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SDV, SCIDEV LTD
nipper
post Posted: Feb 28 2021, 12:43 PM
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Posts: 8,311
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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

Said 'Thanks' for this post: veeone  
 
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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Posts: 8,311
Thanks: 2672


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



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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
 
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.


Said 'Thanks' for this post: veeone  
 
veeone
post Posted: Oct 19 2020, 11:20 AM
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Posts: 5,058
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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.

 
rozz
post Posted: Aug 20 2020, 09:32 AM
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In Reply To: rozz's post @ Jul 10 2020, 12:57 PM

https://www.asx.com.au/asxpdf/20200820/pdf/...ptjnrbdbwtm.pdf

 


rozz
post Posted: Jul 10 2020, 12:57 PM
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In Reply To: rozz's post @ May 11 2020, 09:41 PM

Sleeping giant...awakens.

 
rozz
post Posted: May 11 2020, 09:41 PM
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In Reply To: rozz's post @ Oct 29 2019, 01:57 PM

Insiders buying on market after some impressive announcements.
About to break the dollar mark for the first time.
Will become a market darling imo.

 
rozz
post Posted: Oct 29 2019, 01:57 PM
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In Reply To: rozz's post @ Oct 7 2019, 07:05 PM

https://www.livewiremarkets.com/wires/scide...he-water-stocks


Said 'Thanks' for this post: nipper  
 
rozz
post Posted: Oct 7 2019, 07:05 PM
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In Reply To: rozz's post @ Jan 13 2018, 03:37 PM

Nomura buying and building a large holding.
Company has finally turned a corner .
more contracts to come.

 
 


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