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SCIDEV LTD Investor Presentation 2021

Feb 7, 2021

65761_rns_2021-02-07_ed457d54-967d-4a09-9327-cb1388958681.pdf

Investor Presentation

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Investor Presentation 1H FY21

Lewis Utting

MANAGING DIRECTOR & CHIEF EXECUTIVE OFFICER

Making Water Work Harder

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.

+300%YOY

CASH AT BANK (31 DEC 2020)

SciDev target four global key verticals

Mining & Mineral Processing

Oil & Gas

Infrastructure & Construction

Water & Wastewater

Addressable

Market

1H FY21 Annualised Revenue

Mining & Mineral Processing Oil & Gas Infrastructure

SciDev is an industry leader in solids-liquid separation in the mining and mineral professing sector.

US $2bn

Global mineral processing chemistry market.

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

US $2bn

Specialty and production chemical market in US oil and gas industry.

& Construction

Reduce costs and operational downtime in the infrastructure and construction 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.

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.

SciDev has significant opportunity for growth.

8/02/2021

SCIDEV | INVESTOR PRESENTATION

Operational Highlights

Rrecovering activity in US Oil & Gas sector

Continued business development activities across all sectors

BHP Olympic Dam field validation commenced

Mineral Processing

  • The Company continued to execute supply and services into all major customers such as Iluka, Yancoal, Glencore and Peabody
  • The BHP Olympic Dam field validation commenced with a smooth transition to our MaxiFlox technology
  • Several projects across coal, nickel, copper, gold & iron ore progressing to commercial discussions with updates likely in 2HFY21

Infrastructure & Construction

  • Works continue on CYP Design and Construction Joint Venture on the Melbourne Metro Tunnel
  • Bespoke work enables effective dewatering and disposal of solid waste
  • The bespoke SciDev approach will be utilised for the second drive on the Melbourne Metro Tunnel project over early CY2021

Oil & Gas

  • Drilling activities in the US Oil & Gas sector continue to improve with A$6.9m in sales for the half
  • A major European Oil Company has seconded HFT staff to provide product development and application support for new environmentally friendly oilfield performance chemistry
  • Activities in the Canadian oilsands industry are on track with progress outcomes to be reported in CY 2021

Water & Wastewater

  • SDV continues to participate in a major national tender with a key industry service provider
  • Development of tender process has been delayed due to COVID 19

Business Development Pipeline

W H E R E W E C R E A T E I M P A C T

8/02/2021

SciDev Outlook

SCIDEV | INVESTOR PRESENTATION 10

W H A T W E ' R E F O C U S S I N G O N

Outlook

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

S A F E T Y Ongoing focus on the health and safety of all our employees

R E V E N U E

Continued focus on increasing sales and cash conversion in all regions

R E L A T I O N S H I P

Progress commercial discussions post field validation of SciDev chemistry

T E C H N O L O G Y Continue discussions with technology partners in North America and Europe

sector

S E C T O R

Capitalise on our position in the North American oil and gas

G R O W T H Ongoing assessment of strategic growth opportunities globally

The Appendix

SCIDEV | INVESTOR PRESENTATION 12

T H E I N F O Y O U M I G H T N E E D

Bespoke chemistries & engineering solutions

Every business we work with around the world is unique. At SciDev, our philosophy is to dig deep in order to understand the specific requirements of each customer.

The addition of polymers act like liquid magnets for fine particles combining them into larger particles.

Larger particles combine and separate, allowing the treatment plant to reuse the fresh water, decrease their environmental impact and save money.

SciDev Snapshot

Corporate overview
ASX code SDV
Market cap (at $0.73 per share) $112m
Shares on issue 153m
Cash at bank $7.1m1
Working capital facility $7.9m2
Major shareholders3 % held
Nuoer Group 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 Jamiel Muhor

  1. CFO As at 31 December 2020

  2. Drawn $1.1m at 31 December 2020

  3. As at 2 November 2020

Jon Gourlay NON-EX ECU TIVE DIRECTOR

Heath Roberts COMPA NY S ECRETA RY

Lewis Utting CEO & MD

Simone Watt NON-EX ECU TIVE DIRECTOR

John Fehon

Kevin Smith PRES IDENT H FT

BU S INES S DEVEL OPMENT

Jeffrey Zhiang MA RKETING & S TRA TEGY DIRECTOR

Ben Gill TECH NICA L DIRECTOR

Divisional Overview

H O W W E D O I T

Mining & Mineral Processing

Industry leader in solids-liquid separation with a core focus on coal, copper, mineral sands and nickel laterite.

A D D R E S S A B L E M A R K E T US$2bn

KEY SERVICES

Industry leader in solid—liquid separation

Maximise performance of mineral process systems

Minimise water waste into the tailings circuit

OUR CUSTOMERS INCLUDE

  • Iluka
  • BHP
  • Yancoal Australia
  • Peabody

Get better quality water output with Optiflox(P) &

SciDev technology enhances mineral processing performance.

  • Coagulation and Flocculation allows fine solids to be separated from the fluid
  • Solids-liquid separation allows for enhanced water recovery
  • Discharge water can be recycled within the processing plant

OPTIFL OX(P ) M A X I M I S E S P R O D U C T I V I T Y A ND R E D U C E S R E V E N U E L O S S

Which results in:

Maxiflox(P)

8/02/2021

Oil & Gas

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

1 H F Y 2 1 A N N U A L I S E D R E V E N U E A$14m

A D D R E S S A B L E M A R K E T US$2bn

KEY SERVICES

Provide superior friction reduction capabilities

Increasing the use of

Reduce costs by improving operational performance

OUR CUSTOMERS INCLUDE

  • Exxon
  • Shell
  • Nextier
  • Innospec

of oil, five barrels of water are produced.

For every

single barrel

SciDev friction reducers work in high-brine water and minimise fresh water requirements.

  • Makes it easy to produce more oil and less water
  • Allows you to work within increasing environmental regulations
  • Produce less waste and reuse more water

FRES H WA TER U S ED IN TH E U S S H A L E INDU S TRY H A S R I S E N 7 7 0 % S I N C E 2 0 1 1 .

Infrastructure & Construction

Reduce the cost and operational downtime associated with bespoke solutions for water management.

1 H F Y 2 1 A N N U A L I S E D

A D D R E S S A B L E M A R K E T US$1bn

KEY SERVICES

OUR CUSTOMERS INCLUDE

  • Melbourne Metro Tunnel
    • Sydney Metro

Improve spoil, sludge and water management

Maximise the efficiency

of Tunnel Boring

Reduce handling and

SciDev chemistry aids water separation enhancing operational efficiencies and lower disposal costs.

  • Separates solids from water for better outcomes
  • Reduce operational and handling challenges
  • Decreases spoil and sludge management

A V O I D O P E R A T I O N A L A N D H A N D L I N G C H A L L E N G E S WITH S CIDEV CH EMIS TRY

Which results in:

Water & Wastewater

Leading supplier of products for the treatment of water and wastewater.

1 H F Y 2 1 A N N U A L I S E D A$2m

A D D R E S S A B L E M A R K E T US$6bn

Improving outcomes within existing budgets

Specialist chemical treatments

Improved system performance

KEY SERVICES OUR CUSTOMERS INCLUDE

  • EnviroPacific
  • Veolia
  • CSR
  • Mauri (GWF)

Large municipal water treatment opportunities are based on population density.

SciDev chemistry solutions are

specifically designed for the treatment of wastewater and biological sludges.

  • SciDev create specifically designed coagulants and flocculants
  • These increase the concentration of waste solids in water
  • Creating more accessible water at a better cost outlay

SCI D E V I S CU RRE NT L Y OP E RA T I NG W I T H I N T H E M U N I C I P A L A N D F O O D S E C T O R S

Which results in:

8/02/2021

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

[email protected]

0428 550 499