SCIDEV LTD — AGM Information 2020

Nov 9, 2020

SciDev Ltd Annual General Meeting 10th November 2020

Trevor Jones

CHAIRMAN

Making water work harder

SciDev solves operational and environmental issues relating to water across multiple global industrial markets.

Our products and services are backed by expert support from our highly experienced team.

REVENUE A$18m REVENUE GROWTH SciDev's FY20:

+518% YOY

CASH AT BANK (AS AT 30 SEPT 2020)

A$5.6m

SciDev Ltd Annual General Meeting 10th November 2020

Lewis Utting

MANAGING DIRECTOR & CHIEF EXECUTIVE OFFICER

A focused yet 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 and customer acquisition.

SciDev Snapshot

Corporate overview
ASX code	SDV
Market cap (at $0.74 per share)	$112m
Shares on issue	152m
Cash at bank	$5.6m1
Working capital facility	$8.6m2

Major shareholders3	% held
NuoerGroup	6%
Board and Management	8%
Institutional	21%
Retail	65%

Nuoer Group: Leading Chinese chemical company. SciDev has exclusive marketing rights in Oceania and support globally for key target end users and industries

1. As at 30 September 2020 2) Drawn $1.1m at 30 September 2020 3) As at 27 July 2020

S C I D E V B O A R D

Jon Gourlay NON-EX ECU TIVE DIRECTOR

Heath Roberts COMPA NY S ECRETA RY

Trevor Jones CH A IRMA N

Lewis Utting CEO & MD

Simone Watt NON-EX ECU TIVE DIRECTOR

E X E C U T I V E M A N A G E M E N T T E A M

John Fehon CFO

Kevin Smith PRESIDENT HFT

Jamiel Muhor BUSINESS DEVEL OPMENT

Jeffrey Zhiang MARKETING & S TRA TEGY DIRECTOR

TECHNICAL DIRECTOR

SCIDEV | INVESTOR PRESENTATION 5

SciDev target four global key verticals

Mining & Mineral Processing

Oil & Gas

Infrastructure & Construction

Water & Wastewater

2020 Revenue

Addressable

Market

SciDev Solutions Mining & Mineral

SciDev is an industry leader in solids-liquid separation in the Mining & Mineral Processing sector.

US$2bn

Global mineral processing chemistry market

A$10m A$2m A$2m A$3m

Engineered performance solutions to recycle, reuse and minimise oilfield water waste.

US$2bn

Specialty & production chemical market in US Oil and Gas industry

Processing Oil & Gas Infrastructure & Construction

Reduce costs and operational downtime in the Construction & infrastructure sectors.

US$1bn

Infrastructure and construction dewatering chemistry market

Water & Wastewater

Leading supplier of treatment and products for the industrial, F&B, and municipal water sectors.

US$6bn

Municipal and industrial water treatment market

SCIDEV | INVESTOR PRESENTATION 6

The market opportunity & competitive landscape

SciDev is focused on fine particle separation chemistry (colloid chemistry), which is a US$11 billion sector within the broader US$100bn global commodity chemistry market.

There is significant opportunity for growth. Our current operational footprint is as follows:

10/11/2020

Outlook

SciDev has a strong growth pipeline and is well positioned to deliver sustainable growth in solid-liquid separation.

10/11/2020

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 decision. Hence, no representation is made as to the accuracy, completeness or reliability of the information.

In addition, neither SciDev nor any of its subsidiaries, directors, employees, shareholders nor any other person shall have liability whatsoever to any person for any loss, including without limitation from any fault or negligence arising from this presentation or any information supplied in connection with it. This presentation may contain forward-looking statements and projections. These reflect SciDev's current expectations, based on what it believes to be reasonable assumptions.

SciDev gives no warranty or representation as to its future financial performance or any future matter. Except as required by law or ASX listing rules, SciDev is not obliged to update this presentation after its release, even if matters change materially.

This presentation does not constitute financial advice. Further, this presentation is not and should not be construed as an offer to sell or a solicitation of an offer to buy SciDev securities and may not be relied upon in connection with any purchase of SciDev securities.

Contact

www.scidev.com.au

C E O & M D

Lewis Utting

(+61) 2 9622 5185

I N V E S T O R R E L A T I O N S

Craig Sainsbury

craig.sainsbury@marketeye.com.au

0428 550 499

SciDev 2020 AGM – Proxy Results

Resolution	Description	For	Against	Discretion	Excluded	Abstain
1	Adoption of RemunerationReport	50,379,832	162,255	2,490,688	854,628	25,547
2	Re-election of Trevor Jones asDirector	50,798,338	73,824	2,489,288	0	551,500
3	Re-election of Simone Watt asDirector	51,343,853	73,309	2,494,288	0	1,500
4	Ratify Issue of 192,307 Shares	50,003,430	120,453	2,489,288	1,268,279	31,500
5	Ratify Issue of 684,000 Shares	51,265,854	121,308	2,494,288	0	31,500
6	Ratify Issue of 11,349,588 Shares	46,380,486	138,453	1,201,241	6,159,910	31,500
7	Ratify Issue of 7,692,307 Shares	27,955,708	180,453	2,495,143	0	23,281,646
8	Ratify Issue of 436,959 Shares	51,186,854	200,308	2,494,288	0	31,500
9	ASX Listing Rule 7.1A PlacementApproval	51,254,758	115,251	2,494,318	0	48,623

Financial Overview

A$000	FY20	FY19	% CHANGE
Revenue	18,061	2,921	518%
Other Income	589	336	75%
Raw Materials, Consumables, Change in Inventory	-14,765	-2,005	636%
Employee expenses	-2,791	-1,330	110%
Engineering Consultant & Professional Fees	-1,242	-788	58%
Finance Costs	-35	-6	483%
Other Expenses	-2,093	-1,136	84%
Loss Before income tax	-2,275	-2,008	13%
Income tax benefit/(expense)	1,400	-24	-5933%
Loss after Tax	-875	-2,032	-57%
FX Translation	-36
Total Comprehensive Income	-911	-2,032	-55%

SciDev's 1Q FY21 Highlights:

Gross Profit 25%

Versus 17% in FY20

Strong Balance Sheet Working Capital

A$9.4m

AT 30/9/2020

F I N A N C E