Cogent Communications Holdings, Inc. (CCOI) Presents at J.P. Morgan 2026 World Leveraged Finance Convention Transcript


Cogent Communications Holdings, Inc. (CCOI) J.P. Morgan 2026 World Leveraged Finance Convention March 3, 2026 3:00 PM EST

Firm Contributors

David Schaeffer – Founder, Chairman, CEO & President

Convention Name Contributors

Thomas Egan – JPMorgan Chase & Co, Analysis Division

Presentation

Thomas Egan
JPMorgan Chase & Co, Analysis Division

Anyway, as soon as once more, welcome to JPMorgan’s Credit score Convention down in Miami. As most of you recognize, I am Tom Egan. I cowl telecommunications and expertise for the agency. And it is my pleasure right this moment to introduce Dave Schaeffer. If you happen to’re on this room, you most likely know who Dave is. He is been round a very long time. I feel I’ve recognized him for 25 years. We have been each youthful males. A minimum of I used to be, Dave nonetheless seems the identical. Anyway, Chief Government Officer and Founding father of Cogent.

Query-and-Reply Session

Thomas Egan
JPMorgan Chase & Co, Analysis Division

So Dave, usually, I might begin out with speaking in regards to the enterprise, after which we would get into a number of the debt-related issues like refinancing. However you had some information yesterday at one other convention. And so I needed to make it possible for everyone was form of stage set on that stuff. So let’s perhaps speak about that. As most of you recognize, throughout his earnings name, Dave talked in regards to the potential for refinancing the unsecured debt with secured debt. And most of us spent the following couple of days or even weeks making an attempt to determine the way you have been going to do this. And yesterday, you form of cleared the air on how that is going to occur. So why do not you are taking us by means of what it’s you propose to do?

David Schaeffer
Founder, Chairman, CEO & President

So to start with, Tom, thanks for internet hosting me. Thank JPMorgan for an important venue. And most significantly, I would wish to thank this full room of



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