If there were more spectrum, that would make sense. but I watch the communications in the industry. people planning around having massive channel size available in a market saturated with free CAF funds and overbuilds. Im afraid for some of these guys, dumping massive amounts of debt into their operations based on how things are today. my 4x20mhz ABCD 10 mile site today can wake up tomorrow as a 2x10 ABAB half power site tomorrow because somebody put 4 new CPEs in nearby. Thats where the investors make the dough, and the way I see leases being sold, you pay per site with a per active CPE cost to the spectrum holder. Makes it affordable to a WISP to lease the spectrum. Payout on the speculation isnt today, its 3 to 4 years down, when GAA is busy and you own 40mhz of PAL across the entire county. Short term venture capitalists wont be hopping on board, but long con guys would. If I had a spare 225k, id pick up my bosses coverage area and lease it to him over the next decade.
Im just a negative nancy though On Thu, Jan 23, 2020 at 2:10 PM Mark Radabaugh <m...@amplex.net> wrote: > If you buy it but don’t operate in it then the spectrum stays as GAA which > anyone can use. > > I don’t see it as being a good speculative investment play given that it > returns to GAA unless you are actually using it. In a metro area it might > make sense from an investment perspective but in a rural area where there > are a very limited number of potential users trying to hold the spectrum to > maximize value is pretty difficult. If the investor can’t come to an > agreement with the operator the operator still gets the spectrum as GAA. > The investor then has to go find an operator willing to utilize the > spectrum and incur the buildout costs. > > The idea behind having spectrum revert to GAA is meant to discourage > warehousing and speculation on spectrum. Hard to say at this point if it > will work out that way, but it’s at least a start at breaking the current > speculative warehousing the goes on in spectrum. > > Mark > > On Jan 23, 2020, at 1:41 PM, Steve Jones <thatoneguyst...@gmail.com> > wrote: > > You can lease it out, so I doubt it > > On Thu, Jan 23, 2020 at 12:33 PM Jason McKemie < > j.mcke...@veloxinetbroadband.com> wrote: > >> Is there not going to be a requirement that the companies that buy the >> spectrum actually utilize it? If not, that's dumb. >> >> On Thu, Jan 23, 2020 at 11:08 AM Steve Jones <thatoneguyst...@gmail.com> >> wrote: >> >>> Investors are who will be taking the spectrum. HUGE opportunity. >>> Commscope is putting together a guidance >>> I know we will get the credits toward the auction, but I simply dont see >>> us being able to outbid investors. >>> unless your in cook county >>> >>> >>> On Wed, Jan 22, 2020 at 8:51 PM Jaime Solorza <losguyswirel...@gmail.com> >>> wrote: >>> >>>> Friend of mine still has some ESMR licenses he leases that he got >>>> before Nextel sold out to Sprint. Great residual income. >>>> >>>> On Wed, Jan 22, 2020, 1:36 PM Cameron Crum <cc...@murcevilo.com> wrote: >>>> >>>>> My opinion, any spectrum you own is valuable and will only increase in >>>>> value. It's like beachfront property, they ain't making any more of it and >>>>> communication demands aren't getting any smaller. >>>>> >>>>> On Sat, Jan 18, 2020 at 9:44 AM Mathew Howard <mhoward...@gmail.com> >>>>> wrote: >>>>> >>>>>> I imagine it depends a lot on the location... I can't see it having >>>>>> much value in some areas. >>>>>> >>>>>> On Sat, Jan 18, 2020 at 6:41 AM <ch...@wbmfg.com> wrote: >>>>>> >>>>>>> How much do you think it is worth to win some of this spectrum? >>>>>>> There are some that are trying to form consortiums. >>>>>>> -- >>>>>>> AF mailing list >>>>>>> AF@af.afmug.com >>>>>>> http://af.afmug.com/mailman/listinfo/af_af.afmug.com >>>>>>> >>>>>> -- >>>>>> AF mailing list >>>>>> AF@af.afmug.com >>>>>> http://af.afmug.com/mailman/listinfo/af_af.afmug.com >>>>>> >>>>> -- >>>>> AF mailing list >>>>> AF@af.afmug.com >>>>> http://af.afmug.com/mailman/listinfo/af_af.afmug.com >>>>> >>>> -- >>>> AF mailing list >>>> AF@af.afmug.com >>>> http://af.afmug.com/mailman/listinfo/af_af.afmug.com >>>> >>> -- >>> AF mailing list >>> AF@af.afmug.com >>> http://af.afmug.com/mailman/listinfo/af_af.afmug.com >>> >> -- >> AF mailing list >> AF@af.afmug.com >> http://af.afmug.com/mailman/listinfo/af_af.afmug.com >> > -- > AF mailing list > AF@af.afmug.com > http://af.afmug.com/mailman/listinfo/af_af.afmug.com > > > -- > AF mailing list > AF@af.afmug.com > http://af.afmug.com/mailman/listinfo/af_af.afmug.com >
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