BRN Discussion Ongoing

Kachoo

Regular
The main question right now is when will the revenue flow start.
We currently have around a year worth of available funding.
The license from Megachips, Renesas and partnership with Valeo should generate around $40 million in total in the first year once the integrated products are released.
That would be another 2 years of funding. The total of this 3 years of funding should give us enough to start seeing the revenue flowing from the Akida 2000.
The management has no control over when the revenues start flowing from the licenses that has already sold.
They really need to start selling the licenses for Akida 2000 early this year and need to generate atleast 10 million in licensing fees this year.
I'm not sure about the revenue generated first year but as the royalties kick up the following year should see more revenue its growth. Revenue won't be one lump payment example Valeo so we get paid on unit sales right well cars sell every year it will be a regenerating sale if valeo grows then our sales grow such as renesas and Megachips. We do not know the numbers yet so its hard to predict.

Do not forget Edge Boxes Unigen circle 8 and the hearing aids that seam to be the talk they will all generate products as the circle grows there will be more and more. Now we do not know the numbers they are not expected to bee huge but a few million is possible for starts.

If I saw 10 to 20 million annual for 2024 I would be happy as this adds to the runway for reducing CRs.

There are quite a few products in the works so my thought is we will see sales down the road.

The lack of engineering fees shown in 2023 is likely that the joint development is also on BRN. So those are capital costs on BRN but they would see a higher portion of revenue off the product.

We really are not privileged to the development cycle but I suspect that BRN would have increased the funding value with the amendments if they did not see $$$ coming in in 2024 it be suicide financially for them.

I think its been driven in to the retail side that revenue will be the only thing that lifts this SP which I fully disagree as our price will be higher before revenue is reported in the C4. There will be a lift in SP prior to a C4 with revenue. But then a further lift after yes that is the risk off set work waiting.

I do not think much has changed with the potential and the cries that the technology is not good is false. We know it works its efficient and its faster.

The timing is out of our control for adoption to the edge systems but with the growth of SNN it will be a much easier sell for akida as we only need a % of market not the whole market.
 
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hotty4040

Regular
Happy new year to all. To all you patient souls out there I hope for us all that this year our bloody long wait will pay off.
Here’s to prosperity for us all in 2024!

NDA's = Non Disclosure Agreements ? Correct ......

The other NDA = NO DAMN ANNOUNCEMENTS ? Correct .....

Have a good 2024 chippers and a happy and wealthy one TOO..... ;)


Akida Ballista >>>>> Nudge Nudge - Wink Wink <<<<<


hotty...
 
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Home101

Regular
I'm not sure about the revenue generated first year but as the royalties kick up the following year should see more revenue its growth. Revenue won't be one lump payment example Valeo so we get paid on unit sales right well cars sell every year it will be a regenerating sale if valeo grows then our sales grow such as renesas and Megachips. We do not know the numbers yet so its hard to predict.

Do not forget Edge Boxes Unigen circle 8 and the hearing aids that seam to be the talk they will all generate products as the circle grows there will be more and more. Now we do not know the numbers they are not expected to bee huge but a few million is possible for starts.

If I saw 10 to 20 million annual for 2024 I would be happy as this adds to the runway for reducing CRs.

There are quite a few products in the works so my thought is we will see sales down the road.

The lack of engineering fees shown in 2023 is likely that the joint development is also on BRN. So those are capital costs on BRN but they would see a higher portion of revenue off the product.

We really are not privileged to the development cycle but I suspect that BRN would have increased the funding value with the amendments if they did not see $$$ coming in in 2024 it be suicide financially for them.

I think its been driven in to the retail side that revenue will be the only thing that lifts this SP which I fully disagree as our price will be higher before revenue is reported in the C4. There will be a lift in SP prior to a C4 with revenue. But then a further lift after yes that is the risk off set work waiting.

I do not think much has changed with the potential and the cries that the technology is not good is false. We know it works its efficient and its faster.

The timing is out of our control for adoption to the edge systems but with the growth of SNN it will be a much easier sell for akida as we only need a % of market not the whole market.
I made an assumption based on first year revenue only. The revenue works as royalties that a writer would receive from the book. A new book generally would have the highest royalties on the first year and would diminish the next year. While the stream of income will remain, the income would be lower. Say Nintendos released a product with our IP, we will see the highest income during the first year.
I have no doubt that i have made a good investment with Brainchip. I started with 50k shares and have added all this time and reached 300k. I want to add another 200k but i want another License deal with Akida 2000 before i add more.
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
Does anyone know how many AKIDA's (smarties) will be in each cupcake?
 
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Esq.111

Fascinatingly Intuitive.
Afternoon Bravo ,

I'd hazard a guess and say one chip , up to two ( the second one for redundancy IF required ? ).

Though if we are going to be part funding this venture then the profit should be larger also , as opposed to simply getting renumerated for 🍟 alone.

Just my thoughts.

Regards,
Esq.
 
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Diogenese

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2024

Emerged
BRN is putting in a series of successful higher highs and higher lows in price. *Ascending channel which is a healthy sign. Strong demand present at the 17c trendline. big fight for control over price at 17c anything under may be oversold.

short term
Supply - 20c followed by 25c

demand 17c
(if we break down it could be bought back up quickly I will be careful of any shake outs here as it appears pros are buying not selling and you know their games when they want cheap shares. It's called manipulation.

1704084470422.png


Latest broker data shows all Goldman and other instos with net buying at the end of the last business day this data is available for *3 business days*

1704085210680.png


As can be seen with FinEx and Macquarie and bridges all had higher short volumes data going back to the 1/11/23 which is being covered as per latest report below 1 million now.

1704085409656.png


More bullish then bearish shorts covering and turning to buyers will have more data as it comes on hand.
Thanks, happy new year as BRN revolutionises technology as we know it.
 
Hundreds and thousands
That would be on top of the icing on the 🧁 cupcake wouldn't it? I ask for your.tech experience in such matters! 😆

SC
 
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Diogenese

Top 20
That would be on top of the icing on the 🧁 cupcake wouldn't it? I ask for your.tech experience in such matters! 😆

SC
You don't knead the hundreds and thousands in the dough?
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
You don't put the hundreds and thousands in the dough?

If there were hundreds and thousands of Akidas in each cupcake, we'd all be rolling in dough in the not too distant future.
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
Published a week ago


Extract
Screenshot 2024-01-01 at 4.52.16 pm.png
 
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AusEire

Founding Member.
Happy New Year all

Hopefully 2024 is fruitful for you all and not just because of Brainchip.

In other news. I believe that I have come across the solution of all solutions over on the Crappot.

Hear me out ok

We just stop paying staff even with RSUs, stop all perks to the board as well.

Then we just hire people with the same caliber as Elon Musk and Richard Branson and then fast track the product.

What you think? I reckon we put this forward at the AGM
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
I was trying to find out a little more about Intel's Gaudi 3 and as a consequence I stumbled on this video published a week or so ago. If you take a look at it approx 15 mins in they talk about Edge AI and the 445 billion dollar global market opportunity!!!



Screenshot 2024-01-01 at 5.03.39 pm.png



Screenshot 2024-01-01 at 5.04.08 pm.png



 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
Intel's Gaudi 3 is due for launch in 2024.

It says here that Intel got help from TSMC designing the chip. Here's hoping TSMC slipped some secret sauce into the recipe.




Screenshot 2024-01-01 at 5.49.21 pm.png



Screenshot 2024-01-01 at 5.44.00 pm.png


 
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Happy New Year all

Hopefully 2024 is fruitful for you all and not just because of Brainchip.

In other news. I believe that I have come across the solution of all solutions over on the Crappot.

Hear me out ok

We just stop paying staff even with RSUs, stop all perks to the board as well.

Then we just hire people with the same caliber as Elon Musk and Richard Branson and then fast track the product.

What you think? I reckon we put this forward at the AGM
1704093450487.gif



































1704094027707.gif
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
Happy New Year all

Hopefully 2024 is fruitful for you all and not just because of Brainchip.

In other news. I believe that I have come across the solution of all solutions over on the Crappot.

Hear me out ok

We just stop paying staff even with RSUs, stop all perks to the board as well.

Then we just hire people with the same caliber as Elon Musk and Richard Branson and then fast track the product.

What you think? I reckon we put this forward at the AGM

What a superlative idea! Spewing we didn't think of this earlier!

Screenshot 2024-01-01 at 6.28.23 pm.png
 
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HopalongPetrovski

I'm Spartacus!
Happy New Year all

Hopefully 2024 is fruitful for you all and not just because of Brainchip.

In other news. I believe that I have come across the solution of all solutions over on the Crappot.

Hear me out ok

We just stop paying staff even with RSUs, stop all perks to the board as well.

Then we just hire people with the same caliber as Elon Musk and Richard Branson and then fast track the product.

What you think? I reckon we put this forward at the AGM
Sounds like a highly considered, consequence rational, strategically certain, tactically brilliant plan of operation going forward, old chap!
Just think how much we'll save! What!
We should immediately put down our wives and vote this innovative thinker in, as Chairman of the Board! What! !!

 
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IloveLamp

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Screenshot_20240101_180919_Chrome.jpg
 
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