Tothemoon24
Top 20
Great post Stable G 10/10
Speaking of Intel.Wow.
Our founder’s integrity has been discussed and I’m confident with who they are and have faith in their decision making. They would have hired Sean based on character first therefore I trust he’s the right man for the job and surprised at the personal attack on him.
I’m also confident they did their due diligence in checking Sean’s work experience, achievements and philosophy on how he would run the company. I have never run a billion dollar company but I’m guessing it’s not as easy as it looks.
He has hired some excellent staff to assist him; Nandan Nayampally, Chris Stevens and of course Duy-Loan Le who is highly respected, an amazing skill set and high quality character. I’m sure they wouldn’t have come across to Brainchip if they didn’t have confidence in the companies trajectory.
Joining Intels IFS is a massive achievement.
Si-Five, VVDN and Prophesee have taken us on; solid foundations to build a company on.
Sean‘s podcast with the Fortune 500 company Accenture also shows we are heading in the right direction In a predicted massively growing industry. Right place right time!
An example of having to wait for your return on investment:
I live in an area where there is massive almond orchards. It’s three years from planting to getting your first almonds, seven years until you get a full crop. You still have to do all the work, watering, pest control, fertilising and battle Mother Nature, etc. Then when you get a crop you have to have a buyer and of course the market changes over time. After 15 years the tree has reached it’s plateau and then starts to decline until 25-30 years when you pull them out, replant them and start the cycle again.
My prime concern is income however it is not a concern at the moment. I trust there is revenue in the pipeline!
I am confident at the very least MB will start making cars with Brainchip included within the next 12 months in which case income will start coming in.
It’s my opinion (although not confirmed) Valeo have us in the Scala 3 Lidar in which case income will start coming in via MB, BMW and STELLANTIS.
RENESAS is currently making a product with Brainchip included: more income inbound.
So in my opinion that‘s 3 definite sources of income on there way. When that comes in the SP will rise with it; simples!
The SP got to $2.34 on the MB information, what will it do when the three revenue streams actually start coming in!
Then there is many others who are strong possibles, e.g. Prophesee, VVDN etc. This is a revolutionary technology which takes time to implement.
There is also design cycles and certification issues to deal with. However once implemented the revenue stream can last for a long time; that’s what I’m interested in. It’s all been discussed over and over, including the NDA issue, not sure why we keep going over the same ground.
Russia and China are way bigger concerns to me than anything Brainchip is or isn’t doing.
I still have faith in the professionalism of the Management Team who are exceptionally qualified in their industry so at this stage I’ll stand back and let the experts do their job as they see fit!
I have done my research and am very confident in my investment decision. The future looks great to me.
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On the assumption that Valeo Scala 3 does include Akida, and that MB (or the other vehicle manufacturers) will be using Scala 3 in 2024, then I would hope that royalties would fall due when Valeo sells Scala 3 to MB or the other manufacturers, rather than waiting for the sale of the vehicles. So that could bring the royalty payments forward a couple of months.Wow.
Our founder’s integrity has been discussed and I’m confident with who they are and have faith in their decision making. They would have hired Sean based on character first therefore I trust he’s the right man for the job and surprised at the personal attack on him.
I’m also confident they did their due diligence in checking Sean’s work experience, achievements and philosophy on how he would run the company. I have never run a billion dollar company but I’m guessing it’s not as easy as it looks.
He has hired some excellent staff to assist him; Nandan Nayampally, Chris Stevens and of course Duy-Loan Le who is highly respected, an amazing skill set and high quality character. I’m sure they wouldn’t have come across to Brainchip if they didn’t have confidence in the companies trajectory.
Joining Intels IFS is a massive achievement.
Si-Five, VVDN and Prophesee have taken us on; solid foundations to build a company on.
Sean‘s podcast with the Fortune 500 company Accenture also shows we are heading in the right direction In a predicted massively growing industry. Right place right time!
An example of having to wait for your return on investment:
I live in an area where there is massive almond orchards. It’s three years from planting to getting your first almonds, seven years until you get a full crop. You still have to do all the work, watering, pest control, fertilising and battle Mother Nature, etc. Then when you get a crop you have to have a buyer and of course the market changes over time. After 15 years the tree has reached it’s plateau and then starts to decline until 25-30 years when you pull them out, replant them and start the cycle again.
My prime concern is income however it is not a concern at the moment. I trust there is revenue in the pipeline!
I am confident at the very least MB will start making cars with Brainchip included within the next 12 months in which case income will start coming in.
It’s my opinion (although not confirmed) Valeo have us in the Scala 3 Lidar in which case income will start coming in via MB, BMW and STELLANTIS.
RENESAS is currently making a product with Brainchip included: more income inbound.
So in my opinion that‘s 3 definite sources of income on there way. When that comes in the SP will rise with it; simples!
The SP got to $2.34 on the MB information, what will it do when the three revenue streams actually start coming in!
Then there is many others who are strong possibles, e.g. Prophesee, VVDN etc. This is a revolutionary technology which takes time to implement.
There is also design cycles and certification issues to deal with. However once implemented the revenue stream can last for a long time; that’s what I’m interested in. It’s all been discussed over and over, including the NDA issue, not sure why we keep going over the same ground.
Russia and China are way bigger concerns to me than anything Brainchip is or isn’t doing.
I still have faith in the professionalism of the Management Team who are exceptionally qualified in their industry so at this stage I’ll stand back and let the experts do their job as they see fit!
I have done my research and am very confident in my investment decision. The future looks great to me.
![]()
Wow.
Our founder’s integrity has been discussed and I’m confident with who they are and have faith in their decision making. They would have hired Sean based on character first therefore I trust he’s the right man for the job and surprised at the personal attack on him.
I’m also confident they did their due diligence in checking Sean’s work experience, achievements and philosophy on how he would run the company. I have never run a billion dollar company but I’m guessing it’s not as easy as it looks.
He has hired some excellent staff to assist him; Nandan Nayampally, Chris Stevens and of course Duy-Loan Le who is highly respected, an amazing skill set and high quality character. I’m sure they wouldn’t have come across to Brainchip if they didn’t have confidence in the companies trajectory.
Joining Intels IFS is a massive achievement.
Si-Five, VVDN and Prophesee have taken us on; solid foundations to build a company on.
Sean‘s podcast with the Fortune 500 company Accenture also shows we are heading in the right direction In a predicted massively growing industry. Right place right time!
An example of having to wait for your return on investment:
I live in an area where there is massive almond orchards. It’s three years from planting to getting your first almonds, seven years until you get a full crop. You still have to do all the work, watering, pest control, fertilising and battle Mother Nature, etc. Then when you get a crop you have to have a buyer and of course the market changes over time. After 15 years the tree has reached it’s plateau and then starts to decline until 25-30 years when you pull them out, replant them and start the cycle again.
My prime concern is income however it is not a concern at the moment. I trust there is revenue in the pipeline!
I am confident at the very least MB will start making cars with Brainchip included within the next 12 months in which case income will start coming in.
It’s my opinion (although not confirmed) Valeo have us in the Scala 3 Lidar in which case income will start coming in via MB, BMW and STELLANTIS.
RENESAS is currently making a product with Brainchip included: more income inbound.
So in my opinion that‘s 3 definite sources of income on there way. When that comes in the SP will rise with it; simples!
The SP got to $2.34 on the MB information, what will it do when the three revenue streams actually start coming in!
Then there is many others who are strong possibles, e.g. Prophesee, VVDN etc. This is a revolutionary technology which takes time to implement.
There is also design cycles and certification issues to deal with. However once implemented the revenue stream can last for a long time; that’s what I’m interested in. It’s all been discussed over and over, including the NDA issue, not sure why we keep going over the same ground.
Russia and China are way bigger concerns to me than anything Brainchip is or isn’t doing.
I still have faith in the professionalism of the Management Team who are exceptionally qualified in their industry so at this stage I’ll stand back and let the experts do their job as they see fit!
I have done my research and am very confident in my investment decision. The future looks great to me.
![]()
Zippity Doo Dah, Zippiity Aye,This is how i learnt technical analysis
View attachment 28372
Let's not forget socionext.Wow.
Our founder’s integrity has been discussed and I’m confident with who they are and have faith in their decision making. They would have hired Sean based on character first therefore I trust he’s the right man for the job and surprised at the personal attack on him.
I’m also confident they did their due diligence in checking Sean’s work experience, achievements and philosophy on how he would run the company. I have never run a billion dollar company but I’m guessing it’s not as easy as it looks.
He has hired some excellent staff to assist him; Nandan Nayampally, Chris Stevens and of course Duy-Loan Le who is highly respected, an amazing skill set and high quality character. I’m sure they wouldn’t have come across to Brainchip if they didn’t have confidence in the companies trajectory.
Joining Intels IFS is a massive achievement.
Si-Five, VVDN and Prophesee have taken us on; solid foundations to build a company on.
Sean‘s podcast with the Fortune 500 company Accenture also shows we are heading in the right direction In a predicted massively growing industry. Right place right time!
An example of having to wait for your return on investment:
I live in an area where there is massive almond orchards. It’s three years from planting to getting your first almonds, seven years until you get a full crop. You still have to do all the work, watering, pest control, fertilising and battle Mother Nature, etc. Then when you get a crop you have to have a buyer and of course the market changes over time. After 15 years the tree has reached it’s plateau and then starts to decline until 25-30 years when you pull them out, replant them and start the cycle again.
My prime concern is income however it is not a concern at the moment. I trust there is revenue in the pipeline!
I am confident at the very least MB will start making cars with Brainchip included within the next 12 months in which case income will start coming in.
It’s my opinion (although not confirmed) Valeo have us in the Scala 3 Lidar in which case income will start coming in via MB, BMW and STELLANTIS.
RENESAS is currently making a product with Brainchip included: more income inbound.
So in my opinion that‘s 3 definite sources of income on there way. When that comes in the SP will rise with it; simples!
The SP got to $2.34 on the MB information, what will it do when the three revenue streams actually start coming in!
Then there is many others who are strong possibles, e.g. Prophesee, VVDN etc. This is a revolutionary technology which takes time to implement.
There is also design cycles and certification issues to deal with. However once implemented the revenue stream can last for a long time; that’s what I’m interested in. It’s all been discussed over and over, including the NDA issue, not sure why we keep going over the same ground.
Russia and China are way bigger concerns to me than anything Brainchip is or isn’t doing.
I still have faith in the professionalism of the Management Team who are exceptionally qualified in their industry so at this stage I’ll stand back and let the experts do their job as they see fit!
I have done my research and am very confident in my investment decision. The future looks great to me.
![]()
Hi Schwale,Could the fall in the share price be attributed to the capital call notice announced on the 11/1/23?
Below is the quote from the announcement...
"
The Capital Call Notice pricing period will begin upon exercise of the put option on or around 11 January, with an anticipated ending date in late March or early April, subject to adjustments based on the share price performance throughout the pricing period.
The issue price for the capital call shares will be 91.5% of the higher of the average daily VWAP of shares over the pricing period (subject to any applicable adjustments) and the minimum price notified to LDA Capital by the Company.
As of the date of the capital call notice, available funding under the agreement amounts to $27.9M while the company is committed to drawing down a minimum of $15M no later than 31 December 2023."
Maybe my understanding is wrong but say hypothetically the weighted volume average is 60cents over the "pricing period" then LDA will only pay 91.5% of the 60cents...
The question is does having a low share price until the end of March or early April favour LDA capital?
Great post. I think you are onto something.I was reading the other day about Intel terminating Pathfinder RISC-V development kit program. It was planning on investing a billion dollars as of a month ago.
The below chain-of-events attached related or coincidence to BRN joining Intel foundry services?
Interesting enough I asked ChatGPT about this RISC-V
Hi Robsmark,Hi Pope,
Tony is a great bloke and an astute professional. I have previously raised my concerns with him. I won’t go into the conversation out of respect for him.
I swear I felt like I was in a therapy session reading your post.Hi Robsmark,
I understand your thoughts of Tony and you have raised your concerns previously with him in some areas of BRN
I feel based on your original post with your key facts noted there appears to be some key issues left unresolved from your point of view that Tony didn’t wish to expand on from your conversation with him
If I’m correct, a suggestion is it maybe better not to post some information if you can’t expand on, if requested by a TSE poster. This may just raise more questions by others in TSE but with your respect for Tony stops you doing so.
Just my thoughts but I understand your frustrations with BRN in the short term.
Thanks always Green.Great post. I think you are onto something.
Cheaper to partner with Brainchip than pay a billion for RISC-V.
Would Douglas be talking about a RF module that megachips has created or is he referring to a RF module Morse micro have created?
Boom Stable-dude. Excellent.Wow.
Our founder’s integrity has been discussed and I’m confident with who they are and have faith in their decision making. They would have hired Sean based on character first therefore I trust he’s the right man for the job and surprised at the personal attack on him.
I’m also confident they did their due diligence in checking Sean’s work experience, achievements and philosophy on how he would run the company. I have never run a billion dollar company but I’m guessing it’s not as easy as it looks.
He has hired some excellent staff to assist him; Nandan Nayampally, Chris Stevens and of course Duy-Loan Le who is highly respected, an amazing skill set and high quality character. I’m sure they wouldn’t have come across to Brainchip if they didn’t have confidence in the companies trajectory.
Joining Intels IFS is a massive achievement.
Si-Five, VVDN and Prophesee have taken us on; solid foundations to build a company on.
Sean‘s podcast with the Fortune 500 company Accenture also shows we are heading in the right direction In a predicted massively growing industry. Right place right time!
An example of having to wait for your return on investment:
I live in an area where there is massive almond orchards. It’s three years from planting to getting your first almonds, seven years until you get a full crop. You still have to do all the work, watering, pest control, fertilising and battle Mother Nature, etc. Then when you get a crop you have to have a buyer and of course the market changes over time. After 15 years the tree has reached it’s plateau and then starts to decline until 25-30 years when you pull them out, replant them and start the cycle again.
My prime concern is income however it is not a concern at the moment. I trust there is revenue in the pipeline!
I am confident at the very least MB will start making cars with Brainchip included within the next 12 months in which case income will start coming in.
It’s my opinion (although not confirmed) Valeo have us in the Scala 3 Lidar in which case income will start coming in via MB, BMW and STELLANTIS.
RENESAS is currently making a product with Brainchip included: more income inbound.
So in my opinion that‘s 3 definite sources of income on there way. When that comes in the SP will rise with it; simples!
The SP got to $2.34 on the MB information, what will it do when the three revenue streams actually start coming in!
Then there is many others who are strong possibles, e.g. Prophesee, VVDN etc. This is a revolutionary technology which takes time to implement.
There is also design cycles and certification issues to deal with. However once implemented the revenue stream can last for a long time; that’s what I’m interested in. It’s all been discussed over and over, including the NDA issue, not sure why we keep going over the same ground.
Russia and China are way bigger concerns to me than anything Brainchip is or isn’t doing.
I still have faith in the professionalism of the Management Team who are exceptionally qualified in their industry so at this stage I’ll stand back and let the experts do their job as they see fit!
I have done my research and am very confident in my investment decision. The future looks great to me.
![]()
whoever Jackie and Tommy are *laughsWas wirklich lustig wäre, wäre ein Neuling, der gerade anfängt zu lesen, seit unserem Vierteljahr und all den jüngsten Antworten, wie lächerlich wir alle sind.
Insgesamt herrscht eine überwältigende Stimmung der Enttäuschung. Einige von uns wollen es aufschreiben, andere wollen es verstecken und sich an denen versuchen, die es tun.
Wir jammern und dann jammern andere über die Nörgler. Dann jammern die Nörgler darüber, dass sie nicht jammern, aber dann jammern sie über andere Nörgler.
Verdammt lächerlich.
Wir haben Einnahmen, von denen wir keine Ahnung haben, was die Quellen sind (noch werden wir das jemals tun), obwohl wir so viele Punkte miteinander verbinden wollen, um zu erraten, woher alles kommt.
Verdammt lächerlich. Obwohl ich die Punktverbindung liebe.
Seien Sie in Zeiten wie diesen vorsichtig mit schändlichen Plakaten, Fakten können verzerrt werden. Es ist wichtig, alle daran zu erinnern, dass, obwohl wir nur zwei von ASX angekündigte Unternehmen haben, es mehr gibt als einige der erwähnten Poster, die uns indirekt Einnahmen unter den Bedingungen einer Geheimhaltungsvereinbarung liefern können. Dies wurde mit dem ASX vor einiger Zeit geklärt. Es sind also vielleicht nicht nur Megachips und Renesas (oder mit ihnen verbundene Unternehmen), die diesen Umsatz im letzten Quartal erzielt haben. Wir werden es nicht wissen.
Seit der 6. Klasse war es immer der große Frankie, der die Fußballergebnisse kannte. Er kündigte sie immer in der Pause an. Aber seit der 9. Klasse macht Tommy es. Im Moment ist es nicht dasselbe.
Herrgott noch mal, der Mercedes Benz „ANN“, auf den wir uns alle gefreut haben, wurde nie über den ASX angekündigt. Das ging über Twitter. Das war vor einem Jahr, aber damals hat sich niemand über die Lieferung beschwert. Versuchen Sie es mit Tommy. Seine Reichweite ist sowieso besser als Frankie (und weltweit).
Mist, ich habe gerade über die Nörgler gejammert und wahrscheinlich auch über mich selbst, weil ich vorher gejammert habe.
TL;DR Enttäuschung ist in Ordnung