BRN Discussion Ongoing

Townyj

Ermahgerd
Ok everyone take a breather.. some good points thrown around.

I think uiux has the right idea, maybe clean up the iceberg with who we are actually linked to and put the others under water until 100% clarified.

Schitts Creek Reaction GIF by CBC
 
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Twing

Akida’s gambit
I rarely comment here (so I don't expect much 'perceived credibility' to be associated with this post) but I'm a long lurker around these traps and I hope this speaks on behalf a few of you out there - the last few weeks in particular have been a bit out of control.

We need to move to a bit more of an "agree to disagree" model here, instead of the finger pointing and insults.

We're all from different backgrounds, have varied life, economic, professional and investing experiences. What person X may conclude as a big win or their interpretation of company communications, may not satisfy the vastly different expectations of person Y - no one is right or wrong. Our belief in and passion for BRN is what has us all here, sharing, interacting and debating, and I for one love seeing all different interpretations of everything from material announcements to educated (and even pure) speculation.

I love flicking through the posts here every few hours during work to see everyone's thoughts and opinions (and occasionally some news), but lately it's leaving a bit of a sour taste in my mouth and no doubt has influenced some of our OGs and weapon researchers to take a step back (please don't leave BL)

Just my two bob - let's all go back to being friends.
I have to agree wholeheartedly with Charmander. I too are very disappointed with the tone of this forum over the last 4 to 6 weeks or so, in fact from about the time FF left.
Like many here, I have put time & money into this forum which I'm now starting to regret. We moved away from the HotCrapper site to get away from this type of crap !
So please please think before you post !
 
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Sirod69

bavarian girl ;-)
Very bold, uiux. Someone of a lesser statue may have been tarred and feathered.

I agree with the uiux and believe the iceberg should show less names above AND below, and am only now admitting it because I never had the courage of uiux. Companies / customers providing money via IP contracts to Brainchip deserve mentioning. The rest is just feel good stuff that may or may not pan out. Some of these connections to Brainchip are strong, some are tenuous, but all share the common trait of not having any contractual relationship with brainchip providing money or revenue....yet. And $50,000 dollars for early adopter status doesn't cut it in my book, but will let them below the water line.

Megachips and Renesas deserve to be above the waterline. Mercedes....it's clear they like Akida, but I'm just not sure how they will obtain it in 2024. Via Nvidia? Perhaps. Some of those others, ....?????? For example, Dell? Really? Speaking on an early Rob Telson podcast does not a customer make. Nvidia goes beneath the waterline. Dell,....sorry, neither above or below the waterline,....yet.

Still, I'm bullish and holding strong. I just "feel" what uiux is saying.

dippY
can you imagine @uiux and @dippY22 that the founding members have done a lot of work on such a site and you maybe just write here? like me? So many Brainchip forums only consist of people who push and dump again, I've been to many forums and that's no fun when you're a firmly invested person and in this forum there are people who are convinced of BRN and who are already invested, who also support each other when the price falls, here are not those who try to get people to buy or sell, everyone should know for themselves what BRN means for themselves, no dumpers or bashers!!!
Everyone can research according to their own taste, suggestions can be found here, thanks to so many people who believe in BRN, not because of the iceberg or other links.... the iceberg is great, thanks for that, because I can always continue researching and why should one let that be badmouthed now, because of maybe 2 users... but people from the very beginning should please stand over it, whoever no longer believes in BRN should go, not all the others
 
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D

Deleted member 118

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I wonder if citycorp are still accumulating? as someone is with that big sell order in at $1.12 to try and stop any prices going over that.
 
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uiux

Regular
könnt ihr euch @uiux und @dippY22 vorstellen, dass die Gründungsmitglieder viel an so einer Seite gearbeitet haben und ihr vielleicht einfach mal hier schreibt? wie ich? So viele Brainchip-Foren bestehen nur aus Leuten, die pushen und wieder dumpen, ich war schon in vielen Foren und das macht keinen Spaß, wenn man eine fest investierte Person ist und in diesem Forum gibt es Leute, die von BRN überzeugt sind und die bereits investiert sind , die sich auch gegenseitig unterstützen, wenn der Kurs fällt, hier sind nicht die, die versuchen, die Leute zum Kaufen oder Verkaufen zu bewegen, jeder sollte selbst wissen, was BRN für sich bedeutet, keine Dumper oder Basher!!!
Jeder kann nach seinem Gusto recherchieren, Anregungen findet man hier, dank so vielen Menschen die an BRN glauben, nicht wegen dem Eisberg oder sonstigen Links.... der Eisberg ist toll, danke dafür, denn das kann ich immer weiter recherchieren und warum sollte man das jetzt lästern lassen, wegen vielleicht 2 Usern... aber Leute von Anfang an sollen bitte drüber stehen, wer nicht mehr an BRN glaubt soll gehen, nicht alle anderen


Think about it


I'm literally being attacked because I want to RAISE the quality of research on this forum
 
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HopalongPetrovski

I'm Spartacus!
I apologised to @BaconLover for being a harsh cunt


Hopefully he comes back
Thank you for that. :)
And Thank you for your vast contributions over many years, most of which is way beyond my pay grade.
Hang in there Brother. 🚀☮️
 
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Sirod69

bavarian girl ;-)
Denk darüber nach


Ich werde buchstäblich angegriffen, weil ich die Qualität der Forschung in diesem Forum ERHÖHEN möchte
jeder bestimmt diese Forschung selbst und teilt sie mit den anderen, manche verbringen viele Stunden am Tag damit, aber niemand erwartet irgendeinen Anspruch, genau das macht dieses Forum so besonders, wenn ich hier lese, recherchiere ich damit weiter, denn ich habe Zeit, aber es ist auch meine Investition, wenn Sie sich nur auf diese Beiträge hier verlassen, aber selbst nicht überzeugt sind, dann sind Sie hier in diesem Forum wahrscheinlich falsch, hier überredet niemand den anderen zum Kauf oder zum Verkauf, hier werden Informationen gesammelt , du weißt

Auch hier braucht man die Qualität nicht zu steigern, denn sie ist enorm und ich denke, jeder gibt so viel er kann, auch du, wenn du willst
 
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robsmark

Regular
Think about it


I'm literally being attacked because I want to RAISE the quality of research on this forum
I don’t disagree with your intentions Uiux, and doubt many would - it’s your delivery that’s the problem.

We’re all adults, let’s behave that way. Nobody ever accused me of being the most diplomatic of blokes, but when dealing with well intentioned people, it’s best to be civil.
 
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toasty

Regular
I don’t disagree with your intentions Uiux, and doubt many would - it’s your delivery that’s the problem.
Here here!!
 
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Deleted member 118

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jeder bestimmt diese Forschung selbst und teilt sie mit den anderen, manche verbringen viele Stunden am Tag damit, aber niemand erwartet irgendeinen Anspruch, genau das macht dieses Forum so besonders, wenn ich hier lese, recherchiere ich damit weiter, denn ich habe Zeit, aber es ist auch meine Investition, wenn Sie sich nur auf diese Beiträge hier verlassen, aber selbst nicht überzeugt sind, dann sind Sie hier in diesem Forum wahrscheinlich falsch, hier überredet niemand den anderen zum Kauf oder zum Verkauf, hier werden Informationen gesammelt , du weißt

Auch hier braucht man die Qualität nicht zu steigern, denn sie ist enorm und ich denke, jeder gibt so viel er kann, auch du, wenn du willst

everyone determines this research themselves and shares it with the others, some spend many hours a day on it, but no one expects any claim, that's what makes this forum so special, when I read here I research it further, because I have time, but it's my investment too, if you're just relying on these posts here but aren't convinced yourself then you're probably in the wrong place here in this forum, here nobody is persuading the other to buy or sell, this is where information is collected, you know

Again, there is no need to increase the quality, because it is enormous and I think everyone gives as much as they can, including you if you want to
 
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Hi guys,

I understand @uiux defending his concrete factual position and @BaconLover getting upset about his work on the iceberg being discredited as it’s only human to take criticism personal, even when it wasn’t meant to be aimed directly at you BL.

I get both points of view, you are both right from your given perspectives.

I’m sure you are all aware in law there are different burdens of proof:
beyond a reasonable doubt; for criminal law (which is what Uiux is advocating);
And on the balance of probabilities; for civil law (which is what a lot of the dot joining is about).

I thought one of the purposes of the forum is to discuss companies which start off as questionable on the balance of probabilities to try and find enough for them to move to either below or above the waterline, e.g. NVIDIA via Valeo/MB, commenting on the links until we have definitive proof to put them on the iceberg.

Some we will definitively know via an announcement; others we may never hear of due to contractual agreements, NDA’s commercial in confidence etc. That’s something we have to live with if we want to invest in a tech company. No point whinging about it! It’s why our CEO advised to watch the financials: and what a confident statement to make!

I have huge confidence in where we are headed as I have done my own research and comfortable with my confidence levels of the knowns and unknowns. No one is going to spoon feed you every bit of information to base your investment decision on, you have to research and rationalise the information in front of you. Hence the saying Do Your Own Research!

Another purpose for this forum is for us to support each other in our common goal in our investment aims. There is enough mis-information out there that it is helpful if we can convey the accuracy of what we are saying e.g. what is the reliability scale. Is it speculative or factual?

With the speculative dot joining sometimes enough corroborated circumstantial evidence can be gathered to still obtain a conviction based on beyond reasonable doubt which is the highest threshold. I am thinking this might be how some of the names below the iceberg waterline have moved to above the waterline. In the end it‘s up to each individual to decide on their level of comfort on what they will accept or not!

I would never risk my hard earned money based solely on posts on this forum without finding corroboration or a good understanding on the context or landscape of the post I’m reading.

An equally important part of this forum is for us to be kind to each other! I understand Uiux you used some of the words you did because they have good shock value and you are trying to convey a message and cut through to a point (I appreciate your direct approach). Something to consider though is that the same words were also hurtful to BL. Both of you are valued contributors.

This is an anonymous forum but many like Uiux and BL have been on here and the other place for many years. It can become quite familiar and I never thought I would be saying this but it can feel like the regulars are distant friends. We are human and build connections; and words can hurt. It’s not my primary reason for being on the forum but it is nice to open up a thread and read something which has been thoughtful, insightful, funny etc and even better if it contains useful information relative to investing in Brainchip.

I am confident we are all going to get wealthy together: some more than others but, let’s make it a nice journey for everyone.

The iceberg was a great pictorial reference and thanks to all who contributed. Maybe if we re-visit some of the more questionable companies for accuracy and in doing so might find some more relevant and up to date information.

Regardless there is enough information out there for me to sleep easy with my investment in Brainchip!

Cheers all.

:)
 
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Cyw

Regular
Gap is now truly closed. Topped up at $1.015 waiting for it to bounce.
1659405531947.png
 
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uiux

Regular
Hi guys,

I understand @uiux defending his concrete factual position and @BaconLover getting upset about his work on the iceberg being discredited as it’s only human to take criticism personal, even when it wasn’t meant to be aimed directly at you BL.

I get both points of view, you are both right from your given perspectives.

I’m sure you are all aware in law there are different burdens of proof:
beyond a reasonable doubt; for criminal law (which is what Uiux is advocating);
And on the balance of probabilities; for civil law (which is what a lot of the dot joining is about).

I thought one of the purposes of the forum is to discuss companies which start off as questionable on the balance of probabilities to try and find enough for them to move to either below or above the waterline, e.g. NVIDIA via Valeo/MB, commenting on the links until we have definitive proof to put them on the iceberg.

Some we will definitively know via an announcement; others we may never hear of due to contractual agreements, NDA’s commercial in confidence etc. That’s something we have to live with if we want to invest in a tech company. No point whinging about it! It’s why our CEO advised to watch the financials: and what a confident statement to make!

I have huge confidence in where we are headed as I have done my own research and comfortable with my confidence levels of the knowns and unknowns. No one is going to spoon feed you every bit of information to base your investment decision on, you have to research and rationalise the information in front of you. Hence the saying Do Your Own Research!

Another purpose for this forum is for us to support each other in our common goal in our investment aims. There is enough mis-information out there that it is helpful if we can convey the accuracy of what we are saying e.g. what is the reliability scale. Is it speculative or factual?

With the speculative dot joining sometimes enough corroborated circumstantial evidence can be gathered to still obtain a conviction based on beyond reasonable doubt which is the highest threshold. I am thinking this might be how some of the names below the iceberg waterline have moved to above the waterline. In the end it‘s up to each individual to decide on their level of comfort on what they will accept or not!

I would never risk my hard earned money based solely on posts on this forum without finding corroboration or a good understanding on the context or landscape of the post I’m reading.

An equally important part of this forum is for us to be kind to each other! I understand Uiux you used some of the words you did because they have good shock value and you are trying to convey a message and cut through to a point (I appreciate your direct approach). Something to consider though is that the same words were also hurtful to BL. Both of you are valued contributors.

This is an anonymous forum but many like Uiux and BL have been on here and the other place for many years. It can become quite familiar and I never thought I would be saying this but it can feel like the regulars are distant friends. We are human and build connections; and words can hurt. It’s not my primary reason for being on the forum but it is nice to open up a thread and read something which has been thoughtful, insightful, funny etc and even better if it contains useful information relative to investing in Brainchip.

I am confident we are all going to get wealthy together: some more than others but, let’s make it a nice journey for everyone.

The iceberg was a great pictorial reference and thanks to all who contributed. Maybe if we re-visit some of the more questionable companies for accuracy and in doing so might find some more relevant and up to date information.

Regardless there is enough information out there for me to sleep easy with my investment in Brainchip!

Cheers all.

:)

You are right. It's character flaw. That's why I apologised to BL
 
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@Dhm asked @Bravo about the connection between Nvidia and Brainchip, I think she will be able to explain something about it to us.
One could wait and see.
With your derogatory reaction, you strongly question the many researches of all those who have been dealing with brainchips for years.
Many of these great members want to filter all these posts, which they apparently don't have and don't have to do, since not everyone has the time to do so.

An appreciation of this enormous work by these long-standing shareholders would be appropriate, wouldn't it?
@Sirod69 and @uiux is one of the long standing shareholders who has been a huge contributor to tse. I for one do not want to lose his contributions. I don’t know if it is the lack of announcements or what but there appears to be more emotional posts and conflict creeping into this forum. No disrespect to anyone intended.
Edit Nor do I want to lose @BaconLover from the forum. As @stablegenius has said so eloquently in his post. Can we all be a bit kinder to one another
 
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Deleted member 118

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As soon as I mentioned the line at $1.12 it vanishes and it looks like they are going to start gobbling up around the $1.00 mark with that holding line now set at $1.055
 
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TECH

Regular
Good morning,

Is anyone out there ? or am I just talking to myself....:ROFLMAO::ROFLMAO:

Overnight I have received 2 emails from our CFO, Ken...of which I'll share some key points,

"As far as the Citicorp fund goes, there is nothing sinister going on there. Citicorp is merely a custodial fund and is not the beneficial owner of those shares"

"One of the largest holdings in that account now is the ADR account held by Bank of NY Mellon with nearly 24M shares in it"

The issue or apparant issue in publishing the Top 20, was simply an internal one, whereby the company had decided to have the Top 20 put up on the company website, rather than on the ASX at the same time as the quarterly 4c....but this process wasn't quite as simple and as fast as first thought, for which the CFO has actually apologised for, if it caused any confusion, so by next quarters delivery, we will be able to see the Top 20 on the company website, that can be refreshed each and every quarter from that point on...S... happens from time to time, let's move on.

Let's please stop all the talk of an potential hostile takeover or whatever...it's BS....I'm 100% confident at this point in time.

Cheers for now........Tech x🙃
 
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Cyw

Regular
Good morning,

Is anyone out there ? or am I just talking to myself....:ROFLMAO::ROFLMAO:

Overnight I have received 2 emails from our CFO, Ken...of which I'll share some key points,

"As far as the Citicorp fund goes, there is nothing sinister going on there. Citicorp is merely a custodial fund and is not the beneficial owner of those shares"

"One of the largest holdings in that account now is the ADR account held by Bank of NY Mellon with nearly 24M shares in it"

The issue or apparant issue in publishing the Top 20, was simply an internal one, whereby the company had decided to have the Top 20 put up on the company website, rather than on the ASX at the same time as the quarterly 4c....but this process wasn't quite as simple and as fast as first thought, for which the CFO has actually apologised for, if it caused any confusion, so by next quarters delivery, we will be able to see the Top 20 on the company website, that can be refreshed each and every quarter from that point on...S... happens from time to time, let's move on.

Let's please stop all the talk of an potential hostile takeover or whatever...it's BS....I'm 100% confident at this point in time.

Cheers for now........Tech x🙃
While Citi may be a custodian, a lot of beneficial owners have no say as to what to buy or sell. Many beneficial owners just give their funds to Citi (probably in some managed fund) and it is up to Citi to trade.
 
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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 am no financial genius but I don't get some of these numbers being put out. This is only my opinion but we license IP to companies. On your figures it would be those companies we license IP to, that would get the 30% Market Share and we would get 5% royalties of that 30%. IMO of course and quite often wrong. And happy to be.

SC
 
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Good morning,

Is anyone out there ? or am I just talking to myself....:ROFLMAO::ROFLMAO:

Overnight I have received 2 emails from our CFO, Ken...of which I'll share some key points,

"As far as the Citicorp fund goes, there is nothing sinister going on there. Citicorp is merely a custodial fund and is not the beneficial owner of those shares"

"One of the largest holdings in that account now is the ADR account held by Bank of NY Mellon with nearly 24M shares in it"

The issue or apparant issue in publishing the Top 20, was simply an internal one, whereby the company had decided to have the Top 20 put up on the company website, rather than on the ASX at the same time as the quarterly 4c....but this process wasn't quite as simple and as fast as first thought, for which the CFO has actually apologised for, if it caused any confusion, so by next quarters delivery, we will be able to see the Top 20 on the company website, that can be refreshed each and every quarter from that point on...S... happens from time to time, let's move on.

Let's please stop all the talk of an potential hostile takeover or whatever...it's BS....I'm 100% confident at this point in time.

Cheers for now........Tech x🙃
Funny. @TECH not sure you have noticed. No-one cares about the top 20 anymore.
The Titanic has hit a Iceberg otherwise known as a BaconLover FatBurg as is in a chaotic state. There is no sight of the Iceberg and deck chairs are being rearranged whilst the band still plays.

Send our best wishes to BRN management and ask them to take a look at the old Icebefg and provide some useful factual links for us. 😁
 
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