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Kanish Chugh

πŸ‘€ Speaker
604 total appearances

Appearances Over Time

Podcast Appearances

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

So, you know, it's 20-year system design life.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

You know, you've got the actual cost-effective duration is, you know, potentially 6 to 12-plus hours.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

So from a perspective of using a lithium battery, when you're talking about trying to power up a factory,

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

The life of the battery, the usage of that battery, the pressure that the battery may go under, it still will do the job.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

But as I said, there are companies working on other types of technology as well.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

We've got another stock in the ETF.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

It's a company by the name of NGK Insulators.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

It's a Japanese ceramics company.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

So what they're mainly responsible for is the battery system.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

So this is in that manufacturing part and insulators and equipment.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

they're actually working alongside doing a lot of work and their main focus is lithium, but they're also looking at zinc rechargeable batteries as well.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

So, you know, there is more work and there's more being done on that battery technology space than just lithium, but lithium will really be the driver of the future, as I said, for the next 20 to 30 years.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

Sure.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

So ACDC, it's the ETF securities battery tech and lithium ETF.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

As I mentioned, it's an ETF designed to provide investors exposure to the broad megatrend of battery technology, but also within that battery technology value chain, it also provides

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

lithium miners as well.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

The index that we track is the Solactive Battery Value Chain Index.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

And that was an index that was already around when we launched the CTF back in 2018.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

So the whole idea behind the index is to look at both forms of first looking at the index universe of

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

and that battery technology space.