BRN Discussion Ongoing

[Deena]

Thanks Getup. I particularly liked these two snapshots. Oh! And the first one is 67% compound growth per year over 9 years!

 

[Fact Finder]

Morning Chippers,

Just screen recorded Sean speaking at the Q1 Virtual Summit: BrainChip Holdings

Investor Presentation video link below

Firstly thanks again TechGirl I was registered but slept in.

Secondly while we know about Mercedes I was pleasantly surprised with how freely the CEO Sean Hehir spoke to the relationship between Mercedes and Brainchip. This expanding openness for my money speaks to a growing confidence that Mercedes is a solid adopter and the CEO and Brainchip are feeling increasingly confident about where it is going. In the beginning it was very much egg shells all round about what can we say, we need to be careful, we do not want to upset Mercedes etc; I could not be happier about this relationships future for the company.

Thirdly when asked about mobile phones he said they are not focused on this area he did not say they were not working in this area. The former CEO Mr. Dinardo made numerous references to mobile phones but the one thing that sticks out relevant to Sean Hehir's comments is this comment 'mobile phones are an interesting use case. You have to hit them at the right time in their development cycle. A development cycle for a new phone is about 4 years.'

Now to be clear I have not gone back to find Mr, Dinardo's exact words this is just my memory of his words which I have no doubt is accurate as to the message he delivered but is not intended to be taken as word perfect.

So if we consider that the final commercial AKD1000 with improved performance came out only last year and the development cycle is four years and you need to hit it at the right time and you are chasing the best opportunity for getting income through the door even if you were engaged with a mobile phone maker today you would not be focused on them because they would not presently provide the best pathway to revenue.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Fact Finder]

My line of thinking here is that there is going to be a distinct difference between the competitive edge for an EAP customer to be "first to market", versus the competitive edge once their products are actually on the market. There is a benefit for EAP customers to gain a higher market share for their products that use Akida by keeping this quiet until they hit the market. But once they've commercialised their product then they're going to need to promote the technology that differentiates them from other competitors to maintain their lead.

Absolutely correct. The Mercedes PUBLIC VALIDATION now provides the prestige factor that marketing people love. Great incite.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Fact Finder]

Firstly thanks again TechGirl I was registered but slept in.

Secondly while we know about Mercedes I was pleasantly surprised with how freely the CEO Sean Hehir spoke to the relationship between Mercedes and Brainchip. This expanding openness for my money speaks to a growing confidence that Mercedes is a solid adopter and the CEO and Brainchip are feeling increasingly confident about where it is going. In the beginning it was very much egg shells all round about what can we say, we need to be careful, we do not want to upset Mercedes etc; I could not be happier about this relationships future for the company.

Thirdly when asked about mobile phones he said they are not focused on this area he did not say they were not working in this area. The former CEO Mr. Dinardo made numerous references to mobile phones but the one thing that sticks out relevant to Sean Hehir's comments is this comment 'mobile phones are an interesting use case. You have to hit them at the right time in their development cycle. A development cycle for a new phone is about 4 years.'

Now to be clear I have not gone back to find Mr, Dinardo's exact words this is just my memory of his words which I have no doubt is accurate as to the message he delivered but is not intended to be taken as word perfect.

So if we consider that the final commercial AKD1000 with improved performance came out only last year and the development cycle is four years and you need to hit it at the right time and you are chasing the best opportunity for getting income through the door even if you were engaged with a mobile phone maker today you would not be focused on them because they would not presently provide the best pathway to revenue.

My opinion only DYOR
FF

AKIDA BALLISTA

There is a FINAL point I want to make about this presentation. The CEO Sean Hehir was asked a question and he answered that question with one three letter WORD and that WORD was:

“YES.”


He did not say anything else just this one SINGLE WORD.

What was the question?

Why did this answer make me smile?

I am sure someone amongst the 1,000 Eyes heard the question and his answer and is smiling too but no one has mentioned it.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[butcherano]

Absolutely correct. The Mercedes PUBLIC VALIDATION now provides the prestige factor that marketing people love. Great incite.

My opinion only DYOR
FF

AKIDA BALLISTA

Cheers @Fact Finder. And just on the smart phones...my recollection is the same as you for the smartphone design cycle. Obviously all phone companies release a new model every year, but it's around a 4 year design cycle for the major design changes. The last mention I can recall from Louis was in the transcript from the January 2020 webinar...extract below...

 

[Beebo]

There is a FINAL point I want to make about this presentation. The CEO Sean Hehir was asked a question and he answered that question with one three letter WORD and that WORD was:

“YES.”


He did not say anything else just this one SINGLE WORD.

What was the question?

Why did this answer make me smile?

I am sure someone amongst the 1,000 Eyes heard the question and his answer and is smiling too but no one has mentioned it.

My opinion only DYOR
FF

AKIDA BALLISTA

“Will you book revenue in 2022?”
I meant to write “Will you book royalties in 2022”…oh well, next time!

 

[Esq.111]

There is a FINAL point I want to make about this presentation. The CEO Sean Hehir was asked a question and he answered that question with one three letter WORD and that WORD was:

“YES.”


He did not say anything else just this one SINGLE WORD.

What was the question?

Why did this answer make me smile?

I am sure someone amongst the 1,000 Eyes heard the question and his answer and is smiling too but no one has mentioned it.

My opinion only DYOR
FF

AKIDA BALLISTA

Morning Fact Finder,

REVENUE.

Esq.

 

[TechGirl]

Firstly thanks again TechGirl I was registered but slept in.

Secondly while we know about Mercedes I was pleasantly surprised with how freely the CEO Sean Hehir spoke to the relationship between Mercedes and Brainchip. This expanding openness for my money speaks to a growing confidence that Mercedes is a solid adopter and the CEO and Brainchip are feeling increasingly confident about where it is going. In the beginning it was very much egg shells all round about what can we say, we need to be careful, we do not want to upset Mercedes etc; I could not be happier about this relationships future for the company.

Thirdly when asked about mobile phones he said they are not focused on this area he did not say they were not working in this area. The former CEO Mr. Dinardo made numerous references to mobile phones but the one thing that sticks out relevant to Sean Hehir's comments is this comment 'mobile phones are an interesting use case. You have to hit them at the right time in their development cycle. A development cycle for a new phone is about 4 years.'

Now to be clear I have not gone back to find Mr, Dinardo's exact words this is just my memory of his words which I have no doubt is accurate as to the message he delivered but is not intended to be taken as word perfect.

So if we consider that the final commercial AKD1000 with improved performance came out only last year and the development cycle is four years and you need to hit it at the right time and you are chasing the best opportunity for getting income through the door even if you were engaged with a mobile phone maker today you would not be focused on them because they would not presently provide the best pathway to revenue.

My opinion only DYOR
FF

AKIDA BALLISTA

Hi FF,

Most welcome, Haha you slept in, I made sure I got up, I set 5 alarms just in case I hit snooze to many times.

Yes I thought he spoke more freely when talking about Mercedes which was nice to listen to, I believe every time Sean speaks he gets better & better at getting his message across. Sean has a great voice & he speaks at the perfect pace.

Yeah I wasn't too worried when I heard the smart phone comment, as if in the very near future phone companies aren't going to be knocking our doors down, foaming at the mouth to get their hands on the best, cheapest most awesome planet saving, power saving chips

This is Samsung, Nvidia, Apple, Google, Intel, LG, HP, Tesla trying to get their hands on our tech once the penny drops

 

[Fact Finder]

Morning Fact Finder,

REVENUE.

Esq.

Give the man a Kewpie Doll. LOL FF

 

[Beebo]

“Will you book revenue in 2022?”
I meant to write “Will you book royalties in 2022”…oh well,

Morning Fact Finder,

REVENUE.

Esq.

They already booked revenue! I meant to inquire about royalties!

I also asked how the company intends to communicate new business in lieu of NDAs, but Sean gave me the ASX compliance rigmarole…

 

[Dozzaman1977]

Thanks for the effort TechGirl,
Highlight for me is when Sean said Renesis are "Developing a SET of products, and as they start shipping those products we will collect royalties on these"

SET = a collection of well defined objects (or in this case multiple products IMO)

 

[Esq.111]

They already booked revenue! I meant to inquire about royalties!

I also asked how the company intends to communicate new business in lieu of NDAs, but Sean gave me the ASX compliance rigmarole…

Morning Beebo,

Cheers for putting questions forward, Was a little odd at the end of his talk when there were no questions, then..... they started to roll in.

Top job.

Esq.

 

[buena suerte :-)]

That's more like it .... buyers side looking very healthy again! Fantastic gains in Europe and US overnight.

855 buyers for 9,102,994 units
355 sellers for 4,381,394 units


Thanks for your efforts again in recording and posting the virtual summit @TechGirl

 

[Fact Finder]

Give the man a Kewpie Doll. LOL FF

This is to my knowledge the first time we have had an unqualified statement of this nature regarding revenue.

“We have had terms like:
Some revenue.
We expect some revenue.
We do not expect meaningful revenue.
We expect revenue to ramp up.”

But never a simple unequivocal

“YES.”

Over at that other place those who shall not be named never shut up about this subject supported all the while by MF and AFR.

Yes means YES on the ASX.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Sam]

I read something somewhere that claimed Sony was in some way shape or form connected with MegaChips but could not find anything that I would call solid evidence. Beyond that you have your Japanese connection though it is a bit like when you travel overseas and someone finds out your are Australian living in Sydney and say do you know Bill Jones he is a mate of mine and he lives in Perth.

My opinion only DYOR
FF

AKIDA BALLISTA

I know what you mean, but if brainchip can land Sony…. Then game over pardon the pun

 

[Fact Finder]

I know what you mean, but if brainchip can land Sony…. Then game over pardon the pun

So you have seen me play. Bit unkind telling the whole world. FF

 

[HopalongPetrovski]

Hi Melbourne chippers, just a reminder about our catchup at the Harlow rooftop bar in Richmond next Tuesday night (15th) at 6.30. Looks like they kick us out at 8.30 (although that might be a hangover from covid) but we can always move downstairs or to another bar nearby. If you haven’t already, can you confirm on the ‘Melbourne catchup’ thread if you’re attending. Looking forward to it!

Hi Melbourne chippers, just a reminder about our catchup at the Harlow rooftop bar in Richmond next Tuesday night (15th) at 6.30. Looks like they kick us out at 8.30 (although that might be a hangover from covid) but we can always move downstairs or to another bar nearby. If you haven’t already, can you confirm on the ‘Melbourne catchup’ thread if you’re attending. Looking forward to it!

Hello JoMo.
I can't seem to find my way back into the Melbourne ketchup thread, but am confirming will be there at 6.30.
8.30 finish is fine by me as need all the beauty sleep I can get.
Looking forward to it.

 

[Sam]

So you have seen me play. Bit unkind telling the whole world. FF

I imagine you would have predated any gaming console I’m an 80s child… I’m sure you would beat me at marbles

 

[HopalongPetrovski]

Melbourne BRN catchup

Ok, for those of us who were discussing a Melbourne catch-up over on HC, this is for you: I’m going to book a table on the rooftop bar at Harlow, Richmond if people are still interested. Tuesday 15th of March for MDhere - 6.30. Let me know if you’re in, and how many. I’ll post this in the...

thestockexchange.com.au

6.30 pm Tuesday 15 March at Harlow Bar, 447 Church St Richmond.

 

[JK200SX]

Morning Chippers,

Just screen recorded Sean speaking at the Q1 Virtual Summit: BrainChip Holdings

Investor Presentation video link below

On behalf of @TechGirl I present to you, on the Awesome Brainchip Videos Youtube Channel, Sean speaking at theQ1 Virtual Summit:



(As always, remember to hit the like button, subscribe, and ring some bell thingy, LOL)