BRN Discussion Ongoing

[charles2]

Not cool.

Elon and friends watching you.

Report: Tesla workers shared sensitive images recorded by customer cars

Tesla Inc assures its millions of electric car owners that their privacy “is and will always be enormously important to us.” But between 2019 and 2022, groups of Tesla employees privately shared via an internal messaging system sometimes highly invasive videos and images recorded by customers’...

finance.yahoo.com

 

[Tothemoon24]

Redirecting

 

[M_C]

$60 by December

 

[IloveLamp]

If that happens I'll get the brainchip logo tattooed on my left side of my chest. Scouts honour.
View attachment 33793

Me too, and one on my forehead

 

[MDhere]

Meet up Brisbane 16th April

Who fancies a meet up in Brisbane possibly on or after the AGM, especially now I’m a resident here. Ideally somewhere with loads beer, some food and a pool table so I can kick ya arse.

thestockexchange.com.au

Thanks Rocket missed it. Will check tab out

 

[Deleted member 118]

Thanks Rocket missed it. Will check tab out

I’m going to call @VictorG next week to confirm details and will post an update

 

[Deleted member 118]

View attachment 33787 View attachment 33788

Looks like his suffering bad from jaundice lol

 

[Baneino]

#humanability #neuromorphic | Timothy Llewellynn

People often underestimate #humanability and assume you need to be mountains to move mountains. Great things can happen when you put highly skilled, curious, and motivated engineers in a room and give them an impossible challenge with the freedom to fail! Only wish that the exaScale chip was...

www.linkedin.com

my own humble opinion is that anything between $10-70 is possible until 2030.
If Brainchip delivers, and I personally believe they will. Then this will be the forum of the rich brainchip shareholders.

 

[Deleted member 118]

Nice to see brainchip listed amongst some of the best.

27 Top Publicly Traded AI Companies to Know | Built In

These publicly traded AI companies welcome investors to help fund the future of AI in industries like healthcare and agriculture.

builtin.com

 

[Deleted member 118]

https://www.fierceelectronics.com/iot-wireless/how-smart-edge-get

 

[Deena]

Hi M_C:.
Yes the SP is not good but it's not what I'm refering to, it's the lack of communication from the Management, Sean should be communicating more with Shareholders and I'm talking about Twitter posts because that in the scheme of things can easily be discarded.

Should Sean be spending more time communicating with shareholders ... or spending that time talking to partners and customers? I know where I want him spending his time. The one to talk with shareholders is the shareholder relations person, NOT Sean. Give the man a break and let him do the job which is MOST important for us. From everything I am seeing and hearing he is doing a great job despite limitations to what he can officially reveal. Keep it up Sean, and well done!
Deena

 

[David holland]

my own humble opinion is that anything between $10-70 is possible until 2030.
If Brainchip delivers, and I personally believe they will. Then this will be the forum of the rich brainchip shareholders.

Are we talking brn in billions of products

 

[Boab]

https://www.fierceelectronics.com/iot-wireless/how-smart-edge-get

View attachment 33811

This is a must read.

 

[Deleted member 118]

This is a must read.

Maybe I should have said that

 

[Steve10]

What's peoples thought on a time frame that they think Brn will be hitting the road hard with deals/licences and decent revenue to push us beyond let's say 3 bucks per share ?
Yes it's a guessing game but I'm just interested in people's personal views on the matter.
And no cheeky replies saying "mmm duh why don't you do a poll .

$3 SP = $5.4B MC. At a high PE100 will require $54M NPAT / 0.7 ATO = $77.14M EBITDA / 0.65 = $118.68M revenue.

To maintain around $3 SP with hot PE100 requires circa $120M revenue.

$5.4B MC / $120M revenue = x45 revenue multiple.

A Nasdaq listing could result in PE150 similar to Nvidia & would require $36M NPAT & $79.12M revenue.

$5.4B MC / $80M revenue = x67.5 revenue multiple.

PE100 & PE150 are quite high so would require high growth rate & high forward looking revenue.

So the question becomes, how long until BRN can generate $80-120M revenue?

Could be quite fast such as via 50c royalty from Qualcomm x 200M smart phones = $100M revenue.

Or slower such as via Mercedes with premium cars having about 70 MCU's x 15% AI equipped = 10 x 2M cars pa = 20M x $1 royalty = $20M revenue. If 50% of the 70 MCU's are AI equipped in future due to extra sensors/Lidar etc = 35 x 2M cars pa = 70M x $1 royalty = $70M revenue.

I allowed higher royalty for Mercedes as their products are more expensive & royalty was going to be higher for more expensive products.

Then there will also be washing machine, dryer, air conditioner etc applications for MCU's as well. Will take a few years for mass adoption & there will be hundreds of millions units per year. May start with 25-50M units first year x 50c royalty = $12.5-25M revenue & within 2-3 years reach $100M revenue.

Combination of the above should result in about $100M revenue by end of next year including more license agreements. Thus SP should maintain around $3 SP towards the end of 2024. But it will need to be at a high PE100-150.

However, BRN SP tends to spike due to market excitement so it would not surprise me to see SP at $3 on the back of a couple of big name license agreements. If Qualcomm were to be announced it would create a frenzy & the $100M revenue will get priced in within 3-4 months of the announcement. 50c SP x 6 run to $3 SP would be highly likely as we had 39c SP x 6 run to $2.34 intraday peak when Mercedes was announced without any revenue.

So $3 SP could come as early as next 6 months or as late as end of 2024. The earlier it gets to $3 SP without revenue the higher the probability of a 50% retrace to $1.50.

Happy Easter to all.

 

[Kachoo]

Not BRN related but this does bring up a valid point. How corrupt and skewed markets can be. Shorting really only benifits the bankers and fraudsters. Elon Musk is noticing this and fighting it.

I believe more companies should get in on this activity. It can really negatively impact a companies ability to perform and grow and employ workers.

https://www.thestreet.com/technology/elon-musk-aims-to-counter-his-worst-enemies

 

[HopalongPetrovski]

$3 SP = $5.4B MC. At a high PE100 will require $54M NPAT / 0.7 ATO = $77.14M EBITDA / 0.65 = $118.68M revenue.

To maintain around $3 SP with hot PE100 requires circa $120M revenue.

$5.4B MC / $120M revenue = x45 revenue multiple.

A Nasdaq listing could result in PE150 similar to Nvidia & would require $36M NPAT & $79.12M revenue.

$5.4B MC / $80M revenue = x67.5 revenue multiple.

PE100 & PE150 are quite high so would require high growth rate & high forward looking revenue.

So the question becomes, how long until BRN can generate $80-120M revenue?

Could be quite fast such as via 50c royalty from Qualcomm x 200M smart phones = $100M revenue.

Or slower such as via Mercedes with premium cars having about 70 MCU's x 15% AI equipped = 10 x 2M cars pa = 20M x $1 royalty = $20M revenue. If 50% of the 70 MCU's are AI equipped in future due to extra sensors/Lidar etc = 35 x 2M cars pa = 70M x $1 royalty = $70M revenue.

I allowed higher royalty for Mercedes as their products are more expensive & royalty was going to be higher for more expensive products.

Then there will also be washing machine, dryer, air conditioner etc applications for MCU's as well. Will take a few years for mass adoption & there will be hundreds of millions units per year. May start with 25-50M units first year x 50c royalty = $12.5-25M revenue & within 2-3 years reach $100M revenue.

Combination of the above should result in about $100M revenue by end of next year including more license agreements. Thus SP should maintain around $3 SP towards the end of 2024. But it will need to be at a high PE100-150.

However, BRN SP tends to spike due to market excitement so it would not surprise me to see SP at $3 on the back of a couple of big name license agreements. If Qualcomm were to be announced it would create a frenzy & the $100M revenue will get priced in within 3-4 months of the announcement. 50c SP x 6 run to $3 SP would be highly likely as we had 39c SP x 6 run to $2.34 intraday peak when Mercedes was announced without any revenue.

So $3 SP could come as early as next 6 months or as late as end of 2024. The earlier it gets to $3 SP without revenue the higher the probability of a 50% retrace to $1.50.

Happy Easter to all.

So, pretty much what I said without all the Brainiac stuff calculations.........
Just joking Stevo, luv yer work.
Actually was pretty surprised how in accord most of our ballpark prestidigitations panned out.

Heading off to NZ soon for a road trip with my soon to be 80 year old brovver.
Strewth, hope this rev kicks in sooner rather than later so I'm awake enough to enjoy it.

 

[Tothemoon24]

Ford’s Pro Trailer Hitch Assist Uses Artificial Intelligence To Hook Up a Trailer Better Than Humans​

• News

Apr 6th, 2023

Ford’s Pro Trailer Hitch Assist uses Artificial Intelligence to improve the productivity of customers for conventional hitching purposes.
Artificial intelligence is the most fascinating development in modern technology. Making improvements in tech has always been a motivating factor when it comes to adding and upgrading new features. Now Ford is taking advantage of the latest development in artificial intelligence by incorporating it into its Pro Trailer Hitch Assist to improve the efficiency and time of pairing a truck to a trailer.
On one hand, you can manually line up your truck’s trailer hitch with a trailer’s coupling. We’ve been doing it for decades, and not without a little trial and error.
But on the other hand, Ford’s Pro Trailer Hitch Assist feature can uses artificial intelligence to make this task as easy as pressing a button, and letting the truck to the rest.

HOW DOES FORD USE ARTIFICIAL INTELLIGENCE WITH THE PRO TRAILER HITCH ASSIST?​

By using the rear-view camera and corner radars of the truck, the Pro Trailer Hitch Assist aligns the hitch with the trailer’s coupler by taking control of the speed, steering, and brakes of the truck. The artificial intelligence uses its programming to detect the hitch ball, trailer, and coupler as far as 20 feet away. Once it detects the coupler, the A.I. determines the best path to take in order to position the hitch perfectly before stopping.
What makes this feature more interesting is that it is able to complete this task with more efficiency and less time than a human.
Available for the F-150, F-150 Lightning, and the new F-Series Super Duty, the Pro Trailer Hitch Assist helps take the stress out of this job, giving you more time to attach the coupling and be on your way instead of constantly feathering the brake while your spotter gives you feedback before you finally get it right.
Apr 6th, 2023

Ford’s Pro Trailer Hitch Assist uses Artificial Intelligence to improve the productivity of customers for conventional hitching purposes.
Artificial intelligence is the most fascinating development in modern technology. Making improvements in tech has always been a motivating factor when it comes to adding and upgrading new features. Now Ford is taking advantage of the latest development in artificial intelligence by incorporating it into its Pro Trailer Hitch Assist to improve the efficiency and time of pairing a truck to a trailer.
On one hand, you can manually line up your truck’s trailer hitch with a trailer’s coupling. We’ve been doing it for decades, and not without a little trial and error.
But on the other hand, Ford’s Pro Trailer Hitch Assist feature can uses artificial intelligence to make this task as easy as pressing a button, and letting the truck to the rest.

HOW DOES FORD USE ARTIFICIAL INTELLIGENCE WITH THE PRO TRAILER HITCH ASSIST?​

By using the rear-view camera and corner radars of the truck, the Pro Trailer Hitch Assist aligns the hitch with the trailer’s coupler by taking control of the speed, steering, and brakes of the truck. The artificial intelligence uses its programming to detect the hitch ball, trailer, and coupler as far as 20 feet away. Once it detects the coupler, the A.I. determines the best path to take in order to position the hitch perfectly before stopping.
What makes this feature more interesting is that it is able to complete this task with more efficiency and less time than a human.
Available for the F-150, F-150 Lightning, and the new F-Series Super Duty, the Pro Trailer Hitch Assist helps take the stress out of this job, giving you more time to attach the coupling and be on your way instead of constantly feathering the brake while your spotter gives you feedback before you finally get it right.

 

[Deleted member 118]

Guess one one has a company email to download this report and then post it.

Embedded World 2023—the Latest IoT Chipset and Edge Trends

36-page event report highlighting key insights from Embedded World 2023, one of the world’s leading fairs for the embedded community.

iot-analytics.com

 

[Fastback6666]

$3 SP = $5.4B MC. At a high PE100 will require $54M NPAT / 0.7 ATO = $77.14M EBITDA / 0.65 = $118.68M revenue.

To maintain around $3 SP with hot PE100 requires circa $120M revenue.

$5.4B MC / $120M revenue = x45 revenue multiple.

A Nasdaq listing could result in PE150 similar to Nvidia & would require $36M NPAT & $79.12M revenue.

$5.4B MC / $80M revenue = x67.5 revenue multiple.

PE100 & PE150 are quite high so would require high growth rate & high forward looking revenue.

So the question becomes, how long until BRN can generate $80-120M revenue?

Could be quite fast such as via 50c royalty from Qualcomm x 200M smart phones = $100M revenue.

Or slower such as via Mercedes with premium cars having about 70 MCU's x 15% AI equipped = 10 x 2M cars pa = 20M x $1 royalty = $20M revenue. If 50% of the 70 MCU's are AI equipped in future due to extra sensors/Lidar etc = 35 x 2M cars pa = 70M x $1 royalty = $70M revenue.

I allowed higher royalty for Mercedes as their products are more expensive & royalty was going to be higher for more expensive products.

Then there will also be washing machine, dryer, air conditioner etc applications for MCU's as well. Will take a few years for mass adoption & there will be hundreds of millions units per year. May start with 25-50M units first year x 50c royalty = $12.5-25M revenue & within 2-3 years reach $100M revenue.

Combination of the above should result in about $100M revenue by end of next year including more license agreements. Thus SP should maintain around $3 SP towards the end of 2024. But it will need to be at a high PE100-150.

However, BRN SP tends to spike due to market excitement so it would not surprise me to see SP at $3 on the back of a couple of big name license agreements. If Qualcomm were to be announced it would create a frenzy & the $100M revenue will get priced in within 3-4 months of the announcement. 50c SP x 6 run to $3 SP would be highly likely as we had 39c SP x 6 run to $2.34 intraday peak when Mercedes was announced without any revenue.

So $3 SP could come as early as next 6 months or as late as end of 2024. The earlier it gets to $3 SP without revenue the higher the probability of a 50% retrace to $1.50.

Happy Easter to all.

Well laid out Steve and some great scenarios shown.

In the end there needs to be information provided by Brainchip(ideally) or partner to quantify the value or volume in a deal or partnership to sustain a higher share price and we all want that to happen in a faster time frame.

If NDA’s stop information being released to the market for the bigger deals and all we can look at is the quarterly reports, then it is going to be more of a guessing game and longer and more bumpy road to a higher SP, as all you can go by is a trajectory of revenues but only proven out over a longer time period, not as much early forward pricing in can occur in this instance.

I could see when we hit over the $1.70 mark on the Mercedes news that the market cap was getting very very high for a company with not much revenue and was hoping that there would be a follow up announcement soon after to back up the value or volume of involvement with Mercedes - that was the only way that $1.70 and above could be sustained. Unfortunately that did not happen and the slide back down occurred.

We stay invested as we know any one of these large partners/deals can be announced and value quantified at any tick of the clock on any day at this point time and multiples of these announcements can play out with these huge whale partners this year...we are in the sweet spot now for real commercial products and dollars to flow...secure yourselves for the ride one way or the other.