BRN Discussion Ongoing

[Reuben]

Isn't it Jerome Nadel? I presume the Reuben, is our Reuben that posts on the forums?

Isn't it Jerome Nadel? I presume the Reuben, is our Reuben that posts on the forums?

i saw my name and was wondering whats happening

 

[cosors]

Do the Germans know something we don’t? View attachment 1603

I don't know any more, but I am happy.) Here in Germany we are nearly 10% up with more than 1.8 million shares across all stock exchanges.

 

[Proga]

Do the Germans know something we don’t? View attachment 1603

I was about to post this before seeing your post. Not sure if connected because it is a few days old. From Bloomberg

Tesla Inc. faces a review in Germany over an Autopilot feature, as regulatory scrutiny intensifies into the carmaker’s driver-assistance technology.

Germany’s federal motor vehicle office KBA is investigating Tesla’s automated lane-change function and whether it’s approved for use in Europe, Bild am Sonntag newspaper reported on Sunday, citing a spokesman for the agency.

The KBA is also in contact with the Netherlands’ vehicle agency, which is responsible for approving Tesla cars in Europe, according to Bild.

Increased regulatory scrutiny is posing a risk to Tesla’s commercialization of automated-vehicle technology. Last week, the U.S. National Highway Traffic Safety Administration opened its second probe into a possible Autopilot defect. The electric-car maker has drawn criticism over issues including how it branded the systems and whether it does enough to safeguard against inattentiveness and misuse.

The latest development in Germany adds to the regulatory hurdles Tesla is facing in the country. Progress at its first European factory, in a site near Berlin, has been slower than expected amid a backlash from environmental groups concerned about water use and wildlife.

Tesla and KBA weren’t immediately available for comment outside normal business hours.

EXPLAINER: Understanding autonomous driving and its scrutiny: QuickTake

 

[Sirod69]

done

me too!

 

[Sirod69]

Ich weiß es nicht mehr, aber ich freue mich.) Hier in Deutschland sind wir mit über 1,8 Mio. Aktien börsenübergreifend fast 10 % im Plus.

i think, because germany stops nordstream 2 and Europe and the USA begin with sanktions against russia

 

[Sirod69]

...And the brn had this night 0,76 Euro in Australia in Germany only 0,70 this morning

 

[Bobbygant]

I am no fanboy for Putin whatsoever, but he has completely outmanoeuvered the West, who have basically abandoned Ukraine anyway.

I do not believe (will be quite surprised) anyone will be sending troops into Eastern Ukraine where there has been a war for years between Russian separatists and Ukrainian loyalists, but large sectors of Eastern Ukraine are Russian speakers.

Also agree about the economic and political situation in the West, I have never seen it so dire, and as soon as the Fed begins to raise rates, is when the fun will begin. Look for trouble in Europe, much of which depends on Russian gas for energy.

Putin is sitting on top of piles of fossil fuels, and many other commodities which are in short supply right at the minute, he knows he has the West over a barrel. I despair at the political ineptitude our politicians have dished up.

Oh, and I forgot to mention the parlous state of the corrupt political situation in Ukraine itself, and the fact that the West has given no guarantees Ukraine won't be admitted to EU.....or NATO. I still remember the Cuban missile crisis, when the US pushed back against Russia putting missiles into Cuba. The Russians obviously don't want Western missiles in Ukraine.

A lot of Russian (and German) blood was spilt on the steppes of the Ukraine, millions upon millions.

Mostly I just hope nothing really serious develops, the last thing we need at present (or any time for that matter) is another war.

PS @Boabs map @12:21PM says a lot.

And Rick Deckard, Keep your eye out for Roy Batty

I agree Putin has the US and it’s allies at Check (chess) now what will the US do? Sell more arms or give more loans which Ukraine can’t afford either of them? 2014 was a stupid move which caused this conflict amongst Ukrainian’s the media have called them separatists but they are still Ukrainian’s! And those that are in the West of Ukraine aren’t doing any better no bombings just poor!

 

[Fact Finder]

I agree Putin has the US and it’s allies at Check (chess) now what will the US do? Sell more arms or give more loans which Ukraine can’t afford either of them? 2014 was a stupid move which caused this conflict amongst Ukrainian’s the media have called them separatists but they are still Ukrainian’s! And those that are in the West of Ukraine aren’t doing any better no bombings just poor!

Being poor is to be powerless and as a young Ukrainian women said in a recent interview “All we have is hope. I am scared. We want to live our lives.”

FF

 

[Fact Finder]

The following link is to a research paper looking at the neuromorphic future and the players. It covers Brainchip and AKIDA. While it is from 2020 it is of great interest particularly as to its predictions concerning the value of the addressable market by 2030:

https://sos-ch-dk-2.exo.io/public-website-production/filer_public/db/6a/db6a2f2d-d363-4a28-aca9-ee741a9bf17e/neuromorphic_computing_brief_market_analysis.pdf

My opinion only DYOR
FF

AKIDA BALLISTA

 

[db1969oz]

Hey Yak, Stan posted broker reports yesterday.

Hi Milo, did Stan post them in this thread? Just to save me searching in the wrong place, cheers.

 

[JoMo68]

Hi Milo, did Stan post them in this thread? Just to save me searching in the wrong place, cheers.

In the Broker Data thread.

 

[Fact Finder]

The following link is to a research paper looking at the neuromorphic future and the players. It covers Brainchip and AKIDA. While it is from 2020 it is of great interest particularly as to its predictions concerning the value of the addressable market by 2030:

https://sos-ch-dk-2.exo.io/public-website-production/filer_public/db/6a/db6a2f2d-d363-4a28-aca9-ee741a9bf17e/neuromorphic_computing_brief_market_analysis.pdf

My opinion only DYOR
FF

AKIDA BALLISTA

And to top it off this further article from 2021:

NVIDIA and the battle for the future of AI chips

NVIDIA’s GPUs dominate AI chips. But a raft of startups say new architecture is needed for the fast-evolving AI field

www.wired.co.uk

It is a long article but covers Brainchip’s edge market and why technology investors cannot ignore the Edge.

These two papers together with everything we know about the Early Adopters Mercedes Benz, Valeo, NASA, Vorago and the licensees Renesas and MegaChips is why I can ignore the market’s Russian induced panic.

And here is my own little thought. The turmoil is forcing up the price of oil and gas. This makes ICE vehicles more expensive to run and induces shortages in these fuels. This increases demand for EV’s which assists demand for AKIDA technology.

And putting on my crash hat also increases demand for high quality coal which Australia has in excess. Australia also has gas.

Reminded of that saying about clouds and silver linings.

Try to remember it is in these times that the rich become richer.

These times are what the Warren Buffets of the world build up their cash reserves for not for the times when everyone is sipping cocktails and dancing.

Think rich and be rich.

Think poor and cling to hope.

We all HERE have a choice so consider yourself extremely lucky.

Value the fact that you have this choice and make the most of this opportunity.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[BaconLover]

Have a great day everyone.

 

[Dozzaman1977]

We're Not Very Worried About BrainChip Holdings' (ASX:BRN) Cash Burn Rate

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, BrainChip Holdings...

finance.yahoo.com

A POSITIVE ARTICLE ON BRAINCHIP

We're Not Very Worried About BrainChip Holdings' (ASX:BRN) Cash Burn Rate​

 

[Yak52]

Germany best price just before last nights close was AUD$1.28 on one exchange while USA was $1.20 AUD.
Crazy to see the ASX BRN opening is down at $1.17

BRN has Annual Report due on next Monday 28 Feb. Will be an interesting read that one.
Constant Disclosure Rules will possibly mean we will see an Announcement before the release of the Annual Report.

LDA is getting issued those Shares this Friday 25th Feb. That is going to be an interesting time to see what the "average" VWAP for them to pay for those shares is going to be. I think it could be around $1.40 - $1.45 so this will mean LDA are buying all those BRN shares for ABOVE Market price!
LDA get a 90% discount only.
TechLaden posted last night about LDA also. Which direction do you believe the SP will go if LDA are "underwater"?

So except for the Russian Invasion of Ukraine there is some positive news in the pipeline for the next 5 trading days.
How much Revenue will we see this time??

Yak52

 

[Dhm]

I emailed the Enterprise Software and Semiconductor Manager at Magellan about Brainchip checking if we are on their radar. As per below we are currently too small cap wise, but they are certainly aware of us.

 

[BaconLover]

May be a glitch, but does anyone know what's this new colour I am seeing on my portfolio?

Forgot it's name but looks something similar colour to this..

 

[Anaxagoras]

HI ALLLLLLLL.
WE are going to more green Pasture

 

[misslou]

We're Not Very Worried About BrainChip Holdings' (ASX:BRN) Cash Burn Rate

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, BrainChip Holdings...

finance.yahoo.com

A POSITIVE ARTICLE ON BRAINCHIP

We're Not Very Worried About BrainChip Holdings' (ASX:BRN) Cash Burn Rate​

It’s not too bad.
They reckon we should issue more shares or borrow more money cheaply.

I’d prefer the explosive revenue we’re expecting

 

[Fact Finder]

It’s not too bad.
They reckon we should issue more shares or borrow more money cheaply.

I’d prefer the explosive revenue we’re expecting

What I enjoy about these in depth articles written by experienced investment advisors and analysts is how shallow they are even when purporting to be positive.

They have on the face of this article no idea about the 100 million shares already approved for issue by the company to satisfy the LDA Capital agreement which because it was entered at a time when the share price was considerably lower now stands as a massive over allocation for the purpose of the agreement.

They in consequence have no idea that already should Brainchip need to fully execute the LDA Agreement they have guaranteed capital available for at least three years of operation even if not one further single cent of income is received.

They also have no idea that the 12 million dollars spend they refer to had one off payments for the the AKD1000 chip production and that all the initial chips were allocated so that some of that one off payment will come back as earnings which was evidenced by the fact that since this article was written the cash receipts last quarter rose from $100,000 to $1 million.

Anyway thanks to the 1,000 Eyes Club we do not need to trouble ourselves with the advisors who stand at the shallow end of the pool warning the Olympic swimmers and Bronze Medallion holders that it gets deep down the other end and they should be careful. LOL

My opinion only DYOR
FF

AKIDA BALLISTA