Kind of sounds like the new investor(s) will basically just slide into the first lien position for all of Cogent.
Without "Cogent’s IPv4 addresses, customer IPv4 address leases and customer accounts receivables" I'm not sure what's left other than a whole lot of opex and rapidly depreciating equipment. Someone please correct me if my analysis is wrong here. IANA lawyer, financial advisor, etc, etc. -Matt On Fri, May 3, 2024 at 6:32 PM Amin Dayekh <[email protected]> wrote: > Interesting > > *Amin Dayekh* > *CTO* > > *MegaMore Wireless Broadband* > > > [image: facebook icon] <https://www.facebook.com/MegaMoreBroadband> [image: > linkedin icon] <https://www.linkedin.com/company/megamore-broadband> [image: > instagram icon] <https://www.instagram.com/megamorewireless/> > [image: banner] <https://www.megamorebroadband.com/> > > **************************************************************************************** > This email and any attachment (s) transmitted with it are confidential. They > may also be privileged or otherwise protected by law. They are intended > solely for the use of the individual or entity to whom they are addressed. If > you have received this email by error, please notify the sender immediately > by e-mail and delete this e-mail from your system. You are also notified that > disclosing, copying, distributing, or taking any action in relation to its > contents > is strictly prohibited and unlawful. By reading the message and opening > any attachment, the recipient accepts full responsibility for taking > protective > and remedial action about viruses and other defects. > **************************************************************************************** > > > > On Sat, May 4, 2024 at 12:52 AM William Herrin <[email protected]> wrote: > >> >> https://circleid.com/posts/20240503-cogent-communications-secures-206-million-in-notes-backed-by-ipv4-addresses >> >> https://www.cogentco.com/en/about-cogent/press-releases/4443-cogent-announces-ipv4-address-securitization-offering >> >> https://www.sec.gov/Archives/edgar/data/2016324/000110465924048395/tm2410191d1_ex99-1.htm >> >> https://www.sec.gov/Archives/edgar/data/1158324/000110465924048968/tm2412216d1_8k.htm >> >> -- >> William Herrin >> [email protected] >> https://bill.herrin.us/ >> _______________________________________________ >> ARIN-PPML >> You are receiving this message because you are subscribed to >> the ARIN Public Policy Mailing List ([email protected]). >> Unsubscribe or manage your mailing list subscription at: >> https://lists.arin.net/mailman/listinfo/arin-ppml >> Please contact [email protected] if you experience any issues. >> > _______________________________________________ > ARIN-PPML > You are receiving this message because you are subscribed to > the ARIN Public Policy Mailing List ([email protected]). > Unsubscribe or manage your mailing list subscription at: > https://lists.arin.net/mailman/listinfo/arin-ppml > Please contact [email protected] if you experience any issues. > -- Matt Erculiani
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