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SDV, SCIDEV LTD
nipper
post Posted: Apr 9 2021, 03:31 PM
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In Reply To: nipper's post @ Mar 29 2021, 08:41 AM

SDV has made it to $1.00.... was 70c late March when the Haldon acquisition was announced



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

Said 'Thanks' for this post: Rod  
 
nipper
post Posted: Mar 29 2021, 08:41 AM
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SciDev to Acquire Haldon Industries extending its presence in the Water and PFAS sector


..Strategic acquisition of Haldon Industries Pty Ltd, an Australian based environmental engineering solutions company focused on the water and persistent organic pollutant sectors; the acquisition will have a maximum consideration of A$16.9m, with Equity on completion and Cash subject to future milestones.


..SciDev shares will be issued to Haldon principals at A$0.80 per share with a cash payment of A$1.7m on completion subject to a working capital adjustment. Additional cash payments will be made from Haldon delivered cashflow pending FY21, FY22 and FY23 performance and is subject to revenue and minimum EBITDA targets.


..Haldon have a created a strong presence providing innovative solutions in the Per- and Polyfluoroalkyl (PFAS) market in Australia via their mobile treatment plants. Haldon's PFAS solution is world class removing PFAS to undetectable levels while reducing the waste volume by c.20,000 times, which is 100 times greater than existing commercial alternatives.


..In FY20 Haldon delivered A$8.13m of revenue and generated an EBITDA of more than A$3m on an unaudited, cash basis. Haldon's people, products and services are highly complementary to SciDev. Haldon founders Sean Halpin and Jake Reardon to take senior leadership roles with SciDev and the remaining Haldon employees to join operational roles in the water segment.


..The acquisition of Haldon provides SciDev with presence and scale in the infrastructure, and water and wastewater verticals via Haldon's key services of water treatment, remediation, groundwater dewatering and onsite liquid waste treatment.



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
veeone
post Posted: Mar 11 2021, 08:04 AM
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More good news this week

SciDev Limited (ASX:SDV; SciDev, or the Company) is pleased to announce that it has signed a contract
for supply of its MaxiFlox chemistry with SLN, a subsidiary of Eramet, the world’s number one producer
of ferronickel, a key raw material input to the stainless steel market.
The commercial supply will begin in FY21 for SLN’s Nepoui and Tiebaghi nickel operations. SciDev
progressed through laboratory and field qualifications in early FY21. The Company’s MaxiFlox®
chemistry and OptiFlox® technology will be used onsite to improve operational efficiency and water
use.

 
veeone
post Posted: Mar 11 2021, 07:55 AM
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In Reply To: nipper's post @ Mar 10 2021, 11:54 AM

Having secured a one week trial with one of the world’s largest resource companies, water tech company SciDev (ASX: SDV) now has a foot in the door at Fortescue Metals Group (ASX: FMG) with hopes of scaling the engagement to something more long-term.

SciDev’s trial comes following a competitive tender process where Fortescue sought water treatment solutions at its Solomon Hub in the Pilbara Region of Western Australia.

While the trial is valued at $60,000 the opportunity it presents SciDev is significantly larger if the trial of their MaxiFlox® chemistry goes well.

Full Article

https://www.thesentiment.com.au/scidev-hopi...cue-engagement/

 
nipper
post Posted: Mar 10 2021, 11:54 AM
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SDV will participate in a commercial trial with Fortescue Metals Group Limited (ASX:FMG; Fortescue), one of the world's leading producers of iron ore. The trial will be conducted at Fortescue's Solomon Hub, located in the Pilbara region of Western Australia.


SciDev progressed through a competitive tender process and have been invited to participate in a oneweek field qualification trial, representing A$60,000 in revenue. The field qualification will focus on the performance of the MaxiFlox® chemistry under plant operating conditions.
QUOTE
Commenting on the field qualification, SciDev Managing Director and Chief Executive Officer, Lewis Utting said: The agreement with Fortescue further extends the presence of SciDev chemistry and services across major mining projects in Australia. With water being a premium commodity in the Pilbara, SciDev technology can add real benefit to our customers as well as reduce their environmental footprint. The continued growth of SciDev and our ability to work with and service major mining companies such as Fortescue highlights the caliber of the SciDev team in executing the technical and commercial evaluations with our customers.




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Feb 28 2021, 12:43 PM
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1HFY21 REVENUE A$18.3m .. YOY+300%
CASH AT BANK (31 DEC 2020) A$7.1m


Recent Significant Contract Wins
..Shell .... Secondment of HFT staff to Shell to provide product development support
..FloTeck ... Partnership to deliver friction reducing chemistries to a major US E&P producer
..Melbourne Metro ... Provision of chemistry and professional services on Melbourne Metro Tunnel
..Iluka ... 3year contract at Jacinth Ambrosia minerals sands operation
..YanCoal ... Ongoing activity within the Hunter Valley coal fields

Recent Field Validation Work
..Syncrude ... Field qualification at one of Canada's largest oil sands producers
..BHP ...... Field validation at Olympic Dam copper mine
..OZ Minerals ... Provision of chemistry for Prominent Hill copper mine
..Eramet ... Provision of chemistry and technology in New Caledonia
..MMG ..... Continuous validation work with Las Bambas copper mine




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

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rozz
post Posted: Oct 26 2020, 06:58 PM
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In Reply To: nipper's post @ Oct 19 2020, 02:24 PM

https://twitter.com/search?q=%24SDV&src...lick&f=live


Said 'Thanks' for this post: veeone  
 
nipper
post Posted: Oct 19 2020, 02:24 PM
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In Reply To: rozz's post @ Oct 19 2020, 12:38 PM

Interesting opportunity:

Large industry competitors have consolidated and are now focused on centralised manufacturing with reduced service levels
QUOTE
▪ The chemical industry has experienced a period of consolidation, with suppliers removed from customers
▪ This has created large industry competitors that are not customer focussed, rather focussed on product manufacturing with reduced customer service levels

as you say, tricky during Covid times



--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
rozz
post Posted: Oct 19 2020, 12:38 PM
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In Reply To: veeone's post @ Oct 19 2020, 11:20 AM

If not for covid this company would be trading at well over a dollar.
Even with all the restrictions Scidev has performed remarkably well.
Management and staff are doing an excellent job for shareholders.
AUSTRALIAN SUPER as well as another large Australian fund have recently become large investors.
The company has so many verticals where it can deliver on, revenue will continue to rise even during these times.
Once things return to some sort of normality Scidev will become a top 200 asx company in rapid time.


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veeone
post Posted: Oct 19 2020, 11:20 AM
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Annual report Today

The focus for SciDev and the management team through the FY21 financial year is:
• Continue ensuring the safety of all SciDev Ltd staff through COVID-19 pandemic.
• Driving revenue growth through the execution of SciDev’s business development pipeline across its target verticals, complemented by
a strong focus on cash generation and tight cost controls.
• Upgrading the Kings Park manufacturing facility to build capacity for the supply of SciDev chemistry into the domestic infrastructure
and mineral processing sectors.
• Capitalising on the strategic JV with Nuoer China, targeting State- Owned operations outside of the PRC.
• Continue to develop supply chains across several sectors and geographies, particularly in North and South America.
• Building on momentum in the construction sector globally and look for opportunities to integrate into operations.
• Expanding our presence in coal and oil & gas in North America and progressing COVID-19 impacted projects.
• Accelerating initiatives in the Australian water and waste water sector.
• Extending SciDev’s technology in the precious metal and base metal sectors.
• Continuing to progress discussions with strategic technology partners.

 
 


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