BRN Discussion Ongoing

[TECH]

Goodbye to that quarter.... now we ALL wait with much anticipation.

Will the 4C deliver some revenue, I guess so.

I sort of had the feeling that we had stalled somewhat, this was a perception that motivated me to contact the CFO, he is like all
the Brainchip Management Team, extremely professional, disciplined and know their legal requirements are when it comes
to communicating with basic shareholders like me.

I apologize to any shareholder on this site who thought I was trying to mislead or imply that I was in possession of highly classified
information that I only shared with FF....I don't!!

My comments are on the record with regards the quality and integrity of ALL Brainchip staff, to think any less of them would be
an insult.

I was simply a little hurt by the posts that I read last night......end of story, move on please.

Tech x

 

[equanimous]

Im suprised Rob hasnt ventured out with Burger tasting with Akida..

 

[Frank Zappa]

Goodbye to that quarter.... now we ALL wait with much anticipation.

Will the 4C deliver some revenue, I guess so.

I sort of had the feeling that we had stalled somewhat, this was a perception that motivated me to contact the CFO, he is like all
the Brainchip Management Team, extremely professional, disciplined and know their legal requirements are when it comes
to communicating with basic shareholders like me.

I apologize to any shareholder on this site who thought I was trying to mislead or imply that I was in possession of highly classified
information that I only shared with FF....I don't!!

My comments are on the record with regards the quality and integrity of ALL Brainchip staff, to think any less of them would be
an insult.

I was simply a little hurt by the posts that I read last night......end of story, move on please.

Tech x

I agree . Let us all get back to the work of keeping abreast with what Brainchip is doing .

 

[alwaysgreen]

Goodbye to that quarter.... now we ALL wait with much anticipation.

Will the 4C deliver some revenue, I guess so.

I sort of had the feeling that we had stalled somewhat, this was a perception that motivated me to contact the CFO, he is like all
the Brainchip Management Team, extremely professional, disciplined and know their legal requirements are when it comes
to communicating with basic shareholders like me.

I apologize to any shareholder on this site who thought I was trying to mislead or imply that I was in possession of highly classified
information that I only shared with FF....I don't!!

My comments are on the record with regards the quality and integrity of ALL Brainchip staff, to think any less of them would be
an insult.

I was simply a little hurt by the posts that I read last night......end of story, move on please.

Tech x

A total stab in the dark here, and just a gut feel but I feel that revenue may be down quarter on quarter. And I only say this because last quarter was surprisingly decent but Sean said to expect lumpy revenue.

On the other hand, I hold out hope that revenue will have increased dramatically based on Sean's statement regarding revenue growth exceeding operational cost growth (don't hold me to the exact quote).

So in conclusion, I have no idea what the 4C will bring.

 

[Worker122]

Goodbye to that quarter.... now we ALL wait with much anticipation.

Will the 4C deliver some revenue, I guess so.

I sort of had the feeling that we had stalled somewhat, this was a perception that motivated me to contact the CFO, he is like all
the Brainchip Management Team, extremely professional, disciplined and know their legal requirements are when it comes
to communicating with basic shareholders like me.

I apologize to any shareholder on this site who thought I was trying to mislead or imply that I was in possession of highly classified
information that I only shared with FF....I don't!!

My comments are on the record with regards the quality and integrity of ALL Brainchip staff, to think any less of them would be
an insult.

I was simply a little hurt by the posts that I read last night......end of story, move on please.

Tech x

Moving on Tech.

 

[alwaysgreen]

Goodbye to that quarter.... now we ALL wait with much anticipation.

Will the 4C deliver some revenue, I guess so.

I sort of had the feeling that we had stalled somewhat, this was a perception that motivated me to contact the CFO, he is like all
the Brainchip Management Team, extremely professional, disciplined and know their legal requirements are when it comes
to communicating with basic shareholders like me.

I apologize to any shareholder on this site who thought I was trying to mislead or imply that I was in possession of highly classified
information that I only shared with FF....I don't!!

My comments are on the record with regards the quality and integrity of ALL Brainchip staff, to think any less of them would be
an insult.

I was simply a little hurt by the posts that I read last night......end of story, move on please.

Tech x

I think we can all agree that we are all part of a very exciting opportunity here with Brainchip. Whether you hold a 1,000 shares or 2,000,000, or you are a long term holder or a recent buyer, we are all hopeful that Brainchip one day has revenue of $1 billion+.

We are all here to see Brainchip succeed and build wealth for our families!

 

[Violin1]

WOW so we are doing the beer tasting with Rob Telson on the moon. Thats next level shit right there

It's a final scene from Space Cowboys - Clint Eastwood and Tommy Lee-Jones. Funny movie.

 

[Dozzaman1977]

Hi Toasty,
It wasn't one post that compelled me to write a response but rather a number of posts. Had TECH's original post regarding the global economic situation been accepted for what it was, an simple commentary, then it would have stopped there. But it was twisted and here we are. I feel that TECH is owed an apology by some.

100% spot on
TECH gives his opinion on where world sharemarkets will be in the future and he gets attacked for downramping
I guess some people need to look up what a BEAR market is
TECH might not of set the world on fire in the pro golf ranks but I value his opinion whether I agree with it or not....... Isn't that free speech

 

[Violin1]

Hi Toasty.
You are perhaps making some assumptions based on Tech's sometimes cryptic style of writing.
He does not state that 'Ken's long email' included any privileged information regarding the company's finances or capital plans, merely that he (Tech) had views and opinions regarding said matters which he has declined, on this occasion, to share with our general group.
Tech has long been a champion of BRN and endured many attacks at that other place and has shared many of his opinions and insights with us over a long period. As has been previously pointed out it would be wise to take any information or data shared on these threads by anyone with a good dose of salt, as it is all done under the cover of anonymity, and whilst it can be pleasant and enlightening to share as we do, each contributor will be posting with both acknowledged and possibly sub conscience motivations which can be either benevolent or self serving.
It is up to each of us to discern how much weight we attribute to any individual's contributions.
This is a good ever evolving group which provides much education and amusement for many people and an outlet for those individuals who wish to contribute, but is many things to many people.
It just can become a little tedious when any one person seeks to impose their will on the rest.
If we don't like any particular item it is easy to skip on to something that is more interesting to us personally.
AKIDA BALLISTA
AKIDA EVERYWHERE
GLTAH

Well put Hopalong. Tech has been a long-term positive voice and his interaction with the Perth crew has given many of us a lift when there's little info from the company directly. In saying this I'm not having a go at out management as they are clear about the comms being relatively low profile and in strict accordance with ASX requirements. Tech adds some colour and movement for us. I think he is pretty straight on not being privy to inside info, doesn't expect or receive it - just gives us a positive vibe.
V

 

[Fact Finder]

Hi Slade

I was not attacking Tech. I was simply suggesting that he doesn't use language in posts that conveys a meaning that can be misconstrued. In this case I, and many others, got the impression that Tech was saying he had received information that was not available to others and was only sharing it with FF. Even though we are all anonymous on a forum such as this I think we need to consider the words we post before hitting the enter button to ensure what we are trying to get across is not misinterpreted..............I'm sure FF as a alwyer will agree that words, and how they are used, is important in conveying the intended meaning.

True but even though I checked the meaning of ‘bean counter’ as I even have friends who are accountants, and confirmed that it does not mean accountants but has its derivation in those who are overly bureaucratic and penny pinching.

An accountant can be a bean counter but so can anyone else even a florist.

Anyway despite my efforts I actually have upset an accountant.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[rgupta]

Goodbye to that quarter.... now we ALL wait with much anticipation.

Will the 4C deliver some revenue, I guess so.

I sort of had the feeling that we had stalled somewhat, this was a perception that motivated me to contact the CFO, he is like all
the Brainchip Management Team, extremely professional, disciplined and know their legal requirements are when it comes
to communicating with basic shareholders like me.

I apologize to any shareholder on this site who thought I was trying to mislead or imply that I was in possession of highly classified
information that I only shared with FF....I don't!!

My comments are on the record with regards the quality and integrity of ALL Brainchip staff, to think any less of them would be
an insult.

I was simply a little hurt by the posts that I read last night......end of story, move on please.

Tech x

It is really against social etiquette to blame someone as individuals. As far as brainchip management is concerned I believe they are high quality and they proved the same with their business acumen.
Tech and FF and one the best people on this platform and we are all thankful to them for the information they shared with us. They have no obligation to share the same with us.
Let us understand we are on a social platform and no one is idiot enough to share a sensitive information. And even the company management is not that fool that they will share the same with others. So be mindful and keep enjoying.

 

[Fullmoonfever]

A total stab in the dark here, and just a gut feel but I feel that revenue may be down quarter on quarter. And I only say this because last quarter was surprisingly decent but Sean said to expect lumpy revenue.

On the other hand, I hold out hope that revenue will have increased dramatically based on Sean's statement regarding revenue growth exceeding operational cost growth (don't hold me to the exact quote).

So in conclusion, I have no idea what the 4C will bring.

The way I look at it is that "if" there are any ongoing agreements in place by now then there should in theory be a constant revenue on those, hopefully at a minimum, a base, but preferably increasing, as those clients would be needing to incorporate Akida into their ongoing product supply / sales.

Yes, obviously would be minor swings dependent on their own product demand however any "larger" lumpiness for mine should come from any new licencing payments which would generally be a one off or maybe split payment.

Personally can't see why the company can't at least advise "client uptake' numbers say through ARM, Megachips or Edge etc.

No identifiers just number of clients and wouldn't expect should draw ASX angst as these would be a third parties client and actual "income" would be unquantifiable in reality as their product sales are variable and unknown to BRN.

The income evidence would still be under the "watch the financials" statement.

Income could increase each quarter but could just be from a couple of clients which could evidence maybe a lack of market penetration.

Would want to see client numbers increasing to provide some diversity and multiple revenue streams rather than reliance on only a couple or few.

At least SHs would get a feel whether uptake is increasing each quarter and wouldn't contravene any NDAs either imo.

 

[Izzzzzzzzzzy]

How do you know they are ‘Boomers’? Because they don’t identify as gender neutral or a tree, and don’t get hurt by words?

I don’t think any sane person would, would be interesting to see a 2 spirited penguin boomer though

 

[MDhere]

ok here is a beer to chill everyone down

 

[equanimous]

Back to BRN tech im hoping we have a podcast soon. I wander if ROB would consider adding an AMA at the end of a podcast from TSE. Questions we can ask without crossing any NDA boundries.

 

[Wags]

ok ok, wtf. qty 13 shares crosstades about 35 times, enuf already, sheesh, nearly as bad as qty 22, only 33 times. Also can see @Fact Finder has been shopping and scored another 4 single share trades, well done mate, that collection must be coming along well.
I need coffee.

 

[alwaysgreen]

Back to BRN tech im hoping we have a podcast soon. I wander if ROB would consider adding an AMA at the end of a podcast from TSE. Questions we can ask without crossing any NDA boundries.

I'd love a podcast with Ken and Fact. Just shooting the breeze but it would be interrogation style. FF asking all the probing questions. Poor Kenny would be sweating up a storm by the end of it.

 

[Deadpool]

I have deleted my last post for the betterment of the forum, it was written in frustration, sorry if it offended.

 

[Fact Finder]

The way I look at it is that "if" there are any ongoing agreements in place by now then there should in theory be a constant revenue on those, hopefully at a minimum, a base, but preferably increasing, as those clients would be needing to incorporate Akida into their ongoing product supply / sales.

Yes, obviously would be minor swings dependent on their own product demand however any "larger" lumpiness for mine should come from any new licencing payments which would generally be a one off or maybe split payment.

Personally can't see why the company can't at least advise "client uptake' numbers say through ARM, Megachips or Edge etc.

No identifiers just number of clients and wouldn't expect should draw ASX angst as these would be a third parties client and actual "income" would be unquantifiable in reality as their product sales are variable and unknown to BRN.

The income evidence would still be under the "watch the financials" statement.

Income could increase each quarter but could just be from a couple of clients which could evidence maybe a lack of market penetration.

Would want to see client numbers increasing to provide some diversity and multiple revenue streams rather than reliance on only a couple or few.

At least SHs would get a feel whether uptake is increasing each quarter and wouldn't contravene any NDAs either imo.

I am not in a position to agree with your suggested solution however the problem that you identify as to meeting shareholders thirst for knowledge as to the company’s progress is one which the CEO Sean Hehir has covered.

His solution is to provide earnings guidance. He would do that now but earnings are too lumpy but he has said that the Board has agreed to his request to revisit his wish first half 2023.

It is to be hoped that strained world economic circumstances will not intervene and delay the implementation of this approach further but neither we or Brainchip control the world.

Well not yet anyway.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[alwaysgreen]

I am not in a position to agree with your suggested solution however the problem that you identify as to meeting shareholders thirst for knowledge as to the company’s progress is one which the CEO Sean Hehir has covered.

His solution is to provide earnings guidance. He would do that now but earnings are too lumpy but he has said that the Board has agreed to his request to revisit his wish first half 2023.

It is to be hoped that strained world economic circumstances will not intervene and delay the implementation of this approach further but neither we or Brainchip control the world.

Well not yet anyway.

My opinion only DYOR
FF

AKIDA BALLISTA

Sean at the first 2023 earnings call...