BRN Discussion Ongoing

[robsmark]

Great work by the technical team at Brainchip in developing and releasing AKD2000. Obviously there’s no shortage of technical progress, and undoubtedly the team are already looking at AKD2500 and beyond. Clearly this progress in not reflected in the SP, which brings me to my next point.

Today should serve as definitive proof that absolutely no amount of non-financial progress will turn this dire SP around. I have said it time and time again that the ASX is a seasoned resource stock exchange, but has absolutely zero idea how to value tech stocks. Clearly this is something it must learn as more and more groundbreaking Aussie startups begin to make their mark, BRN, WBT, 4DS to name but a few. Sooner or later one of these companies will strike a deal with a major player on the circuit, and I look forward to seeing what an unprecedented deal will do to the degenerates of the ASX. Shorters currently have their way with companies like the above time and time again, ravaging them to a point of no end. Perhaps they’ll think twice about this practice once they get caught off guard, and I for one hope it is so damaging that it financially ruins them (similar to what happened to Melvin capital a few years back).

The question in my mind is who will be the company that delivers to blow.

 

[buena suerte :-)]

Great work by the technical team at Brainchip in developing and releasing AKD2000. Obviously there’s no shortage of technical progress, and undoubtedly the team are already looking at AKD2500 and beyond. Clearly this progress in not reflected in the SP, which brings me to my next point.

Today should serve as definitive proof that absolutely no amount of non-financial progress will turn this dire SP around. I have said it time and time again that the ASX is a seasoned resource stock exchange, but has absolutely zero idea how to value tech stocks. Clearly this is something it must learn as more and more groundbreaking Aussie startups begin to make their mark, BRN, WBT, 4DS to name but a few. Sooner or later one of these companies will strike a deal with a major player on the circuit, and I look forward to seeing what an unprecedented deal will do to the degenerates of the ASX. Shorters currently have their way with companies like the above time and time again, ravaging them to a point of no end. Perhaps they’ll think twice about this practice once they get caught off guard, and I for one hope it is so damaging that it financially ruins them (similar to what happened to Melvin capital a few years back).

The question in my mind is who will be the company that delivers to blow.

Yep agree with you mate.... We need a serious announcement with $$$$$$$$$$$$$ attached!!!!!

"The question in my mind is who will be the company that delivers the blow"....... with a 3 year++ advantage I'll go with us!!

Hope ya well

 

[Kozikan]

Good to see some positivity return to the forum. I've enjoyed catching up on some of the great research posted by you all. I feel like there is a lot to look forward to. Have a good evening all. Back to my glass of milk and bacon sandwich.

Oh My God !! Did you say BACON !! Watch out !!
Now ya gun n dun it

 

[cosors]

Much more betterer

378 buyers for 11,706,825 units

151 sellers for 4,391,715 units

Everything as intended. Good news and SP is pushed down.

 

[Mannic]

Typical ASX. A great announcement and the Shorters push the SP of the cliff

 

[Cgc516]

When every one is despaired, the price will go up again a little bit without real $$$$$.
Let we see.

 

[chapman89]

Great work by the technical team at Brainchip in developing and releasing AKD2000. Obviously there’s no shortage of technical progress, and undoubtedly the team are already looking at AKD2500 and beyond. Clearly this progress in not reflected in the SP, which brings me to my next point.

Today should serve as definitive proof that absolutely no amount of non-financial progress will turn this dire SP around. I have said it time and time again that the ASX is a seasoned resource stock exchange, but has absolutely zero idea how to value tech stocks. Clearly this is something it must learn as more and more groundbreaking Aussie startups begin to make their mark, BRN, WBT, 4DS to name but a few. Sooner or later one of these companies will strike a deal with a major player on the circuit, and I look forward to seeing what an unprecedented deal will do to the degenerates of the ASX. Shorters currently have their way with companies like the above time and time again, ravaging them to a point of no end. Perhaps they’ll think twice about this practice once they get caught off guard, and I for one hope it is so damaging that it financially ruins them (similar to what happened to Melvin capital a few years back).

The question in my mind is who will be the company that delivers to blow.

Whilst for current shareholders the 2.0 announcement is great, I never once thought leading up to this announcement that it would be some re rate in the stock?! I hope nobody thought that.
It’s been spoken about for months, shareholders have held knives at management about releasing it, but yet how many here actually bought shares before the announcement? Or even bought shares today because it was announced?

It’s been the worst kept secret for many months, it’s as if shareholders just wanted to see a price sensitive announcement as that automatically means it’s going to move the market.

Well I’ve got news for many, this was never going to move the market!
The only thing that will move the market is material Contracts and revenue, and I think Renesas coming to market and hopefully co promoting it will also be a good re rate.

Myself personally I’ve been buying shares this whole way down from $1 to my recent purchase today at 18.5c, now why have I continued to buy shares? Well, TATA said they will implement akida into medical and industrial applications, they didn’t say they will evaluate it.
All the partnerships this year have all said they will integrate akida into products, we don’t know when but that’s the type of industry we’ve invested in.
As Antonio said, you don’t hear what’s being designed into the iPhone 16 or the Galaxy S26, he said with respect to those companies as they would be designing into the phones but you don’t hear any announcements about it ever.
I can read between the lines of these partnerships/joint developments and I have never ever ever been so confident with my investment than I have now .

There is never going to be an announcement about a contract with dollars attached to it other than the license fee, so I hope all get used to that!

I invested because of many many reasons, Renesas are coming to market soon, we’ve been waiting 3 years for this, megachips mustn’t be that far away? Valeo are coming out soon, maybe Socionext as well? VVDN mid 2024, who else are behind closed doors working away on designing?

The world is moving to the edge, it needs too.
We now have over 40 known partners, that’s just known partners, within a couple years.
And some are hitting the market soon, so it is actually just a waiting game for us shareholders.
We have the best tech, an amazing world class board, we’ve got a giant ecosystem, we’ve got a global tier one hitting the market soon, I don’t care how long it takes, but it’s clear it’s a waiting game.

I keep seeing shareholders blaming the company as the share price goes down, what do you want the company to do???? Break NDA’s just to make you feel better?
If you cannot handle the silence and the industry and how it works, then please, go invest in the banks or some other blue chip stock.

An example of how secret our partners/licensees are, I watched a Renesas presentation today live and there was questions at the end, i asked a few questions .
Did anybody else watch it? Probably not I assume.
Here is the link, you can fast forward to my questions, one question was “Is renesas planning on using spiking neural networks?”
And the other question I asked was, “what does Renesas think about neuromorphic computing in industrial and predictive maintenance applications?”

Now obviously they’re easy, boring questions but I didn’t wanna say anything about Brainchip.
Now when you listen to his answers, just remember 10 months ago Renesas and/or EE Times put out an article about Renesas taping out using Brainchips technology (spiking neural networks)
His answer to me was clear, he didn’t want to give anything away, now if Renesas are keeping it under wraps, why TF would Brainchip talk about it? Its not up to Brainchip to announce timeline of other companies.

Fast forward to 22:50 and then after the answer fast forward to 39:40.

EETech Media

EETech Media webinar channel.

www.bigmarker.com

 

[Sam]

Great work by the technical team at Brainchip in developing and releasing AKD2000. Obviously there’s no shortage of technical progress, and undoubtedly the team are already looking at AKD2500 and beyond. Clearly this progress in not reflected in the SP, which brings me to my next point.

Today should serve as definitive proof that absolutely no amount of non-financial progress will turn this dire SP around. I have said it time and time again that the ASX is a seasoned resource stock exchange, but has absolutely zero idea how to value tech stocks. Clearly this is something it must learn as more and more groundbreaking Aussie startups begin to make their mark, BRN, WBT, 4DS to name but a few. Sooner or later one of these companies will strike a deal with a major player on the circuit, and I look forward to seeing what an unprecedented deal will do to the degenerates of the ASX. Shorters currently have their way with companies like the above time and time again, ravaging them to a point of no end. Perhaps they’ll think twice about this practice once they get caught off guard, and I for one hope it is so damaging that it financially ruins them (similar to what happened to Melvin capital a few years back).

The question in my mind is who will be the company that delivers to blow.

Great post!

 

[DK6161]

So I am guessing NDAs will prevent any news on who have signed up to our 2.0 IP (if any).
This will push the price further down and will force us shareholders to eagerly wait for the next 4C - hoping for it to show significant revenue.
I am afraid that this cycle will continue for a few more years for AKD2500, 3000 or whatever,etc. More pain on the way.

 

[Sam]

So I am guessing NDAs will prevent any news on who have signed up to our 2.0 IP (if any).
This will push the price further down and will force us shareholders to eagerly wait for the next 4C - hoping for it to show significant revenue.
I am afraid that this cycle will continue for a few more years for AKD2500, 3000 or whatever,etc. More pain on the way.

Think about how many more shares you can buy

 

[David holland]

Great work by the technical team at Brainchip in developing and releasing AKD2000. Obviously there’s no shortage of technical progress, and undoubtedly the team are already looking at AKD2500 and beyond. Clearly this progress in not reflected in the SP, which brings me to my next point.

Today should serve as definitive proof that absolutely no amount of non-financial progress will turn this dire SP around. I have said it time and time again that the ASX is a seasoned resource stock exchange, but has absolutely zero idea how to value tech stocks. Clearly this is something it must learn as more and more groundbreaking Aussie startups begin to make their mark, BRN, WBT, 4DS to name but a few. Sooner or later one of these companies will strike a deal with a major player on the circuit, and I look forward to seeing what an unprecedented deal will do to the degenerates of the ASX. Shorters currently have their way with companies like the above time and time again, ravaging them to a point of no end. Perhaps they’ll think twice about this practice once they get caught off guard, and I for one hope it is so damaging that it financially ruins them (similar to what happened to Melvin capital a few years back).

The question in my mind is who will be the company that delivers to blow.

Until it does it'll always be manipulated

 

[yogi]

Whilst for current shareholders the 2.0 announcement is great, I never once thought leading up to this announcement that it would be some re rate in the stock?! I hope nobody thought that.
It’s been spoken about for months, shareholders have held knives at management about releasing it, but yet how many here actually bought shares before the announcement? Or even bought shares today because it was announced?

It’s been the worst kept secret for many months, it’s as if shareholders just wanted to see a price sensitive announcement as that automatically means it’s going to move the market.

Well I’ve got news for many, this was never going to move the market!
The only thing that will move the market is material Contracts and revenue, and I think Renesas coming to market and hopefully co promoting it will also be a good re rate.

Myself personally I’ve been buying shares this whole way down from $1 to my recent purchase today at 18.5c, now why have I continued to buy shares? Well, TATA said they will implement akida into medical and industrial applications, they didn’t say they will evaluate it.
All the partnerships this year have all said they will integrate akida into products, we don’t know when but that’s the type of industry we’ve invested in.
As Antonio said, you don’t hear what’s being designed into the iPhone 16 or the Galaxy S26, he said with respect to those companies as they would be designing into the phones but you don’t hear any announcements about it ever.
I can read between the lines of these partnerships/joint developments and I have never ever ever been so confident with my investment than I have now .

There is never going to be an announcement about a contract with dollars attached to it other than the license fee, so I hope all get used to that!

I invested because of many many reasons, Renesas are coming to market soon, we’ve been waiting 3 years for this, megachips mustn’t be that far away? Valeo are coming out soon, maybe Socionext as well? VVDN mid 2024, who else are behind closed doors working away on designing?

The world is moving to the edge, it needs too.
We now have over 40 known partners, that’s just known partners, within a couple years.
And some are hitting the market soon, so it is actually just a waiting game for us shareholders.
We have the best tech, an amazing world class board, we’ve got a giant ecosystem, we’ve got a global tier one hitting the market soon, I don’t care how long it takes, but it’s clear it’s a waiting game.

I keep seeing shareholders blaming the company as the share price goes down, what do you want the company to do???? Break NDA’s just to make you feel better?
If you cannot handle the silence and the industry and how it works, then please, go invest in the banks or some other blue chip stock.

An example of how secret our partners/licensees are, I watched a Renesas presentation today live and there was questions at the end, i asked a few questions .
Did anybody else watch it? Probably not I assume.
Here is the link, you can fast forward to my questions, one question was “Is renesas planning on using spiking neural networks?”
And the other question I asked was, “what does Renesas think about neuromorphic computing in industrial and predictive maintenance applications?”

Now obviously they’re easy, boring questions but I didn’t wanna say anything about Brainchip.
Now when you listen to his answers, just remember 10 months ago Renesas and/or EE Times put out an article about Renesas taping out using Brainchips technology (spiking neural networks)
His answer to me was clear, he didn’t want to give anything away, now if Renesas are keeping it under wraps, why TF would Brainchip talk about it? Its not up to Brainchip to announce timeline of other companies.

Fast forward to 22:50 and then after the answer fast forward to 39:40.

EETech Media

EETech Media webinar channel.

www.bigmarker.com

Great post Jesse,
Yes been buying since we we reach high of 2.35, I have invested when and what I can into BRN. I even sold other stocks to buy this one as like you and many has posted the potential BRN has and i have been doing my own Sneak peak here and there when ever i can. And I have postponed my wishes to buy some of the stuff that i have been waiting to buy so that i can buy BRN. I wish had more $$$ so i can buy more of it.
Thanks for the great post cheers

 

[Mt09]

Emily Hagen ai engineer IBM, thanks for the plug! Perhaps she wants to market us into the Nigerian region

BrainChip and VVDN partner for Edge Box | Emily Hagen posted on the topic | LinkedIn

BrainChip, VVDN Technologies together develop Edge Box based on neuromorphic technology BrainChip, a company known for its neuromorphic computing devices…

www.linkedin.com

 

[robsmark]

So I am guessing NDAs will prevent any news on who have signed up to our 2.0 IP (if any).
This will push the price further down and will force us shareholders to eagerly wait for the next 4C - hoping for it to show significant revenue.
I am afraid that this cycle will continue for a few more years for AKD2500, 3000 or whatever,etc. More pain on the way.

What do you mean signed up? If a customer has signed a contract, it must be announced. This is an ASX continual disclosure requirement.

 

[chapman89]

What do you mean signed up? If a customer has signed a contract, it must be announced. This is an ASX continual disclosure requirement.

Ok so if Apple knock on Brainchips door and says hey we love your tech and want to sign an IP license but we want to keep it secret, does the company say ok, or does the company say no sorry, we have to announce it on the asx, do you still want to proceed? And Apple says no sorry!

Antonio said it in the second part of the investor podcast that some licensees who have signed won’t want to announce it because they are so early on in their design that they won’t announce it as the customer won’t want too.

Whilst this is short term pain for us shareholders, in the long term (2-3 years) it will pay massive dividends.

I fully support the company not announcing every single material contract if it means we get their business, especially if they’re a tier 1 global company.

Qualcomm is the same.

@Bravo have you got that Qualcomm article/screenshot where it was stated that their shareholders don’t know that their IP is in BMW or some other application?

 

[DK6161]

Great post Jesse,
Yes been buying since we we reach high of 2.35, I have invested when and what I can into BRN. I even sold other stocks to buy this one as like you and many has posted the potential BRN has and i have been doing my own Sneak peak here and there when ever i can. And I have postponed my wishes to buy some of the stuff that i have been waiting to buy so that i can buy BRN. I wish had more $$$ so i can buy more of it.
Thanks for the great post cheers

Are you serious? You have been buying at $2.35? You have that much believe in the company?

 

[buena suerte :-)]

Everything as intended. Good news and SP is pushed down.

Yep such a shame ..I wasn't expecting miracles..but was hoping for a 21/22c finish!...Oh well ..Another day then!

 

[Sam]

Ok so if Apple knock on Brainchips door and says hey we love your tech and want to sign an IP license but we want to keep it secret, does the company say ok, or does the company say no sorry, we have to announce it on the asx, do you still want to proceed? And Apple says no sorry!

Antonio said it in the second part of the investor podcast that some licensees who have signed won’t want to announce it because they are so early on in their design that they won’t announce it as the customer won’t want too.

Whilst this is short term pain for us shareholders, in the long term (2-3 years) it will pay massive dividends.

I fully support the company not announcing every single material contract if it means we get their business, especially if they’re a tier 1 global company.

Qualcomm is the same.

@Bravo have you got that Qualcomm article/screenshot where it was stated that their shareholders don’t know that their IP is in BMW or some other application?

Wouldn’t there be some other binding contract without licensing requirements until everything is sequential and both parties are satisfied?

 

[DK6161]

What do you mean signed up? If a customer has signed a contract, it must be announced. This is an ASX continual disclosure requirement.

So what's with the silent treatment we have been getting then? The company has made it sounds like many have engaged us and likely paid money upfront to use/trial our technology, but bigger all announcement.

 

[DK6161]

Apologies for sounding so negative today, but geez isn't today supposed to be the day we are rocketing back to 20 bloody cents?