[arin-ppml] Cogent using IPv4 as collateral for borrowing money

[Martin Hannigan]

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/>
>>
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>> 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/
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>
> --
> Matt Erculiani
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