BRN Discussion Ongoing

[buena suerte :-)]

G’Day Brainchipers..
I hate to be the bearer of bad News but we may be days away from the start of a slide down in the share market. Hope I am wrong. The market could also edge up from where we are for a few days to suck more liquidity in. Then we go down hard.

I am not in the camp we are at the end of the bear market like some, each to their own.

Obviously opportunities will come from every circumstance.

I never give advice just an opinion. I know as much as the next punter. No doom and gloom just my thoughts and thought I would share tonight.

Wish you all the best. See you on the other side.

"The market could also edge up" ..... "Then we go down hard."???

We will wait and see!!! How rich we could all be if we could predict 'The market'!! ??

 

[MDhere]

Promised? I must have missed that.

slade r e a d b e e r b e t w e e n t h e l i n e s

 

[Violin1]

Breaking even is not going to justify our market cap. At some point, we will need consistent revenue of $50 million plus to justify our share price. I'm holding out for the explosive growth we were promised but the longer it takes to arrive, the further our price will fall, particularly in this market.

*Puts up flame shield.

Sure AG, but not what I was saying. My breakeven comment means lower chance of capital raising (other than for major growth opportunities) and that once we are there then the profit margins become pretty cool. Contrast this with some medium and large businesses that need major revenue. I think this means we're looking pretty good over next couple of years.

* replaces rose-coloured glasses, pours another Grosset Nereus 2015, thinks more deep (Ok, shallow) thoughts....

 

[FJ-215]

So, I'll stir the pot a little. Reading back the last few days, I've seen discussions on SP, revenue and LDA. So looking at time frames and other bits and pieces, without people getting nasty, what are peoples thoughts?

Here are mine. I'd be very disappointed if the LDA call comes to time and no good news has come forward. (price sensitive ASX ann) If the SP hasn't moved, I'm ok with that, it'll do what it does. I'd just be disappointed they made the call so early without some good news. AKIDA 2000 or decent 4c for example.

Regarding the 4c, IMO should be better than the last one but $500-$1 miil would make me happy. That would show progress. I think the war, covid and financial markets are a good enough reason for slower than expected progress.

Arm, Intel or anyone using our IP without paying a licence fee would be unacceptable. The only way these people should be allowed to use our IP is by buying the licence or using a third party that already has. It was mentioned earlier than someone wouldn't mind if those companies didn't. I can guarantee you that Megachips wouldn't see it the same way!.

Finally, if we don't get another licence deal or lumpy revenue before the AGM, has Sean not "done his job" and should he be judged accordingly after being so bold? I believe he wanted to be judged and using poor markets can't be an excuse as this should be taken into account before making such comments. On the other hand, if we do see another licence and some lumpy revenue before hand he should be judged accordingly with holders singing in the streets holding up signs with God save KING Sean on them. IMO have fun, and be kind.

Hi skutza,

I don't think the 4C will offer much in dollar terms. If there was a major license agreement we probably would of heard about it unless it is a secret squirrel agreement with a DoD contractor in which case the dollars would likely trickle in over years to hide the deal and its pricing. Also a chance that the cash from any sales won't hit our books until this quarter. Not the companys' fault, just accounting. Will likely release it after the market closes on Friday.

The LDA call is my main focus atm. Looking at the announcement I assume that BRN are chasing the full amount available of $28M (give or take a dollar or two). If that is their aim it implies a SP of around 93 cents. I think most holders would be happy with that. The question is what news does the company have up its sleeve to boost the SP to that level (and beyond)? The odd thing about this call is the extended time frame.

 

[Slade]

Hi skutza,

I don't think the 4C will offer much in dollar terms. If there was a major license agreement we probably would of heard about it unless it is a secret squirrel agreement with a DoD contractor in which case the dollars would likely trickle in over years to hide the deal and its pricing. Also a chance that the cash from any sales won't hit our books until this quarter. Not the companys' fault, just accounting. Will likely release it after the market closes on Friday.

The LDA call is my main focus atm. Looking at the announcement I assume that BRN are chasing the full amount available of $28M (give or take a dollar or two). If that is their aim it implies a SP of around 93 cents. I think most holders would be happy with that. The question is what news does the company have up its sleeve to boost the SP to that level (and beyond)? The odd thing about this call is the extended time frame.

Then again with everything going on they might just really feel that they need the dollars soon to really get things firing up. LDA get the shares for 91.5% of the larger of the two amounts described in the announcement. It’s certainly not in BrainChip’s interest for the sp to go down. But we don’t know at the moment why they put the call out so early. I see it as a positive and that those millions are going to be put use to some great immediate effect.

 

[Earlyrelease]

Re the 4C.

I simply ask that no matter what the 4C brings, people that have a sudden desire to either explode with joy or anger and share their immediate thoughts with our BRN staff/management or partners maybe take a breath.

The one thing I find particularly interesting in my career is after a particularly stressful or stimulant assisted exchange, people often come back a day or so latter with their tails between their legs apologising profusely after they recognise what they actually did or said. But the damage has been done.

So recalling the last 4c, I remember there was commentary that Tony and co received rather crass calls or emails at Brainchip Hq. How about we try and fashion those, if we have to, into corro likely to result in a wilful and positive response rather than a benign but politely worded response which in all reality means you are a rude prick.

My thoughts .

 

[Sirod69]

Manoj Raghavan, commenting on the company’s performance, said, "We have delivered a quarter of steady growth in a seasonally weak and challenging quarter for the technology industry and macro-economic uncertainty in our key markets. We are seeing strong and sustained growth in the Automotive and adjacent segments in Transportation, led by our differentiated EV and digital capabilities...
Read more : https://lnkd.in/gnVBKdWh

 

[FJ-215]

Then again with everything going on they might just really feel that they need the dollars soon to really get things firing up. LDA get the shares for 91.5% of the larger of the two amounts described in the announcement. It’s certainly not in BrainChip’s interest for the sp to go down. But we don’t know at the moment why they put the call out so early. I see it as a positive and that those millions are going to be put use to some great immediate effect.

With all the talk of global growth slowing and recession, being cashed up with $50M plus in the bank has to be good news. Smart move going early imo.

 

[Slade]

With all the talk of global growth slowing and recession, being cashed up with $50M plus in the bank has to be good news. Smart move going early imo.

Agree

 

[MadMayHam | 合氣道]

My unqualified and unsolicited prediction of the 4C... Slight increase in revenue due to non-recurring engineering (NRE) fees (presumably paid for meeting certain milestones) which would augur well as an indication of future streams of revenue from recurring sales.

 

[Build-it]

US Army turns to predictive maintenance to cut mishaps

The Army says it is increasingly catching problems before they generate in-flight issues for their aircraft.

www.defensenews.com

I wonder if something has changed (akida) that provides confidence to allow exposure in this predictive maintenance technology.

Edge Compute.

 

[BaconLover]

Luckiest country on the planet.
Have a great day everyone ❤

 

[stuart888]

tinyML Trailblazers with Luca Verre CEO Prophesee​

 

[Violin1]

Re the 4C.

I simply ask that no matter what the 4C brings, people that have a sudden desire to either explode with joy or anger and share their immediate thoughts with our BRN staff/management or partners maybe take a breath.

The one thing I find particularly interesting in my career is after a particularly stressful or stimulant assisted exchange, people often come back a day or so latter with their tails between their legs apologising profusely after they recognise what they actually did or said. But the damage has been done.

So recalling the last 4c, I remember there was commentary that Tony and co received rather crass calls or emails at Brainchip Hq. How about we try and fashion those, if we have to, into corro likely to result in a wilful and positive response rather than a benign but politely worded response which in all reality means you are a rude prick.

My thoughts .

Fully agree. The company is doing what it said it would, maybe slightly slower on sales announcements than we'd like, but moving it all forward. We have no promises of massive revenue yet, or of announcements so we should not build up our expectations and then spit the dummy when they don't become reality. Don't be rude - nice motto for life, really.

 

[equanimous]

 

[Tuliptrader]

Where are you hiding the other 6 dwarfs.

Statistically speaking, 6 out of 7 dwarves aren't happy.

TT

 

[alwaysgreen]

Then again with everything going on they might just really feel that they need the dollars soon to really get things firing up. LDA get the shares for 91.5% of the larger of the two amounts described in the announcement. It’s certainly not in BrainChip’s interest for the sp to go down. But we don’t know at the moment why they put the call out so early. I see it as a positive and that those millions are going to be put use to some great immediate effect.

My theory is that a number of customers saw Akida, loved the potential but said it needed tweaks. Hence, the capital raise to get Akida 2.0 to market asap.

Purely speculation.

 

[Boab]

My theory is that a number of customers saw Akida, loved the potential but said it needed tweaks. Hence, the capital raise to get Akida 2.0 to market asap.

Purely speculation.

Agreed.
It must be very difficult selling a product when you know the next version is just around the corner.
I'm guessing whilst talking to potential clients they would be telling them whats in the pipeline and the endless possibilities that Akida II could be used for.
I see the early call for cash as nothing but positive.

 

[Tothemoon24]

What’s the difference between people from Dubai & people from Abu Dhabi ?

People from Dubai don’t like the Flinstones

People from Abu Dhabi do








Pure speculation DYOR

 

[buena suerte :-)]

Very much looking forward to the Grand Reveal of the next Gen Akida! hopefully very soon!!

I have met and chatted with Peter on a few occasions now, and when we last spoke a few months ago he made the point that Akida1.0 will not be obsolete when Akida 2.0 (Or it's new name?) comes to the market because they all have their own unique functions so they will always have their own place within different applications, thought I would share that so people didn't think that the next Gen Akida's will be superseding previous versions! (They won't be!)

Have a great day whatever you do Cheers