BRN Discussion Ongoing

[Iseki]

Can't forget the big catalyst too.
Funny how this gets forgotten and the assumption is this place should be the same as HC.
It's supposed to be a group to safely research, not bitch and moan about a company not meeting your own personal expectations.

View attachment 54622

These threads are all the poorer for BaconLover's departure. He told it straight, which was more encouraging than all the other posts (Okay, except Wilzy123).

 

[wilzy123]

These threads are all the poorer for BaconLover's departure. He told it straight, which was more encouraging than all the other posts (Okay, except Wilzy123).

LOLLLLL... your rubbish posts are what give these threads a flavour of poor in the first place. Why are you even here LMAO.

 

[Schnitzel lover]

"Does it concern you at all that the Semiconductor space has been in a roaring bull market for the last 12 months and Brainchip is still languishing in the gutter?"

Entirely share price related comment.

On Arm's current quarter loss.

"Revenue for the period rose 28% from a year ago, to $806 million, well ahead of the $744.3 million forecast. Despite the strong performance, Arm racked up a net loss of $110 million for the quarter, which it said was the result of a onetime share-based compensation payment triggered by its IPO"

People know what kind of a person you are.

Interesting you say that Dingo..

It comes across as you have nothing of quality to counter other than an attack the messenger.. What quality of person does that?

At no point do you address either pertinent question that both significantly influence the company’s valuation..

For any sound minded individual, don’t get sucked into what the best writers and researchers and posters say about a company.. Please learn how to put aside your emotions and invest with your common sense an amount you can afford to lose or apply Sound risk management by cutting your losses quickly..

Listening to the likes of Dingoes and Factual Finding OPINIONS DYOR just play into your emotional and irrational dopamine quick fix side despite their likely best intentions..

Learn to read a chart and understand that pinning your hopes on finding one big winner at all costs is the quick way to kill your account and destroy your investing capital..

GLTAHs especially the ones that can’t see the forest from the trees..

 

[Iseki]

Atlassian is valued at $US61 Billion on Nasdaq.

Atlassian sells work scheduling software (a spreadsheet on speed?).

I'm sure it's a very good product which slotted into its market niche. The world is Akida's niche.

Atlassian sells to consumers.
BRN needs to sell licenses to OEM's. There-in lies a big difference.
Yes it would be great if we are in Scala3, and Samsung devices, etc
But let's not create a rod for our own back when the next 4C comes around.
Our current *hot* partners are all producing development solutions (edge boxes, Development Kits etc) that can be hopefully given away at no profit, to companies that want to put Akida into their products that will be sellable to the consumer, and result in revenue for us. There won't be anything discernable in the 4C.

No one here, no matter what their comment style, will really vote to oust the BoD, if they are holding.
Better to look to those large holdings who might want to put a couple of their own on the board. What better way to do this than force a spill in May?

 

[Damo4]

These threads are all the poorer for BaconLover's departure. He told it straight, which was more encouraging than all the other posts (Okay, except Wilzy123).

Haha he went nutty at the end, and I'm glad he left taking some other trash with him.
It's a shame some of it still lingers around here like a rancid smell.

Look at what he wrote in 2022 vs the "stock disclosure" he had before leaving.
Not only was it a scumbag tactic to use the disclosure field to patronise people here, he was contradicting himself.
Old mate was a troll, not a straight shooter. Just got upset that he bought into the Merc hype and decided it was TSEx as a whole who had to make amends.

BTW now's probably a good time to share my research from the last few years on TSEx.
Bonus points if you can guess which post comes from holders vs non-holders who don't update their disclosure.

 

[Schnitzel lover]

You seem intelligent so I have never mentioned this before as I thought you would know but just in case when TSEx was set up a Chartists thread was set up for Chartists and those who like that kind of thing.

It seems to have lost some momentum but perhaps you could inspire a Renaissance of this dark art.

Staying here however will just further cement opinions as you continue to post your incomplete or inaccurate information to make out your case.

My opinion only DYOR
Fact Finder

PS: As to the rest of your questions:

“The Founding of Tesla​

Tesla (TSLA) , Inc. was founded in 2003 by the engineers Martin Eberhard and Marc Tarpenning in San Carlos, California. It was originally called Tesla Motors, a name the company changed in 2017.

The company was named after the 19th-century inventor Nikola Tesla, best known for discovering the properties of rotating electromagnetic fields. His work led to what is known as "alternating current," the form of electrical transmission still used today. (This was as opposed to the far less efficient system called "direct current" favored by Thomas Edison.) Tesla is historically noted for his significant contributions to electrical engineering and sciences, and in recent decades has become a pop culture icon among engineers.


At the founding of Tesla, Eberhard served as its CEO and Tarpenning served as CFO. They launched their company to develop and produce an entirely electric car, in part, based on the favorable reaction test markets had to General Motor's (GM) previous electric car experiment the EV1. Although GM only ran this program from 1996 - 1999, producing a limited run of cars that it never released for public purchase, it was generally considered successful from an engineering standpoint.

Eberhard and Tarpenning wanted to build upon that success.

Although Musk has long been the face of Tesla, he did not join the company until 2004. He invested $30 million into the company and became the chairman of its Board of Directors. (Notably, Musk would also help raise money from Google (GOOGL) founders Sergey Brin and Larry Page in 2006.)

Originally, Eberhard and Tarpenning dreamed of building an entirely electric sports car. In 2006 they unveiled the prototype for their Tesla Roadster which entered production in 2008.”

Tesla’s first year of declaring a profit took until 2017.

It is important to note that Tesla’s founders were not inventing an entirely new paradigm by creating a new form of Artificial Intelligence.

They were building on the work started by General Motors in 1996 and by comparison their technology was already mainstream. Electric vehicles had been around for over 100 years in 2003.

So definitely far too early for any reasonable person to be laying down an if not by such an such a date timetable as you are requesting.

Brainchip is but a toddler by comparison to Tesla which only released Dojo in the last year or so and has still not finalised how to make its autonomous driving work to the satisfaction of regulators.

My theory’s FF are based on cycles..

The next disruptive tech, young people becoming prominent etc etc usually occurs after a clean out/recession/depression in the economy.. I’m talking about every 18-20 years, and a 4-5 year recovery, not the 2 we’ve just encountered..

If history were to repeat, potentially dosruotive companies with disruptive tech like BRN, will start to become house hold names and leaders in the early 2030s when the big companies are forced to innovate again and cannot rely on the status quo to maintain market share..

That for me, and history does tend to repeat, gives BRN a 3-4 term at window to get some market penetration with solid products with mainstream generational leadership potential, all the while staving off takeover attempts and competition from big players..

BRNs partners are all I will
Focus on for now. Hearing them say ‘will’ and ‘flood the market’ is the best confirmation one can get.. I think we all just have different timelines..

So definitely patience required I believe.. My biggest disappointment would be if the BOD panics and succumbs to a cheap sub $4bill takeover in the next few years as that would hurt a lot of patient long termers. On that front what is needed is more cornerstone investors like the founder PVDM, to take significant positions and assure BRN a pathway to do its thing…

That’s all I have to say. For now..

 

[Damo4]

 

[DingoBorat]

Interesting you say that Dingo..

It comes across as you have nothing of quality to counter other than an attack the messenger.. What quality of person does that?

At no point do you address either pertinent question that both significantly influence the company’s valuation..

For any sound minded individual, don’t get sucked into what the best writers and researchers and posters say about a company.. Please learn how to put aside your emotions and invest with your common sense an amount you can afford to lose or apply Sound risk management by cutting your losses quickly..

Listening to the likes of Dingoes and Factual Finding OPINIONS DYOR just play into your emotional and irrational dopamine quick fix side despite their likely best intentions..

Learn to read a chart and understand that pinning your hopes on finding one big winner at all costs is the quick way to kill your account and destroy your investing capital..

GLTAHs especially the ones that can’t see the forest from the trees..

"At no point do you address either pertinent question that both significantly influence the company’s valuation"

Seriously WTF are you talking about Schnitzel lover??

Read your first post again and then my reply.

The main basis of your argument, was that BrainChip had chosen a loss making business model, based on Arm's last quarterly loss.

Something that was a one off event, due to their IPO listing.

You're right though, that it's wrong of me, to point out that you're a low life, as it's a smear on my character as well.

 

[Home101]

Interesting you say that Dingo..

It comes across as you have nothing of quality to counter other than an attack the messenger.. What quality of person does that?

At no point do you address either pertinent question that both significantly influence the company’s valuation..

For any sound minded individual, don’t get sucked into what the best writers and researchers and posters say about a company.. Please learn how to put aside your emotions and invest with your common sense an amount you can afford to lose or apply Sound risk management by cutting your losses quickly..

Listening to the likes of Dingoes and Factual Finding OPINIONS DYOR just play into your emotional and irrational dopamine quick fix side despite their likely best intentions..

Learn to read a chart and understand that pinning your hopes on finding one big winner at all costs is the quick way to kill your account and destroy your investing capital..

GLTAHs especially the ones that can’t see the forest from the trees..

I though this would be where you would counter the ARM loss argument. But alas, you had nothing.

 

[wilzy123]

"At no point do you address either pertinent question that both significantly influence the company’s valuation"

Seriously WTF are you talking about Schnitzel lover??

Read your first post again and then my reply.

The main basis of your argument, was that BrainChip had chosen a loss making business model, based on Arm's last quarterly loss.

Something that was a one off event, due to their IPO listing.

You're right that it's wrong of me, to point out that you're a low life, as it's a smear on my character as well.

LOL it's literally talking to itself and saying the same thing over and over .. AND OVER.. and over again...

It seems miserable lol.

 

[Tothemoon24]

 

[Damo4]

View attachment 54674

View attachment 54675

Very cool, maybe it can help clean up this forum.

No but in all seriousness, great find.
Does anyone know anything about Nilfisk? They seems rather large, probably someone you see often without realising it if you aren't in the space.

 

[Tothemoon24]

Very cool, maybe it can help clean up this forum.

No but in all seriousness, great find.
Does anyone know anything about Nilfisk? They seems rather large, probably someone you see often without realising it if you aren't in the space.

Hi Damo I don’t think it’s related to Brainchip , I take it as a strong positive to see theses emerging products : looks to be linked to Brain Corp

After a quick read of todays post , it seems there’s a few nervous Nellys about & as usual making fools of themselves.

 

[DingoBorat]

Interesting you say that Dingo..

It comes across as you have nothing of quality to counter other than an attack the messenger.. What quality of person does that?

At no point do you address either pertinent question that both significantly influence the company’s valuation..

For any sound minded individual, don’t get sucked into what the best writers and researchers and posters say about a company.. Please learn how to put aside your emotions and invest with your common sense an amount you can afford to lose or apply Sound risk management by cutting your losses quickly..

Listening to the likes of Dingoes and Factual Finding OPINIONS DYOR just play into your emotional and irrational dopamine quick fix side despite their likely best intentions..

Learn to read a chart and understand that pinning your hopes on finding one big winner at all costs is the quick way to kill your account and destroy your investing capital..

GLTAHs especially the ones that can’t see the forest from the trees..

"It comes across as you have nothing of quality to counter other than an attack the messenger.. What quality of person does that?"

Even the fact, that you consider yourself a "messenger" delivering unbiased news, is a complete joke.

 

[manny100]

A quick question or two for the over zealous and Brainchip inspired.

Does it concern you at all that the Semiconductor space has been in a roaring bull market for the last 12 months and Brainchip is still languishing in the gutter?

Are you aware that ARM as the benchmark leader in the IP and Royalty space in the Semiconductor market, reportedly with a high 90s% market share in the space had 2.7billion in annual revenue last year, yet it posted a $110mill net loss for the most recent quarter?

Lastly, Sean Hehir says Brainchip is also an IP and royalty bearing company as its financial model.. Of all these wonderful new partners, none have IP deals assuming due to Gen 2 is not readily available yet outside of EAP’s. (If it is openly available, it’s another well kept secret by the company).. With IP being a 3-4 year cycle from R&D to product on market for sale, what’s your maximum pain level if another year passes without any royalty revenue from the BRN pioneers in Socionext, Ford, Valeo and Renesas? In other words, will you continue to back in the Board and Management at that stage?

If I were a shareholder I would be voting a resounding YES to the remuneration report purely because Id rather judge the current management and BOD on atleast 12 months of performance with the opportunity of Gen 2..

Thoughts welcome.

Edge AI is an industry of the near future and its getting closer. Your post is just hysteria in action. ARM is not going broke in a hurry.
Once Edge demand picks up so will BRN.
If you buy BRN you take a punt on the future. If you do not like a punt best sell and buy a blue chip - although even the blueys get flogged in markets from time to time.

 

[Newk R]

I was kicked off HC for life for berating Sunny. This place is all I had left. Now I have nowhere else to go. Please make it stop.

"look what they've done to my forum ma"

 

[Slade]

My theory’s FF are based on cycles..

The next disruptive tech, young people becoming prominent etc etc usually occurs after a clean out/recession/depression in the economy.. I’m talking about every 18-20 years, and a 4-5 year recovery, not the 2 we’ve just encountered..

If history were to repeat, potentially dosruotive companies with disruptive tech like BRN, will start to become house hold names and leaders in the early 2030s when the big companies are forced to innovate again and cannot rely on the status quo to maintain market share..

That for me, and history does tend to repeat, gives BRN a 3-4 term at window to get some market penetration with solid products with mainstream generational leadership potential, all the while staving off takeover attempts and competition from big players..

BRNs partners are all I will
Focus on for now. Hearing them say ‘will’ and ‘flood the market’ is the best confirmation one can get.. I think we all just have different timelines..

So definitely patience required I believe.. My biggest disappointment would be if the BOD panics and succumbs to a cheap sub $4bill takeover in the next few years as that would hurt a lot of patient long termers. On that front what is needed is more cornerstone investors like the founder PVDM, to take significant positions and assure BRN a pathway to do its thing…

That’s all I have to say. For now..

“That’s all I have to say. For now..”
Thank you, much appreciated.

 

[IloveLamp]

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[Fact Finder]

Atlassian sells to consumers.
BRN needs to sell licenses to OEM's. There-in lies a big difference.
Yes it would be great if we are in Scala3, and Samsung devices, etc
But let's not create a rod for our own back when the next 4C comes around.
Our current *hot* partners are all producing development solutions (edge boxes, Development Kits etc) that can be hopefully given away at no profit, to companies that want to put Akida into their products that will be sellable to the consumer, and result in revenue for us. There won't be anything discernable in the 4C.

No one here, no matter what their comment style, will really vote to oust the BoD, if they are holding.
Better to look to those large holdings who might want to put a couple of their own on the board. What better way to do this than force a spill in May?

HI Iseki
The first point you make was clearly not understood by many as I was reading generally across all of the different media sites I check from time to time. It is however a critical point to understand as you have pointed out 'BRN ,,, sell licenses to OEM's'.

I have been hoping that someone would put this together other than myself because there are some who make a living out of attacking everything I put up and trying to drown it.

However if one takes this point and keeps it in mind when listening to the last Microchip podcast you will hear possibly the most significant comment so far in this podcast series in my opinion.

I am not quoting exactly but suggesting that you go and listen again to the part where Microchip is talking about the combining of AKIDA technology with Microchip's 8 bit MCU and their customers.

This is the OEM model in operation.

Brainchip partners with an OEM and an application is developed and this OEM not Brainchip then goes to its established customer base and says we have something that you may be interested in because in our opinion it will greatly enhance what you are doing with us.

If you are an existing customer of Microchip there is no doubt Microchip will know what you need and be bringing something that has application to your situation and you will definitely listen because you trust in the existing relationship.

Does it mean definite sales of course not. The odds though of a sale are clearly much higher in this situation than if Brainchip by itself knocked on the Microchip customer's door in a lone bid to convince the customer to add AKIDA technology.

If you then add in that other partners like OnSemi for intelligent airbag sensors and Infineon given what they said on their respective podcasts may be doing or about to be doing exactly the same thing with AKIDA technology and their products with their existing customer bases the benefits to be gained from the multiplier effect of an OEM sales model becomes apparent.

As we know there are tens of other published confirmed partnerships that fit into the same category and the CFO of Edge Impulse certainly sees no reason to doubt that AKIDA technology could be headed for widespread adoption.

My opinion only DYOR
Fact Finder

 

[Tothemoon24]

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