BRN Discussion Ongoing

[toasty]

I don’t disagree with your intentions Uiux, and doubt many would - it’s your delivery that’s the problem.

Here here!!

 

[Deleted member 118]

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

 

[Stable Genius]

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.

 

[Cyw]

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

 

[uiux]

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

 

[MaxwellAnne]

@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

 

[Deleted member 118]

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

 

[TECH]

Good morning,

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

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

 

[Cyw]

Good morning,

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

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.

 

[Space Cadet]

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

 

[TheUnfairAdvantage]

Good morning,

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

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.

 

[Filobeddo]

For Fucks sake, this site is now just embarrasing, so many precious petals with their head up their arses, who just have to be right, but sook as soon as they cop a question or differing viewpoint. A Grade cringe

Sayonara

 

[MaxwellAnne]

if you think about it, every car needs wheels to go. Now there are very many wheel companies, but one company stands out because they develop wheels that, say, no longer cause accidents on black ice, are the wheels then advertised or the car company that uses these wheels? and yet this company, which developed these special bikes, earns money and more and more investors are going into this company

this is about much, much more possibilities, not just about cars and that's what makes BRN so unique and I'm so thankful for all this great information here from our hardware specialists, even if I still don't understand all the details.

The prospect of AI being able to help people, handycapt people, is unimaginable to me and yet wonderful

Great post @Sirod69 !!

 

[Dozzaman1977]

Gee Wiz
Brainchip is up 19.64% in a month
Brainchip is up 123.33% in the past year
Brainchip is up 47.79 YTD

All this on little to no revenue
The really good times are only just starting IMO

 

[Diogenese]

Kind of surprised no one picked up on the statement of @Diogenese about "secret sauce"!

"They do talk about 2-bit quantzations which will save power and time, but don't mention our secret sauce n-of-m rank coding."

N-of-M Rank Coding is tough for us regular folks. The detailed technical neural architecture takes time to learn. I urge everyone to try to comprehend JAST at least at a high level.

I think 1000 eyes secret sauce's new name is not Dodgy Knees, rather Mr N-of-M Rank Coding. Thanks for pointing us trying to learn the details toward the secret sauce.

I do appreciate it big time.

Hi Stuart,

I don't have the reference link of Simon Thorpe's presentation to hand, but this slide illustrates N-of-M coding:

Neural Bases of Rapid Visual Information Processing
Simon Thorpe Brain and Cognition Research Centre (CerCo) BrainChip Inc
Toulouse, Franc

Basically if there are M spikes arriving higgeldy-piggeldy, you only need to process the first N spikes. This greatly reduces the amount of processing required.

The strongest spikes having the most relevant information arrive earlier than the weaker spikes.

Evidence for this was found in the 1920s, but overlooked for several decades:

 

[Labsy]

Good morning,

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

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

Here here... I suspected it was something innocent...

 

[DollazAndSense]

Well the delivery definitely could have been better. But I like the challenge thrown out.

Nobody should take any information on here as gospel. But asking for some evidence that support a lot of (presently) fantasy claims is in no way a bad thing. Just like dot joining at times is fun.

I've been shot down (rightly so) by FF and Dio in recent months for things I thought were links to Akida. A veteran of researching Brainchip (@uiux ) has thrown down the gauntlet. Let's take on the challenge and create a new, confirmed links iceberg.

 

[Diogenese]

Hmmmm. @Yak52(whom no longer exists) jumps up and down about SP manipulation. And right in his protest! People tell him to take a chill pill lol. @zeeb0t even interrupts and suggest he takes a breather!

We now have a valuable poster leaving the site (and possibly others) after their speculative research and posts on a forum (predominately based on speculative posts) are admonished and no word from the administrator.

I’m sure poor old @Neuromorphia is going to be a little miffed when he discovers that the time and effort in his speculative research is a monstrosity lol.

@Fact Finder If you are still about. Any words of wisdom? Surely, maybe this little kerfuffle will draw you out of self exile! Or is it?

Maybe there's a bit of Ellen Ripley in all of us?

 

[JK200SX]

I wonder if anyone would be upset if I left the site?

 

[Bravo]

I wonder if anyone would be upset if I left the site?

I would be very upset so please don't leave!