BRN Discussion Ongoing

Hi Hoppy,

You may remember that the M2 card is offered in a few different flavours for different PC slots.

https://laptopmedia.com/laptop-m-2-ngff-ssd-compatibility-list/

M.2, also known as NGFF (Next Generation Form Factor) is the successor of the mSATA standard for expansion cards. M.2 is very flexible and is widely used as an option for additional storage on the today laptop’s motherboards. It can vary in its size – at this point, commercially available are 30mm, 42mm, 60mm, 80mm, and 110mm lengths, which are commonly expressed like ‘2230’ (22mm wide, 30mm long), ‘2242’ (22mm wide, 42mm long), etc.

There are also three different types of “keys”, which purpose is to prevent the use of inappropriate M.2s – B, M and B&M


View attachment 78769


You need to choose your M2 PCB to match the installed slot. That means the internal wiring of the M2 contacts varies depending on which slot the PC has.

Most cards (e.g. SSD, etc) come B+M keyed so they fit into either slot on the mobo.
 
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manny100

Regular
Currently our Patents hold our true value, and it's much more than 410 Million AUD or more to the point 258.3 Million USD

Please, can we ALL be honest, I'm 10 years in, like many other long termers, it has not been an easy journey, yet I, like many I'd
suggest are to a point, emotionally rusted on, we believe in Peters et al technology, we question the resistance to 100% commitment
by major companies, who sing our praises, I fully understand why we turned on a dime when Sean sold his 5 year business plan to the
Board, we simply couldn't afford to go the chip route on our own, some seem to have conveniently forgotten about the near on 21
million AUD that was wasted on the "Studio" path, it was not good, I can't share what I know about Studio, but it wasn't as good as
many first thought.

Akida 1000 was born, and it was brilliant, it's so good it's being referenced as I speak, yes we now have AKD 1500, yes we now have
AKD II, but the communication from within the company to shareholders has been what I'd term mildly misleading, has it been taped
out, is it being taped out, has another entity taken charge of the fab process etc etc.

Then we have TENN's....yes it appears to be brilliant, space state models, yes we are engaged with very big market players, BUT many of
us are really frustrated, we have such a great technology, we have such a great team, all have the integrity that makes me want to stay
invested, but the allegedly 100 plus NDA's, I simply don't believe that anymore, I'm sorry, I just don't buy those comments any longer.

I trust Peter and Anil 100%......but as mentioned before, by mid 2026, which is so generous, that's 11.5 years of waiting for stable revenue,
I will be done....we need solid results, not solid lines joining dots !

I'm not normally this negative, but the suppression or manipulation of our share price seems to be getting the better of me lately.

I apologize for the moaning..............Tech ☹️
I do not recall reading or hearing Sean or another member of staff say that we had 100 plus NDA's. Where did you hear this?
 

Getupthere

Regular
I do not recall reading or hearing Sean or another member of staff say that we had 100 plus NDA's. Where did you hear this?
Lou said it.

Before Sean took over.
 
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manny100

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Lou said it.

Before Sean took over.
Thanks, Dullci over on the crapper is making a big deal over Tech's post.
I have never heard that from the current management team.
Dullci downramps no end using standard traders tactics of abuse and no value comments. They troll for everything they can find to use against positive posters and BRN.
The Dullci anomaly is that he/she discloses hold yet discourages others. That is a trader trying to take money off other holders = be carefull.
 
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Getupthere

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Thanks to the posters putting this up.
This looks great to me but is it just me and my BRN bias? How big is this? Is it another BRN gamechanger?
On face value it looks like it could be game changing.
Tony Lewis says in relation to Embedded Worlds at Nuremberg:
" Wednesday of next week, I will be presenting at Embedded World in Nuremberg, Germany, where I will discuss our groundbreaking advancements in Brain-Inspired Computing at BrainChip. "
" 2) State-Space Models: A paradigm-shifting metaphor for brain processing, capturing the essences of brain-like processing in a predictable engineering framework. This approach has the potential to redefine how we understand and replicate brain-like intelligence. This represents the next generation of BrainChip products. "
" At Nuremberg I will be carrying under my arm the what I believe is our most valuable intellectual property to date: an extreme-edge Large Language Model (LLM) that redefines the boundaries of AI deployment. You will be able to see the FPGA embodiment at EW at our booth."
- is the above the Tech advances Sean talked about?
FPGA stands for Field-Programmable Gate Array. It’s a type of computer chip that can be reprogrammed after manufacturing to perform specific tasks. Unlike traditional processors (CPUs) that run software instructions, FPGAs can be customized at the hardware level to execute operations much faster and more efficiently for certain applications.

Think of it like a blank Lego board—you can arrange the pieces (logic gates) in any way you need to create a specialized circuit for a specific job. This makes FPGAs ideal for tasks like AI processing, signal processing, and real-time data handling because they can be optimized for speed and power efficiency.
 
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Getupthere

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Thanks, Dullci over on the crapper is making a big deal over Tech's post.
I have never heard that from the current management team.
Dullci downramps no end using standard traders tactics of abuse and no value comments. They troll for everything they can find to use against positive posters and BRN.
The Dullci anomaly is that he/she discloses hold yet discourages others. That is a trader trying to take money off other holders = be carefull.
Dolci is a trader, while I am a long-term shareholder who has given the current management ample time to deliver results.

I believe in the technology, but I have significant concerns about the current management’s track record.

Three and a half years into a five-year plan that no one has even seen, I cannot allow unaccountable management to continue unchecked .

The honeymoon period is over. The move to the USA stock market based on current fundamentals will be detrimental to our company.

As a shareholder, I cannot support such a move without substantial improvements in our company’s fundamentals.
 
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Just had a look at the floor plan for the upcoming Embedded World, and a company by the name of Tessolve Semiconductor is right next door to Brainchip. Looks like they're very much exploring neuromorphic computing:


"Modern technologies of packaging, or chiplets, are some of the latest trends already expected to remodel the industry, and neuromorphic computing is another potential technology. All of these are already being exploited by Tessolve through investments and experience in state-of-the-art chip design and manufacture."


"The Rise of Neuromorphic Computing
Inspired by the human brain, neuromorphic computing is redefining how chips process information. Unlike traditional processors, neuromorphic chips are designed to mimic neural networks, making them highly efficient for machine learning and AI applications.

These chips are particularly effective at:
As this field continues to evolve, neuromorphic computing could play a key role in the future of AI and autonomous technologies.

Recognizing patterns and making real-time decisions
Reducing power consumption for AI workloads
Enabling more advanced robotics and intelligent systems
The Impact on Semiconductor Companies
To remain competitive, semiconductor companies must embrace these emerging technologies. Investing in research and development is critical, as is fostering collaboration between industry leaders, universities, and research institutions. By staying at the forefront of innovation, these companies can develop the next generation of semiconductors that will power everything from smart cities to space exploration."
 
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FPGA stands for Field-Programmable Gate Array. It’s a type of computer chip that can be reprogrammed after manufacturing to perform specific tasks. Unlike traditional processors (CPUs) that run software instructions, FPGAs can be customized at the hardware level to execute operations much faster and more efficiently for certain applications.

Think of it like a blank Lego board—you can arrange the pieces (logic gates) in any way you need to create a specialized circuit for a specific job. This makes FPGAs ideal for tasks like AI processing, signal processing, and real-time data handling because they can be optimized for speed and power efficiency.
Thankyou for explaining this.
 
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Three and a half years into a five-year plan that no one has even seen, I cannot allow unaccountable management to continue unchecked .
 
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CHIPS

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View attachment 78801

1741427293504.png


I have hope!!!

1741427554405.png
 
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Getupthere

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Some questions for our CEO.

1. Why now? Given BrainChip’s declining fundamentals, wouldn’t it be better to strengthen the business first before attempting a U.S. listing?

2. Is this move about access to capital, or is it a way to escape the scrutiny of ASX investors?

3. If BrainChip struggles to gain investor confidence in Australia, why do you believe U.S. investors will react differently?

4. What evidence do you have that BrainChip would attract greater institutional interest in the U.S., despite its current

5. Does the company have enough revenue growth and profitability potential to justify a U.S. listing, or is this simply a liquidity play?

6. BrainChip’s fundamentals are currently weak—how will a U.S. listing change that? Are you expecting a valuation boost simply because of a different market?

7. Has BrainChip engaged with U.S. investors already? If so, what feedback have you received?

8. Are you concerned that the U.S. market, particularly Nasdaq, could be even more unforgiving to BrainChip’s financial struggles than the ASX?

9. What contingency plans do you have if the move does not result in improved market confidence or liquidity?

10. Are you prepared for the potential backlash from Australian retail investors who may feel abandoned by this decision?

11. How will this impact BrainChip’s ability to raise capital in the short term? If the fundamentals don’t improve, will a U.S. listing really make fundraising easier?

12. Does this move suggest that management has failed to turn the company around and is looking for an exit strategy?

13. How much of this decision is being driven by leadership incentives rather than actual long-term shareholder value?

14. Will there be any changes in executive compensation or leadership structure as part of this move?
 
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manny100

Regular
Dolci is a trader, while I am a long-term shareholder who has given the current management ample time to deliver results.

I believe in the technology, but I have significant concerns about the current management’s track record.

Three and a half years into a five-year plan that no one has even seen, I cannot allow unaccountable management to continue unchecked .

The honeymoon period is over. The move to the USA stock market based on current fundamentals will be detrimental to our company.

As a shareholder, I cannot support such a move without substantial improvements in our company’s fundamentals.
From what Tony Lewis says in his linkedin post BRN has cracked the LLM egg.
If the BOD want this move to the US then they will need to come up with some positive client news apart from the technical advances mooted.
The BOD would be aware of this and I expect a continuation of the news flow.
The ANN said:
" US technology sector investors are generally more familiar with AI technology companies and have a deeper understanding of valuation methodologies for emerging technology companies like BrainChip".
Investors in the US might understand the tech world better than the rest but they will want to see runs on the board just like we do.
Its likely the BOD expect positive news sufficient to get a YES vote. After the positive news they will need canvas support from large holders before a vote.
I doubt they would take it to vote if they knew they had no chance of succeeding as the CEO and or the Chairman would be expected to resign.
A loss at meeting would be a huge rebuff.
That is why the ANN says " BrainChip to formally investigate redomiciling to the US in 2025" - Investigation only = will not
go to a meeting if the voting looks like a NO.
It appears Super funds will be NO votes unless they want to stooge their members.
 
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Some questions for our CEO.

1. Why now? Given BrainChip’s declining fundamentals, wouldn’t it be better to strengthen the business first before attempting a U.S. listing?

2. Is this move about access to capital, or is it a way to escape the scrutiny of ASX investors?

3. If BrainChip struggles to gain investor confidence in Australia, why do you believe U.S. investors will react differently?

4. What evidence do you have that BrainChip would attract greater institutional interest in the U.S., despite its current

5. Does the company have enough revenue growth and profitability potential to justify a U.S. listing, or is this simply a liquidity play?

6. BrainChip’s fundamentals are currently weak—how will a U.S. listing change that? Are you expecting a valuation boost simply because of a different market?

7. Has BrainChip engaged with U.S. investors already? If so, what feedback have you received?

8. Are you concerned that the U.S. market, particularly Nasdaq, could be even more unforgiving to BrainChip’s financial struggles than the ASX?

9. What contingency plans do you have if the move does not result in improved market confidence or liquidity?

10. Are you prepared for the potential backlash from Australian retail investors who may feel abandoned by this decision?

11. How will this impact BrainChip’s ability to raise capital in the short term? If the fundamentals don’t improve, will a U.S. listing really make fundraising easier?

12. Does this move suggest that management has failed to turn the company around and is looking for an exit strategy?

13. How much of this decision is being driven by leadership incentives rather than actual long-term shareholder value?

14. Will there be any changes in executive compensation or leadership structure as part of this move?
1741430341856.gif
 
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manny100

Regular
Some questions for our CEO.

1. Why now? Given BrainChip’s declining fundamentals, wouldn’t it be better to strengthen the business first before attempting a U.S. listing?

2. Is this move about access to capital, or is it a way to escape the scrutiny of ASX investors?

3. If BrainChip struggles to gain investor confidence in Australia, why do you believe U.S. investors will react differently?

4. What evidence do you have that BrainChip would attract greater institutional interest in the U.S., despite its current

5. Does the company have enough revenue growth and profitability potential to justify a U.S. listing, or is this simply a liquidity play?

6. BrainChip’s fundamentals are currently weak—how will a U.S. listing change that? Are you expecting a valuation boost simply because of a different market?

7. Has BrainChip engaged with U.S. investors already? If so, what feedback have you received?

8. Are you concerned that the U.S. market, particularly Nasdaq, could be even more unforgiving to BrainChip’s financial struggles than the ASX?

9. What contingency plans do you have if the move does not result in improved market confidence or liquidity?

10. Are you prepared for the potential backlash from Australian retail investors who may feel abandoned by this decision?

11. How will this impact BrainChip’s ability to raise capital in the short term? If the fundamentals don’t improve, will a U.S. listing really make fundraising easier?

12. Does this move suggest that management has failed to turn the company around and is looking for an exit strategy?

13. How much of this decision is being driven by leadership incentives rather than actual long-term shareholder value?

14. Will there be any changes in executive compensation or leadership structure as part of this move?
Very good questions but doubt you will get many answers.
I am a long term holder and accumulator who has also taken advantage of the large occasional unstainable moves up over the years to lighten. If i was convinced that there was no future for BRN i would sell up all on humps and move on.
AKIDA 1000 was first offered as developments kits in October 2021 and in Jan'22 made available for purchase. From then engagements would have accumulated. Slowly at first but built up over time. Gen 2 and TENNs later.
I would expect as a matter of course expect that a growing number of these engagements would be finalised this year.
Since Sept'24 we have seen some positives come through but if this does not continue and escalate during this year there will be problems.
Talking about trading. Those buying now will make a handy profit if a hump on good news takes it back to the last 2 very recent highs of 41.5 and 45 cents.
 
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genyl

Member
It would simply be a disaster if they got listed on a US exchange without any significant improvement in revenue. Otherwise we will get crushed 100 %. Very important to mention this at the annual meeting if the situation havent improved by then.
 
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FJ-215

Regular
Some questions for our CEO.

1. Why now? Given BrainChip’s declining fundamentals, wouldn’t it be better to strengthen the business first before attempting a U.S. listing?

2. Is this move about access to capital, or is it a way to escape the scrutiny of ASX investors?

3. If BrainChip struggles to gain investor confidence in Australia, why do you believe U.S. investors will react differently?

4. What evidence do you have that BrainChip would attract greater institutional interest in the U.S., despite its current

5. Does the company have enough revenue growth and profitability potential to justify a U.S. listing, or is this simply a liquidity play?

6. BrainChip’s fundamentals are currently weak—how will a U.S. listing change that? Are you expecting a valuation boost simply because of a different market?

7. Has BrainChip engaged with U.S. investors already? If so, what feedback have you received?

8. Are you concerned that the U.S. market, particularly Nasdaq, could be even more unforgiving to BrainChip’s financial struggles than the ASX?

9. What contingency plans do you have if the move does not result in improved market confidence or liquidity?

10. Are you prepared for the potential backlash from Australian retail investors who may feel abandoned by this decision?

11. How will this impact BrainChip’s ability to raise capital in the short term? If the fundamentals don’t improve, will a U.S. listing really make fundraising easier?

12. Does this move suggest that management has failed to turn the company around and is looking for an exit strategy?

13. How much of this decision is being driven by leadership incentives rather than actual long-term shareholder value?

14. Will there be any changes in executive compensation or leadership structure as part of this move?
You and your swarny logic!!!!

Umm.....
 
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TheDrooben

Pretty Pretty Pretty Pretty Good

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Screenshot_20250309_082454_LinkedIn.jpg
 
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