BRN Discussion Ongoing

[supersonic001]

Raul Vergara on LinkedIn: #ai #lowpower #ml

Cool Partner Webinar of the week: Benchmarking AI Inference at the Edge. Brainchip is bringing their A game again to this session, highly recommend. #ai…

www.linkedin.com

 

[IloveLamp]

Peter Letmathe on LinkedIn: Einladung "Halbleiter für die Künstliche Intelligenz"

Halbleiter für die KI – Innovationstechnologie für Unternehmen im Rheinischen Revier: Informationsveranstaltung Europa benötigt eine intakte…

www.linkedin.com

 

[langeo]

Great video between Microsoft and Edge Impulse guys

a couple of Akida easter eggs in there as well

 

[Colorado23]

Happy Easter all. Think I'll take a leaf out of FF book and switch off for a while. The suspense is slowly killing me.

 

[Steve10]

RBA rate cuts on the way.

Markets have July pencilled in for US Fed rate cut.

BRN getting very expensive to short now at 16.01% pa borrow rate. Many other stocks are priced at 2-3% pa borrow rate.

Some BRN shorters are pro funds. There are three of them from USA:

Allspring Global Long/Short Equity Funds
Multi-Manager Directional Alternative Strategies Fund
PACE Alternative Strategies Investments

Most likely local funds would be doing the same.

Here is a list of offshore funds with BRN holdings. (Pasted not good) All numbers have to be moved across in table. ie. 11,030,277 under Type column should be in Shares column.

File Date	Source	Investor		Type	Avg Share Price Paid (Est)	Shares	Shares Changed (%)	Reported Value ($1000)	Value Changed (%)	Port Allocation (%)
2023-03-31	NP	VGTSX - Vanguard Total International Stock Index Fund Investor Shares		11,030,277	0.00	4,988	10.31
2023-03-31	NP	VFSNX - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares		3,056,876	0.00	1,382	10.30
2023-03-31	NP	VT - Vanguard Total World Stock Index Fund ETF Shares		407,392	0.00	184	10.84
2023-03-31	NP	VPACX - Vanguard Pacific Stock Index Fund Investor Shares		1,211,011	0.00	548	10.28
2023-03-29	NP	SCZ - iShares MSCI EAFE Small-Cap ETF		6,529,890	4.23	2,953	14.95
2023-03-29	NP	ASGCX - Allspring Global Long/Short Equity Fund Class C	Short	-4,672,762		-2,113
2023-03-29	NP	IXUS - iShares Core MSCI Total International Stock ETF		2,473,545	8.61	1,119	19.83
2023-03-29	NP	IDEV - iShares Core MSCI International Developed Markets ETF		1,590,377	29.58	719	42.94
2023-03-29	NP	IEFA - iShares Core MSCI EAFE ETF		8,265,542	0.00	3,738	10.30
2023-03-29	NP	IPAC - iShares Core MSCI Pacific ETF		319,314	-21.42	144	-13.25
2023-03-28	NP	CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class	Short	-575,449		-260
2023-03-27	NP	FSISX - Fidelity SAI International Small Cap Index Fund		396,368	-8.03	179	1.13
2023-03-27	NP	PASIX - PACE Alternative Strategies Investments Class A	Short	-218,136		-99
2023-03-27	NP	FTIHX - Fidelity Total International Index Fund		504,172	0.00	228	9.13
2023-03-24	NP	TLTD - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund		89,100	0.00	40	8.33
2023-03-01	NP	EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA		148,556	2.59	75	-6.25
2023-03-01	NP	VTMGX - Vanguard Developed Markets Index Fund Admiral Shares		6,291,494	0.00	3,161	-8.00
2023-03-01	NP	EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA		48,090	0.00	24	-7.69
2023-02-28	NP	GWX - SPDR(R) S&P(R) International Small Cap ETF		634,324	0.45	320	-9.35
2023-02-28	NP	SSGVX - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio		253,070	0.00	128	-7.97
2023-02-28	NP	SPDW - SPDR(R) Portfolio Developed World ex-US ETF		1,699,178	12.16	858	1.30
2023-02-28	NP	WTAI - WisdomTree Artificial Intelligence and Innovation Fund NA		24,295	-18.95	12	-25.00
2023-02-28	NP	SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF		78,491	3.95	40	-7.14
2023-02-27	NP	QCSTRX - Stock Account Class R1		1,615,007	-8.93	811	-16.22
2023-02-22	NP	ROBT - First Trust Nasdaq Artificial Intelligence and Robotics ETF		2,534,905	23.29	1,286	14.43
2023-01-27	NP	VSGX - Vanguard ESG International Stock ETF ETF Shares		130,435		67
2023-01-26	NP	SCHC - Schwab International Small-Cap Equity ETF		1,543,302		754
2023-01-25	NP	GINN - Goldman Sachs Innovate Equity ETF		494,475	51.49	242	14.22
2022-11-29	NP	FDTS - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund		30,433	-19.65	17	-20.00

 

[Gemmax]

RBA rate cuts on the way.

View attachment 33776


Markets have July pencilled in for US Fed rate cut.

BRN getting very expensive to short now at 16.01% pa borrow rate. Many other stocks are priced at 2-3% pa borrow rate.

Some BRN shorters are pro funds. There are three of them from USA:

Allspring Global Long/Short Equity Funds
Multi-Manager Directional Alternative Strategies Fund
PACE Alternative Strategies Investments

Most likely local funds would be doing the same.

Here is a list of offshore funds with BRN holdings. (Pasted not good) All numbers have to be moved across in table. ie. 11,030,277 under Type column should be in Shares column.

File Date	Source	Investor		Type	Avg Share Price Paid (Est)	Shares	Shares Changed (%)	Reported Value ($1000)	Value Changed (%)	Port Allocation (%)
2023-03-31	NP	VGTSX - Vanguard Total International Stock Index Fund Investor Shares		11,030,277	0.00	4,988	10.31
2023-03-31	NP	VFSNX - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares		3,056,876	0.00	1,382	10.30
2023-03-31	NP	VT - Vanguard Total World Stock Index Fund ETF Shares		407,392	0.00	184	10.84
2023-03-31	NP	VPACX - Vanguard Pacific Stock Index Fund Investor Shares		1,211,011	0.00	548	10.28
2023-03-29	NP	SCZ - iShares MSCI EAFE Small-Cap ETF		6,529,890	4.23	2,953	14.95
2023-03-29	NP	ASGCX - Allspring Global Long/Short Equity Fund Class C	Short	-4,672,762		-2,113
2023-03-29	NP	IXUS - iShares Core MSCI Total International Stock ETF		2,473,545	8.61	1,119	19.83
2023-03-29	NP	IDEV - iShares Core MSCI International Developed Markets ETF		1,590,377	29.58	719	42.94
2023-03-29	NP	IEFA - iShares Core MSCI EAFE ETF		8,265,542	0.00	3,738	10.30
2023-03-29	NP	IPAC - iShares Core MSCI Pacific ETF		319,314	-21.42	144	-13.25
2023-03-28	NP	CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class	Short	-575,449		-260
2023-03-27	NP	FSISX - Fidelity SAI International Small Cap Index Fund		396,368	-8.03	179	1.13
2023-03-27	NP	PASIX - PACE Alternative Strategies Investments Class A	Short	-218,136		-99
2023-03-27	NP	FTIHX - Fidelity Total International Index Fund		504,172	0.00	228	9.13
2023-03-24	NP	TLTD - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund		89,100	0.00	40	8.33
2023-03-01	NP	EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA		148,556	2.59	75	-6.25
2023-03-01	NP	VTMGX - Vanguard Developed Markets Index Fund Admiral Shares		6,291,494	0.00	3,161	-8.00
2023-03-01	NP	EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA		48,090	0.00	24	-7.69
2023-02-28	NP	GWX - SPDR(R) S&P(R) International Small Cap ETF		634,324	0.45	320	-9.35
2023-02-28	NP	SSGVX - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio		253,070	0.00	128	-7.97
2023-02-28	NP	SPDW - SPDR(R) Portfolio Developed World ex-US ETF		1,699,178	12.16	858	1.30
2023-02-28	NP	WTAI - WisdomTree Artificial Intelligence and Innovation Fund NA		24,295	-18.95	12	-25.00
2023-02-28	NP	SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF		78,491	3.95	40	-7.14
2023-02-27	NP	QCSTRX - Stock Account Class R1		1,615,007	-8.93	811	-16.22
2023-02-22	NP	ROBT - First Trust Nasdaq Artificial Intelligence and Robotics ETF		2,534,905	23.29	1,286	14.43
2023-01-27	NP	VSGX - Vanguard ESG International Stock ETF ETF Shares		130,435		67
2023-01-26	NP	SCHC - Schwab International Small-Cap Equity ETF		1,543,302		754
2023-01-25	NP	GINN - Goldman Sachs Innovate Equity ETF		494,475	51.49	242	14.22
2022-11-29	NP	FDTS - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund		30,433	-19.65	17	-20.00

Nice work Steve.
BRN volume so far today is extremely small.

 

[Steve10]

Nice work Steve.
BRN volume so far today is extremely small.

About 20% of normal daily volume is very low. Everybody must have knocked off early & gone on Easter break.

 

[Violin1]

Nice work Steve.
BRN volume so far today is extremely small.

Was just looking at that. Less than 4 million (or as FF used to report "less than a quarter of one percent of the shares outstanding").
Lowest since the last Christian religious festival in December. At the moment for BRN holders the score is Lions 4: Christians Nil, so I'm hoping the festival will turn our fortunes around lol.

Have a wonderful few days everyone, whatever your beliefs.

 

[FabricatedLunacy]

So say if BRN were to capture 1% of market, then US $800 million. That would be US $444, so say PE of 20 = US $8888 then convert to AUS =$13226 per share. Just saying.....

I guess I could make it work at 13k per share… it be an “ok” life I guess

 

[FabricatedLunacy]

I guess I could make it work at 13k per share… it be an “ok” life I guess

Just read it was undervalued by 10x…

I mean. Sure. One less day in baked beans and dry bread .

On my current holdings that would 1.6 Billion in my personal kitty and 7.1 in super… how would I survive…

Full disclosure. I don’t ever think it’ll go there. But dreams are nice

 

[Space Cadet]

Good morning,

I do self invest with QSuper and have just been notified that Self Invest is closing to new investors as of the 1 July 2023.

Just thinking that this might have something to do the superannuation changes to tax concessions, and tax to be paid on unrealised capital gains that Treasurer Jim Chalmers wants to bring in. Maybe the funds are thinking along the lines that the changes will be to hard to manage with regards to implementing tax paid on unrealised capital gains.

I would be interested to know if anyone else has received any such notification from the super funds with the ceasing of accepting any new members to direct invest within their funds.

Regards
Meetupsoon.

I also self invest with QSuper and haven't been notified. How did you get notified? Email?

SC

 

[Zedjack33]

I also self invest with QSuper and haven't been notified. How did you get notified? Email?

SC

Dear ……

You currently have some of your money invested in our Self Invest option. From 1 July 2023 the Self Invest option will no longer be offered to new investors. For existing investors like you, there’s no change.

 

[Meetupsoon]

I also self invest with QSuper and haven't been notified. How did you get notified? Email?

SC

Good evening,
Yes, I was notified by email of this change on Tuesday, 4 April 2023.

I quote in part as follows:-

You currently have some of your money invested in our Self Invest option. From 1 July 2023 the Self Invest option will no longer be offered to new investors. For existing investors like you, there’s no change.

There’s no change to your investments​

Because you already have money in Self Invest, you won’t notice any change. As long as you keep at least $500 in your Self Invest transaction account and meet the ongoing balance requirements,1 you can continue to move money into the Self Invest option and buy and sell online in real time across the wide range of shares, term deposits, and exchange-traded funds (ETFs) available. Maybe you could contact QSuper to enquire why you weren’t notified. Hope this information helps. Kind Regards

 

[Easytiger]

Lucky you didn't get dreddb0tted twice @skutza, because your reply was actually off-topic too, truth be told. from Bra-b0tt.

I'm just going to squeeze this here so that I don't get in twuble too. I've been wondering about the possibility of our integration into Qualcomm's Flex SOC which due to enter the market in early 2024. I personally think there's a pretty reasonable prospect of that happening IMO.

View attachment 33771

We are either in this or the claim to be 3 years ahead of competitors is questionable

 

[Easytiger]

Assume makes as …

 

[IloveLamp]

Good morning,

I do self invest with QSuper and have just been notified that Self Invest is closing to new investors as of the 1 July 2023.

Just thinking that this might have something to do the superannuation changes to tax concessions, and tax to be paid on unrealised capital gains that Treasurer Jim Chalmers wants to bring in. Maybe the funds are thinking along the lines that the changes will be to hard to manage with regards to implementing tax paid on unrealised capital gains.

I would be interested to know if anyone else has received any such notification from the super funds with the ceasing of accepting any new members to direct invest within their funds.

Regards
Meetupsoon.

I got notified too, i assume it's to do with the recent merger...

My whole fruit basket is in brn anyhoo at this point, and it's staying there for a very long time

 

[IloveLamp]

We are either in this or the claim to be 3 years ahead of competitors is questionable

The first one

 

[Easytiger]

Qualcomm is promoting similarl technology to ours.
Only time will tell how it is related.
1st time it was discussed here without involving Qualcomm when Francois from Merc make a tweet that he just authenticate something without the involvement of brn. The properties of io were same as brn quoted.
Then Qualcomm promoted on chip processing, on device optimization without cloud, processing on the edge etc
So there is no doubt Qualcomm will be our friend number 1 or our competitor no. 1
But everying is hiding under NDAs or with time.

3 years ahead must be friend?

 

[IloveLamp]

3 years ahead must be friend?

Yup. Qualcomm loves us like a fat kid loves cake

Imo dyor ()