The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Samuel Kusswurm - William Blair & Company L.L.C., Research Division - Analyst
: This is Sam calling in for Tim. Maybe to start, we'll do some current event questions here, but has the Ukraine crisis and the resulting sanctions
changed how you think about the long-term domestic biogas opportunity? And maybe more broadly here, are there any areas of your business
that you were thinking about differently as a result of what's going on in Europe?
Question: Samuel Kusswurm - William Blair & Company L.L.C., Research Division - Analyst
: Maybe pivoting a bit here then. Can you talk more about your leak detection business and how that performed overall in 2021? And maybe what
your expectations are for that business, how do think in 2022? Will we expect to see some in this business from the new EPA proposal or anything
from that nature.
Question: Samuel Kusswurm - William Blair & Company L.L.C., Research Division - Analyst
: (inaudible) One more for us to really more to PFAS. We've seen quite a few articles about the concern around PFAS lingering in air particles. Have
any clients brought this issue up to you? And do you guys have any capabilities to address this in your air emissions portfolio? And just how do
you see the growth opportunities related to that piece?
Question: Emily Shu - BofA Securities, Research Division - Analyst
: This is Emily Shu on for Andrew Obin. So I'm curious with Omicron in December, how much did the COVID-related business of CTEH sort of
outperformed your prior forecast? And then how are you thinking about the COVID business for CTEH in the first quarter, given that Omicron --
Omicron cases were still high in January, if it should be running above that $100 million run rate.
Question: Emily Shu - BofA Securities, Research Division - Analyst
: Yes, that does. And then a follow-up question just on the 2022 organic growth outlook. Sort of what gives you the confidence for the outperformance
versus the historical high single-digit rate? And then is this double-digit organic growth rate sustainable over the next 3 to 5 years?
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