[arin-ppml] ARIN-PPML Digest, Vol 227, Issue 2

Thu Jun 20 22:45:15 EDT 2024

Ghhhu

On Fri, May 3, 2024, 9:43 PM <arin-ppml-request at arin.net> wrote:

> Send ARIN-PPML mailing list submissions to
>         arin-ppml at arin.net
>
> To subscribe or unsubscribe via the World Wide Web, visit
>         https://lists.arin.net/mailman/listinfo/arin-ppml
> or, via email, send a message with subject or body 'help' to
>         arin-ppml-request at arin.net
>
> You can reach the person managing the list at
>         arin-ppml-owner at arin.net
>
> When replying, please edit your Subject line so it is more specific
> than "Re: Contents of ARIN-PPML digest..."
>
>
> Today's Topics:
>
>    1. Re: Cogent using IPv4 as collateral for borrowing money (A N)
>    2. 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 <anita.nikolich at gmail.com>
> To: Matt Erculiani <merculiani at gmail.com>
> Cc: arin-ppml at arin.net
> Subject: Re: [arin-ppml] Cogent using IPv4 as collateral for borrowing
>         money
> Message-ID: <C0CDA3F6-5E3A-45CA-A7AB-CEC559AE6612 at gmail.com>
> 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 <hannigan at gmail.com>
> To: Matt Erculiani <merculiani at gmail.com>
> Cc: Amin Dayekh <admin at megamore.ng>, "arin-ppml at arin.net"
>         <arin-ppml at arin.net>
> Subject: Re: [arin-ppml] Cogent using IPv4 as collateral for borrowing
>         money
> Message-ID:
>         <
> CAMDXq5P4MH9ZG6s8AcQJfvwj88tV4dcFEMA+M1yGp314P7WKPQ at 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 <merculiani at gmail.com> 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 <admin at megamore.ng> 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 <bill at herrin.us> 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
> >>> bill at herrin.us
> >>> https://bill.herrin.us/
> >>> _______________________________________________
> >>> ARIN-PPML
> >>> You are receiving this message because you are subscribed to
> >>> the ARIN Public Policy Mailing List (ARIN-PPML at arin.net).
> >>> Unsubscribe or manage your mailing list subscription at:
> >>> https://lists.arin.net/mailman/listinfo/arin-ppml
> >>> Please contact info at arin.net if you experience any issues.
> >>>
> >> _______________________________________________
> >> ARIN-PPML
> >> You are receiving this message because you are subscribed to
> >> the ARIN Public Policy Mailing List (ARIN-PPML at arin.net).
> >> Unsubscribe or manage your mailing list subscription at:
> >> https://lists.arin.net/mailman/listinfo/arin-ppml
> >> Please contact info at arin.net 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 (ARIN-PPML at arin.net).
> > Unsubscribe or manage your mailing list subscription at:
> > https://lists.arin.net/mailman/listinfo/arin-ppml
> > Please contact info at arin.net 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
> ARIN-PPML at arin.net
> https://lists.arin.net/mailman/listinfo/arin-ppml
>
>
> ------------------------------
>
> End of ARIN-PPML Digest, Vol 227, Issue 2
> *****************************************
>
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <https://lists.arin.net/pipermail/arin-ppml/attachments/20240620/cf888ed7/attachment.htm>