Scidev Ltd · ASX:SDV
Scidev — Shareholder Meeting (November 2023)
18 slides from Scidev's shareholder meeting presentation, Nov 21, 2023
Slide 1: 2023 Annual General Meeting
For personal use only 2023 Annual General Meeting 21 NOVEMBER 2023 Vaughan Busby CHAIR Seán Halpin CHIEF EXECUTIVE OFFICER SciDev Ltd | AGM 2023 1
Slide 2: About SciDev
About SciDev Delivering Innovative Solutions for a SciDev is committed to our SciDev Board and Senior sustainable future people, the environment Management Team and our communities For personal use only Our solutions allow clients to recycle and reuse water, improve operational efficiencies 1. Worki
Slide 3: FY23 Highlights
For personal use only 01 FY23 Highlights SciDev Ltd | AGM 2023 3
Slide 4: FY23 Highlights
FY23 Highlights For personal use only 0 25% RECORD ADJUSTED REVENUE EBITDA A$ 89.9m A$ 4.1m LTIFR 2023 GENDER DIVERSITY REVENUE GOWTH ADJUSTED EBITDA GROWTH > 7bn 30 62% + 111% LITRES WATER TREATED TO DATE PFAS IMPACTED SITES REMEDIATED TO DATE CASH AND CASH NEW CONTRACTS EQUIVALENTS SECURED A$ 7.7m
Slide 5: Sustained Momentum into FY24
Sustained Momentum into FY24 For personal use only Revenue and Cash Receipts (A$m) Q1FY24 Financial $48.7 $49.5 Highlights $46.5 $40.3 • Q1 Revenue of $32.7 $31.3 $26.0 A$21.6m and $24.3 $22.2 $24.1 cash receipts of $23.9 $13.8 $25.1 $12.8 A$19.3m $3.7 $5.5 • Stable Q1 Gross H1FY20 H2FY20 H1FY21 H2F
Slide 6: FY23 Operational Highlights
Water Technologies Chemical Services FY23 • Operated on ten PFAS treatment projects, generating • Awarded contracts with Iluka Resources with a total contract Operational A$7.8m in revenue value of over A$28m For personal use only • Awarded an O&M contract for • Three-year contract Highlights 98 rem
Slide 7: Competitive Advantage
02 For personal use only Competitive Advantage SciDev Ltd | AGM 2023 7
Slide 8: Chemical Services
Chemical Services Engineered performance solutions to recycle, reuse and minimise water consumption in the Oil & Gas and Mining & Mineral Processing sectors. For personal use only What we do Growth Opportunities Our Clients • Development of • Increasing clean water specialty chemistry requirements a
Slide 9: MaxiFlox - Mineral Sands Tailings
MaxiFlox® - Mineral Sands Tailings THE PROBLEM Flocculant usage and overall treatment costs were the second largest on-site consumable For personal use only spend THE CHALLANGE • Process water quality with high salinity levels, adversely impacting the dissolution proprieties of the polymer and inhib
Slide 10: Water Technologies
Water Technologies Specialised water treatment solutions that remove harmful contaminants from groundwater, surface water and industrial liquid waste. For personal use only What we do Growth Opportunity Our Clients • Develop and deliver • Increased global tailored permanent, regulation, is driving t
Slide 11: FluorofIX - PFAS Contaminated Surface Water
FluorofIX™ - PFAS Contaminated Surface Water THE PROBLEM A blue-chip Australian mining client had issues with surface water contaminated by per- and poly- For personal use only fluoroalkyl substances (PFAS) at one of their operations. The source of contamination was due to the historical usage of Aq
Slide 12: Our Technology
Our Technology SciDev's innovative technical capability and proprietary technologies deliver real value to our clients For personal use only Chemical Services Water Technologies SciDev continues to innovate and deliver a Designs and delivers specialised range of chemistry solutions to our clients wa
Slide 13: Outlook
For personal use only 03 Outlook SciDev Ltd | AGM 2023 14
Slide 14: FY24 Priorities
FY24 Priorities For personal use only With a growing portfolio of Ongoing focus on the health and safety of all our employees major new contracts and strong customer demand across our end markets, SciDev Delivery of Water Technologies pipeline of contracted works with a focus is well positioned to c
Slide 15: Proxy Voting Summary
Proxy Voting Summary For personal use only SciDev Ltd Annual General Meeting Tuesday, 21 November 2023 SciDev Ltd | AGM 2023 16
Slide 16: Contact
For personal use only Contact CHIEF EXECUTIVE OFFICER Seán Halpin +61 (0) 2 9622 5185 INVESTOR RELATIONS Craig Sainsbury craig.sainsbury@automicgroup.com.au +61 (0) 428 550 499 www.scidev.com.au SciDev Ltd | AGM 2023 17
Slide 17: SciDev Snapshot
SciDev Snapshot SCIDEV BOARD Corporate overview For personal use only ASX code SDV Market cap (at $026 per share) A$50m Vaughan Busby Simone Watt Jon Gourlay Dan O’Toole Heath Roberts Non-Executive Non-Executive Non-Executive Non-Executive Company Shares on issue (at 21 NOV 2023) 189.8m Chair Direct
Slide 18: Important Information
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 decision.