Scidev Ltd · ASX:SDV
Scidev — Goldman Sachs Conference 2020
22 slides from Scidev's conference presentation, May 12, 2020
Slide 1: Investor Presentation Goldman Sachs Conference May 2020
For personal use only Investor Presentation Goldman Sachs Conference May 2020
Slide 2: Next-generation technology for solids-liquid separation
For personal use only Next-generation technology for solids-liquid separation in mining, construction, water and wastewater SciDev brings together world-class technology, chemistry, management and manufacturing capabilities to solve pressing operational and environmental issues for the Mining, Const
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 $0.80 per share) $113m Professional Engineering Bespoke Shares on issue 141m Services Chemistry
Slide 4: Financial highlights
For personal use only Financial highlights SCIDEV Investor Presentation - May 2020 4
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 3Q FY20 3Q FY20 Net cash from Cash at bank • First cashflow positive quarter in Revenue Operations at end 3Q FY20 March 2020 delivering A$0.7m • Recor
Slide 6: SciDev's business
For personal use only SciDev’s business SCIDEV Investor Presentation - May 2020 6
Slide 7: 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
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
Slide 9: Business overview
For personal use only Business overview SCIDEV Investor Presentation - May 2020 9
Slide 10: 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 $
Slide 11: Business development activities
Business development activities SciDev has delivered several significant new business opportunities across a range of industries. For personal use only Strategic alliance with US$0.5m product order from Strategic acquisition of US$1.4m product order PRC Based JV with Nouer Nuoer Group of China – A$4
Slide 12: 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 • Initial US$5m acquisition Immediate access The US onshore oil and gas market represents a potential US$2bn market in production & •
Slide 13: 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 recyc
Slide 14: 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
Slide 15: Nuoer strategic partnership
Nuoer Strategic Strategic partnership with Nuoer group delivers supply chain security & leverage. partnership For personal use only SciDev strengthened the relationship with Nuoer Group by entering a new joint venture (the new JV) to accelerate global growth initiatives (signed April 2020) The new J
Slide 16: Outlook
For personal use only Outlook SCIDEV Investor Presentation - March 2020 16
Slide 17: 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
Slide 18: Appendix
For personal use only Appendix SCIDEV Investor Presentation - March 2020 18
Slide 19: 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
Slide 20: 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
Slide 21: 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
Slide 22: 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