Scidev Ltd · ASX:SDV

Scidev — Q3 FY2020 Earnings Presentation

23 slides from Scidev's earnings presentation, Apr 17, 2020

  1. Slide 1: Virtual Q3 Roadshow Presentation

    For personal use only Investor Presentation Virtual Q3 Roadshow Presentation April 2020

  2. 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 brings together world-class technology, chemistry, management and manufacturing capabilities to solve pressing operational and environmental issues for the minerals processing, tailin

  3. Slide 3: SciDev snapshot: Corporate overview

    SciDev SciDev engages with its customers to deliver bespoke solutions to their solid-liquid separation requirements. snapshot For personal use only Corporate overview ASX code SDV Offerings Market cap (at $0.50 per share) $71m Professional Process Bespoke Shares on issue 141m Services Control Chemis

  4. Slide 4: Financial highlights

    For personal use only Financial highlights SCIDEV Investor Presentation - March 2020 4

  5. Slide 5: Financial highlights

    Financial SciDev has a robust balance sheet, growing revenues, an ongoing focus business development & cost control. highlights For personal use only • First cashflow positive quarter in March 2020 delivering A$0.7m • Record quarterly sales to customers of A$7.8m 3Q FY20 3Q FY20 Cash receipts 3Q FY2

  6. Slide 6: Sales per quarter ($m)

    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 $m Sep Q Dec Q Mar Q Jun Q Sep Q Dec Q Mar Q growing its sales as it executes on 2018 2018 2019

  7. Slide 7: SciDev's business

    For personal use only SciDev’s business SCIDEV Investor Presentation - March 2020 7

  8. Slide 8: SciDev: technology

    SciDev: technology SciDev provides world-class coordinated technology and chemical solutions for solids-liquid separation. For personal use only • SciDev’s bespoke solutions and professional services deliver sustainable coagulant and flocculant dosage optimisation, Mining Oil & Gas Water Constructio

  9. Slide 9: Professional services

    Professional services SciDev develops bespoke chemistry to meet the requirements of our customers. We do not sell off-the For personal use only shelf-product. SciDev engages with its customers to deliver bespoke solutions to their solid-liquid separation requirements. Business Professional services

  10. Slide 10: 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 • Many chemical processes require Coagulation Flocculation the separation of solids out of their liquid state What Promotes the aggregat

  11. Slide 11: Business overview

    For personal use only Business overview SCIDEV Investor Presentation - March 2020 11

  12. Slide 12: SDV's strategic opportunity

    SDV’s 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 • The global opportunity for Global markets Industry drivers SciDev’s products is significant Oil & Gas market in USA $

  13. Slide 13: Business development activities

    Business development activities SciDev has delivered several significant new business opportunities across a range of industries. For personal use only US$1.4m product order from Strategic alliance with Nuoer A$4.6m capital raising to Strategic acquisition of Highland Phoenix Process Equipment Group

  14. Slide 14: Highland acquisition

    Highland acquisition SciDev’s strategic acquisition of Highland Fluid Technologies provides access to the sizeable USA onshore Oil & Gas market. For personal use only • Initial US$5m acquisition Immediate access The US onshore oil and gas market represents a potential US$2bn market in production & •

  15. Slide 15: Highland opportunity

    Highland opportunity SciDev’s strategic acquisition of Highland Fluid Technologies provides access to the sizeable USA onshore Oil & Gas market. For personal use only • Strategic acquisition of Highland Fluid USA onshore oil & gas market Industry drivers Technology provides access to the fluid recyc

  16. Slide 16: Syncrude opportunity

    Syncrude SciDev’s trial order from Syncrude represents a significant new business development opportunity. opportunity For personal use only • The trial order received from Oil sands market Regulatory drivers Syncrude (ref ASX 3 March 2020) is a significant new business 1.3 trillion litres of tailin

  17. Slide 17: Outlook

    For personal use only Outlook SCIDEV Investor Presentation - March 2020 17

  18. Slide 18: The outlook

    The outlook SciDev has a strong growth pipeline and is well positioned to deliver sustainable growth in solid-liquid For personal use only separation. Drive our revenue line through the execution of a well-structured business development pipeline in the mineral processing, oil & gas, construction an

  19. Slide 19: Appendix

    For personal use only Appendix SCIDEV Investor Presentation - March 2020 19

  20. Slide 20: SciDev: people

    SciDev: people SciDev’s products are backed up with expert support from our technical personnel, with a combined experience of several decades in For personal use only the field. We can determine the best chemistry for a particular application and assist customers in optimising dosing and performanc

  21. Slide 21: Nuoer Strategic partnership

    Nuoer Strategic Strategic partnership with Nuoer group delivers supply chain security & leverage. partnership For personal use only In February 2019, SDV signed a binding Heads of Agreement (HOA) to acquire the exclusive distribution and marketing rights in Australia and Oceanic countries for polyme

  22. Slide 22: Disclaimer

    Disclaimer Important Information For personal use only 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

  23. Slide 23: Contact

    For personal use only Contact CEO & MD Company Secretary Lewis Utting Heath Roberts Investor Relations Craig Sainsbury craig.sainsbury@marketeye.com.au 0428 550 499 www.scidev.com.au

SciDev — Q3 FY2020 Earnings Presentation on 6ix