BRN Discussion Ongoing

[7für7]

FThey may have been offered if a customer of the company handling the raise. The info leaks out pretty quick, hence the trading halt.

SC

That seems not that far off what I would’ve been expecting. Just a plain old CR because we need the money.

That’s what I thought too… and that’s why I don’t like to read always the same “maybe because some big players invested in BRN” shi
So, looking forward for next week

Guess who Sean is

 

[Diogenese]

Its definetly an institutional raise likely with a retail SPP. Sean gave an institutional presentation while in Aus.
The last one was completed in August'24 on the tail end of 6 red months. Shorts at the end of August'24 were around 1.7 - 2%. Shorts are now around 6% plus a bit.
. The SP lost about 8% in August'24 and then was heavily bought into flying 38% up in September'24. December'24 saw a further 53% rise.
So its likely any falls will be bought into.

While the SP may fall to 17.5c, will there be enough shares available at that price to cover the shorts?

Most SH are rusted on and by now should be inured to the vicissitudes of capital raises and may choose to ride it out*.

"Fully underwritten" indicates confidence on the part of the underwriter(s).

* The good thing about repeatedly shooting yourself in the foot is that, after the first time, the bullets all pass through the same hole.

 

[Space Cadet]

That’s what I thought too… and that’s why I don’t like to read always the same “maybe because some big players invested in BRN” shi
So, looking forward for next week

Guess who Sean is

The one in the white robe. Never seen Sean looking so good. Have you had some work done Sean?

SC

 

[7für7]

While the SP may fall to 17.5c, will there be enough shares available at that price to cover the shorts?

Most SH are rusted on and by now should be inured to the vicissitudes of capital raises and may choose to ride it out*.

"Fully underwritten" indicates confidence on the part of the underwriter(s).

* The good thing about repeatedly shooting yourself in the foot is that, after the first time, the bullets all pass through the same hole.

That’s why they dropped some good news recently… to show progress

 

[Space Cadet]

While the SP may fall to 17.5c, will there be enough shares available at that price to cover the shorts?

Most SH are rusted on and by now should be inured to the vicissitudes of capital raises and may choose to ride it out*.

"Fully underwritten" indicates confidence on the part of the underwriter(s).

* The good thing about repeatedly shooting yourself in the foot is that, after the first time, the bullets all pass through the same hole.

Hi Dodgy,

This maybe left field but I wonder what chaos a cornerstone investor would do. Around the 7.5 - 8% mark. That would put the cat among the pigeons.

SC

 

[Terroni2105]

Its definetly an institutional raise likely with a retail SPP. Sean gave an institutional presentation while in Aus.
The last one was completed in August'24 on the tail end of 6 red months. Shorts at the end of August'24 were around 1.7 - 2%. Shorts are now around 6% plus a bit.
. The SP lost about 8% in August'24 and then was heavily bought into flying 38% up in September'24. December'24 saw a further 53% rise.
So its likely any falls will be bought into.

Could it be a cornerstone investor or would that be a different type of announcement?

 

[smoothsailing18]

Go brainchip

 

[Diogenese]

Hi Dodgy,

This maybe left field but I wonder what chaos a cornerstone investor would do. Around the 7.5 - 8% mark. That would put the cat among the pigeons.

SC

We've got about 2 billion shares, and that makes the 5% limit about 100 million. I see 747 quoting 171.4 m (without reference), which is about 8.5%, so we will know if it's a single investor. The way they throw numbers about these days, $30M is chickenfeed.

 

[Space Cadet]

We've got about 2 billion shares, and that makes the 5% limit about 100 million. I see 747 quoting 171.4 m (without reference), which is about 8.5%, so we will know if it's a single investor. The way they throw numbers about these days, $30M is chickenfeed.

Well I personally wouldn't be saddened if it were to happen.

SC

 

[Wags]

https://yfarmx.com/softbank-and-openai-launch-joint-venture/

Extract with my own bolding :- “

SoftBank and OpenAI have officially launched their long-anticipated joint venture, SB OAI Japan GK, headquartered in Tokyo. Announced today, the partnership aims to redefine corporate management in Japan by integrating OpenAI’s cutting-edge language models and enterprise tools into Japanese businesses and public institutions.

The ownership structure is split evenly between OpenAI and C Holdings, a company jointly owned by SoftBank Corp. (51%) and SoftBank Group (49%). The arrangement positions SB OAI as both a strategic bridge and a commercial conduit for Japan’s AI deployment, part of a broader push toward Masayoshi Son’s long-running ambition to make AI “the engine of every industry.”



A Partnership Years in the Making

This new entity formalises a relationship that has been building quietly for months. SoftBank began investing in OpenAI’s global initiatives and announced plans in early 2025 to roll out AI-driven management tools across Japan. The venture’s launch was originally slated for the summer but was delayed amid structural negotiations and regulatory reviews.

Now live, SB OAI Japan GK will serve as OpenAI’s operational hub for the region, adapting GPT-based enterprise products for Japanese language and compliance requirements. Early focus areas include corporate decision support, automated reporting, and AI governance systems tailored to Japan’s business culture and data standards.

View attachment 92805 Creator: Kim Kyung-Hoon | Credit: REUTERS

SoftBank’s AI Ambitions

The joint venture marks another chapter in SoftBank’s aggressive repositioning from telecoms conglomerate to AI-first holding powerhouse. Through both SoftBank Group and SoftBank Corp., Son has invested heavily in AI chips, robotics, and infrastructure (from ARM Holdings to BrainChip) and domestic cloud optimisation projects.

By pairing with OpenAI rather than building in-house, SoftBank gains immediate access to frontier models, while OpenAI benefits from SoftBank’s distribution networks and regulatory familiarity in one of the world’s most tightly governed tech markets.”

Could the Cap raise be related to this???

 

[IloveLamp]

We’re excited to highlight our partner Delicode Ltd, a Finland-based smart-city company leading the way in privacy-first urban analytics. Their platform, Signals Flow, helps cities across the Nordics… | Luxonis

We’re excited to highlight our partner Delicode Ltd, a Finland-based smart-city company leading the way in privacy-first urban analytics. Their platform, Signals Flow, helps cities across the Nordics understand how streets, sidewalks, and curb space are used in real time—without storing or...

www.linkedin.com

Luxonis Forum

The fourth industrial revolution will be driven by embedded AI. Let's talk about it!

discuss.luxonis.com

 

[Space Cadet]

We've got about 2 billion shares, and that makes the 5% limit about 100 million. I see 747 quoting 171.4 m (without reference), which is about 8.5%, so we will know if it's a single investor. The way they throw numbers about these days, $30M is chickenfeed.

And that wouldn't take into account anywhere up to 4.9% on top without a sub holder statement. Just speculation of course but possible.

SC

 

[7für7]

I’d be happy if the offering price wasn’t set that low… why would anyone offer a price like that if they’re sure it’ll keep rising? On the flip side, it would signal that it won’t drop below the offer price. What a relief

 

[Tony Coles]

That’s why the shorts increased … and my guess is, they will dump it to 15cent.. I can’t see why they should cover now… it’s a fest meal for them… look how they slobber on the crapper… they can’t wait to position themselves

Well, sad as it is, shorts should be covered by hopefully next week and we wait for short positions report the following week.

 

[Pom down under]

https://yfarmx.com/softbank-and-openai-launch-joint-venture/

Extract with my own bolding :- “

SoftBank and OpenAI have officially launched their long-anticipated joint venture, SB OAI Japan GK, headquartered in Tokyo. Announced today, the partnership aims to redefine corporate management in Japan by integrating OpenAI’s cutting-edge language models and enterprise tools into Japanese businesses and public institutions.

The ownership structure is split evenly between OpenAI and C Holdings, a company jointly owned by SoftBank Corp. (51%) and SoftBank Group (49%). The arrangement positions SB OAI as both a strategic bridge and a commercial conduit for Japan’s AI deployment, part of a broader push toward Masayoshi Son’s long-running ambition to make AI “the engine of every industry.”



A Partnership Years in the Making

This new entity formalises a relationship that has been building quietly for months. SoftBank began investing in OpenAI’s global initiatives and announced plans in early 2025 to roll out AI-driven management tools across Japan. The venture’s launch was originally slated for the summer but was delayed amid structural negotiations and regulatory reviews.

Now live, SB OAI Japan GK will serve as OpenAI’s operational hub for the region, adapting GPT-based enterprise products for Japanese language and compliance requirements. Early focus areas include corporate decision support, automated reporting, and AI governance systems tailored to Japan’s business culture and data standards.

View attachment 92805 Creator: Kim Kyung-Hoon | Credit: REUTERS

SoftBank’s AI Ambitions

The joint venture marks another chapter in SoftBank’s aggressive repositioning from telecoms conglomerate to AI-first holding powerhouse. Through both SoftBank Group and SoftBank Corp., Son has invested heavily in AI chips, robotics, and infrastructure (from ARM Holdings to BrainChip) and domestic cloud optimisation projects.

By pairing with OpenAI rather than building in-house, SoftBank gains immediate access to frontier models, while OpenAI benefits from SoftBank’s distribution networks and regulatory familiarity in one of the world’s most tightly governed tech markets.”

 

[DK6161]

Could it be a cornerstone investor or would that be a different type of announcement?

Yes, Microsoft.
It is definitely Microsoft.
Remember 10 X Microsoft?? It is finally happening.


NOT ADVICE

 

[Bravo]

More chance in Donald trump becoming the next queen of England

 

[Bravo]

https://yfarmx.com/softbank-and-openai-launch-joint-venture/

Extract with my own bolding :- “

SoftBank and OpenAI have officially launched their long-anticipated joint venture, SB OAI Japan GK, headquartered in Tokyo. Announced today, the partnership aims to redefine corporate management in Japan by integrating OpenAI’s cutting-edge language models and enterprise tools into Japanese businesses and public institutions.

The ownership structure is split evenly between OpenAI and C Holdings, a company jointly owned by SoftBank Corp. (51%) and SoftBank Group (49%). The arrangement positions SB OAI as both a strategic bridge and a commercial conduit for Japan’s AI deployment, part of a broader push toward Masayoshi Son’s long-running ambition to make AI “the engine of every industry.”



A Partnership Years in the Making

This new entity formalises a relationship that has been building quietly for months. SoftBank began investing in OpenAI’s global initiatives and announced plans in early 2025 to roll out AI-driven management tools across Japan. The venture’s launch was originally slated for the summer but was delayed amid structural negotiations and regulatory reviews.

Now live, SB OAI Japan GK will serve as OpenAI’s operational hub for the region, adapting GPT-based enterprise products for Japanese language and compliance requirements. Early focus areas include corporate decision support, automated reporting, and AI governance systems tailored to Japan’s business culture and data standards.

View attachment 92805 Creator: Kim Kyung-Hoon | Credit: REUTERS

SoftBank’s AI Ambitions

The joint venture marks another chapter in SoftBank’s aggressive repositioning from telecoms conglomerate to AI-first holding powerhouse. Through both SoftBank Group and SoftBank Corp., Son has invested heavily in AI chips, robotics, and infrastructure (from ARM Holdings to BrainChip) and domestic cloud optimisation projects.

By pairing with OpenAI rather than building in-house, SoftBank gains immediate access to frontier models, while OpenAI benefits from SoftBank’s distribution networks and regulatory familiarity in one of the world’s most tightly governed tech markets.”

Unfortunately, this piece shows common AI-generated hallmarks. Bummer! We'd all have been over the moon if Masayoshi Son (CEO SoftBank) had invested in BrainChip.

I don't think we'd be needing to cap raise if that were the case.

SoftBank invested in Brain Corp, a robotics software company, years ago. So, maybe that's where the mix-up comes from.

 

[Diogenese]

View attachment 92817

I like what he's done with his hair!

 

[7für7]

So, what you think guys? Next week

all or nothing

sink or swim

boom or bust

make or break

double or quits