View Past PerformanceSciDev バランスシートの健全性財務の健全性 基準チェック /36SciDevの総株主資本はA$47.4M 、総負債はA$3.1Mで、負債比率は6.5%となります。総資産と総負債はそれぞれA$71.2MとA$23.8Mです。主要情報6.49%負債資本比率AU$3.08m負債インタレスト・カバレッジ・レシオn/a現金AU$7.52mエクイティAU$47.43m負債合計AU$23.81m総資産AU$71.24m財務の健全性に関する最新情報分析記事 • Oct 29SciDev (ASX:SDV) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Apr 08We Think SciDev (ASX:SDV) Can Manage Its Debt With EaseSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Dec 22SciDev Limited Ordinary Shares to Be Deleted from Other OTCSciDev Limited Ordinary Shares will be deleted from Other OTC effective from December 22, 2021, due to Inactive Security.すべての更新を表示Recent updatesBuy Or Sell Opportunity • Jul 21Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at AU$0.12. The fair value is estimated to be AU$0.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Jun 29Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 48% to AU$0.10. The fair value is estimated to be AU$0.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Jun 17SciDev Limited Confirms Earnings Guidance for the Fiscal Year 2026SciDev Limited confirmed earnings guidance for the fiscal year 2026. For the year, the company expects revenue of AUD 82 million to AUD 87 million.New Risk • Jun 17New major risk - Revenue and earnings growthEarnings have declined by 34% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 34% per year over the past 5 years. Minor Risk Market cap is less than US$100m (AU$20.0m market cap, or US$14.1m).Buy Or Sell Opportunity • Apr 28Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 76% to AU$0.099. The fair value is estimated to be AU$0.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to decline by 12% in a year. Earnings are forecast to grow by 94% in the next year.New Risk • Apr 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 15% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (15% average weekly change). Market cap is less than US$100m (AU$23.8m market cap, or US$17.0m).Reported Earnings • Feb 27First half 2026 earnings released: AU$0.011 loss per share (vs AU$0 in 1H 2025)First half 2026 results: AU$0.011 loss per share (further deteriorated from AU$0 in 1H 2025). Revenue: AU$48.0m (down 3.8% from 1H 2025). Net loss: AU$2.14m (loss widened AU$2.07m from 1H 2025). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Chemicals industry in Australia. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.お知らせ • Feb 26SciDev Limited Revises Earnings Guidance for the Year 2026SciDev Limited revised earnings guidance for the year 2026. For the year, the company's FY26 Revenue guidance revised to $100 million - $110 million, reflecting: Recently confirmed delay in sales opportunity for xSlik® pushed into FY27. Delays to trial conversions in Process Chemistry confirmed in February. $3 million negative impact from higher AUD:USD on forecast USD revenue.お知らせ • Feb 23SciDev Limited to Report First Half, 2026 Results on Feb 26, 2026SciDev Limited announced that they will report first half, 2026 results on Feb 26, 2026分析記事 • Feb 02Investors Will Want SciDev's (ASX:SDV) Growth In ROCE To PersistDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...New Risk • Jan 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (AU$81.7m market cap, or US$55.2m).分析記事 • Dec 04SciDev Limited's (ASX:SDV) Share Price Boosted 34% But Its Business Prospects Need A Lift TooSciDev Limited ( ASX:SDV ) shares have continued their recent momentum with a 34% gain in the last month alone...New Risk • Nov 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 14% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Market cap is less than US$100m (AU$96.9m market cap, or US$63.4m).分析記事 • Oct 29SciDev (ASX:SDV) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Sep 17SciDev Limited, Annual General Meeting, Nov 20, 2025SciDev Limited, Annual General Meeting, Nov 20, 2025.Reported Earnings • Aug 28Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: AU$0.005 loss per share (down from AU$0.011 profit in FY 2024). Revenue: AU$103.5m (down 5.3% from FY 2024). Net loss: AU$878.0k (down 140% from profit in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Chemicals industry in Australia. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 25SciDev Limited to Report Fiscal Year 2025 Results on Aug 27, 2025SciDev Limited announced that they will report fiscal year 2025 results Pre-Market on Aug 27, 2025分析記事 • Aug 12SciDev (ASX:SDV) Is Looking To Continue Growing Its Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Jun 16SciDev Limited's (ASX:SDV) Prospects Need A Boost To Lift SharesYou may think that with a price-to-sales (or "P/S") ratio of 0.5x SciDev Limited ( ASX:SDV ) is a stock worth checking...Major Estimate Revision • May 08Consensus EPS estimates fall by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from AU$109.1m to AU$103.1m. EPS estimate also fell from AU$0.015 per share to AU$0.011 per share. Net income forecast to grow 66% next year vs 11% growth forecast for Chemicals industry in Australia. Consensus price target down from AU$0.65 to AU$0.60. Share price fell 2.6% to AU$0.37 over the past week.Board Change • Apr 10Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent & Non-Executive Director Dan O’Toole was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Apr 08We Think SciDev (ASX:SDV) Can Manage Its Debt With EaseSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Mar 02First half 2025 earnings released: EPS: AU$0 (vs AU$0 in 1H 2024)First half 2025 results: EPS: AU$0 (in line with 1H 2024). Revenue: AU$49.9m (flat on 1H 2024). Net loss: AU$68.0k (down 219% from profit in 1H 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in Australia. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Jan 31Consensus EPS estimates fall by 48%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from AU$120.6m to AU$109.1m. EPS estimate also fell from AU$0.029 per share to AU$0.015 per share. Net income forecast to grow 29% next year vs 20% growth forecast for Chemicals industry in Australia. Consensus price target down from AU$0.74 to AU$0.65. Share price fell 3.1% to AU$0.47 over the past week.分析記事 • Dec 19SciDev Limited (ASX:SDV) Surges 25% Yet Its Low P/S Is No Reason For ExcitementSciDev Limited ( ASX:SDV ) shareholders would be excited to see that the share price has had a great month, posting a...お知らせ • Nov 21SciDev Limited Announces Resignation of Simone Watt as DirectorAs foreshadowed at today's 2024 Annual General Meeting, SciDev Ltd. announced the resignation of Simone Watt as Director of the Company. Simone joined the SciDev Board in October of 2018. She has provided six years of steadfast support and valued insights that have played a major role in the extraordinary growth and success of the business over that time. Her deep knowledge of relevant industries and markets has been invaluable to the Board and senior leadership team.分析記事 • Nov 13The Return Trends At SciDev (ASX:SDV) Look PromisingTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...分析記事 • Sep 30Improved Revenues Required Before SciDev Limited (ASX:SDV) Stock's 27% Jump Looks JustifiedSciDev Limited ( ASX:SDV ) shares have continued their recent momentum with a 27% gain in the last month alone. The...お知らせ • Sep 27SciDev Limited, Annual General Meeting, Nov 21, 2024SciDev Limited, Annual General Meeting, Nov 21, 2024.Reported Earnings • Aug 28Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: AU$0.012 (up from AU$0.002 loss in FY 2023). Revenue: AU$109.2m (up 22% from FY 2023). Net income: AU$2.18m (up AU$2.51m from FY 2023). Profit margin: 2.0% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 29%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 9.3% growth forecast for the Chemicals industry in Australia. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.分析記事 • Jun 27The Return Trends At SciDev (ASX:SDV) Look PromisingThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...分析記事 • Apr 26SciDev Limited (ASX:SDV) Surges 73% Yet Its Low P/S Is No Reason For ExcitementSciDev Limited ( ASX:SDV ) shareholders would be excited to see that the share price has had a great month, posting a...Price Target Changed • Apr 19Price target increased by 29% to AU$0.54Up from AU$0.42, the current price target is provided by 1 analyst. New target price is 42% above last closing price of AU$0.38. Stock is up 7.0% over the past year. The company is forecast to post earnings per share of AU$0.018 next year compared to a net loss per share of AU$0.0018 last year.Reported Earnings • Mar 03First half 2024 earnings released: EPS: AU$0 (vs AU$0 in 1H 2023)First half 2024 results: EPS: AU$0 (in line with 1H 2023). Revenue: AU$50.3m (up 1.5% from 1H 2023). Net income: AU$57.0k (up 111% from 1H 2023). Profit margin: 0.1% (in line with 1H 2023). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Chemicals industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 46 percentage points per year, which is a significant difference in performance.分析記事 • Jan 29SciDev (ASX:SDV) Is Looking To Continue Growing Its Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...分析記事 • Dec 22SciDev Limited's (ASX:SDV) Share Price Is Matching Sentiment Around Its RevenuesWith a price-to-sales (or "P/S") ratio of 0.5x SciDev Limited ( ASX:SDV ) may be sending very bullish signals at the...分析記事 • Nov 16Downgrade: What You Need To Know About The Latest SciDev Limited (ASX:SDV) ForecastsOne thing we could say about the covering analyst on SciDev Limited ( ASX:SDV ) - they aren't optimistic, having just...分析記事 • Oct 25There's Been No Shortage Of Growth Recently For SciDev's (ASX:SDV) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...お知らせ • Sep 30SciDev Limited, Annual General Meeting, Nov 21, 2023SciDev Limited, Annual General Meeting, Nov 21, 2023. Agenda: To consider re-election of Directors.Reported Earnings • Aug 30Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: AU$0.002 loss per share (improved from AU$0.003 loss in FY 2022). Revenue: AU$89.9m (up 62% from FY 2022). Net loss: AU$339.0k (loss narrowed 45% from FY 2022). Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 9.4% growth forecast for the Chemicals industry in Australia. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.Price Target Changed • Jul 27Price target decreased by 7.4% to AU$0.50Down from AU$0.54, the current price target is provided by 1 analyst. New target price is 59% above last closing price of AU$0.32. Stock is up 3.3% over the past year. The company is forecast to post earnings per share of AU$0.01 next year compared to a net loss per share of AU$0.0035 last year.分析記事 • May 18When Should You Buy SciDev Limited (ASX:SDV)?While SciDev Limited ( ASX:SDV ) might not be the most widely known stock at the moment, it saw a double-digit share...Major Estimate Revision • Apr 19Consensus EPS estimates fall by 29%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from AU$83.7m to AU$78.8m. EPS estimate also fell from AU$0.014 per share to AU$0.01 per share. Net income forecast to grow 145% next year vs 19% growth forecast for Chemicals industry in Australia. Consensus price target of AU$0.54 unchanged from last update. Share price was steady at AU$0.32 over the past week.分析記事 • Mar 06SciDev Limited (ASX:SDV) Stocks Pounded By 30% But Not Lagging Market On Growth Or PricingThe SciDev Limited ( ASX:SDV ) share price has softened a substantial 30% over the previous 30 days, handing back much...分析記事 • Feb 28There's Been No Shortage Of Growth Recently For SciDev's (ASX:SDV) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Reported Earnings • Feb 23First half 2023 earnings released: EPS: AU$0 (vs AU$0.014 loss in 1H 2022)First half 2023 results: EPS: AU$0 (improved from AU$0.014 loss in 1H 2022). Revenue: AU$49.6m (up 105% from 1H 2022). Net income: AU$27.0k (up AU$2.33m from 1H 2022). Profit margin: 0.1% (up from net loss in 1H 2022). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Chemicals industry in Australia. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Nov 29Independent & Non-Executive Director recently bought AU$80k worth of stockOn the 25th of November, Dan O’Toole bought around 266k shares on-market at roughly AU$0.30 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$128k more in shares than they have sold in the last 12 months.Price Target Changed • Nov 16Price target increased to AU$0.52Up from AU$0.46, the current price target is provided by 1 analyst. New target price is 96% above last closing price of AU$0.27. Stock is down 55% over the past year. The company is forecast to post earnings per share of AU$0.02 next year compared to a net loss per share of AU$0.0035 last year.お知らせ • Nov 11SciDev Ltd Appoints Seán Halpin as Chief Executive OfficerSciDev Ltd. announced the appointment of Seán Halpin as Chief Executive Officer. Seán has been serving as Interim CEO since April 2022. Seán was the Co-Founder and Commercial Director of Haldon Industries Pty Ltd. (Haldon). Post the acquisition, Seán served as the Commercial Director of Water Services for SciDev until his appointment as Interim CEO. Seán has over 15 years of experience in the engineering and environmental services sector and holds a Bachelor of Environmental Science from Dublin City University and a Masters of Science in Environmental Engineering from the University of Newcastle-upon-Tyne. The decision to appoint Sean as the permanent CEO necessitated a review of the Haldon acquisition agreement given the final outstanding earnout payment.分析記事 • Oct 28Analysts Just Published A Bright New Outlook For SciDev Limited's (ASX:SDV)SciDev Limited ( ASX:SDV ) shareholders will have a reason to smile today, with the analysts making substantial...お知らせ • Sep 29SciDev Limited, Annual General Meeting, Nov 15, 2022SciDev Limited, Annual General Meeting, Nov 15, 2022.Reported Earnings • Sep 02Full year 2022 earnings released: AU$0.003 loss per share (vs AU$0.023 profit in FY 2021)Full year 2022 results: AU$0.003 loss per share (down from AU$0.023 profit in FY 2021). Revenue: AU$56.2m (up 32% from FY 2021). Net loss: AU$616.0k (down 118% from profit in FY 2021). Over the next year, revenue is forecast to grow 21%, compared to a 21% growth forecast for the Chemicals industry in Australia. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.分析記事 • Jun 09Why SciDev Limited (ASX:SDV) Could Be Worth WatchingWhile SciDev Limited ( ASX:SDV ) might not be the most widely known stock at the moment, it received a lot of attention...Price Target Changed • Apr 27Price target decreased to AU$0.75Down from AU$1.01, the current price target is an average from 2 analysts. New target price is 79% above last closing price of AU$0.42. Stock is down 56% over the past year. The company posted earnings per share of AU$0.023 last year.Reported Earnings • Feb 23First half 2022 earnings: EPS exceeds analyst expectationsFirst half 2022 results: AU$0.014 loss per share (down from AU$0.003 profit in 1H 2021). Revenue: AU$24.1m (up 32% from 1H 2021). Net loss: AU$2.30m (down AU$2.73m from profit in 1H 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is forecast to grow 35%, compared to a 19% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has increased by 89% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Feb 02Investors Will Want SciDev's (ASX:SDV) Growth In ROCE To PersistWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...お知らせ • Dec 22SciDev Limited Ordinary Shares to Be Deleted from Other OTCSciDev Limited Ordinary Shares will be deleted from Other OTC effective from December 22, 2021, due to Inactive Security.Executive Departure • Dec 06Interim Chief Financial Officer Geoff Stephenson has left the companyOn the 6th of December, Geoff Stephenson's tenure as Interim Chief Financial Officer ended after less than a year in the role. We don't have any record of a personal shareholding under Geoff's name. A total of 2 executives have left over the last 12 months.Price Target Changed • Nov 23Price target decreased to AU$1.01Down from AU$1.32, the current price target is an average from 2 analysts. New target price is 70% above last closing price of AU$0.59. Stock is down 32% over the past year. The company is forecast to post earnings per share of AU$0.015 for next year compared to AU$0.023 last year.分析記事 • Sep 07SciDev's (ASX:SDV) Promising Earnings May Rest On Soft FoundationsDespite posting some strong earnings, the market for SciDev Limited's ( ASX:SDV ) stock hasn't moved much. Our analysis...Reported Earnings • Sep 03Full year 2021 earnings released: EPS AU$0.023 (vs AU$0.007 loss in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$44.2m (up 145% from FY 2020). Net income: AU$3.45m (up AU$4.33m from FY 2020). Profit margin: 7.8% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 118% per year, which means it is well ahead of earnings.Board Change • Sep 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Non-Executive Director Simone Watt is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Executive Departure • Jul 13Non-Executive Chairman Trevor Jones has left the companyOn the 30th of June, Trevor Jones' tenure as Non-Executive Chairman ended after 13.5 years in the role. As of March 2021, Trevor still personally held 1.20m shares (AU$511k worth at the time). Trevor is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.25 years.お知らせ • May 14SciDev Limited (ASX:SDV) completed the acquisition of Business of Haldon Industries.SciDev Limited (ASX:SDV) has entered a business sale agreement to acquire the Business of Haldon Industries for AUD 12.7 million on March 29, 2021. Under the terms of consideration, SciDev will pay upfront cash on completion of AUD1.7 million and, additionally, issue 5.4 million SciDev shares to the Haldon at issue price of AUD 0.80 per share. Share will be issued on completion with 24 month escrow. According to the performance of Haldon business in FY2021, FY2022 and FY2022 cash payment of AUD 2.4 million, AUD 2.41 million and AUD 2.41 million will be done respectively. As of December 31, 2020 Haldon reported AUD 8.13 million of revenue and generated an EBITDA of more than AUD 3 million. Sean Halpin and Jake Reardon, Founders of Haldon Industries have agreed to join SciDev and will become Directors of the operating subsidiary of SciDev that is acquiring the Haldon business. Remaining Haldon employees to join operational roles in the water segment. The completion of transaction is subject to regulatory approval: EPA licences for the mobile treatment of PFAS in NSW to pass to SciDev, customer contracts: assignment or transfer of the benefit of key customer contracts, key employees: completion is conditional on key Haldon staff entering into employment contracts with SciDev on agreed terms, assignment to SciDev of operating assets and premises leases and no materially adverse change in the business prior to completion. The transaction is expected to complete in Q4 of 2021. SciDev Limited (ASX:SDV) completed the acquisition of Business of Haldon Industries on May 13, 2021.お知らせ • Mar 12SciDev Limited Maxiflox Contract with Eramet Subsidiary SLNSciDev Limited announced 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.Is New 90 Day High Low • Feb 19New 90-day low: AU$0.65The company is down 28% from its price of AU$0.90 on 20 November 2020. The Australian market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.12 per share.Reported Earnings • Feb 10First half 2021 earnings released: EPS AU$0.003 (vs AU$0.002 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: AU$18.3m (up 200% from 1H 2020). Net income: AU$427.5k (up AU$618.7k from 1H 2020). Profit margin: 2.3% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 96% per year, which means it is well ahead of earnings.お知らせ • Feb 09SciDev Limited Announces Executive ChangesSciDev Limited announces that as part of an ongoing Board rejuvenation process, which includes the recent appointment of independent non-executive director Dan O'Toole, Trevor Jones is resigning as Chairman of the Company after 13 years on the Board of Directors. Trevor announced his intention to retire on the 30 June 2021, or earlier should a suitable candidate be found. SciDev has engaged in a process to search for an experienced Chair.Analyst Estimate Surprise Post Earnings • Feb 09Revenue beats expectationsRevenue exceeded analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 58%, compared to a 15% growth forecast for the Chemicals industry in Australia.お知らせ • Feb 03SciDev Limited Names Dan O'Toole BEng to the Board as an Independent, Non-Executive DirectorSciDev Limited announced the appointment of Dan O'Toole BEng (Hons), EngExec, FIEAust, MAusIMM, MAICD to the Board. Mr. O'Toole brings over 35 years of experience across the engineering and consulting sectors including over 18 years in executive leadership roles within Coffey International Limited and pitt&sherry. Mr. O'Toole is currently the Chairman of Viotel Limited. Prior to his current position, Mr. O'Toole was the Chief Executive Officer of pitt&sherry. Dan has been appointed as an independent, Non-Executive Director.分析記事 • Feb 01Have Insiders Been Buying SciDev Limited (ASX:SDV) Shares?We often see insiders buying up shares in companies that perform well over the long term. On the other hand, we'd be...Is New 90 Day High Low • Feb 01New 90-day low: AU$0.70The company is down 6.0% from its price of AU$0.75 on 03 November 2020. The Australian market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.16 per share.お知らせ • Dec 23SciDev Limited Provides an Update on the Increased Activity Levels Within the US Oil and Gas SectorSciDev Limited provided an update on the increased activity levels within the US oil and gas sector. Drilling activity continues to recover from the COVID-19 lows of the June quarter and SciDev, through HFT, is continuing to win business, gain market share and grow revenue in the sector.Recent Insider Transactions Derivative • Nov 18MD, CEO & Executive Director exercised options and sold AU$517k worth of stockOn the 16th of November, Lewis Utting exercised 800.00k options at around AU$0.10, then sold 750.00k of the shares acquired at an average of AU$0.79 per share and kept the remainder. For the year to June 2020, Lewis' total compensation was 83% salary and 17% non-salary. Since June 2020, Lewis' direct individual holding has decreased from 5.37m shares to 5.02m. Company insiders have collectively sold AU$204k more than they bought, via options and on-market transactions in the last 12 months.Is New 90 Day High Low • Nov 13New 90-day high: AU$0.90The company is up 28% from its price of AU$0.70 on 14 August 2020. The Australian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is down 7.0% over the same period.お知らせ • Aug 17SciDev Limited has completed a Follow-on Equity Offering in the amount of AUD 2 million.SciDev Limited has completed a Follow-on Equity Offering in the amount of AUD 2 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 3,076,923 Price\Range: AUD 0.65財務状況分析短期負債: SDVの 短期資産 ( A$31.7M ) が 短期負債 ( A$21.0M ) を超えています。長期負債: SDVの短期資産 ( A$31.7M ) が 長期負債 ( A$2.8M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: SDV総負債よりも多くの現金を保有しています。負債の削減: SDVの負債対資本比率は、過去 5 年間で3.7%から6.5%に増加しました。貸借対照表キャッシュ・ランウェイ分析過去に平均して赤字であった企業については、少なくとも1年間のキャッシュ・ランウェイがあるかどうかを評価する。安定したキャッシュランウェイ: 現在のフリーキャッシュフローに基づいて、 SDVに十分なキャッシュランウェイがあるかどうかを判断するにはデータが不十分です。キャッシュランウェイの予測: SDVの フリー キャッシュ フロー が過去のレートに基づいて増加または減少し続ける場合、十分な キャッシュ ランウェイ があるかどうかを判断するためのデータが不十分です。健全な企業の発掘7D1Y7D1Y7D1YMaterials 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/27 10:56終値2026/07/27 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋SciDev Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Cameron BellCanaccord Genuitynull nullMacquarie ResearchStephen ScottTaylor Collison Limited
分析記事 • Oct 29SciDev (ASX:SDV) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Apr 08We Think SciDev (ASX:SDV) Can Manage Its Debt With EaseSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Dec 22SciDev Limited Ordinary Shares to Be Deleted from Other OTCSciDev Limited Ordinary Shares will be deleted from Other OTC effective from December 22, 2021, due to Inactive Security.
Buy Or Sell Opportunity • Jul 21Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at AU$0.12. The fair value is estimated to be AU$0.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Jun 29Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 48% to AU$0.10. The fair value is estimated to be AU$0.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Jun 17SciDev Limited Confirms Earnings Guidance for the Fiscal Year 2026SciDev Limited confirmed earnings guidance for the fiscal year 2026. For the year, the company expects revenue of AUD 82 million to AUD 87 million.
New Risk • Jun 17New major risk - Revenue and earnings growthEarnings have declined by 34% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 34% per year over the past 5 years. Minor Risk Market cap is less than US$100m (AU$20.0m market cap, or US$14.1m).
Buy Or Sell Opportunity • Apr 28Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 76% to AU$0.099. The fair value is estimated to be AU$0.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to decline by 12% in a year. Earnings are forecast to grow by 94% in the next year.
New Risk • Apr 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 15% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (15% average weekly change). Market cap is less than US$100m (AU$23.8m market cap, or US$17.0m).
Reported Earnings • Feb 27First half 2026 earnings released: AU$0.011 loss per share (vs AU$0 in 1H 2025)First half 2026 results: AU$0.011 loss per share (further deteriorated from AU$0 in 1H 2025). Revenue: AU$48.0m (down 3.8% from 1H 2025). Net loss: AU$2.14m (loss widened AU$2.07m from 1H 2025). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Chemicals industry in Australia. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 26SciDev Limited Revises Earnings Guidance for the Year 2026SciDev Limited revised earnings guidance for the year 2026. For the year, the company's FY26 Revenue guidance revised to $100 million - $110 million, reflecting: Recently confirmed delay in sales opportunity for xSlik® pushed into FY27. Delays to trial conversions in Process Chemistry confirmed in February. $3 million negative impact from higher AUD:USD on forecast USD revenue.
お知らせ • Feb 23SciDev Limited to Report First Half, 2026 Results on Feb 26, 2026SciDev Limited announced that they will report first half, 2026 results on Feb 26, 2026
分析記事 • Feb 02Investors Will Want SciDev's (ASX:SDV) Growth In ROCE To PersistDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
New Risk • Jan 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (AU$81.7m market cap, or US$55.2m).
分析記事 • Dec 04SciDev Limited's (ASX:SDV) Share Price Boosted 34% But Its Business Prospects Need A Lift TooSciDev Limited ( ASX:SDV ) shares have continued their recent momentum with a 34% gain in the last month alone...
New Risk • Nov 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 14% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Market cap is less than US$100m (AU$96.9m market cap, or US$63.4m).
分析記事 • Oct 29SciDev (ASX:SDV) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Sep 17SciDev Limited, Annual General Meeting, Nov 20, 2025SciDev Limited, Annual General Meeting, Nov 20, 2025.
Reported Earnings • Aug 28Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: AU$0.005 loss per share (down from AU$0.011 profit in FY 2024). Revenue: AU$103.5m (down 5.3% from FY 2024). Net loss: AU$878.0k (down 140% from profit in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Chemicals industry in Australia. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 25SciDev Limited to Report Fiscal Year 2025 Results on Aug 27, 2025SciDev Limited announced that they will report fiscal year 2025 results Pre-Market on Aug 27, 2025
分析記事 • Aug 12SciDev (ASX:SDV) Is Looking To Continue Growing Its Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Jun 16SciDev Limited's (ASX:SDV) Prospects Need A Boost To Lift SharesYou may think that with a price-to-sales (or "P/S") ratio of 0.5x SciDev Limited ( ASX:SDV ) is a stock worth checking...
Major Estimate Revision • May 08Consensus EPS estimates fall by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from AU$109.1m to AU$103.1m. EPS estimate also fell from AU$0.015 per share to AU$0.011 per share. Net income forecast to grow 66% next year vs 11% growth forecast for Chemicals industry in Australia. Consensus price target down from AU$0.65 to AU$0.60. Share price fell 2.6% to AU$0.37 over the past week.
Board Change • Apr 10Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent & Non-Executive Director Dan O’Toole was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Apr 08We Think SciDev (ASX:SDV) Can Manage Its Debt With EaseSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Mar 02First half 2025 earnings released: EPS: AU$0 (vs AU$0 in 1H 2024)First half 2025 results: EPS: AU$0 (in line with 1H 2024). Revenue: AU$49.9m (flat on 1H 2024). Net loss: AU$68.0k (down 219% from profit in 1H 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in Australia. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Jan 31Consensus EPS estimates fall by 48%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from AU$120.6m to AU$109.1m. EPS estimate also fell from AU$0.029 per share to AU$0.015 per share. Net income forecast to grow 29% next year vs 20% growth forecast for Chemicals industry in Australia. Consensus price target down from AU$0.74 to AU$0.65. Share price fell 3.1% to AU$0.47 over the past week.
分析記事 • Dec 19SciDev Limited (ASX:SDV) Surges 25% Yet Its Low P/S Is No Reason For ExcitementSciDev Limited ( ASX:SDV ) shareholders would be excited to see that the share price has had a great month, posting a...
お知らせ • Nov 21SciDev Limited Announces Resignation of Simone Watt as DirectorAs foreshadowed at today's 2024 Annual General Meeting, SciDev Ltd. announced the resignation of Simone Watt as Director of the Company. Simone joined the SciDev Board in October of 2018. She has provided six years of steadfast support and valued insights that have played a major role in the extraordinary growth and success of the business over that time. Her deep knowledge of relevant industries and markets has been invaluable to the Board and senior leadership team.
分析記事 • Nov 13The Return Trends At SciDev (ASX:SDV) Look PromisingTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
分析記事 • Sep 30Improved Revenues Required Before SciDev Limited (ASX:SDV) Stock's 27% Jump Looks JustifiedSciDev Limited ( ASX:SDV ) shares have continued their recent momentum with a 27% gain in the last month alone. The...
お知らせ • Sep 27SciDev Limited, Annual General Meeting, Nov 21, 2024SciDev Limited, Annual General Meeting, Nov 21, 2024.
Reported Earnings • Aug 28Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: AU$0.012 (up from AU$0.002 loss in FY 2023). Revenue: AU$109.2m (up 22% from FY 2023). Net income: AU$2.18m (up AU$2.51m from FY 2023). Profit margin: 2.0% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 29%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 9.3% growth forecast for the Chemicals industry in Australia. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
分析記事 • Jun 27The Return Trends At SciDev (ASX:SDV) Look PromisingThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
分析記事 • Apr 26SciDev Limited (ASX:SDV) Surges 73% Yet Its Low P/S Is No Reason For ExcitementSciDev Limited ( ASX:SDV ) shareholders would be excited to see that the share price has had a great month, posting a...
Price Target Changed • Apr 19Price target increased by 29% to AU$0.54Up from AU$0.42, the current price target is provided by 1 analyst. New target price is 42% above last closing price of AU$0.38. Stock is up 7.0% over the past year. The company is forecast to post earnings per share of AU$0.018 next year compared to a net loss per share of AU$0.0018 last year.
Reported Earnings • Mar 03First half 2024 earnings released: EPS: AU$0 (vs AU$0 in 1H 2023)First half 2024 results: EPS: AU$0 (in line with 1H 2023). Revenue: AU$50.3m (up 1.5% from 1H 2023). Net income: AU$57.0k (up 111% from 1H 2023). Profit margin: 0.1% (in line with 1H 2023). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Chemicals industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 46 percentage points per year, which is a significant difference in performance.
分析記事 • Jan 29SciDev (ASX:SDV) Is Looking To Continue Growing Its Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
分析記事 • Dec 22SciDev Limited's (ASX:SDV) Share Price Is Matching Sentiment Around Its RevenuesWith a price-to-sales (or "P/S") ratio of 0.5x SciDev Limited ( ASX:SDV ) may be sending very bullish signals at the...
分析記事 • Nov 16Downgrade: What You Need To Know About The Latest SciDev Limited (ASX:SDV) ForecastsOne thing we could say about the covering analyst on SciDev Limited ( ASX:SDV ) - they aren't optimistic, having just...
分析記事 • Oct 25There's Been No Shortage Of Growth Recently For SciDev's (ASX:SDV) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
お知らせ • Sep 30SciDev Limited, Annual General Meeting, Nov 21, 2023SciDev Limited, Annual General Meeting, Nov 21, 2023. Agenda: To consider re-election of Directors.
Reported Earnings • Aug 30Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: AU$0.002 loss per share (improved from AU$0.003 loss in FY 2022). Revenue: AU$89.9m (up 62% from FY 2022). Net loss: AU$339.0k (loss narrowed 45% from FY 2022). Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 9.4% growth forecast for the Chemicals industry in Australia. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.
Price Target Changed • Jul 27Price target decreased by 7.4% to AU$0.50Down from AU$0.54, the current price target is provided by 1 analyst. New target price is 59% above last closing price of AU$0.32. Stock is up 3.3% over the past year. The company is forecast to post earnings per share of AU$0.01 next year compared to a net loss per share of AU$0.0035 last year.
分析記事 • May 18When Should You Buy SciDev Limited (ASX:SDV)?While SciDev Limited ( ASX:SDV ) might not be the most widely known stock at the moment, it saw a double-digit share...
Major Estimate Revision • Apr 19Consensus EPS estimates fall by 29%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from AU$83.7m to AU$78.8m. EPS estimate also fell from AU$0.014 per share to AU$0.01 per share. Net income forecast to grow 145% next year vs 19% growth forecast for Chemicals industry in Australia. Consensus price target of AU$0.54 unchanged from last update. Share price was steady at AU$0.32 over the past week.
分析記事 • Mar 06SciDev Limited (ASX:SDV) Stocks Pounded By 30% But Not Lagging Market On Growth Or PricingThe SciDev Limited ( ASX:SDV ) share price has softened a substantial 30% over the previous 30 days, handing back much...
分析記事 • Feb 28There's Been No Shortage Of Growth Recently For SciDev's (ASX:SDV) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Reported Earnings • Feb 23First half 2023 earnings released: EPS: AU$0 (vs AU$0.014 loss in 1H 2022)First half 2023 results: EPS: AU$0 (improved from AU$0.014 loss in 1H 2022). Revenue: AU$49.6m (up 105% from 1H 2022). Net income: AU$27.0k (up AU$2.33m from 1H 2022). Profit margin: 0.1% (up from net loss in 1H 2022). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Chemicals industry in Australia. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Nov 29Independent & Non-Executive Director recently bought AU$80k worth of stockOn the 25th of November, Dan O’Toole bought around 266k shares on-market at roughly AU$0.30 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$128k more in shares than they have sold in the last 12 months.
Price Target Changed • Nov 16Price target increased to AU$0.52Up from AU$0.46, the current price target is provided by 1 analyst. New target price is 96% above last closing price of AU$0.27. Stock is down 55% over the past year. The company is forecast to post earnings per share of AU$0.02 next year compared to a net loss per share of AU$0.0035 last year.
お知らせ • Nov 11SciDev Ltd Appoints Seán Halpin as Chief Executive OfficerSciDev Ltd. announced the appointment of Seán Halpin as Chief Executive Officer. Seán has been serving as Interim CEO since April 2022. Seán was the Co-Founder and Commercial Director of Haldon Industries Pty Ltd. (Haldon). Post the acquisition, Seán served as the Commercial Director of Water Services for SciDev until his appointment as Interim CEO. Seán has over 15 years of experience in the engineering and environmental services sector and holds a Bachelor of Environmental Science from Dublin City University and a Masters of Science in Environmental Engineering from the University of Newcastle-upon-Tyne. The decision to appoint Sean as the permanent CEO necessitated a review of the Haldon acquisition agreement given the final outstanding earnout payment.
分析記事 • Oct 28Analysts Just Published A Bright New Outlook For SciDev Limited's (ASX:SDV)SciDev Limited ( ASX:SDV ) shareholders will have a reason to smile today, with the analysts making substantial...
お知らせ • Sep 29SciDev Limited, Annual General Meeting, Nov 15, 2022SciDev Limited, Annual General Meeting, Nov 15, 2022.
Reported Earnings • Sep 02Full year 2022 earnings released: AU$0.003 loss per share (vs AU$0.023 profit in FY 2021)Full year 2022 results: AU$0.003 loss per share (down from AU$0.023 profit in FY 2021). Revenue: AU$56.2m (up 32% from FY 2021). Net loss: AU$616.0k (down 118% from profit in FY 2021). Over the next year, revenue is forecast to grow 21%, compared to a 21% growth forecast for the Chemicals industry in Australia. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
分析記事 • Jun 09Why SciDev Limited (ASX:SDV) Could Be Worth WatchingWhile SciDev Limited ( ASX:SDV ) might not be the most widely known stock at the moment, it received a lot of attention...
Price Target Changed • Apr 27Price target decreased to AU$0.75Down from AU$1.01, the current price target is an average from 2 analysts. New target price is 79% above last closing price of AU$0.42. Stock is down 56% over the past year. The company posted earnings per share of AU$0.023 last year.
Reported Earnings • Feb 23First half 2022 earnings: EPS exceeds analyst expectationsFirst half 2022 results: AU$0.014 loss per share (down from AU$0.003 profit in 1H 2021). Revenue: AU$24.1m (up 32% from 1H 2021). Net loss: AU$2.30m (down AU$2.73m from profit in 1H 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is forecast to grow 35%, compared to a 19% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has increased by 89% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Feb 02Investors Will Want SciDev's (ASX:SDV) Growth In ROCE To PersistWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
お知らせ • Dec 22SciDev Limited Ordinary Shares to Be Deleted from Other OTCSciDev Limited Ordinary Shares will be deleted from Other OTC effective from December 22, 2021, due to Inactive Security.
Executive Departure • Dec 06Interim Chief Financial Officer Geoff Stephenson has left the companyOn the 6th of December, Geoff Stephenson's tenure as Interim Chief Financial Officer ended after less than a year in the role. We don't have any record of a personal shareholding under Geoff's name. A total of 2 executives have left over the last 12 months.
Price Target Changed • Nov 23Price target decreased to AU$1.01Down from AU$1.32, the current price target is an average from 2 analysts. New target price is 70% above last closing price of AU$0.59. Stock is down 32% over the past year. The company is forecast to post earnings per share of AU$0.015 for next year compared to AU$0.023 last year.
分析記事 • Sep 07SciDev's (ASX:SDV) Promising Earnings May Rest On Soft FoundationsDespite posting some strong earnings, the market for SciDev Limited's ( ASX:SDV ) stock hasn't moved much. Our analysis...
Reported Earnings • Sep 03Full year 2021 earnings released: EPS AU$0.023 (vs AU$0.007 loss in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$44.2m (up 145% from FY 2020). Net income: AU$3.45m (up AU$4.33m from FY 2020). Profit margin: 7.8% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 118% per year, which means it is well ahead of earnings.
Board Change • Sep 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Non-Executive Director Simone Watt is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Executive Departure • Jul 13Non-Executive Chairman Trevor Jones has left the companyOn the 30th of June, Trevor Jones' tenure as Non-Executive Chairman ended after 13.5 years in the role. As of March 2021, Trevor still personally held 1.20m shares (AU$511k worth at the time). Trevor is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.25 years.
お知らせ • May 14SciDev Limited (ASX:SDV) completed the acquisition of Business of Haldon Industries.SciDev Limited (ASX:SDV) has entered a business sale agreement to acquire the Business of Haldon Industries for AUD 12.7 million on March 29, 2021. Under the terms of consideration, SciDev will pay upfront cash on completion of AUD1.7 million and, additionally, issue 5.4 million SciDev shares to the Haldon at issue price of AUD 0.80 per share. Share will be issued on completion with 24 month escrow. According to the performance of Haldon business in FY2021, FY2022 and FY2022 cash payment of AUD 2.4 million, AUD 2.41 million and AUD 2.41 million will be done respectively. As of December 31, 2020 Haldon reported AUD 8.13 million of revenue and generated an EBITDA of more than AUD 3 million. Sean Halpin and Jake Reardon, Founders of Haldon Industries have agreed to join SciDev and will become Directors of the operating subsidiary of SciDev that is acquiring the Haldon business. Remaining Haldon employees to join operational roles in the water segment. The completion of transaction is subject to regulatory approval: EPA licences for the mobile treatment of PFAS in NSW to pass to SciDev, customer contracts: assignment or transfer of the benefit of key customer contracts, key employees: completion is conditional on key Haldon staff entering into employment contracts with SciDev on agreed terms, assignment to SciDev of operating assets and premises leases and no materially adverse change in the business prior to completion. The transaction is expected to complete in Q4 of 2021. SciDev Limited (ASX:SDV) completed the acquisition of Business of Haldon Industries on May 13, 2021.
お知らせ • Mar 12SciDev Limited Maxiflox Contract with Eramet Subsidiary SLNSciDev Limited announced 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.
Is New 90 Day High Low • Feb 19New 90-day low: AU$0.65The company is down 28% from its price of AU$0.90 on 20 November 2020. The Australian market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.12 per share.
Reported Earnings • Feb 10First half 2021 earnings released: EPS AU$0.003 (vs AU$0.002 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: AU$18.3m (up 200% from 1H 2020). Net income: AU$427.5k (up AU$618.7k from 1H 2020). Profit margin: 2.3% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 96% per year, which means it is well ahead of earnings.
お知らせ • Feb 09SciDev Limited Announces Executive ChangesSciDev Limited announces that as part of an ongoing Board rejuvenation process, which includes the recent appointment of independent non-executive director Dan O'Toole, Trevor Jones is resigning as Chairman of the Company after 13 years on the Board of Directors. Trevor announced his intention to retire on the 30 June 2021, or earlier should a suitable candidate be found. SciDev has engaged in a process to search for an experienced Chair.
Analyst Estimate Surprise Post Earnings • Feb 09Revenue beats expectationsRevenue exceeded analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 58%, compared to a 15% growth forecast for the Chemicals industry in Australia.
お知らせ • Feb 03SciDev Limited Names Dan O'Toole BEng to the Board as an Independent, Non-Executive DirectorSciDev Limited announced the appointment of Dan O'Toole BEng (Hons), EngExec, FIEAust, MAusIMM, MAICD to the Board. Mr. O'Toole brings over 35 years of experience across the engineering and consulting sectors including over 18 years in executive leadership roles within Coffey International Limited and pitt&sherry. Mr. O'Toole is currently the Chairman of Viotel Limited. Prior to his current position, Mr. O'Toole was the Chief Executive Officer of pitt&sherry. Dan has been appointed as an independent, Non-Executive Director.
分析記事 • Feb 01Have Insiders Been Buying SciDev Limited (ASX:SDV) Shares?We often see insiders buying up shares in companies that perform well over the long term. On the other hand, we'd be...
Is New 90 Day High Low • Feb 01New 90-day low: AU$0.70The company is down 6.0% from its price of AU$0.75 on 03 November 2020. The Australian market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.16 per share.
お知らせ • Dec 23SciDev Limited Provides an Update on the Increased Activity Levels Within the US Oil and Gas SectorSciDev Limited provided an update on the increased activity levels within the US oil and gas sector. Drilling activity continues to recover from the COVID-19 lows of the June quarter and SciDev, through HFT, is continuing to win business, gain market share and grow revenue in the sector.
Recent Insider Transactions Derivative • Nov 18MD, CEO & Executive Director exercised options and sold AU$517k worth of stockOn the 16th of November, Lewis Utting exercised 800.00k options at around AU$0.10, then sold 750.00k of the shares acquired at an average of AU$0.79 per share and kept the remainder. For the year to June 2020, Lewis' total compensation was 83% salary and 17% non-salary. Since June 2020, Lewis' direct individual holding has decreased from 5.37m shares to 5.02m. Company insiders have collectively sold AU$204k more than they bought, via options and on-market transactions in the last 12 months.
Is New 90 Day High Low • Nov 13New 90-day high: AU$0.90The company is up 28% from its price of AU$0.70 on 14 August 2020. The Australian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is down 7.0% over the same period.
お知らせ • Aug 17SciDev Limited has completed a Follow-on Equity Offering in the amount of AUD 2 million.SciDev Limited has completed a Follow-on Equity Offering in the amount of AUD 2 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 3,076,923 Price\Range: AUD 0.65