[arin-ppml] Revised and Retitled - Draft Policy ARIN-2021-6: Permit IPv4 Leased Addresses for Purposes of Determining Utilization for Future Allocations

[Martin Hannigan]

On Sun, Mar 20, 2022 at 10:42 Martin Hannigan <hannigan at gmail.com> wrote:

>
>
> On Fri, Mar 18, 2022 at 5:47 PM Scott Leibrand <scottleibrand at gmail.com>
> wrote:
>
>>
>>
>> On Fri, Mar 18, 2022 at 12:39 PM Mike Burns <mike at iptrading.com> wrote:
>>
>>> Hi Scott,
>>>
>>>
>>>
>>> I am sorry, I actually penned a long reply to  your initial post but
>>> never sent it.
>>>
>>> The limit on initial block size is the same as if you came to ARIN
>>> seeking a block not for lease, but for your circuit-connected customers. To
>>> wit, ARIN will require more than just your statement.
>>>
>>> What’s to stop a company from claiming they will be delivering service
>>> to connected clients over the next two years, so they should get a
>>> pre-approval?
>>>
>>
>> They have to buy equipment and sign contracts for transit to deliver such
>> service. That equipment is worth far less if re-sold, and those contracts
>> cost money to terminate.
>>
>
> Equipment can be repurposed. Contracts can provide portability of capital
> or resources. Contracts can have termination for convenience options. Might
> be more useful to think about cost of capital, risk and other factors that
> go into IPv4 "speculating".
>


And heres another data point. No reputable private equity firm or source of
capital (that Im aware of) has funded IP speculation. I wonder why.

Doubt you can even finance them non recourse and with a big balance sheet.

Mike/Tom, see anything different?
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <https://lists.arin.net/pipermail/arin-ppml/attachments/20220321/c8576993/attachment.htm>