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HGEN - ETFS Hydrogen ETF

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Newly listed on the ASX. Link to ETFS

"ETFS Hydrogen ETF (ASX Code: HGEN) offers investors exposure to the world’s leading hydrogen companies, with a focus on pure-plays. Sometimes described as the “Swiss army knife” of decarbonisation, hydrogen contains three times more energy on a weight-for-weight basis than petrol while producing no carbon dioxide emissions. Hydrogen can be used to replace fossil fuels like coal in areas that have proved hard to “green up” in the past. "

HGEN aims to provide investors with a return, before fees and expenses, that tracks the performance of the Solactive Global Hydrogen ESG Index. The index holds 30 companies from developed markets, Taiwan and Korea with a focus on pure-play hydrogen businesses. These include hydrogen fuel-cell makers; companies developing hydrogen-based infrastructure like refuelling stations; and companies creating hydrogen or making storage facilities.

HGEN uses a full-replication strategy to track the index, meaning that it holds shares of every company in its index. Pure-play hydrogen companies, which are identified using natural language processing, receive more weight in the fund and have their weights capped at 10%. Non-pure play hydrogen companies receive less weight, and have their weights capped at 4% each.

Listed with 1,00,000 shares at 10.00. Management costs 0.69%. Distributions - Annually. Currency hedged - No

Benchmark: Solactive Global Hydrogen ESG Index.

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So_Cynical

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Distribution Frequency Annually and top 4 holdings (35% of the fund) dont pay dividends - So not for anyone chasing yield, not in the short term anyway, over time could/should be a big capital winner as new emerging players that can innovate and be successful will be added over time.
 
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Faramir

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I could feel FOMO setting in until I saw MER 0.69 (Maybe this is a fair mer for this thematic). Maybe I should watch it carefully. Already I feel like I have missed the boat. People like Twiggy can do wonders to this EFT by saying anything in the media. That can put a rocket under this. Will this have the same pull as SEMI, AC/DC and other thematic in-vogue EFTs? Why is it I feel like I have no idea of what I am talking about?

For dumb people like me, I think a general simple EFT would be better as some of these better players, if they become big, will end up in the general simple EFTs as well.
 

Faramir

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Same guys that launched FANG Feb 2020. I missed that boat.

What AUM of $11.8 million? Why not call it FUM? Is that Allocation Under Management? Does small EFTs make anyone nervous?

Tell me if anyone thinks I am wrong but I think this will boon! Lots of spare printed money flying around. Those hands will definitely suffer FOMO in this new theme? I wonder what’s it’s liquidity is like?
 
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