Scidev Ltd · ASX:SDV

Scidev — Shareholder Meeting (November 2020)

14 slides from Scidev's shareholder meeting presentation, Nov 10, 2020

  1. Slide 1: Annual General Meeting - Chairman

    For personal use only SciDev Ltd Annual General Meeting 10th November 2020 Trevor Jones CH AI RMAN

  2. Slide 2: Making water work harder

    Making water For personal use only SciDev’s FY20: work harder SciDev solves operational and REV EN U E environmental issues relating to A$18m Rheology Friction water across multiple global Modifiers Reduction industrial markets. Defoamers Completion Fluids Our products and services are backed by exp

  3. Slide 3: Annual General Meeting - Managing Director & CEO

    For personal use only SciDev Ltd Annual General Meeting 10th November 2020 Lewis Utting MANAG I NG D I RE CTOR & CH I E F E XE CUTI VE OF F I CE R

  4. Slide 4: A focused yet rapidly growing company

    A focused yet For personal use only rapidly growing company In the last 12 months, SciDev has generated its growth through targeted business development The business has scaled accordingly and seamlessly managed significant revenue growth, strong organic growth A$18m A$11.5m 60+ FY2020 ORGANIC GROWT

  5. Slide 5: SciDev Snapshot

    For personal use only SciDev Snapshot SCIDEV BOARD Corporate overview ASX code SDV Market cap (at $0.74 per share) $112m Shares on issue 152m Cash at bank $5.6m1 Trevor Jones Lewis Utting Simone Watt Jon Gourlay Heath Roberts Working capital facility $8.6m2 CHAIRMAN CEO & MD NON-EXECUTIVE NON-EXECUT

  6. Slide 6: SciDev targets four global key verticals

    SciDev target For personal use only four global Mining & Mineral Infrastructure Water & key verticals Processing Oil & Gas & Construction Wastewater Mining & Mineral SciDev SciDev is an industry Engineered Reduce costs and Leading supplier of Solutions leader in solids-liquid performance solutions o

  7. Slide 7: The market opportunity & competitive landscape

    For personal use only The market opportunity THE MARKET & competitive landscape COMPETITION $100bn SciDev is focused on fine particle separation chemistry Global Commodity (colloid chemistry), which is a US$11 billion sector within the Chemistries broader US$100bn global commodity chemistry market.

  8. Slide 8: How We Win: recent field validation and contract wins

    ANNUALISED REVENUE For personal use only REVENUE 0–3 MONTHS 3–6 MONTHS 6–12 MONTHS 12–18 MONTHS Project Professional Services Field Product and Commercial targeting development & tender Validation service review contract Recent Field Validation Work Recent Significant Contract Wins Syncrude Field qu

  9. Slide 9: Financial Highlights

    FY20 Q 1 FY21 Q 1 FY21 REVENUE REVENUE GROSS PROFIT For personal use only Financial A$18m A$9.4m 25% Highlights AT 17% GROSS PROFIT +755% $9.40 Record quarterly sales of A$9.4m in Q1 FY21 $8.10 $7.30 $5.70 $5.50 $5.60 Working capital position was strengthened post $4.40 the end of FY20 with A$9.6m o

  10. Slide 10: Outlook

    For personal use only Outlook SAFETY REVENUE RELATIONSHIP SECTOR Ensure the safety of Continued focus on Progress commercial Capitalise on our all SciDev staff revenue growth and discussions post field position in the North SciDev has a strong cash conversion validation of SciDev American oil and ga

  11. Slide 11: 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

  12. Slide 12: 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

  13. Slide 13: SciDev 2020 AGM - Proxy Results

    SciDev 2020 AGM – Proxy Results For personal use only Resolution Description For Against Discretion Excluded Abstain 1 Adoption of Remuneration 50,379,832 162,255 2,490,688 854,628 25,547 Report 2 Re-election of Trevor Jones as 50,798,338 73,824 2,489,288 0 551,500 Director 3 Re-election of Simone W

  14. Slide 14: SciDev's Finance: Financial Overview

    SciDev’s FINANCE For personal use only 1Q FY21 Financial Overview Highlights: A$000 FY20 FY19 % CHANGE Gross Profit Revenue Other Income 18,061 589 2,921 336 518% 75% 25% Versus 17% in FY20 Raw Materials, Consumables, Change in Inventory -14,765 -2,005 636% Employee expenses -2,791 -1,330 110% Stron

SciDev — Shareholder Meeting (November 2020) on 6ix