<html><head><meta http-equiv="content-type" content="text/html; charset=utf-8"></head><body dir="auto">Buildings/real estate too?<br id="lineBreakAtBeginningOfSignature"><div dir="ltr"><br></div><div dir="ltr"><br><blockquote type="cite">On May 3, 2024, at 9:20 PM, Matt Erculiani <merculiani@gmail.com> wrote:<br><br></blockquote></div><blockquote type="cite"><div dir="ltr"><div dir="ltr"><div>Kind of sounds like the new investor(s) will basically just slide into the first lien position for all of Cogent.</div><div><br></div><div>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.</div><div><br></div><div>Someone please correct me if my analysis is wrong here. IANA lawyer, financial advisor, etc, etc.<br></div><div><br></div><div>-Matt</div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Fri, May 3, 2024 at 6:32 PM Amin Dayekh <<a href="mailto:admin@megamore.ng" target="_blank">admin@megamore.ng</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="auto">Interesting <br clear="all"><br clear="all"><div><div dir="ltr" class="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><b>Amin Dayekh</b></div><div dir="ltr"><b>CTO</b><br><table cellpadding="0" cellspacing="0" style="border-spacing:0px;border-collapse:collapse;width:403px;font-size:10pt;font-family:Arial,sans-serif;color:rgb(68,68,68)"><tbody style="font-family:Arial,sans-serif"><tr style="font-family:Arial,sans-serif"><td valign="top" colspan="2" style="padding:10px 0px;border-top:1px solid rgb(17,13,119);width:402px;vertical-align:top;font-family:Arial,sans-serif;color:rgb(0,0,0)"><span style="font-family:Tahoma,sans-serif;color:rgb(15,19,136)"><br></span><span style="font-family:Tahoma,sans-serif;font-size:10pt;color:rgb(15,19,136)"><b style="font-family:Tahoma,sans-serif">MegaMore Wireless Broadband</b></span></td></tr><tr style="font-family:Arial,sans-serif"><td valign="top" colspan="2" style="padding:10px 0px;font-size:10pt;font-family:Arial,sans-serif;vertical-align:top;color:rgb(0,0,0)"><br></td></tr><tr style="font-family:Arial,sans-serif"><td valign="top" style="padding:10px 0px;font-size:10pt;font-family:Arial,sans-serif;vertical-align:top;color:rgb(0,0,0)"><br></td><td valign="bottom" align="right" style="padding:0px 0px 10px;line-height:0px;vertical-align:bottom;text-align:right;font-family:Arial,sans-serif"><span style="font-family:Arial,sans-serif"><a href="https://www.facebook.com/MegaMoreBroadband" rel="noopener" style="font-family:Arial,sans-serif;background-color:transparent;color:rgb(51,122,183)" target="_blank"><img border="0" width="17" alt="facebook icon" src="https://codetwocdn.azureedge.net/images/mail-signatures/generator/road/fb.png" style="border: 0px; vertical-align: middle; height: 17px; width: 17px; font-family: Arial, sans-serif;" data-unique-identifier=""></a> </span><span style="font-family:Arial,sans-serif"><a href="https://www.linkedin.com/company/megamore-broadband" rel="noopener" style="font-family:Arial,sans-serif;background-color:transparent;color:rgb(51,122,183)" target="_blank"><img border="0" width="17" alt="linkedin icon" src="https://codetwocdn.azureedge.net/images/mail-signatures/generator/road/ln.png" style="border: 0px; vertical-align: middle; height: 17px; width: 17px; font-family: Arial, sans-serif;" data-unique-identifier=""></a> </span><span style="font-family:Arial,sans-serif"><a href="https://www.instagram.com/megamorewireless/" rel="noopener" style="font-family:Arial,sans-serif;background-color:transparent;color:rgb(51,122,183)" target="_blank"><img border="0" width="17" alt="instagram icon" src="https://codetwocdn.azureedge.net/images/mail-signatures/generator/road/it.png" style="border: 0px; vertical-align: middle; height: 17px; width: 17px; font-family: Arial, sans-serif;" data-unique-identifier=""></a> </span></td></tr><tr style="font-family:Arial,sans-serif"><td valign="top" colspan="2" style="padding:5px 0px 0px;border-top:1px solid rgb(17,13,119);vertical-align:top;font-family:Arial,sans-serif"><a href="https://www.megamorebroadband.com/" rel="noopener" style="font-family:Arial,sans-serif;background-color:transparent;color:rgb(51,122,183)" target="_blank"><img alt="banner" width="400" border="0" src="https://megamorebroadband.com/wp-content/uploads/Design-2.jpg" style="border: 0px; vertical-align: middle; width: 400px; height: auto; font-family: Arial, sans-serif;" data-unique-identifier=""></a></td></tr></tbody></table><br></div></div><div dir="ltr"><pre cols="72" style="font-family:monospace;color:rgb(34,34,34)">****************************************************************************************
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.
****************************************************************************************</pre></div></div></div></div></div></div></div><div><br></div><div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Sat, May 4, 2024 at 12:52 AM William Herrin <<a href="mailto:bill@herrin.us" target="_blank">bill@herrin.us</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><a href="https://circleid.com/posts/20240503-cogent-communications-secures-206-million-in-notes-backed-by-ipv4-addresses" rel="noreferrer" target="_blank">https://circleid.com/posts/20240503-cogent-communications-secures-206-million-in-notes-backed-by-ipv4-addresses</a><br>
<a href="https://www.cogentco.com/en/about-cogent/press-releases/4443-cogent-announces-ipv4-address-securitization-offering" rel="noreferrer" target="_blank">https://www.cogentco.com/en/about-cogent/press-releases/4443-cogent-announces-ipv4-address-securitization-offering</a><br>
<a href="https://www.sec.gov/Archives/edgar/data/2016324/000110465924048395/tm2410191d1_ex99-1.htm" rel="noreferrer" target="_blank">https://www.sec.gov/Archives/edgar/data/2016324/000110465924048395/tm2410191d1_ex99-1.htm</a><br>
<a href="https://www.sec.gov/Archives/edgar/data/1158324/000110465924048968/tm2412216d1_8k.htm" rel="noreferrer" target="_blank">https://www.sec.gov/Archives/edgar/data/1158324/000110465924048968/tm2412216d1_8k.htm</a><br>
<br>
-- <br>
William Herrin<br>
<a href="mailto:bill@herrin.us" target="_blank">bill@herrin.us</a><br>
<a href="https://bill.herrin.us/" rel="noreferrer" target="_blank">https://bill.herrin.us/</a><br>
_______________________________________________<br>
ARIN-PPML<br>
You are receiving this message because you are subscribed to<br>
the ARIN Public Policy Mailing List (<a href="mailto:ARIN-PPML@arin.net" target="_blank">ARIN-PPML@arin.net</a>).<br>
Unsubscribe or manage your mailing list subscription at:<br>
<a href="https://lists.arin.net/mailman/listinfo/arin-ppml" rel="noreferrer" target="_blank">https://lists.arin.net/mailman/listinfo/arin-ppml</a><br>
Please contact <a href="mailto:info@arin.net" target="_blank">info@arin.net</a> if you experience any issues.<br>
</blockquote></div></div>
_______________________________________________<br>
ARIN-PPML<br>
You are receiving this message because you are subscribed to<br>
the ARIN Public Policy Mailing List (<a href="mailto:ARIN-PPML@arin.net" target="_blank">ARIN-PPML@arin.net</a>).<br>
Unsubscribe or manage your mailing list subscription at:<br>
<a href="https://lists.arin.net/mailman/listinfo/arin-ppml" rel="noreferrer" target="_blank">https://lists.arin.net/mailman/listinfo/arin-ppml</a><br>
Please contact <a href="mailto:info@arin.net" target="_blank">info@arin.net</a> if you experience any issues.<br>
</blockquote></div><br clear="all"><div><br></div><span class="gmail_signature_prefix">-- </span><br><div dir="ltr" class="gmail_signature"><div dir="ltr">Matt Erculiani<br></div></div>
<span>_______________________________________________</span><br><span>ARIN-PPML</span><br><span>You are receiving this message because you are subscribed to</span><br><span>the ARIN Public Policy Mailing List (ARIN-PPML@arin.net).</span><br><span>Unsubscribe or manage your mailing list subscription at:</span><br><span>https://lists.arin.net/mailman/listinfo/arin-ppml</span><br><span>Please contact info@arin.net if you experience any issues.</span><br></div></blockquote></body></html>