SCIDEV LTD — Investor Presentation 2019

Nov 20, 2019

Wilsons' Rapid Insight Conference

November 2019

Next-generation technology for solids-liquid separation in mining, water and wastewater

SciDev is a leader in the development and application of both chemistry and process control for solids-liquid separation.

SciDev brings together world-class technology, chemistry, management and manufacturing capabilities to solve pressing operational and environmental issues for the minerals processing, tailings, water treatment and Oil & Gas markets

CORPORATE SNAPSHOT

Our focus is on ensuring water is not a waste product in processing industries

SciDev develops' and manufactures a range of bespoke Maxiflox® chemistries

SciDev's Optiflox® technology analyses and measures the key parameters in the industrial process

Our chemicals are inert and provide a clean and sustainable solution

SciDev's technology is applicable across a range of sectors including mineral processing, construction, dairy and oil & gas

S C I D E V I N V E S T O R D E C K

SciDev offers a unique exposure to the ASX chemical technology sector by providing clean and sustainable solid-liquid separation technology

SCIDEV: TECHNOLOGY

SciDev's bespoke solutions and professional services deliver sustainable coagulant and flocculant dosage optimisation reducing the associated costs and the elimination of poor performance

SciDev generates revenue from chemical sales and our operating systems.

Our technology can be utilised in a range of industries including mineral processing, tailings, water treatment, construction, dairy and oil & gas sectors

SciDev provides world-class coordinated technology and chemical solutions for solids-liquid separation.

OptiFlox® is a patent pending technology that continuously analyses & measures key parameters in industrial process streams. The technology supports our key chemistries (MaxiFlox®)

4 Our range of proprietary chemicals & polymers deliver highly effective solutions to a range of industries

THE STRATEGIC OPPORTUNITY

The global opportunity for SciDev's products is significant

The chemical industry has experienced a period of consolidation which has created large industry competitors that are focussed on centralised manufacturing with reduced service levels

Our world-class technical staff and our bespoke solutions will allow SciDev to increase penetration into the market

SciDev technologies can be applied as a solution to a range of solidliquid problems across multiple industries on a global basis.

GLOBAL MARKETS INDUSTRY DRIVERS

Mineral processing $2bn

Municipal water treatment $5bn

Industrial water treatment $1bn

COMPETITOR INSIGHTS

Large industry competitors have consolidated and are now focused on centralised manufacturing with reduced service levels.

$43B USD $9B EUR $127B USD $58B EUR

RECENT ACHIEVEMENTS

Strong financial position following placement and rights issue Q1 2019

Contract win

Commercial trial

Management changes

Strategic alliance

S C I D E V I N V E S T O R D E C K

SciDev has delivered several significant milestones in the past 12 months.

2018

Secured strategic partnership with Sinoz Group of companies – a globally significant manufacturer of mining reagents

Strategic alliance with Nuoer Group of China – the worlds 2nd largest producer of water based polymer products

Lewis Utting announced as new CEO and Managing Director Apr 19

Awarded an AUD$1.08m contract to provide friction reducers in to the US shale industry. First contract in the Oil & Gas sector

Aug 19 Awarded a 3 year contract with Iluka Resources for delivery of MaxiFlox® chemistry to the Jacinth–Ambrosia mine. AUD$8-12m contract over term

Sep 19 Appointed to oversee and manage Nuoer China Chemical supplies in to the Ramu Nickel project in PNG

Oct 19 Acquired ProSol Australia Pty Ltd for AUD$1.9m strengthening SDV's position in the Hunter Valley Coal fields

FINANCIAL POSITION

SciDev is in a strong financial position to continue to advance opportunities in our growth pipeline

Our aim is to maintain a positive balance sheet to provide flexibility for growth

Recent announcement of a contract win with Iluka Resources (A$8-14m over 3 years) and into the US oil & gas industry A$1m provide ongoing revenue streams

SciDev has a robust balance sheet, growing revenues and an ongoing focus on cost control.

SCIDEV: PEOPLE

SciDev's products are backed up with expert support from our technical personnel, with a combined experience of several decades in the field. We can determine the best chemistry for a particular application and assist customers in optimising dosing and performance on site.

SCIDEV BOARD CEO & MANAGING DIRECTOR TREVOR JONES LEWIS UTTING CHAIRMAN NON-EXECUTIVE SIMONE WATT JON GOURLAY NON-EXECUTIVE DIRECTOR HEATH ROBERTS COMPANY SECRETARY

DIRECTOR

EXECUTIVE MANAGEMENT TEAM

S C I D E V I N V E S T O R D E C K

THE OUTLOOK

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

Drive our revenue line through the execution of a well structured business development pipeline in the mineral processing, oil & gas, construction and waste water sectors

Build upon the Company's momentum in the Australian coal industry, transitioning across application, mineral types and key industry players with our OptiFlox® technology

Further develop the opportunities presented through SciDev (US) LLC into the US oil & gas sector

Extend our technology into the precious metal and base metal sectors throughout Australia and Asia, while looking for other opportunities in currently unrealised sections of the mineral processing value chain

Renew our effort in the Australian water and wastewater sector with strategic partnerships and licensing opportunities with global operators and key end users

Deliver upon our recent agreement with Iluka in the mineral sands sector delivering value and further developing this relationship

Continue to strengthen and leverage our relationship with Nuoer through joint marketing and R&D efforts in key market areas

CORPORATE SNAPSHOT

CORPORATE OVERVIEW
ASXcode	SDV
Market cap(at $0.69 per share)	$87m
Shares on issue	126m
Options on issue(exercisable at $0.25 –exp. 11/19)(exercisable at $0.12 –exp. 07/22)(exercisable at $0.10 –exp. 07/22)	1.20m3.35m2.00m
Cash in bank	$4.8m
Working capital facility	$0.5m

MAJOR SHAREHOLDERS	% held
Nuoer Group	7%
SinozGroup	5%
Board and Management	5%
Institutional	11%
Retail	72%

BOARD MANAGEMENT

Chairman	Trevor Jones
ManagingDirector	Lewis Utting
Non-ExecutiveDirector	Simone Watt
Non-ExecutiveDirector	Jon Gourlay
Company Secretary	Heath Roberts

STRATEGIC INVESTORS

Leading Chinese chemical company. SciDev have exclusive marketing rights in Oceania and globally for key target end users and industries

Globally significant manufacturer & supplier of mining reagents. Offers a highly complimentary portfolio to SciDev and ability to leverage customer relationships

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

Managing Director & CEO Lewis Utting +61 2 9622 5185

Heath Roberts +61 2 9622 5185

Investor Relations Craig Sainsbury Market Eye Company Secretary craig.sainsbury@marketeye.com.au

S C I D E V I N V E S T O R D E C K

www.scidev.com.au