propane volumes [7][10] - The company remains focused on operational improvements and strategic growth initiatives, including potential M&A opportunities [18][29] Other Important Information - The quarterly distribution declared was $0.0325 per common unit, equating to an annualized rate of $1.3 per common unit, with a distribution coverage of 2.16 times [16] - The company is actively monitoring regulatory developments related to RNG tax credits and the OBVA bill [22][25] Q&A Session Summary Question: Update on RNG rulemaking and tax credits - Management indicated no credits recognized under 45Z until final regulations are released, expected by the end of the calendar year [22] Question: Timing of New York and Columbus projects - Columbus and Upstate New York projects are on track for late this calendar year into early next year, while Arizona improvements are ongoing with no major timeline [27] Question: Size of insurance payout benefit and O&M trends - The insurance payout benefit was less than $2 million, offsetting inflation impacts, with expected inflation around 3% going forward [28] Question: M&A activity - The company is seeing a typical pipeline of M&A opportunities and remains focused on strategic growth through acquisitions [29]

Financial Performance - Total operating revenues for the three months ended June 30, 2025 were $45127 thousand, compared to $43338 thousand in 2024[7] - Net loss for the three months ended June 30, 2025 was $5487 thousand, compared to a net loss of $712 thousand in 2024[7] - Total operating expenses for the three months ended June 30, 2025 were $47482 thousand, compared to $42470 thousand in 2024[7] - For the six months ended June 30, 2025, the company's Adjusted EBITDA was $13820 thousand, compared to $16434 thousand in 2024[34] Operational Results - Renewable Natural Gas (RNG) production volumes increased by 31 MMBtu for the quarter ended June 30, 2025[8, 10] - Renewable Electricity Generation (REG) production decreased by 3 MWh for the quarter ended June 30, 2025[8] - The average realized price per RIN decreased by $070 for the quarter ended June 30, 2025[9, 10] - RINs available for sale decreased by 3549 thousand in the second quarter of 2025 compared to the second quarter of 2024[10, 15] Business Development - The Second Apex RNG Facility was commissioned in June 2025[20] - Capital investment for Montauk Ag Renewables project increased to a range of $180000 to $220000 thousand, with commercial operations expected in 2026[25] - A contract was signed to deliver 140 tons of biogenic carbon dioxide from Texas facilities under a 15-year contract with European Energy North America, with total revenues ranging from $170000 to $201000 thousand and commissioning expected in 2027[28]

Core Insights - Ingersoll Rand Inc. has completed the acquisition of Termomeccanica Industrial Compressors S.p.A. and its subsidiary Adicomp for approximately €160 million, enhancing its air and gas compressor portfolio [1][9]. Group 1: Acquisition Details - TMIC specializes in designing and manufacturing air and gas compressors, while Adicomp provides engineered-to-order solutions in the renewable natural gas sector [2]. - The acquisition aligns with Ingersoll Rand's strategy to expand its market share and customer base, particularly in the packaging and renewable natural gas industries [3]. Group 2: Integration and Impact - TMIC/Adicomp will be integrated into Ingersoll Rand's Industrial Technologies and Services segment, which includes various products such as air compressors and power tools [4]. - The acquisition is part of a broader growth strategy that includes previous acquisitions, such as Lead Fluid, Air Power Systems, Blutek, and UT Pumps, which have collectively contributed to revenue growth [5][6][7]. Group 3: Financial Performance - Ingersoll Rand has a market capitalization of approximately $34.4 billion and is currently ranked 3 (Hold) by Zacks, with expectations of revenue growth driven by higher orders in industrial vacuums and blowers [8]. - The company's shares have increased by 16% over the past three months, outperforming the industry growth of 15.3% [10].

Core Viewpoint - Ingersoll Rand Inc. has acquired Termomeccanica Industrial Compressors S.p.A. and its subsidiary Adicomp S.p.A. for approximately €160 million, enhancing its capabilities in the air and gas compressor market and renewable natural gas industry [1][2][3] Company Overview - Ingersoll Rand Inc. is a global provider of mission-critical flow creation and life science and industrial solutions, supported by over 80 respected brands [4] - The company aims to deliver exceptional performance and durability in complex conditions, focusing on customer commitment and efficiency [4] Acquisition Details - TMIC is a leader in air and gas compressor design and production, with over 100 years of experience, while Adicomp specializes in engineered-to-order solutions in the renewable natural gas sector [2] - The acquisition will enhance Ingersoll Rand's presence in North America and expand its reach into Brazil and India [2] - The businesses will be integrated into the Industrial Technologies and Services segment of Ingersoll Rand [2] Strategic Implications - The acquisition strengthens Ingersoll Rand's core capabilities and broadens its service offerings, aligning with its long-term growth strategy [3] - The purchase was made at an attractive low-double-digit multiple, with expected post-synergy multiples in the mid- to high single digits [7]

Core Points - EverGen Infrastructure Corp. has received final approval from the TSX Venture Exchange for a purchase and sale agreement related to the disposition of a property in Abbotsford, B.C. for a total purchase price of CAD$2,620,000 [1][2] - The transaction includes a deferred payment of CAD$870,000 to be paid upon the completion of the sale of a separate property owned by the purchasers, expected by the end of May 2025 [2] - The vendor has leased a portion of the property back from the purchasers for up to 20 years, with an annual rent of CAD$186,000, reduced to CAD$124,236 while the deferred amount is outstanding [3] - The transaction is classified as a related party transaction due to the involvement of James Betts, the Chief Operating Officer of the company, and the company is relying on exemptions from certain requirements under Multilateral Instrument 61-101 [4] - EverGen is also updating on a share purchase and reorganization agreement with Ask America, LLC, anticipating gross proceeds of up to CAD$7,000,000, with all material conditions satisfied prior to closing [5] - EverGen is focused on renewable energy projects in Canada and aims for continued growth across North America and beyond [6]