[arin-ppml] Revised and Retitled - Draft Policy ARIN-2021-6: Permit IPv4 Leased Addresses for Purposes of Determining Utilization for Future Allocations
Mike Burns
mike at iptrading.com
Mon Mar 21 19:03:17 EDT 2022
Hi Martin,
We once saw an ipv4 block included among hardware as part of a third party lease.
That happened years ago and really was a one-off. Generally nobody will recognize IPv4 blocks as assets.
That leaves leasing-out addresses by incumbent address holders as the only effective financing mechanism.
We have been asked about lease-to-own arrangements but policy makes those sorts of transactions very difficult.Regards,Mike ---- On Mon, 21 Mar 2022 18:15:26 -0400 hannigan at gmail.com wrote ----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?
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