<p dir="ltr">Ghhhu</p>
<br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Fri, May 3, 2024, 9:43 PM <<a href="mailto:arin-ppml-request@arin.net">arin-ppml-request@arin.net</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">Send ARIN-PPML mailing list submissions to<br>
<a href="mailto:arin-ppml@arin.net" target="_blank" rel="noreferrer">arin-ppml@arin.net</a><br>
<br>
To subscribe or unsubscribe via the World Wide Web, visit<br>
<a href="https://lists.arin.net/mailman/listinfo/arin-ppml" rel="noreferrer noreferrer" target="_blank">https://lists.arin.net/mailman/listinfo/arin-ppml</a><br>
or, via email, send a message with subject or body 'help' to<br>
<a href="mailto:arin-ppml-request@arin.net" target="_blank" rel="noreferrer">arin-ppml-request@arin.net</a><br>
<br>
You can reach the person managing the list at<br>
<a href="mailto:arin-ppml-owner@arin.net" target="_blank" rel="noreferrer">arin-ppml-owner@arin.net</a><br>
<br>
When replying, please edit your Subject line so it is more specific<br>
than "Re: Contents of ARIN-PPML digest..."<br>
<br>
<br>
Today's Topics:<br>
<br>
1. Re: Cogent using IPv4 as collateral for borrowing money (A N)<br>
2. Re: Cogent using IPv4 as collateral for borrowing money<br>
(Martin Hannigan)<br>
<br>
<br>
----------------------------------------------------------------------<br>
<br>
Message: 1<br>
Date: Fri, 3 May 2024 21:29:18 -0500<br>
From: A N <<a href="mailto:anita.nikolich@gmail.com" target="_blank" rel="noreferrer">anita.nikolich@gmail.com</a>><br>
To: Matt Erculiani <<a href="mailto:merculiani@gmail.com" target="_blank" rel="noreferrer">merculiani@gmail.com</a>><br>
Cc: <a href="mailto:arin-ppml@arin.net" target="_blank" rel="noreferrer">arin-ppml@arin.net</a><br>
Subject: Re: [arin-ppml] Cogent using IPv4 as collateral for borrowing<br>
money<br>
Message-ID: <<a href="mailto:C0CDA3F6-5E3A-45CA-A7AB-CEC559AE6612@gmail.com" target="_blank" rel="noreferrer">C0CDA3F6-5E3A-45CA-A7AB-CEC559AE6612@gmail.com</a>><br>
Content-Type: text/plain; charset="us-ascii"<br>
<br>
An HTML attachment was scrubbed...<br>
URL: <<a href="https://lists.arin.net/pipermail/arin-ppml/attachments/20240503/0b764710/attachment-0001.htm" rel="noreferrer noreferrer" target="_blank">https://lists.arin.net/pipermail/arin-ppml/attachments/20240503/0b764710/attachment-0001.htm</a>><br>
<br>
------------------------------<br>
<br>
Message: 2<br>
Date: Fri, 3 May 2024 22:43:13 -0400<br>
From: Martin Hannigan <<a href="mailto:hannigan@gmail.com" target="_blank" rel="noreferrer">hannigan@gmail.com</a>><br>
To: Matt Erculiani <<a href="mailto:merculiani@gmail.com" target="_blank" rel="noreferrer">merculiani@gmail.com</a>><br>
Cc: Amin Dayekh <<a href="mailto:admin@megamore.ng" target="_blank" rel="noreferrer">admin@megamore.ng</a>>, "<a href="mailto:arin-ppml@arin.net" target="_blank" rel="noreferrer">arin-ppml@arin.net</a>"<br>
<<a href="mailto:arin-ppml@arin.net" target="_blank" rel="noreferrer">arin-ppml@arin.net</a>><br>
Subject: Re: [arin-ppml] Cogent using IPv4 as collateral for borrowing<br>
money<br>
Message-ID:<br>
<<a href="mailto:CAMDXq5P4MH9ZG6s8AcQJfvwj88tV4dcFEMA%2BM1yGp314P7WKPQ@mail.gmail.com" target="_blank" rel="noreferrer">CAMDXq5P4MH9ZG6s8AcQJfvwj88tV4dcFEMA+M1yGp314P7WKPQ@mail.gmail.com</a>><br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
I?d venture the jig is up and the hedge funds are on it. The /8+ ins?t<br>
shedding enough value to shareholders. But it will.<br>
<br>
<a href="https://www.nasdaq.com/market-activity/stocks/ccoi/short-interest" rel="noreferrer noreferrer" target="_blank">https://www.nasdaq.com/market-activity/stocks/ccoi/short-interest</a><br>
<br>
Warm regards,<br>
<br>
-M<<br>
<br>
<br>
On Fri, May 3, 2024 at 22:20 Matt Erculiani <<a href="mailto:merculiani@gmail.com" target="_blank" rel="noreferrer">merculiani@gmail.com</a>> wrote:<br>
<br>
> Kind of sounds like the new investor(s) will basically just slide into the<br>
> first lien position for all of Cogent.<br>
><br>
> Without "Cogent?s IPv4 addresses, customer IPv4 address leases and<br>
> customer accounts receivables" I'm not sure what's left other than a whole<br>
> lot of opex and rapidly depreciating equipment.<br>
><br>
> Someone please correct me if my analysis is wrong here. IANA lawyer,<br>
> financial advisor, etc, etc.<br>
><br>
> -Matt<br>
><br>
> On Fri, May 3, 2024 at 6:32?PM Amin Dayekh <<a href="mailto:admin@megamore.ng" target="_blank" rel="noreferrer">admin@megamore.ng</a>> wrote:<br>
><br>
>> Interesting<br>
>><br>
>> *Amin Dayekh*<br>
>> *CTO*<br>
>><br>
>> *MegaMore Wireless Broadband*<br>
>><br>
>><br>
>> [image: facebook icon] <<a href="https://www.facebook.com/MegaMoreBroadband" rel="noreferrer noreferrer" target="_blank">https://www.facebook.com/MegaMoreBroadband</a>> [image:<br>
>> linkedin icon] <<a href="https://www.linkedin.com/company/megamore-broadband" rel="noreferrer noreferrer" target="_blank">https://www.linkedin.com/company/megamore-broadband</a>> [image:<br>
>> instagram icon] <<a href="https://www.instagram.com/megamorewireless/" rel="noreferrer noreferrer" target="_blank">https://www.instagram.com/megamorewireless/</a>><br>
>> [image: banner] <<a href="https://www.megamorebroadband.com/" rel="noreferrer noreferrer" target="_blank">https://www.megamorebroadband.com/</a>><br>
>><br>
>> ****************************************************************************************<br>
>> This email and any attachment (s) transmitted with it are confidential. They<br>
>> may also be privileged or otherwise protected by law. They are intended<br>
>> solely for the use of the individual or entity to whom they are addressed. If<br>
>> you have received this email by error, please notify the sender immediately<br>
>> by e-mail and delete this e-mail from your system. You are also notified that<br>
>> disclosing, copying, distributing, or taking any action in relation to its contents<br>
>> is strictly prohibited and unlawful. By reading the message and opening<br>
>> any attachment, the recipient accepts full responsibility for taking protective<br>
>> and remedial action about viruses and other defects.<br>
>> ****************************************************************************************<br>
>><br>
>><br>
>><br>
>> On Sat, May 4, 2024 at 12:52?AM William Herrin <<a href="mailto:bill@herrin.us" target="_blank" rel="noreferrer">bill@herrin.us</a>> wrote:<br>
>><br>
>>><br>
>>> <a href="https://circleid.com/posts/20240503-cogent-communications-secures-206-million-in-notes-backed-by-ipv4-addresses" rel="noreferrer noreferrer" target="_blank">https://circleid.com/posts/20240503-cogent-communications-secures-206-million-in-notes-backed-by-ipv4-addresses</a><br>
>>><br>
>>> <a href="https://www.cogentco.com/en/about-cogent/press-releases/4443-cogent-announces-ipv4-address-securitization-offering" rel="noreferrer noreferrer" target="_blank">https://www.cogentco.com/en/about-cogent/press-releases/4443-cogent-announces-ipv4-address-securitization-offering</a><br>
>>><br>
>>> <a href="https://www.sec.gov/Archives/edgar/data/2016324/000110465924048395/tm2410191d1_ex99-1.htm" rel="noreferrer noreferrer" target="_blank">https://www.sec.gov/Archives/edgar/data/2016324/000110465924048395/tm2410191d1_ex99-1.htm</a><br>
>>><br>
>>> <a href="https://www.sec.gov/Archives/edgar/data/1158324/000110465924048968/tm2412216d1_8k.htm" rel="noreferrer 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" rel="noreferrer">bill@herrin.us</a><br>
>>> <a href="https://bill.herrin.us/" rel="noreferrer 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" rel="noreferrer">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 noreferrer" target="_blank">https://lists.arin.net/mailman/listinfo/arin-ppml</a><br>
>>> Please contact <a href="mailto:info@arin.net" target="_blank" rel="noreferrer">info@arin.net</a> if you experience any issues.<br>
>>><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" rel="noreferrer">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 noreferrer" target="_blank">https://lists.arin.net/mailman/listinfo/arin-ppml</a><br>
>> Please contact <a href="mailto:info@arin.net" target="_blank" rel="noreferrer">info@arin.net</a> if you experience any issues.<br>
>><br>
><br>
><br>
> --<br>
> Matt Erculiani<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" rel="noreferrer">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 noreferrer" target="_blank">https://lists.arin.net/mailman/listinfo/arin-ppml</a><br>
> Please contact <a href="mailto:info@arin.net" target="_blank" rel="noreferrer">info@arin.net</a> if you experience any issues.<br>
><br>
-------------- next part --------------<br>
An HTML attachment was scrubbed...<br>
URL: <<a href="https://lists.arin.net/pipermail/arin-ppml/attachments/20240503/d655f177/attachment.htm" rel="noreferrer noreferrer" target="_blank">https://lists.arin.net/pipermail/arin-ppml/attachments/20240503/d655f177/attachment.htm</a>><br>
<br>
------------------------------<br>
<br>
Subject: Digest Footer<br>
<br>
_______________________________________________<br>
ARIN-PPML mailing list<br>
<a href="mailto:ARIN-PPML@arin.net" target="_blank" rel="noreferrer">ARIN-PPML@arin.net</a><br>
<a href="https://lists.arin.net/mailman/listinfo/arin-ppml" rel="noreferrer noreferrer" target="_blank">https://lists.arin.net/mailman/listinfo/arin-ppml</a><br>
<br>
<br>
------------------------------<br>
<br>
End of ARIN-PPML Digest, Vol 227, Issue 2<br>
*****************************************<br>
</blockquote></div>