BRN Discussion Ongoing

[Tothemoon24]

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[Jefwilto]

I recently bought a small percentage into Liontown though now wish I bought more. I feel your pain, I rode PLS from $0.50 down to $0.20 and sold at $1.20, it recently went over $5.

It taught me a good lesson to ride your winners. My plan for BRN is to eventually divest 10% at a number of MC milestones and hold the majority for dividends. I’m not making the same mistake again.

Hold tight Lex,our time is approaching fast,LTR was the 5th most shorted stock on the ASX,see what happens with a bit of good news,BRN is currently about 8th,good luck Brainies

 

[alwaysgreen]

What do we all think current FV is for BRN?

I would say at least USD $1B MC & up to USD $2B MC = AUD $1.5-3B MC or 85c to $1.70 SP.

Why? Based on patents and partnerships? We need to show a commercial appetite for our product.

We are all in on Brainchip at this point because we believe (hope) that revenue will flow in a big way in the future but fair value right now is what the current price is. The market dictates fair value unfortunately. Another IP license will hopefully kick start some upwards price movement and give a material reason for disillusioned investors to jump back in.

 

[Diogenese]

Not sure how to value Brainchip now because as the cortical column question pointed out there is much too much I do not know about just in the technology space which includes the filed patents we have absolutely no knowledge of other than there are around 25 lodged and awaiting determination. I know our engineer @Diogenese is hanging out excitedly for at least one of these as it will be revolutionary. So leaving aside everything else it would be impossible for us on the outside to value Brainchip's intellectual property at this point in time.

Then there are the still to be revealed EAP customers that number from 8 to 10. Who are they are what is going on? I certainly do not know. What if one was Qualcomm for example or Samsung?

Then there is the state of play at Valeo and Mercedes Benz. We have an idea but not the nuts and bolts.

Then there is the Prophesee, ARM, Intel and SiFive inner workings.

Then there is the Teksun, Tata, Renesas, MegaChips secret corporation business that we know naught about.

Then there is DARPA and all the defence contractors hiding their secret squirrel nuts where we cannot find them.

Then there is NASA doing vision and other things which Brainchip is not allowed to talk about and as a result I have not got a clue.

We had a little window into the possibilities with Quantum Ventura and ANT61.

Then there is Biotome and Nanose and probably many in the medical scan technology area that we know scant about.

What I do know is what the most experienced manipulators used say over at HC when they were trying to drive down the price of Brainchip shares when we kept hanging on to the $1.20 to $1.30 range that it was well over priced and they would not be buying back until 70 cents.

None of these manipulator pros thought to even imagine a price in the 40 to 50 cent range ever again back then.

So when I think about the question of what is the FAIR VALUE FOR BRAINCHIP SHARES I say to myself"

"Self you have no idea because there is just so much information which you need to know about things that would surely add value to any appraisal of what Brainchip shares should trade at which is not in your possession.

Self you will look like a fool coming out with a number and Blind Freddie will laugh his head off at you."

So what I will say is that taking guidance from the most experienced manipulators over at HC there can be no doubt that being available for under 70 cents a share represents being deeply into oversold territory.

My opinion only DYOR
FF

AKIDA BALLISTA

I may sell for under $15.00 - but that's only after they have pulled out all my toenails, stuck burning matches under my fingernails, drilled my teeth un-anaesthetized, anodized my sensitive parts and wrecked 'em, and ...
implanted a Taylor Swift loop track next to my eardrums ...

 

[TopCat]

Could this be THE hearing aid?

Products: Genesis AI | StarkeyPro

With it’s new processor, sound technology, companion app and fitting software, Starkey’s Genesis AI changed the rules on how good a hearing aid could be.

www.starkeypro.com

 

[Steve10]

Could this be THE hearing aid?

Products: Genesis AI | StarkeyPro

With it’s new processor, sound technology, companion app and fitting software, Starkey’s Genesis AI changed the rules on how good a hearing aid could be.

www.starkeypro.com

View attachment 33098
View attachment 33099 View attachment 33100 View attachment 33102

Starkey Genesis AI requires a visit with a local doctor (not available through Telehealth or OTC).

Genesis AI will cost an average of $6,500/pair (we've found the devices for as low as $4,598/pair).

Some customers are overwhelmed by Starkey's additional features like fitness tracking and personal assistant.

Above prices in USD.

 

[jtardif999]

Could this be THE hearing aid?

Products: Genesis AI | StarkeyPro

With it’s new processor, sound technology, companion app and fitting software, Starkey’s Genesis AI changed the rules on how good a hearing aid could be.

www.starkeypro.com

View attachment 33098
View attachment 33099 View attachment 33100 View attachment 33102

Sounds like brute force AI to me and no mention of power savings.

 

[TopCat]

Starkey Genesis AI requires a visit with a local doctor (not available through Telehealth or OTC).

Genesis AI will cost an average of $6,500/pair (we've found the devices for as low as $4,598/pair).

Some customers are overwhelmed by Starkey's additional features like fitness tracking and personal assistant.

Above prices in USD.

Not cheap, are they

 

[Fact Finder]

I may sell for under $15.00 - but that's only after they have pulled out all my toenails, stuck burning matches under my fingernails, drilled my teeth un-anaesthetized, anodized my sensitive parts and wrecked 'em, and ...
implanted a Taylor Swift loop track next to my eardrums ...

Somebody told me that was your thing and I argued against it to the point of insults.

Now I will have to eat humble pie and apologise. Not judging of course but I do hope you have a safe word.

My opinion only DYOR
FF

AKIDA BALLISTA - Brainchip forever

 

[Fullmoonfever]

Sadly, trying to put a hard value on a Co in early stage commercialisation is near on impossible imo.

Different quarters of the market use diff methods.

Holders of the stock will obviously value it higher on potential alone.

Those using say DCF / Relative value modelling will get something very very different.

Then you get the brokers / analysts who get something different again.

Personally, at this stage I just try the basics of the mkt will dictate (read manipulate in some particular stocks) what it is currently.

That is the hard number in front of me here and now that I can use. Will I sell at this number....not unless absolutely had to but it is what it is.

For example, a pretty reasonable website has a couple of thoughts as per above comments.

Are they right....given what is known and still unknown haha...highly likely they aren't but is an example.

alphaspread.com

A "wall st" consensus, a cagr revenue forecast view and an intrinsic view (avg of DCF / relative.

 

[Fact Finder]

Why? Based on patents and partnerships? We need to show a commercial appetite for our product.

We are all in on Brainchip at this point because we believe (hope) that revenue will flow in a big way in the future but fair value right now is what the current price is. The market dictates fair value unfortunately. Another IP license will hopefully kick start some upwards price movement and give a material reason for disillusioned investors to jump back in.

Nope:

What Is Fair Value?​

Fair value is the estimated price at which an asset is bought or sold when both the buyer and seller freely agree on a price.


To determine the fair value of a product or financial investment, an individual or business may look at actual market transactions for similar assets, estimate the expected earnings of the asset, and determine the cost to replace the asset.

KEY TAKEAWAYS​

• Fair value is the estimated price at which an asset is bought or sold when both the buyer and seller freely agree on a price.
• Individuals and businesses may compare current market value, growth potential, and replacement cost to determine the fair value of an asset.
• Fair value is a measure of an asset's worth and market value is the price of an asset in the marketplace.
• Fair value accounting is the practice of measuring a business's liabilities and assets at their current market value”

The ASX is not a market that determines Fair Value.

The fact that the ASX permits robotic trading under licence as well as short selling makes it anything but a place where the “buyer and seller freely agree on a price”.

The ASX is simply a place where you go to convert your shares into cash which is not a transaction at fair value.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Xray1]

I may sell for under $15.00 - but that's only after they have pulled out all my toenails, stuck burning matches under my fingernails, drilled my teeth un-anaesthetized, anodized my sensitive parts and wrecked 'em, and ...
implanted a Taylor Swift loop track next to my eardrums ...

Is that " All " it's going to take for you to potentially sell ..... what a woooos !!!

 

[Boab]

Nope:

What Is Fair Value?​

Fair value is the estimated price at which an asset is bought or sold when both the buyer and seller freely agree on a price.


To determine the fair value of a product or financial investment, an individual or business may look at actual market transactions for similar assets, estimate the expected earnings of the asset, and determine the cost to replace the asset.

KEY TAKEAWAYS​

• Fair value is the estimated price at which an asset is bought or sold when both the buyer and seller freely agree on a price.
• Individuals and businesses may compare current market value, growth potential, and replacement cost to determine the fair value of an asset.
• Fair value is a measure of an asset's worth and market value is the price of an asset in the marketplace.
• Fair value accounting is the practice of measuring a business's liabilities and assets at their current market value”

The ASX is not a market that determines Fair Value.

The fact that the ASX permits robotic trading under licence as well as short selling makes it anything but a place where the “buyer and seller freely agree on a price”.

The ASX is simply a place where you go to convert your shares into cash which is not a transaction at fair value.

My opinion only DYOR
FF

AKIDA BALLISTA

The Money speech from Atlus Shrugged. I see resemblance of the Moochers and Looters to our Shorters

Money is a tool of exchange, which can’t exist unless there are goods produced and men able to produce them. Money is the material shape of the principle that men who wish to deal with one another must deal by trade and give value for value. Money is not the tool of the moochers, who claim your product by tears, or of the looters, who take it from you by force.

Money is made possible only by the men who produce. Is that what you consider evil?

When you accept money in payment for your effort, you do so only on the conviction that you will exchange it for the product of the effort of others. It is not the moochers or the looters who give value to money. Not an ocean of tears nor all the guns in the world can transform those pieces of paper in your wallet into the bread you will need to survive, tomorrow. Those pieces of paper, which should have been gold are a token of honor – your claim upon the energy of the men who produce. Your wallet is your statement of hope that somewhere in the world around you there are men who will not default on that moral principle which is the root of money. Is this what you consider evil?

Have you ever looked for the root of production? Take a look at an electric generator and dare tell yourself that it was created by the muscular effort of unthinking brutes. Try to grow a seed of wheat without the knowledge left to you by men who had to discover it for the first time. Try to obtain your food by means of nothing but physical motions – and you’ll learn that man’s mind is the root of all the goods produced and of all the wealth that ever existed on earth.

“But you say that money is made by the strong at the expense of the weak? What strength do you mean? It is not the strength of guns or muscles. Wealth is the product of man’s capacity to think. Then is money made by the man who invents a motor at the expense of the incompetent? By the ambitious at the expense of the lazy? Money is made – before it can be looted or mooched – made by the effort of every honest man, each to the extent of his ability. An honest man is one who knows that he can’t consume more than he has produced.”

 

[Fact Finder]

An interesting place for an article about SiFive and Brainchip. It is from last year:


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May 2, 2022

BrainChip Advances AI and ML to Edge Computing​

Credit: spainter_vfx/Shutterstock

Concept:
American technology startup BrainChip and semiconductor startup SiFive have partnered to combine their technologies to offer chip designers optimized AI and ML for edge computing. BrainChip’s Akida technology and SiFive’s multi-core capable RISC-V processors have been combined to create a highly efficient solution for integrated edge AI computation.

Nature of Disruption:
With high performance, ultra-low power, and on-chip learning, BrainChip’s Akida is an advanced neural networking processor architecture that takes AI to the edge. SiFive Intelligence solutions combine software and hardware to accelerate AI or ML applications with its highly configurable multi-core, multi-cluster capable design. For AI and ML workloads, SiFive Intelligence-based processors can provide industry-leading performance and efficiency. The highly programmable multi-core, multi-cluster capable design can be used for a range of applications requiring high-throughput, single-thread performance while operating within the most stringent power and area limitations. Akida acts like a human brain, analyzing only the most important sensor inputs at the time of acquisition and processing data with unmatched efficiency, precision, and energy efficiency. BrainChip’s technology is based on its SNAP (spiking neuron adaptive processor) technology, which it licenses to other companies. RISC-V is an open instruction-set computing architecture based on well-known RISC ideas. It provides the high data processing speed that all new and heavier applications require.

Outlook:
The duo aims to help companies looking to seamlessly integrate an optimized processor with dedicated ML accelerators, which are required for the demanding requirements of edge AI computing. They plan to use Akida, BrainChip’s specialized, differentiated AI engine, in conjunction with high-performance RISC-V processors like the SiFive Intelligence Series to achieve this. For organizations looking to enter the neuromorphic semiconductor chip market, SNAP provides a development option. It is a key feature of neuromorphic semiconductor circuits that allows for a variety of applications, including cybersecurity, gaming, robotics, and stock market forecasting

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Realinfo]

Whose Zoomin’ Who ??

Me myself personally thought people here (especially those who boarded the bus in the last 15 months) might like a run through of some of the more interesting ASX announcements between 2018 and 2020.

July 2018 - Akida Development Environment (ADE) introduced.

September 2018 - First company to bring a production SNN architecture (Akida Neuromorphic SoC) to market.

June 2019 - CNN-to-SNN introduced.

June 2019 - Socionext Agreement. Noriaki Kubo, VP said…”we are excited to join Brainchip in the design, development and introduction of Akida SoC…bringing AI to edge applications is a major industry development and also a strategic application segment for Socionext”.

April 2020 - Brainchip and Socionext (development, manufacturing and COMMERCIAL partners) have completed tape-out and provided the Akida wafer fab to TSMC. Socionext will offer their customers an AI Platform that includes Akida SoC.

May 2020 - Joint agreement to evaluate Akida for ADAS and AV signed with Ford.

June 2020 - Joint Development agreement signed with Valero.

July 2020 - wafer fab completed.

August 2020 - Partnership agreement signed with Magic Eye.

September 2020 - Vorago sign EAP agreement.

December 2020 - Renasas sign first IP license agreement. First tape-out December 2022.

December 2020 - NASA places order under EAP agreement.

For mine, if these events were considered appropriate for an ASX announcement, one would think that the partnership and patent announcements of more recent times would be similarly suitable.