<div dir="ltr"><div dir="ltr">Exactly, I am not particularly opposed to their IP leasing business. With the current exhaustion of IP addresses, many small ISPs have no choice but to obtain IP addresses from them. Large ISPs will choose to purchase IP addresses directly. such as alibabacloud.</div><div dir="ltr">The current situation poses risks to users who rent their IP addresses. I think the problem itself is AFRINIC's own problem. Who allocated 7 million addresses to them? As far as I know, even providers like OVH do not have 7 million IP addresses. And a paper company can get 7 million IP addresses.<br></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Mon, Jul 26, 2021 at 12:09 AM Andrew Alston <<a href="mailto:Andrew.Alston@liquidtelecom.com">Andrew.Alston@liquidtelecom.com</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">
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<div>What absolute nonsense - unless there is an NDA protecting the relationship people are free to disclose.</div>
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<div dir="ltr">That’s like saying I can’t state that I buy jeans from party X - internet services from party Y - or eat a particular brand of chocolate.</div>
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<div dir="ltr">Sorry unless there are confidentiality clauses in place - absolute rubbish - and if there are - that is between the buyer and the seller and has nothing to do with anyone on here </div>
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<div dir="ltr">Andrew </div>
<div id="gmail-m_3558795617469708824ms-outlook-mobile-signature">
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Get <a href="https://aka.ms/o0ukef" target="_blank">Outlook for iOS</a></div>
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<div id="gmail-m_3558795617469708824divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif" style="font-size:11pt" color="#000000"><b>From:</b> Meriem Dayday <<a href="mailto:meriemdayday@gmail.com" target="_blank">meriemdayday@gmail.com</a>><br>
<b>Sent:</b> Sunday, July 25, 2021 6:53:45 PM<br>
<b>To:</b> Leo S <<a href="mailto:leoso@afcast.com" target="_blank">leoso@afcast.com</a>><br>
<b>Cc:</b> <a href="mailto:community-discuss@afrinic.net" target="_blank">community-discuss@afrinic.net</a> <<a href="mailto:community-discuss@afrinic.net" target="_blank">community-discuss@afrinic.net</a>><br>
<b>Subject:</b> Re: [Community-Discuss] Share About Cloud Innovation Ltd and their business</font>
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<div dir="auto">Hello, </div>
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<div dir="auto">This is a direct violation of the CoC. </div>
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<div dir="auto">Disclosing such information and data without the company’s consent is a clear attempt of defamation and can have legal consequences on the concerned person. </div>
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<div dir="auto">Having a business or other relationship with the said company does not give you the right to divulge such details on a public mailing list. That is quite appalling.</div>
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<div dir="auto">Please refrain from violating the CoC and attacking entities in such manner. It can only be troublesome. </div>
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<div dir="auto">I am urging the PDWG chairs to act immediately by sanctioning the sender and deleting this delicate email from the list. </div>
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<div dir="auto">Best, </div>
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<div dir="ltr">Le dim. 25 juil. 2021 à 15:39, Leo S <<a href="mailto:leoso@afcast.com" target="_blank">leoso@afcast.com</a>> a écrit :<br>
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<blockquote style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex">
<div dir="ltr"><span id="gmail-m_3558795617469708824x_m_5096360875691556503gmail-docs-internal-guid-944d8fd1-7fff-437a-59f9-cdd5d026d86d">
<p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;font-variant-numeric:normal;font-variant-east-asian:normal;vertical-align:baseline;white-space:pre-wrap;background-color:transparent;color:rgb(0,0,0)">About
Cloud Innovation Ltd I want to talk about their business model.</span></p>
<p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;font-variant-numeric:normal;font-variant-east-asian:normal;vertical-align:baseline;white-space:pre-wrap;background-color:transparent;color:rgb(0,0,0)">They
got 7 Million IPv4 addresses from AFRINIC at a price of $10,000 USD per year, and then leased them to ISPs or end users at a price of ~2 USD/year/IPv4 (large block in 2018 if Small block may be more expensive maybe $3 USD) and with an annual increase of 15%
fee from the price</span></p>
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<p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;font-variant-numeric:normal;font-variant-east-asian:normal;vertical-align:baseline;white-space:pre-wrap;background-color:transparent;color:rgb(0,0,0)">So
the cost is $10,000 USD</span></p>
<p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;font-variant-numeric:normal;font-variant-east-asian:normal;vertical-align:baseline;white-space:pre-wrap;background-color:transparent;color:rgb(0,0,0)">Revenue
is 7M x 2 = 14 Million</span></p>
<p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;font-variant-numeric:normal;font-variant-east-asian:normal;vertical-align:baseline;white-space:pre-wrap;background-color:transparent;color:rgb(0,0,0)">so
it’s 150000% profit</span></p>
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<p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;font-variant-numeric:normal;font-variant-east-asian:normal;vertical-align:baseline;white-space:pre-wrap;background-color:transparent;color:rgb(0,0,0)">Part
of the cost is spent on RIR community activities and seeking support from members, and money will be used to defeat those who oppose it. </span></p>
<p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;font-variant-numeric:normal;font-variant-east-asian:normal;vertical-align:baseline;white-space:pre-wrap;background-color:transparent;color:rgb(0,0,0)">Are
there any people in the world who don't love money? Those who accept their money will support them in the community. and questioned any action of discussion that would be detrimental to them.</span></p>
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<p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;font-variant-numeric:normal;font-variant-east-asian:normal;vertical-align:baseline;white-space:pre-wrap;background-color:transparent;color:rgb(0,0,0)">Of
course, this is Lu Heng.</span></p>
<p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;font-variant-numeric:normal;font-variant-east-asian:normal;vertical-align:baseline;white-space:pre-wrap;background-color:transparent;color:rgb(0,0,0)">He
also plundered tens of thousands of IP addresses from RIPE and A few years later sold to vodafone and earned millions of dollars. He is smart and knows who should pay the money to.</span></p>
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<p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;font-variant-numeric:normal;font-variant-east-asian:normal;vertical-align:baseline;white-space:pre-wrap;background-color:transparent;color:rgb(0,0,0)">To
rent an IP address from Cloud Innovation Ltd, you do not need to use their network services and circuits. Exactly they don't provide network service. and I think 90% of IP addresses are used in North America and Asia</span></p>
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<p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;font-variant-numeric:normal;font-variant-east-asian:normal;vertical-align:baseline;white-space:pre-wrap;background-color:transparent;color:rgb(0,0,0)">I
don't know much about AFRINIC's policy. But in ARIN you must have a circuit or network service then you can rent an IP address from the provider.</span></p>
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<p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;font-variant-numeric:normal;font-variant-east-asian:normal;vertical-align:baseline;white-space:pre-wrap;background-color:transparent;color:rgb(0,0,0)">The
AFRINIC internal audit action may be detrimental to Cloud Innovation Ltd, so they started some network services in South Africa last year as Africa on cloud. but it's a small network. I think the revenue from these services may account for less than 10% of
their revenue. so 90% of their revenue still from IPv4 address leasing business</span></p>
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<p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;font-variant-numeric:normal;font-variant-east-asian:normal;vertical-align:baseline;white-space:pre-wrap;background-color:transparent;color:rgb(0,0,0)">It
can be seen from their income that they have enough money to support the lawsuit against AFRINIC. And spend money in the community to fight for their address not to be revoked.</span></p>
<p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;font-variant-numeric:normal;font-variant-east-asian:normal;vertical-align:baseline;white-space:pre-wrap;background-color:transparent;color:rgb(0,0,0)">very
sad AFRINIC is too poor </span></p>
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<p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;font-variant-numeric:normal;font-variant-east-asian:normal;vertical-align:baseline;white-space:pre-wrap;background-color:transparent;color:rgb(0,0,0)">By
the way, I was also their customer before</span></p>
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