Scidev Ltd · ASX:SDV
Scidev — Investor Presentation (February 2020)
19 slides from Scidev's investor presentation, Feb 4, 2020
Slide 1: Investor Presentation February 2020
For personal use only Investor Presentation February 2020 1
Slide 2: Next-generation technology for solids-liquid separation in mining, water and wastewater
For personal use only Next-generation technology for solids-liquid separation in mining, water and wastewater SciDev is a leader in the development and application of both chemistry and process control for solids-liquid separation. SciDev brings together world-class technology, chemistry, management
Slide 3: Financial Highlights
For personal use only Financial Highlights SCIDEV INVESTOR DECK 2
Slide 4: Financial Highlights
FINANCIAL SciDev has a robust balance sheet, growing revenues and an ongoing focus on cost control. HIGHLIGHTS 2Q FY20 Revenue +77% vs 1QFY20 For personal use only SciDev is in a strong financial position to continue advancing opportunities in our growth pipeline 2Q FY20 2Q FY20 2Q FY20 Net cash fro
Slide 5: Recent Corporate Activities
RECENT SciDev has delivered several significant milestones in the past 12 months. CORPORATE For personal use only ACTIVITIES Secured strategic partnership with Sinoz Group of companies – a globally 2018 significant manufacturer of mining reagents Strategic alliance with Nuoer Group of China – the wo
Slide 6: Sales per Quarter
SALES PER SciDev has a track record of growing revenues and has a well- structured pipeline of business development opportunities globally QUARTER ($m) For personal use only SciDev has a track record of growing its sales as it executes on opportunities in its pipeline Management are focused on signi
Slide 7: Business update
For personal use only Business update SCIDEV INVESTOR DECK 6
Slide 8: SciDev: Technology
SCIDEV: SciDev provides world-class coordinated technology and chemical solutions for solids-liquid separation. TECHNOLOGY For personal use only SciDev’s bespoke solutions and professional services deliver sustainable coagulant and flocculant dosage optimisation reducing the associated costs and the
Slide 9: The Strategic Opportunity
THE STRATEGIC SciDev technologies can be applied as a solution to a range of solid- liquid problems across multiple industries on a global basis. OPPORTUNITY For personal use only GLOBAL MARKETS INDUSTRY DRIVERS The global opportunity for SciDev’s products is significant Oil & Gas market in USA $2bn
Slide 10: Highland Acquisition
HIGHLAND SciDev’s strategic acquisition of Highland Fluid Technologies provides access to the sizeable USA onshore Oil & Gas market. ACQUISITION For personal use only Immediate The US onshore oil and gas market represents a potential US$2bn Initial US$5m acquisition market in production & speciality
Slide 11: Highland Opportunity
HIGHLAND SciDev’s strategic acquisition of Highland Fluid Technologies provides access to the sizeable USA onshore Oil & Gas market. OPPORTUNITY For personal use only Strategic acquisition of Highland Fluid USA ONSHORE OIL & GAS MARKET INDUSTRY DRIVERS Technology provides access to the fluid recycli
Slide 12: Outlook
For personal use only Outlook SCIDEV INVESTOR DECK 11
Slide 13: The Outlook
THE SciDev has a strong growth pipeline and is well positioned to deliver sustainable growth in solid-liquid separation. OUTLOOK For personal use only Drive our revenue line through the execution of a well-structured business development pipeline in the mineral processing, oil & gas, construction an
Slide 14: Appendix
For personal use only Appendix SCIDEV INVESTOR DECK 13
Slide 15: Solids-Liquids Separation
SOLIDS-LIQUIDS SciDev focuses on solids-liquid separation which is an important component of chemical engineering & manufacturing. SEPARATION For personal use only Coagulation Flocculation Promotes the aggregation of Brings together small often particles 1/50th the size of a coagulated particles, 1/
Slide 16: SciDev: People
SCIDEV: SCIDEV BOARD PEOPLE For personal use only TREVOR JONES LEWIS UTTING SIMONE WATT JON GOURLAY HEATH ROBERTS CHAIRMAN CEO & MD NON-EXECUTIVE NON-EXECUTIVE DIRECTOR COMPANY SECRETARY DIRECTOR SciDev’s products are backed up with expert support from our technical personnel, with a combined experi
Slide 17: Corporate Snapshot
CORPORATE SNAPSHOT MAJOR SHAREHOLDERS % held BOARD MANAGEMENT For personal use only Nuoer Group 7% Chairman Trevor Jones CORPORATE OVERVIEW ASX code SDV Sinoz Group 4% MD & CEO Lewis Utting Non-Executive Board and Management 5% Simone Watt Market cap (at $0.80 per share) $103m Director Non-Executive
Slide 18: Disclaimer
DISCLAIMER For personal use only 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 19: Contact
For personal use only CONTACT CEO & MD Investor Relations Lewis Utting Craig Sainsbury +61 2 9622 5185 craig.sainsbury@marketeye.com.au Company Secretary 0428 550 499 Heath Roberts +61 2 9622 5185 SCIDEV INVESTOR DECK www.scidev.com.au 19