BRN Discussion Ongoing

[Slade]

Im sure I can come up with some spin off projects. The more R&D the better.
Im sure @Slade would agree.

Funny you should say that @Straw I am currently fascinated with coffee and whiskey. I am damn sure when the right mix is achieved you can become immortal.

 

[Learning]

After 5 beer for a 62kg bodyweight. It's bed time for me.

Tomorrow will be a another day. Who knows what tomorrow will bring. Brainchip's fundamentals has not changes, as is the belief in my investment with Brainchip.

It's not great to be a shareholder today.
However, It's will be great to be a shareholder 🏖 in a few day time.

 

[GazDix]

I agree with this sentiment. Although its not something I'm too concerned with, overall the feeling that hiding a 4c (by any company) at the end of the day is just suicidal. Lunch time when the markets are at their quietest. Why after market so all the shorters and funds can get together and work on an overall plan to root retail in the arse over and over. All companies seem to do it, I just don't understand the mentality. Anyway, I can't sell because my buy is too low and I'd hate to sell some make 5-10% but would end up not buying as many back. I'd probably be better off to do so, but I'm too busy to watch the best time to buy and sell. I bought a large amount of Resmed (ASX RMD) early 2003. That has shown me how investing makes wealth not trying to second guess the market. Good luck all with whatever you decide.

There are arguments for both. Reports can be slipped in at lunchtime, but I guess there is an old idea that a night's sleep heals wounds. Also after lunch the market is still open. Who is likely to FOMO sell in the afternoon? Retail will without the aid of bots etc.
I felt the 4C was not going to be positive as it wasn't released the two days after NASDAQ green days this week unlike the other tech companies in my portfolio. But in hindsight it is probably a good thing as well seeing some will just chase whatever is trending.
Love the quote about not second guessing the market Skutza. I completely agree. Nice investing with Resmed. Big winner there over time.

Looking at big companies SP over time (like RMD) as well, it never was smooth sailing. Amazon's went down over 100% over certain periods for years until it started to catapult. Apple as well just before they successfully commercialised the smart phone.
She'll be right.

 

[Bravo]

Only for Bravo

There is one animal for which my homeland, Sweden, is particularly famous. And you could say that Mercedes-Benz AG also has a very special connection to it: I’m referring to the moose, of course – or rather the so-called ‘moose test’.

I remember all too well the news 25 years ago, reporting how the then-new A-Class rolled during the evasive manoeuvre test conducted by the Swedish magazine “Teknikens Värld”. Looking back, the incident marks nothing less than an historic turning point: #MercedesBenz upgraded all 18,000 vehicles already delivered at no cost to customers and from February 1998, the system became a standard feature in the A-Class. From 1999 onwards, all model series were successively equipped with ESP® as a standard feature and in November 2011, it even became a legal requirement for all new car registrations in Europe!

Today, the brake control system is closely networked with more than 100 vehicle functions. And with our advances in #software, we continue to drive our vision of accident-free driving: in the future, a central software based on the future MB.OS platform will replace the current architecture with its many control units and lines. This will minimise possible sources of error and provide the basis for control systems to respond to sensor signals even faster.
View attachment 20354 View attachment 20355

Thanks Sirod, I love mooses although I can’t remember what the collective noun for them is - “meece“ perhaps?

This is a great reminder of the faith Mercedes has in its systems which have evolved over time eventually becoming standard legal requirements in new vehicles. It’s a good thing for us that they now consider the central software system indispensable for safe, accident-free driving and we can only hope that one day BrainChip’s technology will go on to form an intrinsic part of standardized central software systems everywhere.

B x

 

[Fullmoonfever]

Oh well....tomorrow's a new day & essentially a new qtr start

Just testing out some new Akida enhanced products....I think

 

[Techinvestor17]

Its a wonder you're still holding then...clearly you must see a positive future. The company stated it would be "lumpy" so you only have your own expecation to be annoyed with.

Agreed, I think the point though that most have a grievance with (certainly I do) is that the half year accounts were presented in such a way that it wasn’t unreasonable to expect a significantly higher amount of cash inflow. The notes said as at 30 June $2.5 million of trade receivables were typically due on 30-90 day terms. Whilst this isn’t saying all terms are like that you would think that it would at least be the majority or a significant portion of that.

 

[Slymeat]

Or maybe they were lucky, depends how you look at it lol

Yes, for every buyer there is a seller and this could have been a shorter selling borrowed shares.

 

[Slymeat]

You had me till you compare fruit juice with scotch.

Scotch is proven in a University study to reduce back pain when taken as directed which is often.

What has fruit juice ever done to reduce back pain.

I call for all Scotch lovers even those without back pain to continue the ongoing research as there can never be too much data.

My opinion only DYOR
FF

AKIDA BALLISTA

Interesting topic that I happen to know a little about! Gives us something else to think about whilst waiting for the eventual grandeur that WILL happen. PANTENE!

Read on only if you are interested to learn something that may improve your physical health and well-being.

Comparing fruit juice to Scotch was an inappropriate choice to get the low-carb point across. Scotch (as with most straight spirits) has zero carbs, but it does have calories. I had never heard of its back-pain alleviating qualities, but I'm willing to give it a try.

Maybe a better example would have been: fruit juice is worse than coke or other forms of pop drink. Or fruit juice is worse than directly eating spoons full of sugar. And it IS!

The main concern about fruit is that fructose is the enemy. Fructose can only be metabolized in the liver where it promotes the synthesis of fat. And a lot of that fat is stored in the liver which degrades the organ. Excess fat in the liver can lead to fatty liver disease and even cirrhosis of the liver.

Eating whole fruit is much better than fruit juice, the fibre in fruit makes it lower GI and hence not as bad as the fructose is absorbed into the body slower, but overall fructose still ONLY gets metabolized in the liver and places strain on that extremely important organ. Juicing fruit turns it into concentrated fructose and removes the most beneficial part—the fibre. And based purely on nutritional value, you're better off eating most fruit skins rather than the pulp inside.

As an aside, normal white sugar is 50% glucose and 50% fructose. Consuming something that is 100% fructose is worse than eating sugar by itself. Hence my spoons full of sugar comment above.

We have been fed a big porker of a lie by having the food pyramid shoved down our throats.

We have always been told fruit and grains are good for us. They are OK in moderation, but modern agriculture techniques have made them abundantly available all year round, and now they are consumed in excess. That's the crux of the problem and the reason for the obesity pandemic. Dietary fat, derived from animal sources, olive oil and avocado, is NOT the enemy! With the exception of olive oil and some nut oils, ALL other vegetable oils are also the enemy. And butter IS better than margarine!

The food pyramid is wrong and mainly exists to get us to eat stuff that was over abundant and couldn't be given to our cattle because it made them fat! The food pyramid was introduced to demonize all dietary fats, this was based on nonsense which has since been dis-proven. They introduced the Food Pyramid in 1977, in an attempt to stave off a false statistic of increasing heart disease, that they thought was the result of too much fat in the diet. And that is when the obesity epidemic started.

Look at photos of the general population from before 1977. It is difficult to spot a fat person in them.

The US stopped promoting the food pyramid in 2005 and dietary advice is now based on MyPlate, and moderation.

 

[Pappagallo]

Company does not have any new license deals and that's after aggressively expanding the sales team & hiring "seasoned AI semiconductor sales executive"...

Chris Stevens only started last month. It’s obscenely unrealistic to expect him to have already landed multi-million dollar deals in such a short timeframe especially with payments received that would appear in this report.

 

[Pappagallo]

“Watch the financials”

OK Sean got it!

“Revenue will be lumpy to start”

Hm? Sorry didn’t catch that. Hey check out this Lambo on carsales!

Honestly.

 

[alwaysgreen]

I thought I would wake up feeling better about the 4C but I haven't unfortunately.

Yes, we were told sales would be lumpy but we need to start showing hockey stick growth in order to justify our market cap. I was hoping last quarter was a small lump and this quarter would be double but to essentially have zero sales for the quarter when we have such a revolutionary product is a bitter pill to swallow.

The other disappointment is the selling of shares by LDN who sold a large proportion of his holding.

Yes, Sean's words about sales being busy are promising but so we should be the busiest we've ever been! And now that we are in our commercialization phase, words unfortunately, are just words. We need revenue. Simple as that and until we start seeing consistent revenue growth, we are going to be hammered by shorters.

I still believe in Brainchip and long term, I think we will be okay but this 4C couldn't get much worse, even the most ardent Brainchip supporter can't deny it.

Here's hoping this is the last terrible 4C and it's onwards and upwards from here. Unless there are some decent price sensitive announcements, the next 3 months are going to be controlled by shorters.

 

[Baneino]

The company is still at the beginning of its career. I think the numbers we're seeing today don't really mean that much. I personally see the whole thing as absolutely neutral.
It will be interesting from May 2023. From then on, I expect prices to increase. As an investor, you should never allow knee-jerk reactions.
Patience is very important here!
Just my opinion

Greetings from Germany

 

[rgupta]

I thought I would wake up feeling better about the 4C but I haven't unfortunately.

Yes, we were told sales would be lumpy but we need to start showing hockey stick growth in order to justify our market cap. I was hoping last quarter was a small lump and this quarter would be double but to essentially have zero sales for the quarter when we have such a revolutionary product is a bitter pill to swallow.

The other disappointment is the selling of shares by "insiders". LDN sold a large proportion of his holding and Anil looks to have sold a few.

Yes, Sean's words about sales being busy are promising but so we should be the busiest we've ever been! And now that we are in our commercialization phase, words unfortunately, are just words. We need revenue. Simple as that and until we start seeing consistent revenue growth, we are going to be hammered by shorters.

I still believe in Brainchip and long term, I think we will be okay but this 4C couldn't get much worse, even the most ardent Brainchip supporter can't deny it.

Here's hoping this is the last terrible 4C and it's onwards and upwards from here. Unless there are some decent price sensitive announcements, the next 3 months are going to be controlled by shorters.

There is no doubt revenue side is almost blank but how you were expecting revenue should had been there. There is no product in the market, there is no new announcement which means revenue was not coming.
Regarding stock price it will be keep on moving up or down. A dip should be considered as opportunity for investors on the other hand someone who bought brn for a quick benefit should get a lesson money making is not that easy.
I will only say evaluate the company based on facts than on hope.

 

[SiDEvans]

You had me till you compare fruit juice with scotch.

Scotch is proven in a University study to reduce back pain when taken as directed which is often.

What has fruit juice ever done to reduce back pain.

I call for all Scotch lovers even those without back pain to continue the ongoing research as there can never be too much data.

My opinion only DYOR
FF

AKIDA BALLISTA

I’m a believer FF. Here’s to healthy backs. I hope my research can contribute to ending back pain forever.
It’s the least I can do

 

[Makeme 2020]

What happened to Renesas releasing a product with Akida in it second half of 2022 ????

 

[alwaysgreen]

What happened to Renesas releasing a product with Akida in it second half of 2022 ????

It may not be out yet or may not have been out for long enough to shift many units yet.

 

[TheUnfairAdvantage]

I have slept on my response to give a little time for the emotions settle so that it could be put forward in a sensible and measured structure. Here goes ……

FARK ME . FAAAAARRRK ME SEAN!

Nah seriously now .

I am normally a very patient investor. However my patience is now tested. This wait for this revolutionary technology is unfortunately being delayed due to factors more important than the technology itself.

When man first discovered fire, I’m sure there were many other factors on his mind (like everything wants to kill and eat me). Did he put off selling his fire to the world.
The wheel was adopted pretty quickly. The metal axe and sword. The steam engine. The car. The telephone. The list goes on. Progress. If it is important enough, critical enough to progress in an efficient and proficient way….,,.it will sell.

Has Akida been sold. We have been shown very little “cash receipts” to date for such a revolutionary product. Let’s remember “ BrainChip is the worldwide leader in edge AI on-chip processing and learning. The company’s first- to-market neuromorphic processor, AkidaTM, is worlds first Neuromorphic Chip”

Now. The 1000 eyes have put together I mighty list of possible customers and products that could contain Akida. Why, I myself have contributed occasionally with my own beliefs. Most recently I stated I most certainly believe TDK i3 micro sensor has Akida technology. It is a low power sensor with edge AI. Producted Launched! On the market and selling now. TDK did not put off development and sale of this product because of COVID, war or any economic crisis in the east or west. It saw a need for the product and it is now out there. It’s called progress. Who else has this edge AI technology if Brainchip hasn’t sold it. It’s meant to be 3 years ahead of the competitors yet here is a product in the market. And Akida is not. This is one example. There are many more where we are told there is an alternative AI in the product. But wait. The product is just that. It’s a product with similar technology being sold. There is a need for it and it’s out there now !

We are being told there are extended valuations, budget decreases and delayed introduction of new technology. Someone should tell Brainchips competitors that. Because I see many products out there with AI and a lot are operating on the edge. Don’t start me on Mercedes’ We are being told that models are being released with the new MBUX with all the smarts and edge AI but it’s not Akida yet. It might be in models released in later years! WTF!

I’m disappointed to even post this as I know I will be ridiculed and said I am a downramper etc. some will defend the company and say “there are sales. We just haven’t seen them yet! There are things called NDA’s….. give them time. It’s outside their control. We were told it’s lumpy, we’re getting lumps“.

It’s now crunch time. There are no lumps. Just a crumb. The company has to deliver this current quarter or I am afraid they may never. If you have the worlds first of anything, you must be able to sell it. Why, because people are still actually selling ice to the Eskimo’s. No shit!

I leave it that. No more from me till January 23.

Edit: the company should put a freeze on bonus/share payments until it can sell more than it spends. Even advancement of technology bonuses! What’s the point if it can’t be sold

 

[Deadpool]

Interesting topic that I happen to know a little about! Gives us something else to think about whilst waiting for the eventual grandeur that WILL happen. PANTENE!

Read on only if you are interested to learn something that may improve your physical health and well-being.

Comparing fruit juice to Scotch was an inappropriate choice to get the low-carb point across. Scotch (as with most straight spirits) has zero carbs, but it does have calories. I had never heard of its back-pain alleviating qualities, but I'm willing to give it a try.

Maybe a better example would have been: fruit juice is worse than coke or other forms of pop drink. Or fruit juice is worse than directly eating spoons full of sugar. And it IS!

The main concern about fruit is that fructose is the enemy. Fructose can only be metabolized in the liver where it promotes the synthesis of fat. And a lot of that fat is stored in the liver which degrades the organ. Excess fat in the liver can lead to fatty liver disease and even cirrhosis of the liver.

Eating whole fruit is much better than fruit juice, the fibre in fruit makes it lower GI and hence not as bad as the fructose is absorbed into the body slower, but overall fructose still ONLY gets metabolized in the liver and places strain on that extremely important organ. Juicing fruit turns it into concentrated fructose and removes the most beneficial part—the fibre. And based purely on nutritional value, you're better off eating most fruit skins rather than the pulp inside.

As an aside, normal white sugar is 50% glucose and 50% fructose. Consuming something that is 100% fructose is worse than eating sugar by itself. Hence my spoons full of sugar comment above.

We have been fed a big porker of a lie by having the food pyramid shoved down our throats.

We have always been told fruit and grains are good for us. They are OK in moderation, but modern agriculture techniques have made them abundantly available all year round, and now they are consumed in excess. That's the crux of the problem and the reason for the obesity pandemic. Dietary fat, derived from animal sources, olive oil and avocado, is NOT the enemy! With the exception of olive oil and some nut oils, ALL other vegetable oils are also the enemy. And butter IS better than margarine!

The food pyramid is wrong and mainly exists to get us to eat stuff that was over abundant and couldn't be given to our cattle because it made them fat! The food pyramid was introduced to demonize all dietary fats, this was based on nonsense which has since been dis-proven. They introduced the Food Pyramid in 1977, in an attempt to stave off a false statistic of increasing heart disease, that they thought was the result of too much fat in the diet. And that is when the obesity epidemic started.

Look at photos of the general population from before 1977. It is difficult to spot a fat person in them.

The US stopped promoting the food pyramid in 2005 and dietary advice is now based on MyPlate, and moderation.

One hundred percent agree with your comments @Slymeat , refined carbohydrates are the root of all evil that is leading many people to chronic inflammation and early deaths.
But let's get back to the topic at hand today.

The crucifixion of BRN

 

[Straw]

Agreed, I think the point though that most have a grievance with (certainly I do) is that the half year accounts were presented in such a way that it wasn’t unreasonable to expect a significantly higher amount of cash inflow. The notes said as at 30 June $2.5 million of trade receivables were typically due on 30-90 day terms. Whilst this isn’t saying all terms are like that you would think that it would at least be the majority or a significant portion of that.

Isn't that still projecting expectations and timelines? I do understand why there is frustration though. I get it, I really do. I've been through a great deal of uncertainty holding and yes it can be challenging. We all have to make our own decisions on what our horizon is and what our goals are.
Is still a risk but with a company I trust to act reasonably and almost certainly through more interesting times. But they are still here and light years ahead of where they started.

 

[Sirod69]

I'll just put it back in, we already had it, but it was posted by Prophesee 4 hours ago


PROPHESEE6.837 • vor 4 Stunden

Industrial automation applications have driven the early adoption of #eventcameras but further improvements in sensor size and power efficiency are making the #neuromorphic enabled vision sensing approach attractive for consumer applications, too.

Embedding more intelligence in the #pixels helps make #edgeprocessing more practical as well, which is ideal for more types of devices. “The closer you get to the acquisition of the information, the better off you are in terms of efficiency and low latency. You also avoid the need to encode and transmit the data,” says our CEO Luca Verre in a recent interview with Sally Ward-Foxton now available on EE Times Europe Anne-Françoise PELE.