BRN Discussion Ongoing

Sod the 0.175 when I recon you’ll get em at 0.165 before they recover to close at about 0.20
 
Sod the 0.175 when I recon you’ll get em at 0.165 before they recover to close at about 0.20
And that's why they need to offer shareholders Options. I would rather participate in CR at 17.5 with attached options than buy on market cheaper.
 
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Linkden response regarding
Chiplets and neuromorphic compute.
 

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HopalongPetrovski

I'm Spartacus!
Sod the 0.175 when I recon you’ll get em at 0.165 before they recover to close at about 0.20
Aye, well there's the rub. Will there be significant retail or other demand for stock at lower share prices?
Recently we have seen solid demand and seemingly never ending supply creating quite a restricted trading channel.
We've only traded lower than .175c for a couple of days in April this year so far, and then you have to go back to Sept/Oct '24 to have had the buying opportunity, over a month or so.
There's also currently about 9,500,000 in the queue in front of anyone else just thinking about it, willing to pay .175 or more, for what that's worth. Technically, on the weekly chart, bollinger bands are squeezing, indicating a likely break either up or down and the RSI is just in oversold territory. We are also well and truly due some traction generating news and the volume of positive chatter is significantly higher than it has been for some time.
Add in Dr Tapson's lyrical clues about "something coming" and Sean's recent unabashed statements of "soon"accompanied by statements regarding remuneration at the recent AGM and we are starting to feel ready to pop.
I hope so anyway.
Bring It, BrainChip!
 
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Wags

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Aye, well there's the rub. Will there be significant retail or other demand for stock at lower share prices?
Recently we have seen solid demand and seemingly never ending supply creating quite a restricted trading channel.
We've only traded lower than .175c for a couple of days in April this year so far, and then you have to go back to Sept/Oct '24 to have had the buying opportunity, over a month or so.
There's also currently about 9,500,000 in the queue in front of anyone else just thinking about it, willing to pay .175 or more, for what that's worth. Technically, on the weekly chart, bollinger bands are squeezing, indicating a likely break either up or down and the RSI is just in oversold territory. We are also well and truly due some traction generating news and the volume of chatter is significantly higher than it has been for some time.
Add in Dr Tapson's lyrical clues about "something coming" and Sean's recent unabashed statements of "soon"accompanied by statements regarding remuneration at the recent AGM and we are starting to feel ready to pop.
I hope so anyway.
Bring It, BrainChip!
Gidday Hop, and all.
Just a blind faith question, genuine, but probably just blind faith.
Would a "significant" investor, investing "in" brainchip be considered a credit raise?, as In an investor ready to buy in, x amount of shares for x amount each, not on market but by a pre allocated CR?
Apologies if this is just a stupid scenerio, but curious.
I live in hope that there will be an announcement before open in the morning, and that it will provide some very positive scheme of arrangement and news, that will confirm the short term and solidify the beginnings of decent revenue into near future and beyond.
 
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Chris B

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I see what's unfolding as nothing but good news... we need money to make money. If we have companies wanting to buy our Chips, get money and make the Chips. We will start getting good returns late next year when they are sold. My understanding is that we already have guaranteed sales... So let's make plenty of Chips and money 💰 Chip making is expensive, that's why I think we have been waiting for guaranteed sales before going in this direction... just my Opinion.
 
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HopalongPetrovski

I'm Spartacus!
Gidday Hop, and all.
Just a blind faith question, genuine, but probably just blind faith.
Would a "significant" investor, investing "in" brainchip be considered a credit raise?, as In an investor ready to buy in, x amount of shares for x amount each, not on market but by a pre allocated CR?
Apologies if this is just a stupid scenerio, but curious.
I live in hope that there will be an announcement before open in the morning, and that it will provide some very positive scheme of arrangement and news, that will confirm the short term and solidify the beginnings of decent revenue into near future and beyond.
Hi Wags. As far as I know it's a possibility and would certainly align with the more positive scenarios, but, what has been leaked so far just seems to be a conventional CR, unfortunately.
Ideally it would be a big player taking a cornerstone investment who couldn't convince PVDM at this stage to just "sell out."
Perhaps a Microsoft or someone else significant looking for an entree or a shortcut into the neuromorphic side of things, who would rather buy into our patents than try and go around them.
Beyond the participating entities only "the shadow knows" at this stage. 🤣
Here's hoping though.
We are certainly well and truly due.
 
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Wags

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Hi Wags. As far as I know it's a possibility and would certainly align with the more positive scenarios, but, what has been leaked so far just seems to be a conventional CR, unfortunately.
Ideally it would be a big player taking a cornerstone investment who couldn't convince PVDM at this stage to just "sell out."
Perhaps a Microsoft or someone else significant looking for an entree or a shortcut into the neuromorphic side of things, who would rather buy into our patents than try and go around them.
Beyond the participating entities only "the shadow knows" at this stage. 🤣
Here's hoping though.
We are certainly well and truly due.
cheers Hop, what has been leaked, Ive obviosly missed it
 
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HopalongPetrovski

I'm Spartacus!
cheers Hop, what has been leaked, Ive obviosly missed it
Here Wags. Copied from a couple of posts on the crapper.

AFR.jpeg

AI.png
 
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Wags

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HopalongPetrovski

I'm Spartacus!
Thanks Hop, now I see where the 17.5 talk comes from. And I just added $10K worth on Wed, double fuck. Oh well, still rusted on.
Good luck to all.
Double fuck is twice the fun 🤣.
And, if it's any comfort, there is no certainty there will be a SPP for retail at this stage.
Of course usually the share price tends to slide to the CR value, if not below, but I'm of the opinion there is a lot of money in the wings, just awaiting an opportunity to top up at anything less than .19 which has been a heavily watched and actively brought at floor, for quite some time.
I am often wrong and would be happy (in the short term) to see it drop significantly below these values as I have been hoarding some dry powder for just such an eventuality, but would be much happier of course to see some news which lights the blue touch paper and turns the shorts into rocket fuel. 🤣
 
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Double fuck is twice the fun 🤣.
And, if it's any comfort, there is no certainty there will be a SPP for retail at this stage.
Of course usually the share price tends to slide to the CR value, if not below, but I'm of the opinion there is a lot of money in the wings, just awaiting an opportunity to top up at anything less than .19 which has been a heavily watched and actively brought at floor, for quite some time.
I am often wrong and would be happy (in the short term) to see it drop significantly below these values as I have been hoarding some dry powder for just such an eventuality, but would be much happier of course to see some news which lights the blue touch paper and turns the shorts into rocket fuel. 🤣

I get the sense that something big is brewing - almost like we’re on the verge of an Australian GameStop-style replay. The signs keep piling up, the clues are falling into place, and the tension is steadily rising. Might be worth sitting back with some popcorn and watching how the next few months unfold.
 
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FJ-215

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Waiting to see what tomorrow brings but can't help feeling this is just a garden variety CR.

Why this instead of using LDA Capital. Guessing we need the money upfront now rather than in 3 months time to either show Parsons we are financial enough to gaurantee supply, show Global Foundries we are financial enough to pay for the chips or a combination of both......

Kinda sounds logical (to me)

So.....

If this is a killer, company making deal with Parsons, why don't we just borrow the money for tape out. (show the details to a bank under NDA) A loan would show both partys we can comply with their requirements. My thinking is this arrangement would give a kick to the SP as it would show BRN are a potentially profitable business...

With an improved share price.........

We could then draw on LDA (not due until 30/06/26) to fund the tape out of Akida 2 and the FPGA of Akida 3...


Too complicated????
 
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Waiting to see what tomorrow brings but can't help feeling this is just a garden variety CR.

Why this instead of using LDA Capital. Guessing we need the money upfront now rather than in 3 months time to either show Parsons we are financial enough to gaurantee supply, show Global Foundries we are financial enough to pay for the chips or a combination of both......

Kinda sounds logical (to me)

So.....

If this is a killer, company making deal with Parsons, why don't we just borrow the money for tape out. (show the details to a bank under NDA) A loan would show both partys we can comply with their requirements. My thinking is this arrangement would give a kick to the SP as it would show BRN are a potentially profitable business...

With an improved share price.........

We could then draw on LDA (not due until 30/06/26) to fund the tape out of Akida 2 and the FPGA of Akida 3...


Too complicated????
Banks don’t fund semiconductor tape-outs, and BRN legally cannot show confidential deal details to a bank without the customer’s explicit written consent. Defence, aerospace and semiconductor primes virtually never allow third-party disclosure - not even under another NDA. An NDA with a bank does not override the original NDA, and breaching it would instantly jeopardise the customer relationship. Even if disclosure were allowed, banks still wouldn’t lend against pre-revenue tape-outs or confidential pipeline deals. Equity funding is the only practical and industry-standard method.
 
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HopalongPetrovski

I'm Spartacus!
I get the sense that something big is brewing - almost like we’re on the verge of an Australian GameStop-style replay. The signs keep piling up, the clues are falling into place, and the tension is steadily rising. Might be worth sitting back with some popcorn and watching how the next few months unfold.
Hi Long Term. Not sure how long you've been in BRN but for me its now over 10 years and I'm sick and tired of just sitting back and watching.
Screw the popcorn. I'm ready for some caviar and lobster. 🤣
 
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FJ-215

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Waiting to see what tomorrow brings but can't help feeling this is just a garden variety CR.

Why this instead of using LDA Capital. Guessing we need the money upfront now rather than in 3 months time to either show Parsons we are financial enough to gaurantee supply, show Global Foundries we are financial enough to pay for the chips or a combination of both......

Kinda sounds logical (to me)

So.....

If this is a killer, company making deal with Parsons, why don't we just borrow the money for tape out. (show the details to a bank under NDA) A loan would show both partys we can comply with their requirements. My thinking is this arrangement would give a kick to the SP as it would show BRN are a potentially profitable business...

With an improved share price.........

We could then draw on LDA (not due until 30/06/26) to fund the tape out of Akida 2 and the FPGA of Akida 3...


Too complicated????
Tape out is $2.3M usd, not a huge loan!!!
 
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manny100

Top 20
Double fuck is twice the fun 🤣.
And, if it's any comfort, there is no certainty there will be a SPP for retail at this stage.
Of course usually the share price tends to slide to the CR value, if not below, but I'm of the opinion there is a lot of money in the wings, just awaiting an opportunity to top up at anything less than .19 which has been a heavily watched and actively brought at floor, for quite some time.
I am often wrong and would be happy (in the short term) to see it drop significantly below these values as I have been hoarding some dry powder for just such an eventuality, but would be much happier of course to see some news which lights the blue touch paper and turns the shorts into rocket fuel. 🤣
I thought i read on HC that retail were sharing $2 mill. Might be wrong??
In any case if its over subscribed (last raise was a disaster for retail raise) unless they accept over traders applying will either get none or be heavily scaled back.
This will prevent them from selling the raise to shorts who want to cover.
 
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FJ-215

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Banks don’t fund semiconductor tape-outs, and BRN legally cannot show confidential deal details to a bank without the customer’s explicit written consent. Defence, aerospace and semiconductor primes virtually never allow third-party disclosure - not even under another NDA. An NDA with a bank does not override the original NDA, and breaching it would instantly jeopardise the customer relationship. Even if disclosure were allowed, banks still wouldn’t lend against pre-revenue tape-outs or confidential pipeline deals. Equity funding is the only practical and industry-standard method.
Really!!!

Thankfully we, the great unwashed, know all about these contacts, the financials and are willing to contribute via the CR. so to become rich beyond our wildest dreams......

Those poor banks.............
 
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A random thought just hit me. If we open around 0.175 (i'm just saying if) and shorters try to push it further down, how much room do they realistically have? Even if they managed to force it to around 0.165 (the last trough) with heavy volume, the profit margin is tiny - and likely disappears or even turns into a loss once they have to buy back in to cover. The downside is capped.

Now look at the other side. With the current flow of positive news, the production ramp, partners lining up and the 1500-chip run, what’s the likelihood that over the next few months the share price reacts the way it did in 2022 - a 10–15× move on a Mercedes rumour? Back then it ran on speculation alone. This time there are fundamentals, hardware, defence and space customers, and real commercial steps taking shape. IMO the next peak could be multiples of the last one.

So the setup feels uneven. The downside from any short-driven dip looks limited, while the upside reaction to solid news or confirmed contracts could be far larger - just as we’ve seen before. When you compare the scale of those two scenarios, it’s easy to see why some choose to stay the course rather than focus on short-term noise.

All IMO. This is not financial advice. DYOR.
Best wishes to all genuine long-term investors and shareholders!
 
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manny100

Top 20
Slide 12 of the Semi Conductor 2025 presentation was about the Onsor deal - " Predicting Epileptic Seizures"
Interesting note on the slide:
" Scalable for Future Applications Expanding into other medical conditions."
That implies what we all thought - Nexa glasses were never going to be a one trick pony for Onsor - there will be more.
Just for fun i asked GPT5 to prepare a table showing wearable product types and product concept beginning. Pretty much what we would have expected anyway. Just puts it together.
Saved me thinking about it and typing it.
"

Onsor Health Wearables Expansion Timeline

YearFocus AreaProduct ConceptStrategic Goal
Year 1🧠 EpilepsySeizure-predicting smart glassesEstablish credibility in neurological AI wearables
Year 2❤️ Cardiac HealthECG-based arrhythmia detection wearableEnter high-demand market with Akida-powered personalization
Year 3🧠 Neurodegenerative DisordersParkinson’s tremor tracker, Alzheimer’s cognitive monitorExpand neurological footprint using EEG/EMG signals
Year 4🏅 Sports MedicineConcussion detection, fatigue monitoring wearableTap into elite sports and wellness markets with real-time edge AI
Year 5😴 Mental Health & SleepStress, anxiety, and sleep disorder wearableBroaden into consumer health and wellness with adaptive biometrics


🔑 Strategic Highlights​

  • Neuromorphic AI scalability: Akida enables all these applications with real-time, on-device learning.
  • Platform evolution: Each product builds on the previous, creating a unified health monitoring ecosystem.
  • Distribution flexibility: Early products may be self-distributed; later ones could be co-developed or licensed to medtech partners.

The visual roadmap is ready above — it captures this progression with icons, milestones, and a clear path from epilepsy to broader health domains.
 
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