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Posted by
Two Blokes Jul 23 -
Filed in
Stock
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Perimeter is evolving beyond a wildfire play, with 60% revenue growth since 2021, improved business mix, and reduced balance sheet risk. A durable economic moat, regulatory barriers, and a failed competitor reinforce Perimeter's monopoly in fire safety and specialty products. Secular catalysts—mandated PFAS foam replacement, climate-driven wildfire demand, and specialty chemicals for EV batteries—support sustainable growth.
