BRN Discussion Ongoing
- Thread starter TechGirl
- Start date
Ohhh I see… so you are the same guy who said he is Lou right? Nice to meet you
Pom down under
Top 20
So they don’t think Steven ain’t up for the job to be onboard 
I think there is more to it, but we do need someone with the shareholders interests onboard as well as his experience and they are only looking at someone in Asia if they ever were to expand the board wtf
I think there is more to it, but we do need someone with the shareholders interests onboard as well as his experience and they are only looking at someone in Asia if they ever were to expand the board wtf
Humble Genius
Regular
I'd be keen to know what will be discussed with peter afterwards?
Humble Genius
Regular
On a lighter note, who thought this was better than Eurovision ? 
I’m bullish… Why? Because sentiment has hit rock bottom. In the past, when everyone was feeling good and optimistic for years, nothing big really happened. If you take that as a contrarian indicator, we’re going to see the rocket launch this year. Sentiment has never been this bad before!!! Yessss let’s go BrainChip!
Wags
Regular
noted
Pom down under
Top 20
Yes that was FF
Labsy
Regular
Don’t know what everyone else thinks but it’s painful to listen too.He might be extremely good at his job, but it’s times like these that I wish I had a hearing aid and could turn it downYou know who else has a contract for helmets in the US defense? Palmer Luckey from Anduril Industries...Don’t know what everyone else thinks but it’s painful to listen too.He might be extremely good at his job, but it’s times like these that I wish I had a hearing aid and could turn it down🫣
FJ-215
Regular
He can start with "The BoD was wrong on their stance at last year's AGM regarding there was no announcement about redomiciling to the US"
I doubt he will out himself over that peach.
Jacob Kiraz
Emerged
Aren't you sitting next to him and also fired out some questions re sensitive annoucements
Wow, how dare Antonio tell a shareholder that he is out of order, and that nowhere did he mention the US.. Did Antonio forget the ASX price sensitive announcement on 27 February, that says BrainChip investigates redomiciling to the US??
Absolutely gob smacked...
Meh... not feeling confident nor depressed... maybe kinda disappointing...
I think they focused too much about Sean's rem... IMO, I don't think he is being over paid... my friend earns over 500k in USA as a senior software engineer for a massive tech company...
Any who... good luck to all...
I think they focused too much about Sean's rem... IMO, I don't think he is being over paid... my friend earns over 500k in USA as a senior software engineer for a massive tech company...
Any who... good luck to all...
Bravo
If ARM was an arm, BRN would be its biceps💪!
Not one of my questions were answered through the online message system.
Question 1 - I actually sent this one through 4 times to see if anyone would pick it up
I acknowledge that BrainChip is bound by NDS's; however, there remains a clear and effective way to share meaningful updates with shareholders without breaching confidentiality.
By reporting aggregated, anonymized, and non-identifiable data, BrainChip could easily provide its shareholders with valuable insight into operational progress, commercial engagement, and market traction without compromising client identities or sensitive negotiations.
BrainChip could publish metrics similar to this example which shows:
Total active commercial discussions: e.g. 26 companies currently in the pipeline
(This could then be further broken down into stages such as
This level of transparency would not only strengthen shareholder confidence but also allow alignment between performance outcomes and executive remuneration (e.g., bonuses), ensuring a clearer and more justifiable basis for incentive payments.
Can you please confirm whether the Board will consider providing such aggregated engagement metrics in future shareholder communications?
Question 2
What are your thoughts on Arm recently having partnered with Beken (a Chinese company) on ultra-low power edge AI solutions, given that this is the space that BrainChip were supposed to "own"? Does this partnership indicate that Arm does not yet view neuromorphic computing as commercially mature or strategically necessary? Can you please clarify BrainChip’s position to understand how the Board views evolving opportunities with Arm?
Question 3
There was a comment made by Antonio Viana, (if I'm not mistaken), at the last AGM that if there were no licenses signed by this AGM, then we have a problem? So, clearly we have a problem Why have there been no new licences signed? What exactly is the problem? How serious is it? How can it be overcome and in what time-frame?
Question 4
There was an interview with the ASX Investor in May 2023 when Sean was asked the following question about how soon we can expect the "lumpy" revenue to transition into a more regular cadence:
ASX Investor: Are you hoping to see that cadence in the next 6-12 months? Are we talking 3 years, 5 years? What are you anticipating?
Sean: I would think it's not that far out, but it's not that far in. Some where in between that right now.
Given that was 2 years ago, what is your current view on when regular revenue should be expected?
Question 1 - I actually sent this one through 4 times to see if anyone would pick it up
I acknowledge that BrainChip is bound by NDS's; however, there remains a clear and effective way to share meaningful updates with shareholders without breaching confidentiality.
By reporting aggregated, anonymized, and non-identifiable data, BrainChip could easily provide its shareholders with valuable insight into operational progress, commercial engagement, and market traction without compromising client identities or sensitive negotiations.
BrainChip could publish metrics similar to this example which shows:
Total active commercial discussions: e.g. 26 companies currently in the pipeline
(This could then be further broken down into stages such as
- Enquiry / Early discussion: 14
- Proof of Concept (PoC): 6
- Pilot deployment: 3
- Commercial negotiations: 2
- Signed but not publicly disclosed: 1
This level of transparency would not only strengthen shareholder confidence but also allow alignment between performance outcomes and executive remuneration (e.g., bonuses), ensuring a clearer and more justifiable basis for incentive payments.
Can you please confirm whether the Board will consider providing such aggregated engagement metrics in future shareholder communications?
Question 2
What are your thoughts on Arm recently having partnered with Beken (a Chinese company) on ultra-low power edge AI solutions, given that this is the space that BrainChip were supposed to "own"? Does this partnership indicate that Arm does not yet view neuromorphic computing as commercially mature or strategically necessary? Can you please clarify BrainChip’s position to understand how the Board views evolving opportunities with Arm?
Question 3
There was a comment made by Antonio Viana, (if I'm not mistaken), at the last AGM that if there were no licenses signed by this AGM, then we have a problem? So, clearly we have a problem Why have there been no new licences signed? What exactly is the problem? How serious is it? How can it be overcome and in what time-frame?
Question 4
There was an interview with the ASX Investor in May 2023 when Sean was asked the following question about how soon we can expect the "lumpy" revenue to transition into a more regular cadence:
ASX Investor: Are you hoping to see that cadence in the next 6-12 months? Are we talking 3 years, 5 years? What are you anticipating?
Sean: I would think it's not that far out, but it's not that far in. Some where in between that right now.
Given that was 2 years ago, what is your current view on when regular revenue should be expected?
Last edited:
Regardless of how anyone voted, it took real balls for Steve Liebeskind to stand up there knowing that he was unsuccessful in his nomination, and then to have his qualifications questioned. Shocking...
Yea legit wth.....
Similar threads
