Damo4
Regular
Good morning,
Part 2 of this mornings podcast was once again extremely clear, the questions presented by Tony were right on point, Antonio was deliberate in his answers/comments, as to be expected...great job !
As I have read numerous times, the hardware is the easiest part to get right (always had difficulty understanding that) it's the software that's the time consumer, so having our founder currently over in France overseeing the software team working on MetaTF 2.0 is a blessing, lots of work going on by the entire team worldwide.
His explanation with regards his comment about the share price and what it would/could/will do was beautifully explained, as a number of posters have mentioned, the current valuation is much more in line with where we actually are Cap wise, the foundations that weren't in place to justify the huge market cap we had has and rightfully so, corrected itself, though it hurts me to say that.
"It's not based off expectations and air"....let's all be honest here, we loved seeing a share price north of $1.00/$1.50 and possibly a combination of greed and/or ego we held on tightly to that expectation, when in reality we were all clutching at the empty air in front of our face.
When we do achieve IP Licenses & steady Royalty Income streams it will be all that much more satisfying in knowing that we have arrived and truly are deserving of our place at the big boys table !!
Just keep on topping up, not advice, just a true believers opinion.
God Bless Brainchip....Tech![]()
I agree mate, the next licencees that are announced i would “guess” are much further advanced with products/use cases than what Renesas were when they were announced 3 years ago. Hopefully a much shorter timeframe to market.
I made a comment a while ago that the previous CEO had done a poor job supporting the release and future of the product and Sean has been copping a hammering for it. Between that and the totally wasted 9 months of Peter being CEO he is playing serious catch-up. Antonio basically said exactly that in the podcast.
It sounds like we are really getting there with the overall plan albeit 2 years behind what we thought based on “air” and hype which is mostly what LDN’s business model was.
I thought the podcast part 2 was pretty good.
Great points, and I agree the podcast was great.
Very honest, very open and a great insight from a genuine Market leading professional.
Antonio is a fantastic speaker and I'm glad we have him in some capacity.