Perimeter Solutions SA at UBS Global Materials Conference Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Josh Spector - UBS Securities LLC - Analyst : Yeah, so appreciate that overview, Haitham. Certainly, a lot of detail (multiple speakers) most we've gotten -- yeah.

Question: Josh Spector - UBS Securities LLC - Analyst : Yeah, Kyle and Jeff should come up. We don't have much time left. So I'm just going to jump right into this -- I think maybe to start, just with capital allocation, I mean, certainly how this year has shaped up your EBITDA and your leverage profile have changed. So maybe it's a decent time to talk about how you think about M&A and what makes sense when you think about bolting on to the portfolio. Does it look like some of the things that you just went through? Is it something totally different? What's the thought process?

Question: Josh Spector - UBS Securities LLC - Analyst : Okay, thanks. That's helpful. And you want to talk about the fire retardants business and a little bit more detail here. So I mean, maybe first on some of the near-term dynamics, I think 2Q was exceptionally strong compared to the fire season. So what went right there? And then thinking about 3Q, the fire season is quite strong. Are there limitations to what Perimeter can do to kind of capture as much growth as just acres burned would appear. So two different pieces on the two different quarters, please? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. SEPTEMBER 04, 2024 / 3:20PM, PRM.N - Perimeter Solutions SA at UBS Global Materials Conference

Question: Josh Spector - UBS Securities LLC - Analyst : Thanks. That's helpful. I think let me ask some of the competitive dynamics within there. I think about the weight there. But just thinking about how that's changed over the last year, so you had a competitor ramping up that's now backed off. What's the environment look like in terms of competition for you guys in that business?

Question: Josh Spector - UBS Securities LLC - Analyst : Nice. I think unfortunately, we will probably have to wrap this session just due to time. But Perimeter Solutions is still here to answer any of the questions in a lot of other meetings. So I want to thank Haitham for the overview and Kyle and Jeff for joining us today. Certainly a really interesting story with a lot of things going on there. So I appreciate the update, appreciate the time. Hope everyone enjoys the rest of their day.