I adopt the Trump style of argument at times
From: Mike Hammett
Sent: Thursday, January 12, 2017 3:34 PM
To: af@afmug.com
Subject: Re: [AFMUG] Price per sub?
Chuck will argue otherwise, but I think few are in his position.
-
Mike Hammett
Intelligent Computing Solutions
Midwest
1:06:37 AM
Subject: Re: [AFMUG] Price per sub?
Hi,
Not to be picky about terminology, but by definition a "tax" is " a compulsory
contribution to state revenue, levied by the government on workers' income and
business profits or added to the cost of some goods, services, and
High penetration rate for a small WISP would not necessarily make it more value
to me as a potential purchase. No room to grow.
From: Brian Webster
Sent: Thursday, January 12, 2017 2:41 PM
To: af@afmug.com
Subject: Re: [AFMUG] Price per sub?
That is why I brought that point up. Most states
,
Brian Webster
www.wirelessmapping.com
www.Broadband-Mapping.com
From: Af [mailto:af-boun...@afmug.com] On Behalf Of Ken Hohhof
Sent: Thursday, January 12, 2017 11:34 AM
To: af@afmug.com
Subject: Re: [AFMUG] Price per sub?
I am confused when he says they have 90% “take rate” yet there is
that $9 doesn’t buy much of a phone+data bundle).
But it comes from the Universal Service (slush) Fund.
From: Af [mailto:af-boun...@afmug.com] On Behalf Of Chuck McCown
Sent: Thursday, January 12, 2017 12:16 PM
To: af@afmug.com
Subject: Re: [AFMUG] Price per sub?
Yes CAF.
CAF is not USF
Yes CAF.
CAF is not USF. Two totally different beasts.
From: Ken Hohhof
Sent: Thursday, January 12, 2017 11:14 AM
To: af@afmug.com
Subject: Re: [AFMUG] Price per sub?
http://www.telecompetitor.com/massachusetts-joins-effort-urging-the-fcc-to-release-connect-america-funding-to-states
http://www.telecompetitor.com/massachusetts-joins-effort-urging-the-fcc-to-release-connect-america-funding-to-states/
From: Af [mailto:af-boun...@afmug.com] On Behalf Of Chuck McCown
Sent: Thursday, January 12, 2017 11:51 AM
To: af@afmug.com
Subject: Re: [AFMUG] Price per sub?
Some
administration.
CAF != USF by any stretch.
And there is a push in all states to make ISPs fund the USF right along with
cell phone carriers and everyone else.
From: Ken Hohhof
Sent: Thursday, January 12, 2017 10:46 AM
To: af@afmug.com
Subject: Re: [AFMUG] Price per sub?
But now you see states
much about deficit spending as
Republicans supposedly do. New taxes would still seem counterintuitive.
From: Af [mailto:af-boun...@afmug.com] On Behalf Of Chuck McCown
Sent: Thursday, January 12, 2017 11:18 AM
To: af@afmug.com
Subject: Re: [AFMUG] Price per sub?
No, it is a replacement
nt: Thursday, January 12, 2017 10:06 AM
To: af@afmug.com
Subject: Re: [AFMUG] Price per sub?
Hi,
Not to be picky about terminology, but by definition a "tax" is "a compulsory
contribution to state revenue, levied by the government on workers' income and
business profits or
12, 2017 9:51 AM
*To:* af@afmug.com
*Subject:* Re: [AFMUG] Price per sub?
Chuck, here’s a question for you.
I seem to remember checking how much Frontier paid for customers
Verizon and AT&T didn’t want, and I think it was around the same
$2000/sub number that cable companies are typically priced a
: Thursday, January 12, 2017 9:51 AM
To: af@afmug.com
Subject: Re: [AFMUG] Price per sub?
Chuck, here’s a question for you.
I seem to remember checking how much Frontier paid for customers Verizon and
AT&T didn’t want, and I think it was around the same $2000/sub number that
cable compa
ject: Re: [AFMUG] Price per sub?
Even if EBITDA is zero year over year, you can look at growth of equity. If
the assets are truly worth what they are booked at, then buy for that value. I
prefer net present value of future cash flows to be a part of the analysis.
But for something that
.
From: Ken Hohhof
Sent: Thursday, January 12, 2017 8:39 AM
To: af@afmug.com
Subject: Re: [AFMUG] Price per sub?
I think there is some validity in getting the revenue and expense numbers
separately and doing your own analysis. If you just ask for their net income,
that will vary greatly
need no stinkin’ Internet, or
because they just use the data plan on their smartphone.
From: Af [mailto:af-boun...@afmug.com] On Behalf Of Chuck McCown
Sent: Thursday, January 12, 2017 10:15 AM
To: af@afmug.com
Subject: Re: [AFMUG] Price per sub?
We see the asymptote converging on about 84
We see the asymptote converging on about 84% in our FTTH neighborhoods.
From: Brian Webster
Sent: Wednesday, January 11, 2017 7:36 PM
To: af@afmug.com
Subject: Re: [AFMUG] Price per sub?
A couple of things that seem to always come up in these deals. One, what future
revenue has already
: Thursday, January 12, 2017 9:03 AM
To: af@afmug.com
Subject: Re: [AFMUG] Price per sub?
i hear that and 4x ebidta over and over. in terms of they don't know what
ebitda does i don't even ask for those numbers. after initial conversations i
always ask for a years worth of bank
yes.
i so agree.
- Original Message -
From: Brett A Mansfield
To: af@afmug.com
Sent: Wednesday, January 11, 2017 8:40 PM
Subject: Re: [AFMUG] Price per sub?
It would be a lot cheaper to just take their customers. But it would be a lot
more work and take more time. Also
on average we negotiate back and forth about six different bids.
the current company we're working with we agreed after three bids.
- Original Message -
From: Mike Hammett
To: af@afmug.com
Sent: Wednesday, January 11, 2017 8:29 PM
Subject: Re: [AFMUG] Price per sub?
: [AFMUG] Price per sub?
I don't know if I would buy someone who couldn't figure EBITDA. How could you
trust their books? Maybe if it was enough discount. On the other hand, if you
know all the cost involved you don't really need EBITDA to evaluate a business.
So many time
mmett
To: af@afmug.com
Sent: Wednesday, January 11, 2017 8:07 PM
Subject: Re: [AFMUG] Price per sub?
I hear that is around 12x - 18x months of revenue and a heck of a lot easier
to calculate when ballparking. They know their revenue (or well, is somewhat
easy to figure out). They proba
com
Sent: Wednesday, January 11, 2017 5:40 PM
Subject: Re: [AFMUG] Price per sub?
I always looked at these type of things as "How much could I spend in
advertising and giving away free months of service in that area to pick up a
majority of the customers anyway?" :)
If they are
No, they can and probably will just sit on the channels until you can
prove to the FCC that they are abandoned. I've never been through that
process, but I imagine it doesn't happen very fast.
On 1/11/2017 8:40 PM, Brett A Mansfield wrote:
And kicking off the other guys would free up the entire
;>
>>
>> -
>> Mike Hammett
>> Intelligent Computing Solutions
>>
>> Midwest Internet Exchange
>>
>> The Brothers WISP
>>
>>
>>
>>
>> From: "Chuck McCown"
>> To: af@afmug.com
>> Sent: Wed
www.wirelessmapping.com
www.Broadband-Mapping.com
From: Af [mailto:af-boun...@afmug.com] On Behalf Of Mike Hammett
Sent: Wednesday, January 11, 2017 9:08 PM
To: af@afmug.com
Subject: Re: [AFMUG] Price per sub?
I hear that is around 12x - 18x months of revenue and a heck of a lot easier to
calculate
Wednesday, January 11, 2017 8:25:17 PM
Subject: Re: [AFMUG] Price per sub?
I don't know if I would buy someone who couldn't figure EBITDA. How could you
trust their books? Maybe if it was enough discount. On the other hand, if you
know all the cost involved you don't really need EBIT
ge>
> <https://twitter.com/mdwestix>
> The Brothers WISP <http://www.thebrotherswisp.com/>
> <https://www.facebook.com/thebrotherswisp>
>
>
> <https://www.youtube.com/channel/UCXSdfxQv7SpoRQYNyLwntZg>
> --
> *From: *"Chuck McCown
hange
The Brothers WISP
- Original Message -
From: "Chuck McCown"
To: af@afmug.com
Sent: Wednesday, January 11, 2017 3:16:00 PM
Subject: Re: [AFMUG] Price per sub?
4x ebitda
From: Josh Reynolds
Sent: Wednesday, January 11, 2017 2:14 PM
To: af@afmug.com
Subj
stuff M&A is
>> built on, assets that are worth more to the buyer than to the seller.
>> Although you wouldn’t know it from the deals that make the news, they seem
>> to be about getting bigger just to get bigger, with correspondingly bigger
>> executive pay.
>>
>
out getting bigger just to get bigger, with correspondingly bigger
>> executive pay.
>>
>>
>>
>>
>>
>> From: Af [mailto:af-boun...@afmug.com] On Behalf Of Brett A Mansfield
>> Sent: Wednesday, January 11, 2017 3:39 PM
>> To: af@afmug.com
>&g
lthough you wouldn’t know it from the deals that make the news, they seem
>> to be about getting bigger just to get bigger, with correspondingly bigger
>> executive pay.
>>
>>
>>
>>
>>
>> *From:* Af [mailto:af-boun...@afmug.com] *On Behalf Of *Brett A Mansfield
>> *Sent
the news, they seem to be
> about getting bigger just to get bigger, with correspondingly bigger
> executive pay.
>
>
>
>
>
> *From:* Af [mailto:af-boun...@afmug.com] *On Behalf Of *Brett A Mansfield
> *Sent:* Wednesday, January 11, 2017 3:39 PM
> *To:* af@afmug.com
>
:40 AM
To: af@afmug.com
Subject: Re: [AFMUG] Price per sub?
I always looked at these type of things as "How much could I spend in
advertising and giving away free months of service in that area to pick up a
majority of the customers anyway?" :)
If they are at $20/month, you
I always looked at these type of things as "How much could I spend in
advertising and giving away free months of service in that area to pick
up a majority of the customers anyway?" :)
If they are at $20/month, you could give customers 6 months free to
switch to you, and you gain a customer fo
7;d have to pay you to take it away.
-- Original Message --
From: "Sterling Jacobson"
To: "af@afmug.com"
Sent: 1/11/2017 5:22:00 PM
Subject: Re: [AFMUG] Price per sub?
>With only 190 customers it's really just a negotiation.
>
>I bet they have a figu
t away.
-- Original Message --
From: "Sterling Jacobson"
To: "af@afmug.com"
Sent: 1/11/2017 5:22:00 PM
Subject: Re: [AFMUG] Price per sub?
With only 190 customers it's really just a negotiation.
I bet they have a figure in mind already.
Just ask them.
Why are the
arket
as well.
Could be worth a lot less if their net is only $1k a month.
-Original Message-
From: Af [mailto:af-boun...@afmug.com] On Behalf Of Brett A Mansfield
Sent: Wednesday, January 11, 2017 2:13 PM
To: af@afmug.com
Subject: [AFMUG] Price per sub?
When looking at buying a competitor
Sent: Wednesday, January 11, 2017 3:39 PM
To: af@afmug.com
Subject: Re: [AFMUG] Price per sub?
There are only 190 subs. I'll have to get their financials to determine ebitda
since they don't even know. But if it's what I think it is then they won't sell
for what I'll offer. 4x e
There are only 190 subs. I'll have to get their financials to determine ebitda
since they don't even know. But if it's what I think it is then they won't sell
for what I'll offer. 4x ebitda isn't much for only 190 subs.
Thank you,
Brett A Mansfield
> On Jan 11, 2017, at 2:14 PM, Josh Reynolds
much churn.
The one downside of 90% take rate is not much potential for organic growth,
unless there’s a housing boom.
From: Af [mailto:af-boun...@afmug.com] On Behalf Of Chuck McCown
Sent: Wednesday, January 11, 2017 3:16 PM
To: af@afmug.com
Subject: Re: [AFMUG] Price per sub?
4x
4x ebitda
From: Josh Reynolds
Sent: Wednesday, January 11, 2017 2:14 PM
To: af@afmug.com
Subject: Re: [AFMUG] Price per sub?
How many subs?
On Jan 11, 2017 3:13 PM, "Brett A Mansfield"
wrote:
When looking at buying a competitor, I'm wondering what everyone's though
How many subs?
On Jan 11, 2017 3:13 PM, "Brett A Mansfield"
wrote:
> When looking at buying a competitor, I'm wondering what everyone's thought
> is on a price per sub? They don't do contracts and they use the litebeam
> hardware.
>
> I'm not looking for legal advice, just wondering what all of
When looking at buying a competitor, I'm wondering what everyone's thought is
on a price per sub? They don't do contracts and they use the litebeam hardware.
I'm not looking for legal advice, just wondering what all of you think is fair.
This company has about a 90% take rate in the area they'r
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