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To: ayeyou who wrote (444)5/18/2015 9:35:35 AM
From: statesidereport  Read Replies (1) | Respond to of 1728
 
It should be easy to track IBH's progress just by following their customers. They only have 2 customers that make up 100% of sales so if one is not doing well it could have a dramatic effect on sales. LRL is much more diversified but Hampton should make up a larger % of sales going forward.

Since IBH is trading at a substantially larger market multiple and market cap than LRL the market must be thinking LRL's sales should be declining even further than IBH's did in April. If IBH dropped 10% vs 2014 then LRL should be off 30% accordingly - if we were to believe the market multiples. Of course if LRL continues to show growth vs 2014 while IBH languishes then a substantial re-rating would obviously be in the cards.

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