I’m not worried about network or real estate assets. Plenty of trash still running tax free and delivering high margin service everywhere. Cogent is not unique or a standout.
Personally, I love their new Sprint/TMo real estate. Wish I could get a call back on it. YMMV, -M< On Fri, May 3, 2024 at 23:00 A N <anita.nikol...@gmail.com> wrote: > Buildings/real estate too? > > > On May 3, 2024, at 9:20 PM, Matt Erculiani <merculi...@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 <ad...@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 <b...@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 >>> b...@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@arin.net). >>> Unsubscribe or manage your mailing list subscription at: >>> https://lists.arin.net/mailman/listinfo/arin-ppml >>> Please contact i...@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@arin.net). >> Unsubscribe or manage your mailing list subscription at: >> https://lists.arin.net/mailman/listinfo/arin-ppml >> Please contact i...@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@arin.net). > Unsubscribe or manage your mailing list subscription at: > https://lists.arin.net/mailman/listinfo/arin-ppml > Please contact i...@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@arin.net). > Unsubscribe or manage your mailing list subscription at: > https://lists.arin.net/mailman/listinfo/arin-ppml > Please contact i...@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@arin.net). Unsubscribe or manage your mailing list subscription at: https://lists.arin.net/mailman/listinfo/arin-ppml Please contact i...@arin.net if you experience any issues.
