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Consensus community valuation
$1.840
Average Intrinsic Value
109.1%
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#Chart breakout
Added 2 weeks ago

SDV has broken out of its range and reached a new 12 month high of $0.99.  Price has gone up from $0.70 only two weeks ago.  Renewed interest in the company after their latest acquisition of Haldon water acquisition

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#1H 21 Result
Added 2 months ago

8 Feb 21: SDV released their 1H21 result.  Revenue was A$18.3m up an impressive +300% yoy.  EBITDA turned positive to $0.94m (from -$0.02m).  Turned a slight profit of $0.43m (from -$0.19m).  Free Cash Flow (FCF) was -$4.9m though which the company attributes to timing issues.  Cash was $7.1m.

At $0.755, the market cap is $107m, which at an annualised Revenue run rate of >$35m, is an EV/Rev of less than 3x.

All the sectors which SciDev target, Mining and Mineral Processing, Oil & Gas, Infrastructure & Construction, Water and Wastewater all have multi billion dollar total addressable markets.

If SDV continue to excute like this half then it will be one to keep an eye on.

(Disclosure - I hold)

 

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#ASX Announcement 8/2/21
Added 2 months ago

SciDev delivers inaugural net profit of A$0.4m

1HFY21 Financial Highlights

~(1HFY20 -A$0.2m)

~ Record half year results;

       ~ sales of A$18.3m (+300% vs 1HFY20  A$6.1m)

       ~ cash receipts from customers of A$15.8m (+290% vs 1HFY20 A$3.8m)

~ Net cash at the end of the period of A$7.1m

~ Strong gross profit margin of 23% (FY20 17%)

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