BRN Discussion Ongoing

[Fact Finder]

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.

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

 

[Lex555]

Afternoon Steve10,

I'll have a stab...

Bargain price....

AU$4.7325 = AU$8,828,150,300.00 Market Cap.

Converted to US currency...

US$3.1653874 = US$5,907,930,659.00 Market Cap.


* Total Shares, Options etc as of 2nd Feb 2023 is
1,856,430,614 .

* Pressent AU$ to US$ = 0.669215. As of 28/3/2022.

At the above prices one would have to think that the world's top ten company's CEO's & Boards would be displaying gross negligence to their Shareholders by not attempting a cheeky Buyout offer for Brainchip.

Regards,
Esq.

There’s no way PVDM will let his first born go for <$20bn usd. He doesn’t need the money, this is his lifes work his higher purpose and anyone attempting a buyout would have to court him very well to gain his vote and the 1000s that would likely follow his lead. So let’s start there.

Just my opinion.

 

[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?

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[Steve10]

Could this be THE hearing aid?

Products: Genesis AI | StarkeyPro

Our Genesis AI hearing aid has been completely reimagined, featuring an all-new processor, sound, design, fitting software, and an all-new patient experience.

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

Our Genesis AI hearing aid has been completely reimagined, featuring an all-new processor, sound, design, fitting software, and an all-new patient experience.

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.”