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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
-
CFO As at 31 December 2020
-
Drawn $1.1m at 31 December 2020
-
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
0428 550 499