Got it. I do wish I was wrong about that though. It would make my portfolio look better.
On Tue, Jul 16, 2019, 5:34 PM Ken Hohhof <[email protected]> wrote: > I think I was agreeing with you, that buying unproductive assets because > of 5G is unlikely. If that even made sense, they wouldn’t just be thinking > about it now. > > > > *From:* AF <[email protected]> *On Behalf Of *Lewis Bergman > *Sent:* Tuesday, July 16, 2019 4:04 PM > *To:* AnimalFarm Microwave Users Group <[email protected]> > *Subject:* Re: [AFMUG] Wisp value > > > > Yes, I do believe they have been planning for a while. What's your point? > I have purchased towers from all of the largewst tower providers and sold > to them as well. I haven't seen any interest in anything that has no > revenue stream. I would be thrilled to learn I am wrong though because I > own some of those. > > > > On Tue, Jul 16, 2019 at 3:54 PM Ken Hohhof <[email protected]> wrote: > > You don’t think the cellcos have been planning for 5G for the past 3-5 > years? I would think the unknown would maybe be T-Mobile/Sprint. > > > > I’ll believe AT&T’s powerline guided mmWave feeding tons of small > cellsites in rural areas when I see it. But even that goes on utility > poles, not towers. > > > > *From:* AF <[email protected]> *On Behalf Of *Lewis Bergman > *Sent:* Tuesday, July 16, 2019 3:42 PM > *To:* Matt Hoppes <[email protected]> > *Cc:* AnimalFarm Microwave Users Group <[email protected]> > *Subject:* Re: [AFMUG] Wisp value > > > > I would be interested in the total of those transactions. My experience > may be out of date in that 5G might encourage them to buy unproductive > assets. Or, what they bought might be part of a much larger deal that fits > my earlier statement. Who knows. > > > > On Tue, Jul 16, 2019 at 2:03 PM Matt Hoppes < > [email protected]> wrote: > > Oh? That's news to me... American seems to be buying up tons of cold > steel with no customers on them. > > On 7/16/19 3:01 PM, Lewis Bergman wrote: > > A tower company won't want a tower bought in eBay. > > They want towers that have ASR, environmental certs, 2 carrier, etc. > > They also are not interested in towers without good annual revenue > > numbers. You might be able to ditch some in a bundle with revenue > > producing towers but those will be deducted but added from the number. > > > > On Tue, Jul 16, 2019, 1:54 PM Colin Stanners <[email protected] > > <mailto:[email protected]>> wrote: > > > > At least in our area, tower companies (mostly older 2-way providers) > > are not buying / building many towers - most of the builds outside > > of WISPs are cell carriers, who will only use heavier-duty towers > > than what most WISPs will build. > > > > On Tue, Jul 16, 2019 at 1:50 PM Matt Hoppes > > <[email protected] > > <mailto:[email protected]>> wrote: > > > > Remove? Why not sell them to a tower company? > > > > On 7/16/19 12:44 PM, CBB - Jay Fuller wrote: > > > > > > 1) if he doesn't have the money you're not going to get it. > > > 2) i've been thinking about this a lot lately too. everyone > > who only > > > values based on annual revenue (as i used to do and have made > > several > > > purchases based on that) is probably not taking into account > > owned > > > vertical real estate. a lot of times smaller wisps are only > > renting > > > water tanks or someone else's tower but as you get bigger you > > tend to > > > build. i think we must own at least 15 towers...i'm not > > sure. we don't > > > own the land (we own SOME of the land) but we do own the > towers. > > > if you're shutting down, there is money involved in REMOVING > > those towers. > > > > > > ----- Original Message ----- > > > *From:* TJ Trout <mailto:[email protected] > > <mailto:[email protected]>> > > > *To:* AnimalFarm Microwave Users Group > > <mailto:[email protected] <mailto:[email protected]>> > > > *Sent:* Tuesday, July 16, 2019 3:59 AM > > > *Subject:* [AFMUG] Wisp value > > > > > > I've been mentoring a friend of mine, he's young and > rather > > > ambitious. He started out his 'wisp' using a residential > > cable > > > connection, I've helped him for basically free for the > > last three > > > years grow his base to 250 customers, he just last week > > acquired a > > > failing wisp with 65 subs on a no money down, pay us a > > commission > > > basis. I've been managing most of his core network and > > providing him > > > IPv4 and transit for a steal of a price, I even loaned > him a > > > substantial amount of cash recently to buy a bunch of > surplus > > > equipment. Well anyway I guess he got caught with another > > women and > > > his wife is demanding he shut down or sell the wisp for > > > whatever reason, he called and put this all on my plate > > today. > > > > > > Instead of offering to sell me the company (I don't > > really want it) > > > he tellse that he's going to try selling to a local > > competitor whom > > > I consider slightly a better personal than a child > molester. > > > > > > So anyway I'll try to stop rambling, what's a wisp Worth > > these days? > > > Gross revenue for a year is what I figure (max) with his > > all used > > > ubnt equipment? > > > > > > The other dilemma is that he's about 3 months behind on > > his transit > > > and his note is due for repayment Monday ~$15k total. > > > > > > I need a way to ensure I get paid current and I don't let > > him get > > > behind during the 'sale'. I was thinking to quit being > > the nice guy > > > and demand the past due balance + the note in full + 3 > months > > > transit in advance so I don't get screwed during the sale > > process if > > > he gets behind again. I don't know if he can even come up > > with the > > > money and my only leverage is to turn his port down... I > > have a > > > strange feeling he may try to stall me as long as > > possible until the > > > competition can thing in transit and run off without > > paying the bill.... > > > > > > > > > Sorry for he rant, just sick of helping people because > > every time I > > > do I end up regretting it. > > > > > > TJ > > > > > > > > > ------------------------------------------------------------------------ > > > > > > -- > > > AF mailing list > > > [email protected] <mailto:[email protected]> > > > http://af.afmug.com/mailman/listinfo/af_af.afmug.com > > > > > > > > > > -- > > AF mailing list > > [email protected] <mailto:[email protected]> > > http://af.afmug.com/mailman/listinfo/af_af.afmug.com > > > > -- > > AF mailing list > > [email protected] <mailto:[email protected]> > > http://af.afmug.com/mailman/listinfo/af_af.afmug.com > > > > > > > > > -- > > Lewis Bergman > > 325-439-0533 Cell > > -- > AF mailing list > [email protected] > http://af.afmug.com/mailman/listinfo/af_af.afmug.com > > > > > -- > > Lewis Bergman > > 325-439-0533 Cell > -- > AF mailing list > [email protected] > http://af.afmug.com/mailman/listinfo/af_af.afmug.com >
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