BRN Discussion Ongoing

[MaxwellAnne]

I've spent 7+ years researching the fuck out of the neuromorphic industry and this is the one pager I have produced showing the potential use cases for neuromorphic technologies :

Fundamental Analysis

HI all. I have been sitting back just watching as the chaos settles thinking of how to make this site a more friendly place for fundamental analysis and also a more easily readable and navigable resource. As everyone is aware I love contributing research that has been collated and themed...

thestockexchange.com.au

Thanks so much for resharing this @uiux. An outstanding resource thanks to your epic efforts. Thank you for your generosity in sharing it.

 

[Shadow59]

Here's a side by side comparison of current one and last one.



View attachment 12990

I see HSBC AC2 has increased its holdings by over 73 million!

 

[RobjHunt]

It will be interesting to see if the drop in SP Friday was the typical weekend takeaways or something else. We're about to find out what prevails. To be honest "Insert Big Kev" (for our German friends Big Kev often said "I'M EXCITED")

Pantene Peeps

 

[Slade]

This is perhaps where all of Mitro + family shares have gone.. .since I have not seen a change in substantial holding ANN to indicate any selling.

View attachment 12992

The Mitro family possibly sold some and spread the rest across the HSBC accounts.

 

[Lex555]

Morning, Below is my estimate with accompanying references for BRN's projected revenue and MC in 5 years. I like to think in probability, and believe it's more likely than not we'll hit between these to bounds, which would result in a MC of $273 - $1163 Bn USD.

Note, I made conservative estimates even with high range, with the 3 variables highlighted grey are the only difference between low and high ranges. The sky truly is the limit. DYODD.

Reference & Notes
1 https://www.fortunebusinessinsights.com/semiconductor-market-102365
Growth attributed to increased consumption of consumer devices, and emergence of AI, IOT and ML.

2 https://www.fortunebusinessinsights.com/semiconductor-market-102365
Report predicts 12.2% p.a., other reports show CAGR as substantially higher in the 20-30%+ range.

3 2029 projection is $1.38T market size per annum

4 https://www.prnewswire.com/news-rel...ire-ai-chipsets-market-by-2027-301590917.html
Reports makes a 87% prediction

5 https://www.mckinsey.com/industries/life-sciences/our-insights/pharmas-first-to-market-advantage
First in class best in class. Currently have 3 year lead, and Akida is only commercially available product. McKinsey shows pharma 1st mover typically gets 40% of market, tech is typically a more winner takes all industry.

6 https://static1.squarespace.com/sta...s+research+initiation+report+-+20+08+2021.pdf
Pitt St Report Report noting typical royalty range of 2-15% with the higher end usually for unique IP like Akida. Taking low to mid range.

7 Formula: Chip market 2027 * Chips with AI * BRN market share * Royalty

8 https://simplywall.st/markets/us/tech
Industry trading at 32x, 3-yr avg of 37x. Can go 50-100x during bull runs. Taking a lower average.

 

[Bravo]

Morning, Below is my estimate with accompanying references for BRN's projected revenue and MC in 5 years. I like to think in probability, and believe it's more likely than not we'll hit between these to bounds, which would result in a MC of $273 - $1163 Bn USD.

Note, I made conservative estimates even with high range, with the 3 variables highlighted grey are the only difference between low and high ranges. The sky truly is the limit. DYODD.

View attachment 12993

Reference & Notes
1 https://www.fortunebusinessinsights.com/semiconductor-market-102365
Growth attributed to increased consumption of consumer devices, and emergence of AI, IOT and ML.

2 https://www.fortunebusinessinsights.com/semiconductor-market-102365
Report predicts 12.2% p.a., other reports show CAGR as substantially higher in the 20-30%+ range.

3 2029 projection is $1.38T market size per annum

4 https://www.prnewswire.com/news-rel...ire-ai-chipsets-market-by-2027-301590917.html
Reports makes a 87% prediction

5 https://www.mckinsey.com/industries/life-sciences/our-insights/pharmas-first-to-market-advantage
First in class best in class. Currently have 3 year lead, and Akida is only commercially available product. McKinsey shows pharma 1st mover typically gets 40% of market, tech is typically a more winner takes all industry.

6 https://static1.squarespace.com/sta...s+research+initiation+report+-+20+08+2021.pdf
Pitt St Report Report noting typical royalty range of 2-15% with the higher end usually for unique IP like Akida. Taking low to mid range.

7 Formula: Chip market 2027 * Chips with AI * BRN market share * Royalty

8 https://simplywall.st/markets/us/tech
Industry trading at 32x, 3-yr avg of 37x. Can go 50-100x during bull runs. Taking a lower average.

 

[Boab]

Morning, Below is my estimate with accompanying references for BRN's projected revenue and MC in 5 years. I like to think in probability, and believe it's more likely than not we'll hit between these to bounds, which would result in a MC of $273 - $1163 Bn USD.

Note, I made conservative estimates even with high range, with the 3 variables highlighted grey are the only difference between low and high ranges. The sky truly is the limit. DYODD.

View attachment 12993

Reference & Notes
1 https://www.fortunebusinessinsights.com/semiconductor-market-102365
Growth attributed to increased consumption of consumer devices, and emergence of AI, IOT and ML.

2 https://www.fortunebusinessinsights.com/semiconductor-market-102365
Report predicts 12.2% p.a., other reports show CAGR as substantially higher in the 20-30%+ range.

3 2029 projection is $1.38T market size per annum

4 https://www.prnewswire.com/news-rel...ire-ai-chipsets-market-by-2027-301590917.html
Reports makes a 87% prediction

5 https://www.mckinsey.com/industries/life-sciences/our-insights/pharmas-first-to-market-advantage
First in class best in class. Currently have 3 year lead, and Akida is only commercially available product. McKinsey shows pharma 1st mover typically gets 40% of market, tech is typically a more winner takes all industry.

6 https://static1.squarespace.com/sta...s+research+initiation+report+-+20+08+2021.pdf
Pitt St Report Report noting typical royalty range of 2-15% with the higher end usually for unique IP like Akida. Taking low to mid range.

7 Formula: Chip market 2027 * Chips with AI * BRN market share * Royalty

8 https://simplywall.st/markets/us/tech
Industry trading at 32x, 3-yr avg of 37x. Can go 50-100x during bull runs. Taking a lower average.

Great work Lex and agree it is all very probable. Thank you

 

[Deleted member 118]

Morning, Below is my estimate with accompanying references for BRN's projected revenue and MC in 5 years. I like to think in probability, and believe it's more likely than not we'll hit between these to bounds, which would result in a MC of $273 - $1163 Bn USD.

Note, I made conservative estimates even with high range, with the 3 variables highlighted grey are the only difference between low and high ranges. The sky truly is the limit. DYODD.

View attachment 12993

Reference & Notes
1 https://www.fortunebusinessinsights.com/semiconductor-market-102365
Growth attributed to increased consumption of consumer devices, and emergence of AI, IOT and ML.

2 https://www.fortunebusinessinsights.com/semiconductor-market-102365
Report predicts 12.2% p.a., other reports show CAGR as substantially higher in the 20-30%+ range.

3 2029 projection is $1.38T market size per annum

4 https://www.prnewswire.com/news-rel...ire-ai-chipsets-market-by-2027-301590917.html
Reports makes a 87% prediction

5 https://www.mckinsey.com/industries/life-sciences/our-insights/pharmas-first-to-market-advantage
First in class best in class. Currently have 3 year lead, and Akida is only commercially available product. McKinsey shows pharma 1st mover typically gets 40% of market, tech is typically a more winner takes all industry.

6 https://static1.squarespace.com/sta...s+research+initiation+report+-+20+08+2021.pdf
Pitt St Report Report noting typical royalty range of 2-15% with the higher end usually for unique IP like Akida. Taking low to mid range.

7 Formula: Chip market 2027 * Chips with AI * BRN market share * Royalty

8 https://simplywall.st/markets/us/tech
Industry trading at 32x, 3-yr avg of 37x. Can go 50-100x during bull runs. Taking a lower average.

 

[Boab]

Rocket, you are a funny man. Keep em coming. Haha

 

[alwaysgreen]

Morning, Below is my estimate with accompanying references for BRN's projected revenue and MC in 5 years. I like to think in probability, and believe it's more likely than not we'll hit between these to bounds, which would result in a MC of $273 - $1163 Bn USD.

Note, I made conservative estimates even with high range, with the 3 variables highlighted grey are the only difference between low and high ranges. The sky truly is the limit. DYODD.

View attachment 12993

Reference & Notes
1 https://www.fortunebusinessinsights.com/semiconductor-market-102365
Growth attributed to increased consumption of consumer devices, and emergence of AI, IOT and ML.

2 https://www.fortunebusinessinsights.com/semiconductor-market-102365
Report predicts 12.2% p.a., other reports show CAGR as substantially higher in the 20-30%+ range.

3 2029 projection is $1.38T market size per annum

4 https://www.prnewswire.com/news-rel...ire-ai-chipsets-market-by-2027-301590917.html
Reports makes a 87% prediction

5 https://www.mckinsey.com/industries/life-sciences/our-insights/pharmas-first-to-market-advantage
First in class best in class. Currently have 3 year lead, and Akida is only commercially available product. McKinsey shows pharma 1st mover typically gets 40% of market, tech is typically a more winner takes all industry.

6 https://static1.squarespace.com/sta...s+research+initiation+report+-+20+08+2021.pdf
Pitt St Report Report noting typical royalty range of 2-15% with the higher end usually for unique IP like Akida. Taking low to mid range.

7 Formula: Chip market 2027 * Chips with AI * BRN market share * Royalty

8 https://simplywall.st/markets/us/tech
Industry trading at 32x, 3-yr avg of 37x. Can go 50-100x during bull runs. Taking a lower average.

I'll take it!

Give me one tenth of that and I'll be a happy man.

 

[Mccabe84]

Morning, Below is my estimate with accompanying references for BRN's projected revenue and MC in 5 years. I like to think in probability, and believe it's more likely than not we'll hit between these to bounds, which would result in a MC of $273 - $1163 Bn USD.

Note, I made conservative estimates even with high range, with the 3 variables highlighted grey are the only difference between low and high ranges. The sky truly is the limit. DYODD.

View attachment 12993

Reference & Notes
1 https://www.fortunebusinessinsights.com/semiconductor-market-102365
Growth attributed to increased consumption of consumer devices, and emergence of AI, IOT and ML.

2 https://www.fortunebusinessinsights.com/semiconductor-market-102365
Report predicts 12.2% p.a., other reports show CAGR as substantially higher in the 20-30%+ range.

3 2029 projection is $1.38T market size per annum

4 https://www.prnewswire.com/news-rel...ire-ai-chipsets-market-by-2027-301590917.html
Reports makes a 87% prediction

5 https://www.mckinsey.com/industries/life-sciences/our-insights/pharmas-first-to-market-advantage
First in class best in class. Currently have 3 year lead, and Akida is only commercially available product. McKinsey shows pharma 1st mover typically gets 40% of market, tech is typically a more winner takes all industry.

6 https://static1.squarespace.com/sta...s+research+initiation+report+-+20+08+2021.pdf
Pitt St Report Report noting typical royalty range of 2-15% with the higher end usually for unique IP like Akida. Taking low to mid range.

7 Formula: Chip market 2027 * Chips with AI * BRN market share * Royalty

8 https://simplywall.st/markets/us/tech
Industry trading at 32x, 3-yr avg of 37x. Can go 50-100x during bull runs. Taking a lower average.

So I might only have to work another 5 years.. I guess I can do that

 

[Bravo]

Who are the Mitro's?



I'll take it!

Give me one tenth of that and I'll be a happy man.

Well, in that case, you can give me the remaining 9/10ths and I'll be a very happy woman @alwaysgreen!

 

[alwaysgreen]

Well, in that case, you can give me the remaining 9/10ths and I'll be a very happy woman @alwaysgreen!


View attachment 12996

Happy to share a piece of the pie if there's that much going around.

 

[Bravo]

Alfa Romeo is developing a new large electric car for 2027 release. Alfa Romeo's parent company is Stellantis and we know that Stellantis recently announced that they have chosen Valeo's third gen LiDAR for it's Level 3 automation.

Alfa Romeo developing new large electric car for 2027 launch

Alfa Romeo’s future model range is set to be topped by a large sedan or SUV from 2027 – bringing plans announced more than a decade prior to fruition.

www.drive.com.au

 

[Bravo]

Happy to share a piece of the pie if there's that much going around.

Very generous of you! Thanks babe!

 

[RobjHunt]

Good Morning,

I spoke briefly with Tony last night via email, and this morning I see that he has followed through with the Top 20.

My only observations are that Peters holding dropped slightly, due to his extremely generous donation of around 3 million shares, Anil's holding
appears to have dropped by betweeen 5 to15 million (could be wrong) and Robert Mitro's holding, including that of his daughters (could be wrong) have either been sold or hidden and my guess would be within Citicorp Nominees, a total holding combined (family members) of around
140 million shares.

None of the above is 100% factual, BUT one thing is, Brainchip is a winner already in my eyes.

"They want what we got" bring it on boys.....Tech x

"I spoke briefly with Tony last night via email, and this morning I see that he has followed through with the Top 20."

I really cant understand what relevance that statement has with the price of eggs in China! Just trying to get my head around it, is all.

Sorry, I mean just wondering if you're implying that you influenced his (TD) decision to have the Top 20 announced today via an ASX Ann? I had absolutely no doubt the list would be presented at some stage via BrainChip's page (as he has relayed via an email)

Please, don't get me wrong but I thought it odd you have said what you have.

I hope you and everyone else had a wonderful weekend and I certainly look forward to this weeks shenanigans

Take it away Rachel!

 

[jwoody2000]

Brn have a timeline to next draw down from lda. it another 10-20million left ? And before sept..? Cant quite remember when and how many. Likely they are ready sold their discounted share issue as they will get more shortly. Think its the last tanche for next stage of growh

 

[Diogenese]

It will be a NO vote for me. I'm here for the long haul and the franked dividends.

Do you think listing in the US will reduce dividends?

 

[alwaysgreen]

Looking like another middle finger day.

Hold on tight chippers. Our day in the sun will come.

 

[Bravo]

Had to have a chuckle at this article which describes how Telsa owners are being turned off by Elon Musks antics. Towards the end of the article it says"Levitt, the self-described former Musk fanboy, took a test ride last month in a Lucid. He wasn’t sold on it, partly he says because it didn’t have enough cargo space for his golf gear. He’s still waiting for another automaker to steal him away from Tesla and considering models from Audi, Mercedes and BMW".


This reminded me of @Violin1s post #8,519 and the Mercedes' 4 GOLF BAGS video! He-he-he!

Elon Musk’s antics turn owners and would-be buyers against Tesla

Dennis Levitt got his first Tesla, a blue Model S, in 2013, and loved it. 'It was so much better than any car I've ever driven,” the 73-year-old self-storage company executive says.

www.japantimes.co.jp