Scidev Ltd · ASX:SDV
Scidev — Investor Presentation (September 2021)
22 slides from Scidev's investor presentation, Sep 21, 2021
Slide 1: Investor Presentation: Commercialised PFAS Solutions
For personal use only Investor Presentation Commercialised PFAS Solutions Lewis Utting MANAG I NG D I R ECTO R & CHI EF EXECU TI V E O FFI CER
Slide 2: Making Water Work Harder
Making For personal use only Water Work Harder 21/09/2021 SCIDEV | INVESTOR PRESENTATION 2
Slide 3: SciDev is a leader in environmental solutions for water intensive industries
SciDev is a leader in the environmental solutions market focused on water For personal use only intensive industries. Our solutions allow our clients to: Recycle and reuse water SciDev brings together world- class technology, chemistry Reduce waste footprints and costs and application expertise to I
Slide 4: Our Business
For personal use only Our Business 21/09/2021 SCIDEV | INVESTOR PRESENTATION 4
Slide 5: SciDev targets four global key verticals
SciDev target For personal use only four global Mining & Mineral Oil & Gas Infrastructure Water Treatment key verticals Processing & Construction SciDev SciDev is an industry Engineered Reduce costs and Leading environmental Solutions leader in solids-liquid performance solutions operational downtim
Slide 6: Bespoke solutions are our competitive advantage
For personal use only Bespoke solutions are our competitive advantage Our unique combination of world-class technology, chemistry and application expertise enables us to deliver site-specific solutions to deliver better outcomes for our clients 60 PEOPLE RESREARCH SOLUTIONS EFFICIENCY COST SAVING >8
Slide 7: The market opportunity & competitive landscape
THE COMPETITION For personal use only The market opportunity & competitive landscape SciDev is focused on delivering environmental solutions for water intensive industries which is a US$11 billion sector within the broader US$100bn global commodity chemistry market. SciDev has significant opportunit
Slide 8: FY21 revenue and net profit
FY 21 Revenue FY 21 REVENUE VS FY20 NET PROFIT Continued For personal use only A$42.5m +135% A$3.5m Growth1 FY21 Revenue Mix 9% 16% $14.7 39% 36% $13.2 $11.3 $11.2 Water Mining $10.2 $9.4 Oil Infrastructure $8.9 $8.1 $7.3 FY21 Revenue Mix $5.7 $5.5 $5.6 $4.4 20% $1.7 $2.2 5% $1.5 $1.1 $0.8 $0.6$0.5
Slide 9: PFAS
For personal use only PFAS 21/09/2021 SCIDEV | INVESTOR PRESENTATION 9
Slide 10: PFAS: a growing environmental issue
PFAS: a growing environmental issue For personal use only Over 580 sites around Australia have been identified ▪ Per and Polyfluoroalkyl substances (PFAS) are a to potentially contain family of man made chemicals in use since 1950’s PFAS. many of which are now banned ▪ Primarily found in non-stick c
Slide 11: PFAS Treatment: The PFAS Solution
PFAS Treatment ▪ Every PFAS project is different and requires a tailored THE PFAS approach. This drives efficiency. For personal use only SOLUTION ▪ Historically, the detection & measuring of PFAS in the environment lacked detailed accuracy at low residual levels. ▪ Recent technology has seen detect
Slide 12: The treatment sequence
PRE-TREATMENT TREATMENT POST TREATMENT For personal use only The treatment • Coagulation • Filtration • Discharge to environment Sequence • Flocculation • Ion Exchange • Dust suppression • pH adjustment • Adsorption • Irrigation • Oxidation SciDev’s PFAS technology works better with water with low s
Slide 13: Case Study: Mining Site
First and only plant in the country treating to this low level detection on a continuous basis CASE STUDY Case Study with no discharge exceedance For personal use only Mining Site Onsite and lab analysis to determine optimal First and only process flow and treatment strategies treatment High relativ
Slide 14: Case Study: Fiskville Fire Station
SciDev applied our robust PFAS treatment strategies and technical knowledge to address CASE STUDY Case Study the high contamination on site For personal use only Fiskville Fire Station Onsite and lab analysis to determine optimal SciDev PFAS process flow and treatment strategies treatment Pre-treatm
Slide 15: Outlook
For personal use only Outlook 21/09/2021 SCIDEV | INVESTOR PRESENTATION 15
Slide 16: Outlook: Delivering for our clients and shareholders
Outlook For personal use only DELIVERING FOR OUR CLIENTS SciDev delivers Increased Delivering best positive operational Reduced Improved environment water return Reduced liquid in class operating costs and water waste technology and environmental by >20% performance quality volumes application outco
Slide 17: The Appendix
For personal use only The Appendix THE INFO YOU MIGHT NEED 21/09/2021 SCIDEV | INVESTOR PRESENTATION 17
Slide 18: SciDev Snapshot: Board and Executive Management Team
SCIDEV BOARD EXECUTIVE MANAGEMENT TEAM For personal use only SciDev Snapshot Corporate overview ASX code SDV Vaughan Busby Lewis Utting Geoff Stephenson Craig McCloskey Kevin Smith NON-EXECUTIVE CHIEF EXECUTIVE Interim CFO INTEGRATION PRESIDENT Market cap (at $0.94 per share) $149m DIRECTOR NORTH CH
Slide 19: Revenue growth and how we win
ONGOING REVENUE REVENUE For personal use only 0–3 MONTHS 3–6 MONTHS 6–12 MONTHS 12–18 MONTHS Project Professional Services Field Solution Review Commercial Targeting Development & Tender Validation Contract 14 Haldon Acquisition 12 10 Revenue (A$m) How We Win HFT Acquisition 8 Business 6 ProSol Acqu
Slide 20: Finance: Record Profit
FINANCE For personal use only Record Profit A$000 FY21 1 FY20 % CHANGE Revenue 42,525 18,061 135% Other Income 1,712 588 191% Raw Materials, Consumables, Change in Inventory -32,366 -14,955 116% Employee expenses -6,254 -2,845 120% Other Expenses -4,811 -3,125 54% Profit (loss) after Tax 3,453 -875
Slide 21: Disclaimer
For personal use only Disclaimer Important Information This presentation has been prepared by SciDev Ltd (SciDev) based on information available to it as at the date of this presentation. The information is provided in summary form and does not contain all information necessary to make an investment
Slide 22: Contact
For personal use only Contact CEO & MD Lewis Utting (+61) 2 9622 5185 INVESTOR RELATIONS www.scidev.com.au Craig Sainsbury craig.sainsbury@marketeye.com.au 0428 550 499