Previously I have written about the health risk of Per- and Polyfluoroalkyl Substances (PFAS). This trip I had the chance to delve deeper into the PFAS issues facing the USA and explore the opportunities for companies with a solution. A key conclusion is that for those with the right technology and strategy, the opportunities are immense. To us, portfolio company SciDev (SDV.ASX) is perfectly placed to make a material impact in this market which, if executed correctly, could lead to it being a multiple of its current market capitalization. This opportunity is why we believe SciDev is one of the most exciting names in our portfolio.
SDV Price at posting:
60.5¢ Sentiment: Hold Disclosure: Held
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