Buildings/real estate too?


On May 3, 2024, at 9:20 PM, Matt Erculiani <[email protected]> wrote:


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


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