BRN Discussion Ongoing

[Cardpro]

We have seen over and over that AKIDA outperforms other chips.
The Bascom Hunter (AKIDA 1000 AND 1500) - Navy transition and the US AFRL trials (TENNs) are extremely important to BRN in that it validates our products. If these trials are successful we will likely see others follow.
We cannot underestimate the Defence transition from traditional systems to Edge AI. Can anyone do defence better than BRN?
Not that i know of.
I suspect that the lure of DOD contracts is behind the ' looking into a US listing. Perhaps even US government or defence interest in our cybersecurity as well.
Bascom Hunter are backing AKIDA matched with their tech will take them to a market leadership position (refer to Naval transition document posted some time ago). They are effectively on this ride with us.
I agree, there are still risks but they have decreased somewhat since September'25 news flow began.
We need of course the Navy transition and AFRL turn into big deals. Then there is cybersecurity and Onsor.

What if they decide not to adopt?

What happened to all these companies behind NDAs loving our products? What happened to the Korean company who has done more extensive tests than us (if I recall correctly someone from the brainchip has said it but I cant remember, dont quote me)? Wth happened to MegaChips or Renesas? How about Ford? Volkswagen? Valeo?

How about those who gave us extensive feedbacks which we apparently accepted when we were developing Akida? 1500? 2000? Would we maybe finally land a proper deal perhaps when we develop Akido9999999? Where is the explosive sales? Financials? IP deals?
How come we are still not seeing (in terms of revenue or IP deala) after joining many eco systems?

So many questions...

 

[jrp173]

What if they decide not to adopt?

What happened to all these companies behind NDAs loving our products? What happened to the Korean company who has done more extensive tests than us (if I recall correctly someone from the brainchip has said it but I cant remember, dont quote me)? Wth happened to MegaChips or Renesas? How about Ford? Volkswagen? Valeo?

How about those who gave us extensive feedbacks which we apparently accepted when we were developing Akida? 1500? 2000? Would we maybe finally land a proper deal perhaps when we develop Akido9999999? Where is the explosive sales? Financials? IP deals?
How come we are still not seeing (in terms of revenue or IP deala) after joining many eco systems?

So many questions...

Yes, yet so few answers from the company.....

 

[Guzzi62]

What if they decide not to adopt?

What happened to all these companies behind NDAs loving our products? What happened to the Korean company who has done more extensive tests than us (if I recall correctly someone from the brainchip has said it but I cant remember, dont quote me)? Wth happened to MegaChips or Renesas? How about Ford? Volkswagen? Valeo?

How about those who gave us extensive feedbacks which we apparently accepted when we were developing Akida? 1500? 2000? Would we maybe finally land a proper deal perhaps when we develop Akido9999999? Where is the explosive sales? Financials? IP deals?
How come we are still not seeing (in terms of revenue or IP deala) after joining many eco systems?

So many questions...

We haven't seen any proof that Akida2 have been tapped out yet, have we?

That chip was designed after customers feedback on what they want.

Now we are starting to see use cases with the 1000 & 1500 chips, but the 2nd generation should really get us going.

But admittedly I don't know how this works if a customer approach the company and ask them, we would like to order 10k Akida2 chips?

I doubt that's even possible since they are selling IP's but BRN seems quite flexible on the first chips because many companies won't pay 1 mill bucks if they are selling drones or some other products that sell in fairly small numbers.

However, I think some big player(s) have been testing Akida2/TENNs in software, and they should be close signing, well that's what I hope.

Tata been very quiet about Akida for a while??

I want to see an avalanche coming out of nowhere flushing the shorts down the mountain, LOL.

 

[DingoBorat]

I've been doing some thinking and calculating, have re-read the redomiciling announcement and I'm now personally 100% behind the US listing.

The consolidation of shares, no longer bothers me, with the caveat, that the "scheme of arrangement" does not contain any significant dilution of my current holdings, from the outset.


The US is moving forward, whereas most of the rest of the World, that counts, is likely going to remain in the quagmire of poor governance and self-degenerating policies.

That by itself, makes it attractive and the fact that America First is their mandate, being a part of the largest economy in the World, which is now in the process of being strengthened, is really our only choice.

I do think we will see the beginnings of some significant progress here, before the year is out, that will satisfy shareholders, but regardless, I no longer think the move is premature.

Although my experiences with companies consolidating shares has never been good, I believe BrainChip will be the outlier.

I have the confidence now, to again strongly encourage/try to get my Brother, to average down his holdings (something that I just had too much uncertainty about, just a few days ago).

 

[Beebo]

I've been doing some thinking and calculating, have re-read the redomiciling announcement and I'm now personally 100% behind the US listing.

The consolidation of shares, no longer bothers me, with the caveat, that the "scheme of arrangement" does not contain any significant dilution of my current holdings, from the outset.


The US is moving forward, whereas most of the rest of the World, that counts, is likely going to remain in the quagmire of poor governance and self-degenerating policies.

That by itself, makes it attractive and the fact that America First is their mandate, being a part of the largest economy in the World, which is now in the process of being strengthened, is really our only choice.

I do think we will see the beginnings of some significant progress here, before the year is out, that will satisfy shareholders, but regardless, I no longer think the move is premature.

Although my experiences with companies consolidating shares has never been good, I believe BrainChip will be the outlier.

I have the confidence now, to again strongly encourage/try to get my Brother, to average down his holdings (something that I just had too much uncertainty about, just a few days ago).

Good on you Dingo!
I truly believe we are ushering in a period substantial growth at BRN with potential lucrative government deals. Experiencing this phase with limitless exposure to US markets is critical.

P.S. I hope you were not being sarcastic

 

[DingoBorat]

Good on you Dingo!
I truly believe we are ushering in a period substantial growth at BRN with potential lucrative government deals. Experiencing this phase with limitless exposure to US markets is critical.

P.S. I hope you were not being sarcastic

Never!
But no, I wasn't

 

[rgupta]

I've been doing some thinking and calculating, have re-read the redomiciling announcement and I'm now personally 100% behind the US listing.

The consolidation of shares, no longer bothers me, with the caveat, that the "scheme of arrangement" does not contain any significant dilution of my current holdings, from the outset.


The US is moving forward, whereas most of the rest of the World, that counts, is likely going to remain in the quagmire of poor governance and self-degenerating policies.

That by itself, makes it attractive and the fact that America First is their mandate, being a part of the largest economy in the World, which is now in the process of being strengthened, is really our only choice.

I do think we will see the beginnings of some significant progress here, before the year is out, that will satisfy shareholders, but regardless, I no longer think the move is premature.

Although my experiences with companies consolidating shares has never been good, I believe BrainChip will be the outlier.

I have the confidence now, to again strongly encourage/try to get my Brother, to average down his holdings (something that I just had too much uncertainty about, just a few days ago).

If you remember US listing was the aim for everyone, but listing at US exchange at such a low game will only hinder our investments. We have one of the biggest retail holders percentage and most of them are afraid to move to US in such a low game. Management have to prove they are delivering, the stock is in green, news is positive and then everyone of us will go with management decision. But right now it is looking hotch potch and that is why mood is very sad and sp last lost 33% with in 3 sessions and is not trying to recover at all.
To me our management does not understand the holders even for 1%. There is less than 5% direct institutional equity in brainchip. But most of the shorts are institutional investors which is putting retail holders against institutional investors and management have no clue how to deal with such a situation. Without a positive trajectory I don't know how this deal is getting materialized.

 

[DingoBorat]

If you remember US listing was the aim for everyone, but listing at US exchange at such a low game will only hinder our investments. We have one of the biggest retail holders percentage and most of them are afraid to move to US in such a low game. Management have to prove they are delivering, the stock is in green, news is positive and then everyone of us will go with management decision. But right now it is looking hotch potch and that is why mood is very sad and sp last lost 33% with in 3 sessions and is not trying to recover at all.
To me our management does not understand the holders even for 1%. There is less than 5% direct institutional equity in brainchip. But most of the shorts are institutional investors which is putting retail holders against institutional investors and management have no clue how to deal with such a situation. Without a positive trajectory I don't know how this deal is getting materialized.

Our game is improving Rgupta, albeit slowly..

I know what the plan "was" but we need to change tack and adjust to the rapidly changing World conditions.
We don't have the luxury, to wait until the "ideal" conditions, as it will now put us at a greater disadvantage commercially.

I do believe we will have had more traction, by the end of the year though and will hit the ground running, in the US.

Right now the share price doesn't concern or bother me, other than it's not good for the LDA Capital call.

Like I said, as long as the scheme of arrangement is favourable, I'm happy and we will have to wait and see, what they propose.

 

[Tothemoon24]

If you remember US listing was the aim for everyone, but listing at US exchange at such a low game will only hinder our investments. We have one of the biggest retail holders percentage and most of them are afraid to move to US in such a low game. Management have to prove they are delivering, the stock is in green, news is positive and then everyone of us will go with management decision. But right now it is looking hotch potch and that is why mood is very sad and sp last lost 33% with in 3 sessions and is not trying to recover at all.
To me our management does not understand the holders even for 1%. There is less than 5% direct institutional equity in brainchip. But most of the shorts are institutional investors which is putting retail holders against institutional investors and management have no clue how to deal with such a situation. Without a positive trajectory I don't know how this deal is getting materialized.

Totally agree . Absolutely laughable that the company would think a positive vote would be had at the current state of affairs.

 

[MegaportX]

Lockheed Martin No Longer Running for the U.S. Navy’s F/A-XX Program

Lockheed Martin reportedly submitted its proposal for the U.S. Navy’s sixth generation F/A-XX fighter but didn’t satisfy the requirements, leaving Boeing

theaviationist.com

 

[Gazzafish]

Hi @Gazzafish,

We give LDA the shares to sell on our behalf and they get 8.5% commission for doing so.

In a "normal" CR like our last one, a broker arranges to sell our shares at a set price that is usually at a big discount to the SP.

With LDA, they sell on market, so no discount and with the potential to ride an increasing SP over the next 2 months. For this to work in our favour, we need weeks of positive news flow.

Thanks FJ.

 

[FJ-215]

Our game is improving Rgupta, albeit slowly..

I know what the plan "was" but we need to change tack and adjust to the rapidly changing World conditions.
We don't have the luxury, to wait until the "ideal" conditions, as it will now put us at a greater disadvantage commercially.

I do believe we will have had more traction, by the end of the year though and will hit the ground running, in the US.

Right now the share price doesn't concern or bother me, other than it's not good for the LDA Capital call.

Like I said, as long as the scheme of arrangement is favourable, I'm happy and we will have to wait and see, what they propose.

Morning DB,

I'm still on the fence re the move to the US. We know there are pros but there are cons we haven't considered or don't know about.

>A new listing would almost certainly be accompanied with a dilutive raise. That is the whole point of the move, getting a new pool of investors to fund the company.

> Exchange rates are a double edged sword.

> Trump now theatening to kill the $52B Chips Act.

> The shorting jackals of the US. At least Hindenberg Research just shut up shop. They make Motley Fool look like cheer leaders.

Too early for me to back the move but I have always been on the cautious side.

 

[manny100]

What if they decide not to adopt?

What happened to all these companies behind NDAs loving our products? What happened to the Korean company who has done more extensive tests than us (if I recall correctly someone from the brainchip has said it but I cant remember, dont quote me)? Wth happened to MegaChips or Renesas? How about Ford? Volkswagen? Valeo?

How about those who gave us extensive feedbacks which we apparently accepted when we were developing Akida? 1500? 2000? Would we maybe finally land a proper deal perhaps when we develop Akido9999999? Where is the explosive sales? Financials? IP deals?
How come we are still not seeing (in terms of revenue or IP deala) after joining many eco systems?

So many questions...

That is why BRN is priced at 21 cents. The ifs.
It's still a punt until a big deal is finalised.
It's either wait if you are not sure or add if you think AI at the Edge will be big and BRN will be a leader.
It's been a game of patience.

 

[Pom down under]

Today

 

[DingoBorat]

Morning DB,

I'm still on the fence re the move to the US. We know there are pros but there are cons we haven't considered or don't know about.

>A new listing would almost certainly be accompanied with a dilutive raise. That is the whole point of the move, getting a new pool of investors to fund the company.

> Exchange rates are a double edged sword.

> Trump now theatening to kill the $52B Chips Act.

> The shorting jackals of the US. At least Hindenberg Research just shut up shop. They make Motley Fool look like cheer leaders.

Too early for me to back the move but I have always been on the cautious side.

>A new listing would almost certainly be accompanied with a dilutive raise. That is the whole point of the move, getting a new pool of investors to fund the company.

I do not want and will not agree to a large dilutive raise upon entering.


> Exchange rates are a double edged sword.

This cannot be helped, in any situation as long as it is not combined with any substantial dilution, as above.


> Trump now theatening to kill the $52B Chips Act.

The amount of investment he is bringing into the US, makes this superfluous, in my opinion.


> The shorting jackals of the US. At least Hindenberg Research just shut up shop. They make Motley Fool look like cheer leaders.

Shorters there, as here, will help propel our valuation, in the right conditions.
Obviously, yes, we need to hit the ground running and I believe we will.


Got to have a bit of "Faith" in the Company there.

There are things known and things unknown and inbetween, are the Doors.



Something in there, to change every guys mood

 

[Frangipani]

Come to the DoubleTree in San Jose, CA on April 29th to see Chief… | Andes Technology

Come to the DoubleTree in San Jose, CA on April 29th to see Chief Marketing Officer from BrainChip , Steve Brightfield, give a speech at our 2025 RISC-V Con on Small Language Models for the Edge with RISC-V! Register here: https://lnkd.in/eQGCAKxv...

www.linkedin.com

 

[Pom down under]

So with the decision to join the nasdaq made some time ago, I’m guessing the application was probably started a while back as well with the BOD probably thinking wr would be in a much better position than we currently are, so if this is the case and they have just gone ahead with the application, I think it a really bad decision by the company to throw us share holders to the wolves especially if we don’t get anything positive beforehand.

 

[FJ-215]

>A new listing would almost certainly be accompanied with a dilutive raise. That is the whole point of the move, getting a new pool of investors to fund the company.

I do not want and will not agree to a large dilutive raise upon entering.


> Exchange rates are a double edged sword.

This cannot be helped, in any situation as long as it is not combined with any substantial dilution, as above.


> Trump now theatening to kill the $52B Chips Act.

The amount of investment he is bringing into the US, makes this superfluous, in my opinion.


> The shorting jackals of the US. At least Hindenberg Research just shut up shop. They make Motley Fool look like cheer leaders.

Shorters there, as here, will help propel our valuation, in the right conditions.
Obviously, yes, we need to hit the ground running and I believe we will.


Got to have a bit of "Faith" in the Company there.

There are things known and things unknown and inbetween, are the Doors.



Something in there, to change every guys mood

Some news flow would help everyones mood

To steal your chess analogy, this LDA call is starting to look like a pawn sacrifice.

Anyway, I'm off to play golf so my mood is certainly going to be tested.

 

[Yoda]

What if they decide not to adopt?

What happened to all these companies behind NDAs loving our products? What happened to the Korean company who has done more extensive tests than us (if I recall correctly someone from the brainchip has said it but I cant remember, dont quote me)? Wth happened to MegaChips or Renesas? How about Ford? Volkswagen? Valeo?

How about those who gave us extensive feedbacks which we apparently accepted when we were developing Akida? 1500? 2000? Would we maybe finally land a proper deal perhaps when we develop Akido9999999? Where is the explosive sales? Financials? IP deals?
How come we are still not seeing (in terms of revenue or IP deala) after joining many eco systems?

So many questions...

These are fair questions that I believe should be put to management at the next AGM.

 

[genyl]

What if they decide not to adopt?

What happened to all these companies behind NDAs loving our products? What happened to the Korean company who has done more extensive tests than us (if I recall correctly someone from the brainchip has said it but I cant remember, dont quote me)? Wth happened to MegaChips or Renesas? How about Ford? Volkswagen? Valeo?

How about those who gave us extensive feedbacks which we apparently accepted when we were developing Akida? 1500? 2000? Would we maybe finally land a proper deal perhaps when we develop Akido9999999? Where is the explosive sales? Financials? IP deals?
How come we are still not seeing (in terms of revenue or IP deala) after joining many eco systems?

So many questions...

Absolutely agree. Very concerning to say the least. Tons of partners, tons of conferences to demonstrate, but only a couple baby contracts. Starting to lose hope quiet heavily. Been invested since 2020 and for me this has to be the year. Can't imagine my investment healthy in 2026 without dilution. Crush them at the AGM please