Ghhhu On Fri, May 3, 2024, 9:43 PM <[email protected]> wrote:
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Re: Cogent using IPv4 as collateral for borrowing money > (Martin Hannigan) > > > ---------------------------------------------------------------------- > > Message: 1 > Date: Fri, 3 May 2024 21:29:18 -0500 > From: A N <[email protected]> > To: Matt Erculiani <[email protected]> > Cc: [email protected] > Subject: Re: [arin-ppml] Cogent using IPv4 as collateral for borrowing > money > Message-ID: <[email protected]> > Content-Type: text/plain; charset="us-ascii" > > An HTML attachment was scrubbed... > URL: < > https://lists.arin.net/pipermail/arin-ppml/attachments/20240503/0b764710/attachment-0001.htm > > > > ------------------------------ > > Message: 2 > Date: Fri, 3 May 2024 22:43:13 -0400 > From: Martin Hannigan <[email protected]> > To: Matt Erculiani <[email protected]> > Cc: Amin Dayekh <[email protected]>, "[email protected]" > <[email protected]> > Subject: Re: [arin-ppml] Cogent using IPv4 as collateral for borrowing > money > Message-ID: > < > camdxq5p4mh9zg6s8acqjfvwj88tv4dcfema+m1ygp314p7w...@mail.gmail.com> > Content-Type: text/plain; charset="utf-8" > > I?d venture the jig is up and the hedge funds are on it. The /8+ ins?t > shedding enough value to shareholders. But it will. > > https://www.nasdaq.com/market-activity/stocks/ccoi/short-interest > > Warm regards, > > -M< > > > On Fri, May 3, 2024 at 22:20 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* > >> > >> > >> [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 > > _______________________________________________ > > 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. > > > -------------- next part -------------- > An HTML attachment was scrubbed... > URL: < > https://lists.arin.net/pipermail/arin-ppml/attachments/20240503/d655f177/attachment.htm > > > > ------------------------------ > > Subject: Digest Footer > > _______________________________________________ > ARIN-PPML mailing list > [email protected] > https://lists.arin.net/mailman/listinfo/arin-ppml > > > ------------------------------ > > End of ARIN-PPML Digest, Vol 227, Issue 2 > ***************************************** >
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