<div dir="ltr">Hi Owen,<div><br>I don't know how much you know about your employer.<br>Cloud Innovation Ltd no employees and equipment. Cloud Innovation Ltd Authorize these IP address authorization to LARUS Hong Kong doing lease business. All the LOA I received came from LARUS Hong Kong<br><br>LARUS does have employees but AFRINIC assigned the address to Cloud Innovation Ltd, a paper entity (brief case companies.) with no employees, equipment and services.<br></div><div><br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Tue, Jul 27, 2021 at 1:12 PM Owen DeLong <<a href="mailto:owen@delong.com">owen@delong.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"><div style="overflow-wrap: break-word;"><br><div><br><blockquote type="cite"><div>On Jul 25, 2021, at 09:26 , Leo S <<a href="mailto:leoso@afcast.com" target="_blank">leoso@afcast.com</a>> wrote:</div><br><div><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></div></div></blockquote><div><br></div>Now you have wandered into an inappropriate and false accusation.</div><div><br></div><div>Cloud Innovation is NOT a “paper company” or a “shell corporation”. It is a legitimate business with customers, revenue, accounting, and provides (by your own admission) a valuable service to the IP number using community.</div><div><br></div><div>Indeed, a service you found useful and valuable at one time.</div><div><br></div><div>I don’t know who OVH is, but I can say that in general, Cloud Innovations address space is well utilized and their record-keeping is some of the most meticulous I’ve observed in the industry.</div><div><br></div><div>Every customer provides a needs justification that would be accepted by virtually any RIR they could apply to and CI is careful not to lease to spammers and other miscreants.</div><div><br></div><div>They are very responsive to abuse complaints and terminate problem accounts very quickly.</div><div><br></div><div>In short, they are a real company providing a real and valuable service to the internet and a model citizen of the IP number resource using community with the exception that there is some controversy surrounding the idea of leasing numbers without a connectivity contract.</div><div><br></div><div>What is truly silly about this is that in reality, it would be trivial for them to create connectivity to eliminate this controversy while still preserving exactly the same business model in a number of ways. Should the community pass a policy that prohibits leasing without connectivity, it will be a simple (though inconvenient) matter for Cloud Innovation to implement trivial connections to their customers while said customers continue to advertise their less specifics to the internet via their other providers.</div><div><br></div><div><br><blockquote type="cite"><div><div dir="ltr"><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" target="_blank">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></div></div></div></blockquote></div></div></div></blockquote><div><br></div>You are officially banned from Godiva… There, I said it. What are you going to do about it?</div><div>:p</div><div><br></div><div>Yes, you are correct, this is utterly silly.</div><div><br></div><div>Owen</div><div><br><blockquote type="cite"><div><div dir="ltr"><div class="gmail_quote"><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div><div dir="ltr"><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_-1528303286221121197gmail-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_-1528303286221121197gmail-m_3558795617469708824divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif" style="font-size:11pt"><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_-1528303286221121197gmail-m_3558795617469708824x_m_5096360875691556503gmail-docs-internal-guid-944d8fd1-7fff-437a-59f9-cdd5d026d86d"><div 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">About
Cloud Innovation Ltd I want to talk about their business model.</span></div><div 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">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></div>
<br><div 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">So
the cost is $10,000 USD</span></div><div 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">Revenue
is 7M x 2 = 14 Million</span></div><div 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">so
it’s 150000% profit</span></div>
<br><div 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">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></div><div 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">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></div>
<br><div 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">Of
course, this is Lu Heng.</span></div><div 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">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></div>
<br>
<br><div 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">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></div>
<br>
<br><div 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">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></div>
<br><div 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">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></div>
<br><div 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">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></div><div 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">very
sad AFRINIC is too poor </span></div>
<br><div 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">By
the way, I was also their customer before</span></div>
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