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Scidev Ltd ASX:SDV

0 opened or increased2 held1 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 3 managers in total.

Position history by manager 3 managersSelect a point to see the comment

Opened or increasedHeldReduced or exited Start or end of the position not reported

2026

31 Oct 2025 to today

Commentary Showing 2 of 8

DateManagerActionSummary

31 Aug 2026Perennial PartnersHeldPerennial Partners continues to hold its position in SciDev because the water treatment company rose 31.8% after announcing its first data-centre related engagements, securing work with two of Australia's largest hyperscale data-centre operators. While the initial revenue contribution from these contracts is modest, the manager views the announcement as an important entry point into a rapidly growing end market that highlights the relevance of SciDev's water treatment and management capabilities, with potential to develop into a meaningful new growth channel for the business over time.

Monthly Report, price recorded $0.14

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30 Jun 2026Perennial PartnersHeldPerennial Partners continues to hold SciDev, which rallied 55.9% during June following a well-received investor update outlining the outcomes of a strategic review and a clearer platform for growth, including improved execution discipline, sharper capital allocation, and a renewed focus on core markets where SciDev has a stronger right to win. Momentum was further supported by a $6 million three-year chemistry contract win with Newmont's Boddington Gold Operations, validating the company's process chemistry capability and supporting its push toward a more stable recurring revenue base.

Monthly Report, price recorded $0.14

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6 more comments on SDVPro shows every comment, with a link to each source document.

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First mention by manager

Price recorded at each manager's first comment

Price at first mentionThe share price recorded when each of 3 managers first commented on SDV.

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Articles

30 Jun 2026SciDev's Strategic Review Reboots Its Shale and PFAS Ambitions

About Scidev Ltd

Materials, Chemicals

SciDev (ASX:SDV), a water treatment chemicals company, has rallied after a strategic review and data centre wins. In August 2026, Perennial reported SciDev rose 32% after securing its first data centre-related engagements with two of Australia's largest hyperscale operators. In June, Perennial noted a 56% rally after an investor update outlining the outcomes of its strategic review. Earlier, Perennial and Ryder were disappointed by earnings weakness, with Ryder exiting on weakened conviction and Perennial reporting a 35% fall on a disappointing energy services result. SciDev operates in the Materials sector within the Chemicals industry, and Thesis Tracker has captured 7 comments from 3 fund managers, including Perennial and Ryder. Founded in 1973 and headquartered in Kings Park, Sydney, SciDev manufactures and supplies chemicals and water treatment solutions for mining, infrastructure, oil and gas and industrial customers in Australia and the US.

Market cap: $25m
Price to earnings: Loss-making
Return on equity: -12.4%
Dividend yield: 0.0%
Price to book: 0.71x
Net margin: -6.7%
52-week range: $0.09 to $0.51

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in Scidev Ltd (ASX:SDV)?

Fund managers including Tyndall Asset Management and Perennial Partners have invested in Scidev Ltd (ASX:SDV).

What opportunities or catalysts do fund managers highlight for Scidev Ltd?

Perennial highlights SciDev's first engagements with hyperscale data centre operators and a strategic review that refocused the business on water technologies.

What are the key risks to the Scidev Ltd investment thesis, according to fund managers?

Perennial and Ryder note earlier earnings weakness in energy services, a 35% share price fall and Ryder's exit on weakened conviction.

What does Scidev Ltd (ASX:SDV) do?

SciDev Ltd. manufactures and supplies specialized chemicals for industrial wastewater treatment. Founded on July 16, 1973, the company is headquartered in Kings Park, Australia. SciDev operates primarily through two geographical segments: Australia and the United States. Its core business focuses on providing chemical solutions tailored for industrial water management applications. Investors can track company performance across these key regional markets to assess operational reach and sector involvement in the wastewater treatment industry.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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