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My goose laughs at your chooks:FF, You should see my chooks![]()
My goose laughs at your chooks:FF, You should see my chooks![]()
It is not that I doubt the IP business model. I think it is better than producing chips. The US is saying if China were to invade Taiwan, the first thing they will do is to blow up the TMSC plants, whereas you can't really blow up a company which develops IP.Hey Cyw, you seem to have doubts about our business model, because we don't seem to be actually really "selling" anything..
Also the Company changed tact a bit after Sean Hehir's engagement and we no longer have any interest or intention, to mass produce chips at all.
There is no "perhaps" in regards to receiving royalties, in produced products containing AKIDA IP (not sure if that was uncertainty to receive, or the customer to produce products).
I was extremely happy, when the Company announced that they had decided purely on an IP and Royalties business model (modeled after ARM's).
Our only overheads, will be staff and associated costs!
That includes Management, Sales and Research.
Our business model, is like owning a gold mine, where we've discovered the resource and continue to develop it (but with nothing like the costs of drilling to continually expand it).
Our gold resources team, "dream up" extra reserves.
Someone else, our customers, do the actual mining and refining of the ore (product development) and give us a cut of the gold (end product sales).
Anyone not grasping how good this business model really is, is really missing a big part of what makes this Company so attractive!
No other Edge A.I. Company, to my knowledge, without regard to our other technological advantages (one shot/incremental learning etc) has the convenience and cost advantage of IP inclusion into a customer's chip design that we offer.
Which spells competive advantage.
Remember my "future" price prediction, is "from" 7 to 10 years from now.@DingoBorat $70 would be amazing but would be a valuation of nearly $120 billion AUD. I love your enthusiasm but the recent offer for Arm was about $60 billion AUD.
If this happens, I'll hold a party on a private island and pay for private jets for everyone on Tsex to stay for a month. Except Fact Finder because he will probably own the island with all the money he will have.
Hey, this pony can speak, but yeah..It is not that I doubt the IP business model. I think it is better than producing chips. The US is saying if China were to invade Taiwan, the first thing they will do is to blow up the TMSC plants, whereas you can't really blow up a company which develops IP.
I invested in over 50 stocks and some are ETFs and managed funds so I would be having an interest in over 500 companies world-wide. It is impossible for me to dig deep into each country, industry, company and their products. My research is mostly on macro issues.
I joined this forum because you guys are so great in digging up things about Brainchip and many other AI stuff.
I came across Brainchip in 2020. I was thinking this company makes an IC chip that 'thinks' like human and that is worth backing so I bought 20,000 at 17c hoping to double my money in a couple of years. I blinked my eyes a few times and this thing went to 35c. I thought something must be going on and started reading the Brainchip threads on hotcrapper. The experience was kind of like Alice in Wonderland. All the CNN, SNN, neuromorphic, SOC etc. got my head spinning. And yes, I have now learnt a few acronyms and tech stuff, like CNN has nothing to do with news, spikes are not those on my golf shoes and neuromorphic is definitely not the same as nymphomaniac.
One thing I found with the Brainchip discussions is that it is quite different to that of most other stocks. The tireless effort of the posters and the level and quality of research and analysis was simply amazing, like sitting in the MIT library.
So after catching up on what this Brainchip is all about, I came to the conclusion that doubling my money should not have been my investment objective. At 35c, there was no chip produced, no NASA, no Merc, nothing. Once the chip is produced and out in the market, what should it be worth? So instead of selling, I started buying more. A bit here, a bit there and now I have 420,000 shares, and I am still buying on dips.
I am not a techco and I admit I don't understand most of the things posted here but it is a good feeling to know that many long term holders are still here and still diligently researching the company and its product.
So Brainchip is a one trick pony but many of the largest company in the world began as one trick ponies as well. I may not live long enough to see the full dazzling glamour of Brainchip when the share price is in the 10s or 100s of dollars but so far, the journey is enjoyable.
So, from the bottom of my heart, thank you guys for sharing your hard work.
Just one additional piece of information on ARM Nvidia takeover. In the last 6 months before it collapsed I read a Forbes article which stated that the original offer of 42 billion had likely increased to get the deal over the line to somewhere around 72 billion.Remember my "future" price prediction, is "from" 7 to 10 years from now.
You're using a recent offer to ARM, that would probably be a "No deal" already, if it was back on the table, as a reference for what we could be worth in 7 to 10 years?..
What was Tesla worth, when they were still burning 100s of millions of dollars and yet to make a profit?
"The electric carmaker, which was founded in 2003, said it earned $721 million in 2020, in contrast to a loss of $862 million in 2019"
Tesla's end of year market capitalisation for 2019 was 75.71 billion US dollars and 668.9 billion US dollars at the end of 2020.
Remember we will also have likely been listed on the NASDAQ for at least 5 years, by that stage..
We will possibly start becoming profitable next year and any extra profitablity, will be cream layered upon cream, layered upon cream, layered..
We are in an entirely different industry yes, which is wider reaching than Tesla.
We don't have to build Mega Factories, infrastructure, manufacture complex technologies etc etc..
And that's the beauty of it all![]()
DBYep
And love the handle and avatar..
Early-release and a picture of palm trees!![]()
Yes, agree on the ARM takeover offer needing to be upped. Especially considering their growth in the last 12 months. They are on track for 4 billion annualised revenue. Paying 10 x PE ratio is low for a company still showing such sustained growth.Just one additional piece of information on ARM Nvidia takeover. In the last 6 months before it collapsed I read a Forbes article which stated that the original offer of 42 billion had likely increased to get the deal over the line to somewhere around 72 billion.
As you point out with Tesla what something is worth when it comes to the world of semiconductors or tech is truly not a science it is a dark art.
If the company meets the targets raised as expectations by the CEO Sean Hehir for the 2023 AGM my informed emotional response to value is that $10.00 by Christmas 2023 could be summoned by the dark spirits of Nasdaq.
Thereafter anything without reason becomes possible.
My opinion only DYOR
FF
AKIDA BALLISTA
Q3 2022 | Q3 2021 | Change in % | YTD 2022 | YTD 2021 | Change in % | |
Mercedes-Benz Cars | 520,100 | 434,800 | +20 | 1,518,200 | 1,617,500 | -6 |
Mercedes-Benz Passenger Cars | 517,800 | 428,400 | +21 | 1,503,100 | 1,590,800 | -6 |
- thereof BEVs excl. smart | 30,000 | 14,000 | +115 | 75,400 | 33,400 | +126 |
Mercedes-Benz Passenger cars sales by regions and markets | ||||||
Europe** | 152,700 | 129,500 | +18 | 458,000 | 477,000 | -4 |
- thereof Germany | 53,600 | 45,200 | +19 | 154,800 | 152,500 | +2 |
Asia | 260,500 | 203,900 | +28 | 730,400 | 763,900 | -4 |
- thereof China | 206,800 | 150,600 | +37 | 562,600 | 592,200 | -5 |
North America*** | 83,200 | 65,800 | +26 | 244,900 | 248,100 | -1 |
- thereof U.S. | 72,400 | 55,100 | +31 | 213,700 | 215,800 | -1 |
Rest of World | 21,500 | 29,200 | -27 | 69,800 | 101,800 | -31 |
On or before October 31st Sirod69A Microsoft employee wrote the following, I became aware of it because it was liked by Edge Impuls.
When do you think the Q3 numbers are expected? I'm excited!
"I wanted to figure out how popular the new bike lane on my street was, so I used Edge Impulse and the Sony Spresense dev board to build a TinyML powered vision sensor. It continuously snaps photos and runs an ML model that detect cyclists. The Spresense has an LTE carrier board and can post updated stats over MQTT.
Overall - it looks like a really promising way to start measuring the impact of new infrastructure. Also - deploying an ML in the real world is always a humbling experience. My big, general take away is: try to control as much as possible. Try to keep the objects similar, keep the lighting the same, have the background be static... I was unable to do any of these and it meant lots and lots of labeling."
Bicycle Counting with a Sony Spresense - Expert Projects
Using computer vision on a Sony Spresense to count traffic in a bicycle lane.docs.edgeimpulse.com
These numbers do appear to be correct. They get even further support from the fact that there were 430 downloads yesterday.Someone share this on Facebook, so I have a look. Its looks like their are 3k downloads of the conversion software for cnn2snnin the last 30 day. Maybe one of our more knowledgeable members can confirm this.
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Learning
It's great to be a shareholder 🏖
If ReRAM is all it seems to be, then WeebitNano may follow suit and earn a ubiquitous label. Look how ubiquitous FLASH memory is today, and FLASH is a poor cousin to ReRAM. ReRAM is faster, cheaper, lasts longer, is radiation and heat resistant, uses less power, and the list goes on.And these last two posts (Robsmark & Hoppy) are why an investment in Brainchip makes so much sense. It is not tied to one industry or product to the extent that two shareholders can joust about which product they would personally prefer to see come to market first.
Can anyone else nominate an ASX listed company with such universal market coverage?
Such companies are rare as hens teeth.
My opinion only DYOR
FF
AKIDA BALLISTA