BRN Discussion Ongoing

[Dhm]

Hi @McHale ,

Thank you for this post, beautifully balanced and honest, it really struck a chord with me. Yes, lack of info in the Qtrlys is frustrating. I don't know what to make of Sean yet, I want to say missing in action but that is unfair. I was critical of LDN early on at times as well but on reflection I think he did a good job. I'm starting to realise that even though they share the title of CEO the roles that they play are vastly different. Lou had to be part Barnum & Bailey, selling the tech to potential customers and selling the dream to the retail investors that supported the company. Thanks to the LDA agreement that Ken bolted together, Sean is currently free to have laser focus on commercialization, just wish he would throw us retail investors the odd bone now and again.

Hands down, BRN has been the best investment I have ever made but it has been the full gamut of emotions along the way.

Was it Sean that pushed our migration to become an AI company as opposed to a chip making company? If so that decision alone should be revered by staff and shareholders. Saved our company untold delays and cost pileups. Brilliant strategy.

 

[FJ-215]

Was it Sean that pushed our migration to become an AI company as opposed to a chip making company? If so that decision alone should be revered by staff and shareholders. Saved our company untold delays and cost pileups. Brilliant strategy.

I think we may have been going down the ARM path before Sean came on board. Think the company was hedging their bets on which way to go. Very happy to give Sean a go, so much of what we do is behind NDA's it's not funny.

Who is he talking to.......that's the question.

Really like where we are going, I might sound a bit negative every now and again but I think we are on the right track.

 

[David holland]

I think we may have been going down the ARM path before Sean came on board. Think the company was hedging their bets on which way to go. Very happy to give Sean a go, so much of what we do is behind NDA's it's not funny.

Who is he talking to.......that's the question.

Really like where we are going, I might sound a bit negative every now and again but I think we are on the right track.

At the end of the day once products hit the floor and revenue is produced off we go

 

[TECH]

www.elektroniknet.de/videos/vip-buehne-driving-intelligence-from-the-cloud-to-the-edge.2864.html

I hope this link works, it's an 8 min interview with Sailesh Chittipeddi of Renesas recorded about 10 days ago.

Cheers. Tech Laden

 

[TECH]

All advanced technologies which are invented and produce an advantage over existing technologies are taken by NASA and Defence first. Civi's ( termed by the army as civilians) receive and adopt the trickled down versions in everyday use cases. Any new advanced versions of Akida will not be seen by us until the top tiers have adopted and utilized to their maximum capabilities.

Make no mistake AI is the new oil and race to to be at the forefront is intense.

Thanks for your opinion, we'll see how it all plays out into the future.

 

[FabricatedLunacy]

Bit of a flash in the pan day... (yes I promised myself I wont look at daily SP... But news over weekend got me giddy...)

Ok back to waiting for 2024-2025 to role around for my retirement

 

[alwaysgreen]

@Dolci raised a good point on the crapper regarding Sean Hehirs share selling.

Yes he did it to fund the tax obligation that was triggered by the RSU's vesting, I get it and understand.

In saying that, if he truly believes that we are undervalued (as he has mentioned previously) and if he truly believes that he is steering the ship in the right direction and guiding Brainchip down the path of huge profits, then this was his opportunity to keep as many of the shares as possible and not run the risk of insider trading/buying. It was his opportunity to find a few hundred thousand dollars to invest in the company that he is heading up and to instil confidence in us investors that he believes in both the product and the direction of the company.

No, I don't know his personal financial situation but I have made the assumption that he is not skint and likely has a bit of money lying around in investments or cash here and there that he could have dipped into.

End rant.

 

[Slade]

@Dolci raised a good point on the crapper regarding Sean Hehirs share selling.

Yes he did it to fund the tax obligation that was triggered by the RSU's vesting, I get it and understand.

In saying that, if he truly believes that we are undervalued (as he has mentioned previously) and if he truly believes that he is steering the ship in the right direction and guiding Brainchip down the path of huge profits, then this was his opportunity to keep as many of the shares as possible and not run the risk of insider trading/buying. It was his opportunity to find a few hundred thousand dollars to invest in the company that he is heading up and to instil confidence in us investors that he believes in both the product and the direction of the company.

No, I don't know his personal financial situation but I have made the assumption that he is not skint and likely has a bit of money lying around in investments or cash here and there that he could have dipped into.

End rant.

You do know that Lolci openly trades in BRN and loves to play both sides.

 

[FJ-215]

@Dolci raised a good point on the crapper regarding Sean Hehirs share selling.

Yes he did it to fund the tax obligation that was triggered by the RSU's vesting, I get it and understand.

In saying that, if he truly believes that we are undervalued (as he has mentioned previously) and if he truly believes that he is steering the ship in the right direction and guiding Brainchip down the path of huge profits, then this was his opportunity to keep as many of the shares as possible and not run the risk of insider trading/buying. It was his opportunity to find a few hundred thousand dollars to invest in the company that he is heading up and to instil confidence in us investors that he believes in both the product and the direction of the company.

No, I don't know his personal financial situation but I have made the assumption that he is not skint and likely has a bit of money lying around in investments or cash here and there that he could have dipped into.

End rant.

Need to know the black out window for management buying/selling as well.

 

[FJ-215]

You do know that Lolci openly trades in BRN and loves to play both sides.

Yes, love you long time!!, sometimes!!!

edit (forgot how to spell " yes")

 

[Getupthere]

You do know that Lolci openly trades in BRN and loves to play both sides.

Ms In and out Dolci lol.
Sounds like she’s ready to load up again.

Chicken Parma and now Dolci.
Might be a nice buy recommendation.

 

[alwaysgreen]

You do know that Lolci openly trades in BRN and loves to play both sides.

Totally understand that but I still agree with her take on it.

Whether she is trading or not, it would have been nice for our CEO to buy a few while he had the opportunity to. I have mentioned this before.

 

[Slade]

Totally understand that but I still agree with her take on it.

Whether she is trading or not, it would have been nice for our CEO to buy a few while he had the opportunity to. I have mentioned this before.

I think you make way too many assumptions. If I thought like you I would sell all of my shares tomorrow.

 

[FJ-215]

Ms In and out Dolci lol.
Sounds like she’s ready to load up again.

Chicken Parma and now Dolci.
Might be a nice buy recommendation.

Hell of a chartist though. Reading the tea leaves is a talent....and so is using that knowledge to deceive others for your own benefit.

Too Strong????


Sorry Dolci.

 

[FJ-215]

Totally understand that but I still agree with her take on it.

Whether she is trading or not, it would have been nice for our CEO to buy a few while he had the opportunity to. I have mentioned this before.

Need to know the blackout periods for management. They can't buy/sell on a whim.

 

[wilzy123]

@Dolci raised a good point on the crapper regarding Sean Hehirs share selling.

Yes he did it to fund the tax obligation that was triggered by the RSU's vesting, I get it and understand.

In saying that, if he truly believes that we are undervalued (as he has mentioned previously) and if he truly believes that he is steering the ship in the right direction and guiding Brainchip down the path of huge profits, then this was his opportunity to keep as many of the shares as possible and not run the risk of insider trading/buying. It was his opportunity to find a few hundred thousand dollars to invest in the company that he is heading up and to instil confidence in us investors that he believes in both the product and the direction of the company.

No, I don't know his personal financial situation but I have made the assumption that he is not skint and likely has a bit of money lying around in investments or cash here and there that he could have dipped into.

End rant.

Like the dean, I am pretty certain that no one takes lolci seriously despite it having 1 or 2 less aneurysms. Absolute snake in the grass.

 

[wilzy123]

Totally understand that but I still agree with her take on it.

Whether she is trading or not, it would have been nice for our CEO to buy a few while he had the opportunity to. I have mentioned this before.

I think you might have taken today's Motley Fool (full of the usual substance) article a little too seriously.

 

[alwaysgreen]

Need to know the blackout periods for management. They can't buy/sell on a whim.

That's the point. He didn't have to sell. It has nothing to do with blackout periods.

He could have dipped into his personal savings to pay the tax but he chose to sell his shares in Brainchip to fund it.

As I said, I have no idea of his personal circumstances so it isn't completely fair to call him out but as a holder, I can't say I'm not slightly disappointed.

 

[wilzy123]

That's the point. He didn't have to sell. It has nothing to do with blackout periods.

He could have dipped into his personal savings to pay the tax but he chose to sell his shares in Brainchip to fund it.

As I said, I have no idea of his personal circumstances so it isn't completely fair to call him out but as a holder, I can't say I'm not slightly disappointed.

You are repeating yourself.

 

[FJ-215]

@Dolci raised a good point on the crapper regarding Sean Hehirs share selling.

Yes he did it to fund the tax obligation that was triggered by the RSU's vesting, I get it and understand.

In saying that, if he truly believes that we are undervalued (as he has mentioned previously) and if he truly believes that he is steering the ship in the right direction and guiding Brainchip down the path of huge profits, then this was his opportunity to keep as many of the shares as possible and not run the risk of insider trading/buying. It was his opportunity to find a few hundred thousand dollars to invest in the company that he is heading up and to instil confidence in us investors that he believes in both the product and the direction of the company.

No, I don't know his personal financial situation but I have made the assumption that he is not skint and likely has a bit of money lying around in investments or cash here and there that he could have dipped into.

End rant.

Damn it, made me go to the crapper and have a look.

Dolci is a trader and a good one. Some of LTH's will remember her down ramping of the company at around the 4 cent mark followed by her up-ramping there after.

One smart cookie........knows upside is coming.

Plays the other side of the street to maximize profits.

Love Melissa Etheridge



Lyrics......


I got a two dollar stare
Midas in my touch and Delilah in my hair
I got bad intentions on the soles of my shoes
With this red hot fever and these chromium blues
And I will feel another lovers wheel
And drive for miles and not look back
And the love is real as the day is long
And the night is black
As black as night