Nathan Hilton's questions to Perimeter Solutions, Inc. (PRM) leadership • Q3 2024
Question
Nathan Hilton of Morgan Stanley asked for commentary on Q4 fire activity to date, given above-average acres burned, and requested a reminder of Perimeter's key international markets and their respective peak fire seasons outside of the main U.S. season.
Answer
CEO Haitham Khouri declined to comment on the in-process fourth quarter. However, he detailed the company's key counter-seasonal markets, noting that South America and Australia were just entering their peak fire seasons. He also mentioned Central America, which has a similar season to North America, as well as Europe, the Middle East, and Asia as other important regions for the company's operations.