BRN Discussion Ongoing

[smoothsailing18]

Only if you believe its permanent.
Reality is quite Neuromorohic Edge AI is here to stay and grow exponentially and we are the current tech leader with a few coming out of the pipeline eg, Parsons, Bascom Hunter, Onsor, MetaGuard etc, etc.
Nice recent hook up with IBM.
the above enhances our business value safety net.

What I want to hear is from the CEO .....
we expect consumer products out this year with brainchip inside.
If we are so far Advanced this shouldn't be an issue.... yet it clearly seems to be. The blood is starting to boil. We're is the dynamic energy from the CEO to uplift the shareholders and give us something instead of rinse repeat stories.

 

[manny100]

Most of us have been invested for 7+ years.
Our shares going backwards. When is "later"???

'When is later'. Sounds like the kids in the back seat on a long journey.
Later is just a part of the journey in a brand new tech industry and for reasons posted over and over a exact date cannot be given.
Anyone wanting timing certainty probably should be investing elsewhere.
We know we are getting closer. Parsons, Bascom Hunter, MetaGuard etc.

 

[manny100]

What I want to hear is from the CEO .....
we expect consumer products out this year with brainchip inside.
If we are so far Advanced this shouldn't be an issue.... yet it clearly seems to be. The blood is starting to boil. We're is the dynamic energy from the CEO to uplift the shareholders and give us something instead of rinse repeat stories.

Seens you have forgotten we already have MetaGuard out as a product.
Onsor is due to launch this year
AKIDA 1500s will be in the office 3rd quarter latest. Parsons evidently have an advance order for 10k chips.
Its not known when Parsons, Bascom Hunter and RTX will go 'full on' AKIDA' but its likely they will - there is no other Neuromorphic choice and in any case they are in to far with AKIDA to change.
Plus we sell the chips not consumer products.
Its just the downrampers serial posting sewing doubt.

 

[smoothsailing18]

Seens you have forgotten we already have MetaGuard out as a product.
Onsor is due to launch this year
AKIDA 1500s will be in the office 3rd quarter latest. Parsons evidently have an advance order for 10k chips.
Its not known when Parsons, Bascom Hunter and RTX will go 'full on' AKIDA' but its likely they will - there is no other Neuromorphic choice and in any case they are in to far with AKIDA to change.
Plus we sell the chips not consumer products.
Its just the downrampers serial posting sewing doubt.

Seen or seems.... and no I haven't forgotten anything Manny. MetaGuard is a small company that won't pay the bills. The rest are not consumer products as I am discussing. At some point this company needs to pick up a large consumer product/s or we aren't going to be in the green for quite some time. My issue is with communication from management which was stated would be looked at and I don't see it at all.
Not happy with progress at a consumer level were we need to be to get traction.
I have been invested since 2014 with alot of money so iam vetting to lack of communication.
Pico as an example was discussed at the last AGM and was built at the request of clients yet we haven't heard a God dame thing about it until last month I believe it became available on the cloud...Why not ?

 

[jrp173]

Neuromorphic Edge AI is here to stay and grow and we are the current tech leader by a fair stretch.
Parsons, MetaGuard, Onsor etc, a recent IBM connection etc, etc will only enhance our business value eg, patent portfolio, clients in pipeline.
BRN is building its business client wise.
Its natural to be peed off during sell offshore but later when the business is flying holders will be thinking we are geniuses. That is just how in new industry tech specs work.

"we are the current tech leader by a fair stretch".... but our share price tells a different story.. the true story...

And no, even if they do pull a rabbit out of the habit, genius is not a word I'll be using to describe management.

Any future success does not give BrainChip a free pass for the way they have treated shareholders for years.

 

[Deadpool]

Evening 7fury7 ,

F€uck the Lambo,

F¥uck the Bently ,

Waiting for the G8 , nothing more , nothing less.

* Had yet another buy in the market today , did not trip , with any luck The Hair will voice again , hence will trigger , in absolutely no rush .

Regards,
Esq .

Note , GO KEVIN , what a legend.
IBM.

Hey Eski are you still on EDE, never thought I'd see the day when their SP was above BRNs.

 

[Esq.111]

, .

 

[manny100]

Seen or seems.... and no I haven't forgotten anything Manny. MetaGuard is a small company that won't pay the bills. The rest are not consumer products as I am discussing. At some point this company needs to pick up a large consumer product/s or we aren't going to be in the green for quite some time. My issue is with communication from management which was stated would be looked at and I don't see it at all.
Not happy with progress at a consumer level were we need to be to get traction.

Every one wants it to happen today or tomorow including me.
The reality is its longer and the wait is part of the Brainchip Moat as any emerging competitors will have a wait as well.
We unfortunately have no control over when clients finish testing or release products. The CEO cannot release client intentions without their position. The CEO cannot speculate publicly about client intentions.
Steve Brightfield however as marketing manager lets us know what is coming up.
According to Steve RTX and AKIDA have come up with game changing radar, ear buds/hearing aids with LLM on the way and Brainchips version of the 'Air Tag'- Brain Tag is also onthe way. No dates provided.
No escaping the waiting game.

 

[HopalongPetrovski]

Dated 6 Feb. 2026
Under Investor relations tab on BrainChip website.
Looks like they are trying to address some share holders complaints.
This first one seems to be a statement of intention more than anything else.
Doesn't contain any info which will have us all in Lambo's by this arvo.

 

[smoothsailing18]

Every one wants it to happen today or tomorow including me.
The reality is its longer and the wait is part of the Brainchip Moat as any emerging competitors will have a wait as well.
We unfortunately have no control over when clients finish testing or release products. The CEO cannot release client intentions without their position. The CEO cannot speculate publicly about client intentions.
Steve Brightfield however as marketing manager lets us know what is coming up.
According to Steve RTX and AKIDA have come up with game changing radar, ear buds/hearing aids with LLM on the way and Brainchips version of the 'Air Tag'- Brain Tag is also onthe way. No dates provided.
No escaping the waiting game.

I like this post and wish we could get Steve to do a few more repeats of this type of positivity.. it goes along way when things seem like nothing is going on at consumer levels.

 

[smoothsailing18]

Is there any info on Brainchips version of the 'Air Tag'- Brain Tag other than Steve's mention brainchip are looking at this in his interview ?.

 

[HopalongPetrovski]

I'll try it this way.

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[Dr E Brown]

Seen or seems.... and no I haven't forgotten anything Manny. MetaGuard is a small company that won't pay the bills. The rest are not consumer products as I am discussing. At some point this company needs to pick up a large consumer product/s or we aren't going to be in the green for quite some time. My issue is with communication from management which was stated would be looked at and I don't see it at all.
Not happy with progress at a consumer level were we need to be to get traction.
I have been invested since 2014 with alot of money so iam vetting to lack of communication.
Pico as an example was discussed at the last AGM and was built at the request of clients yet we haven't heard a God dame thing about it until last month I believe it became available on the cloud...Why not ?

Reading your posts - communication from management is not what you want. You want communication from management that suits your requirements. If you actually read the latest quarterly, the AKD1500 release, then there is clearly significant progress. Volume production (say 100,000 chips), tiered pricing for high volume deployment (Parson) along with the Onsor and Nex Novus sales suggest the company is highly confident of sales here. Now this alone will not make us profitable but it does significantly move the dial in my opinion. I agree if we get a mass production sign on for chips or an IP deal from a consumer chip supplier, we move into profitability and a significant rerate.
If my reading of the tea leaves is good then Q3 2026 will see traction. As mostly happens with new technology it is taken up by defence first and then moves into consumer areas. My expectation is that with the news out, confidence grows in the market place. From this perspective I am intrigued with the PreAct relationship, which is being trialled in several areas in which the short term could be Smart Cities, traffic management, fall detection in lifts, as well as the potential automotive use case. It could be that some of the volume production for AKD 1500 is going in this direction. In my humble opinion if you read the quarterlies and newsletters and listen to the Youtube videos there are clear indications that things are progressing well.
My nervous twitch is if the company announces a delay to the volume production, which would be a large red flag.
My own thoughts on SP are around 0.70c by end of 2026 and I am hoping for at least $2 by end of 2027. I will admit that with an average buy in of 11.7c I am able to withstand and be patient somewhat easier than others, but I neither bought nor sold on the hype or negativity. I do have a significant amount of shares but how much I invested is my concern and my decision and not related to SP volatility or management communication, which in my opinion is generally good, with the occasional f*** up, eg the Chairs complete lies around the listing change. Again this is my opinion

 

[Diogenese]

I'll try it this way.

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IR Briefs are briefs that are invisible to the naked eye, "naked" being the operative word.

 

[jrp173]

I'll try it this way.

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More excuses from BrainChip and they seriously think this will shut shareholders up..

Just more fluff, and smoke and mirrors.

Can anyone show me any announcement via the ASX where BrainChip have engaged in ramping?? I personally can't recall one. BrainChip supposedly "got in trouble with the ASX"... when? 2019 when Lou was around? I'd like to see what announcement they made that was ramping and did they retract or re-issue that announcement? Yeh don't think so....

This is totally bollocks, and a pathetic attempt to keep us quiet!

All they have to do is engage from with the market and actually be cheerleaders for their own technology.

Ridiculous.

 

[TECH]

It's a terrible situation.

Many of us are thinking, if we had the benefit of hindsight we would never have invested in this. Not hindsight of the share price decline, but hindsight into how we were going to be treated by management as shareholders. Kept in the dark with no news. Left to try and work out what's going on in the company ourselves through internet searches, LinkedIn, X, and spending hours on forums. Stuck with FOMO or worse, desperation to not actually to convert an unrealised loss into a realised loss. Everyday feeling angry.

It was pointed out on the other place by a poster, that in the entire time Sean has been at the helm (since 2022), the company have released 2 price sensitive asx announcements relating to customers (2 in December 2024). I looked myself on the ASX website, and this is correct.

We all understand the risk of investing, and are happy to take on these risks, when we have companies that set clear goals and targets and keep the marketed updated. That's real investing, and then you can make "educated" decisions around your investment.

But instead we are stuck in a black hole with nothing but hope and words like "watch us now", "we have never been in a better position etc" , because we have no real idea what BRN's goals are, or how they are progressing towards them. No updates on the roadmap and how we are tracking against it.

The most we have is a random booking target of $9M USD for Sean set almost 9 months ago, with no way of knowing how that is tracking. And also that target has not been put out in writing ANYWHERE by the company it was only discussed at an AGM that the company, refused to post online.

So now we'll all have to wait for the Annual Report coming out soon and see what % Sean has achieved. See if the target is actually still $9M USD, because I would not put it past them to dispute that they said this. But even then, there will NO data behind it, no information from the company, just more silence.

A booking target, that will not necessarily even turn into revenue, yet Sean will still be rewarded for this. Just remember what a booking actually means.

I've been holding on for years, but it's truly hard to understand the thought process of management. Just sticking their heads in the sand and ignoring shareholders.

What a total shambles. I have a chance of making my money back (if I'm lucky), but how many shareholders out there bought at $1, $1.50, $2 or even more. It's just consistently poor behaviour from the company. It's a very sad story indeed!

At the risk of being attacked, I do agree with some of your points, but trying to focus on the positive elements of our company
has helped me maintain some sort of balance, we have made progress and I do believe 100% that we are structured way better
than we have ever been, it appears we all got in 10 years too early, Peters original creation with Anil has proven to be years in front,
and I do have two criticisms, one when Sean made comments about AKIDA 1000 then on reflection modified them somewhat and
staff getting any sort of bonus or reward (incentive) to perform or achieve certain goals, when the shareholder base clearly see
currently no revenue streams forming, when the funds appear in the company's bank account, then share the spoils with key staff
who made it happen.

I do however realize that things are way more complex than my open thoughts above.

Tech.

 

[smoothsailing18]

Reading your posts - communication from management is not what you want. You want communication from management that suits your requirements. If you actually read the latest quarterly, the AKD1500 release, then there is clearly significant progress. Volume production (say 100,000 chips), tiered pricing for high volume deployment (Parson) along with the Onsor and Nex Novus sales suggest the company is highly confident of sales here. Now this alone will not make us profitable but it does significantly move the dial in my opinion. I agree if we get a mass production sign on for chips or an IP deal from a consumer chip supplier, we move into profitability and a significant rerate.
If my reading of the tea leaves is good then Q3 2026 will see traction. As mostly happens with new technology it is taken up by defence first and then moves into consumer areas. My expectation is that with the news out, confidence grows in the market place. From this perspective I am intrigued with the PreAct relationship, which is being trialled in several areas in which the short term could be Smart Cities, traffic management, fall detection in lifts, as well as the potential automotive use case. It could be that some of the volume production for AKD 1500 is going in this direction. In my humble opinion if you read the quarterlies and newsletters and listen to the Youtube videos there are clear indications that things are progressing well.
My nervous twitch is if the company announces a delay to the volume production, which would be a large red flag.
My own thoughts on SP are around 0.70c by end of 2026 and I am hoping for at least $2 by end of 2027. I will admit that with an average buy in of 11.7c I am able to withstand and be patient somewhat easier than others, but I neither bought nor sold on the hype or negativity. I do have a significant amount of shares but how much I invested is my concern and my decision and not related to SP volatility or management communication, which in my opinion is generally good, with the occasional f*** up, eg the Chairs complete lies around the listing change. Again this is my opinion

I appreciate you're notes and yes you are correct, I want more clarity specifically on Pico to start with since Sean's comment at the last AGM was they were asked to create it and they did so , and its been radio silence since.
I agree brainchip is moving forward in many areas and still continue to buy shares to this day as I know we will get there this year.
Iam vetting because I think communication could be better.

 

[HopalongPetrovski]

In reply to JRP173.....
"Can anyone show me any announcement via the ASX where BrainChip have engaged in ramping?? I personally can't recall one. BrainChip supposedly "got in trouble with the ASX"... when? 2019 when Lou was around? I'd like to see what announcement they made that was ramping and did they retract or re-issue that announcement? Yeh don't think so...."

My memory is that they were forced by the ASX to disclose that it was Ford who was the company they had referenced in a previous announcement, and that given the nature of potential contracts with potentially skittish and influential clients, any unauthorised leaks would be frowned upon and could indeed lead to cancellation of said contracts.

 

[Rskiff]

My memory is that they were forced by the ASX to disclose that it was Ford who was the company they had referenced in a previous announcement, and that given the nature of potential contracts with potentially skittish and influential clients, any unauthorised leaks would be frowned upon and could indeed lead to cancellation of said contracts.

yeah what happened to Ford?

 

[HopalongPetrovski]

yeah what happened to Ford?

I think a combo of covid, tesla and now chinese auto manufacturing dominance has throttled them.