BRN Discussion Ongoing

[Humble Genius]

Sometimes guys, you just have to look at the bright side of life. Unfortunately some people got caught up in the hype and bought at the highs, but many here are still sitting on a 10 bagger at the current SP. Our time will come and exceed the previous highs.

 

[Techinvestor17]

Some perspective. It has literally become available in the last few weeks. 4C is for cash receipts so obviously no revenue is going to appear in the 4C. It is also yet to go through final qualification so buyers will likely wait until this process has been carried out.


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We have been trying to sell akida for 2 years and we have had 2 absolute dud quarters in a row.

You’re trying to compare 2 completely different technologies which is silly.

 

[Vladsblood]

Looks like the first scenario where they pumped it to dump it for a quick ~ 20% gain both ways. Not a bad day's work.

Hopefully not many fomo'd.

That also leaves the question, if someone knew the report beforehand to make such a play?
Or was it just a punter taking punts?

Yes…Well Management has said in the past that they don’t care about the SP as it will do what it’s gonna do …and it has!
SP has massively favoured the Shorters along with the MF crew too !
AGM’s gonna get bloody heated I think . Vlad

 

[Cardpro]

They can release as many versions as they like withouth revenue this boat will not float! How much longer can they survive on investor capital?

They survived 8 years and probably more, there are still very happy investors (not me but I will still hold while kicking myself for not selling at 2 dollar and kept buying more)... soon all the uprampers will come back and say how this place is now hot crapper and say we r downrampers and we have an agenda...

 

[KKFoo]

I am still betting on its technology, continue to pick up a few more..

 

[FabricatedLunacy]

Yeah wow.... numb and somewhat confused.

Also 60% down in my portfolio and 30% in my super.... so not selling, which I like to believe is still the right thing to do. Either that or I suffer from some form of Stockholm Syndrome and can't see the writing on the wall. Either way, if it really tanks... yeah wow.

2024 will be our year (currently I almost believe it...)

Tomorrow/Monday, my super account will show less than 20% total value held in BRN, so the logical part in me wants to top up as I still see potential... And the cynical part in me just says fuck it, if its lost you may as well do it right and apologise to your wife when retirement age hits.

Not going to lie, this has really knocked me. Did not expect millions... but 40k? How...

Agree with sentiment of many here, in that Management really need to step up and outline clear plans for how/when/who/how much we can expect and crucially how they see this trend turn around? Micklepickle will completely shaft us today, sadly many read their dribble, shorters will have a field day and like flies to shit will flock around our (currently) burning corpse and short us even more...

I will hold, can't afford anything else. And I nod a smile when I get attacked by friends and family who think I am on crack or joined a cult, as they too see Mickledicklepickles dribbles and take it for gospel.... My answer has always been "all the companies have way smarter brains than I could ever be, Merc. Renesas, Megachips, Valeo, Intel, ARM etc etc.. they do their due diligence, its not in their interest to be associated with something that wont work"...

Then my brain remembers Theranos ...

Anyways... stepping aside for a while I think.

 

[robsmark]

They survived 8 years and probably more, there are still very happy investors (not me but I will still hold while kicking myself for not selling at 2 dollar and kept buying more)... soon all the uprampers will come back and say how this place is now hot crapper and say we r downrampers and we have an agenda...

Not with multiple offices, this many staff, and a new chip in development they haven’t.

 

[manny100]

Only thing that can save us is a proof that Valeo is using us for Scala 3

Have not seen that Valeo is using us for Scala 3. Is there a reference or link?
Sean said that the Renases chip will be available in the coming months. Not sure what sort of revenue that will bring in or when.
Markets are forward thinking so the SP will start moving up well in advance of actual revenue hitting the books.

 

[Fastback6666]

Surely management have a rough idea of when Renesas and Megachips plan to start using Akida at scale in their products. It would be great if we could get an indication of roughly when that is going to occur.

Yes they will know and this needs to be quantified at the AGM.

There is obviously serious "commercial" traction on Akida 2.0 from what he have heard and seen from actual customer/partners.

 

[Harwig]

I would like to know actual criteria achieved to be eligible for consideration of granting of performance shares

 

[Deleted member 118]

Yes…Well Management has said in the past that they don’t care about the SP as it will do what it’s gonna do …and it has!
SP has massively favoured the Shorters along with the MF crew too !
AGM’s gonna get bloody heated I think . Vlad

I wasn’t going, looking at booking a flight from Brisbane to Sydney as we speak

 

[Damo4]

As someone that has a paper loss of 73k, I can say the whatever the fuck I want. And stop pretending you are an eloquent contributor to the forum. I do not post, but I do read it frequently and I can tell you add nothing

Of course you can my guy, no one's stopping you
Hope you built that 73k risk into your strategy from the beginning, I assume you didn't invest more than you can afford to lose

 

[MDhere]

Another great day and week ahead for BRN!
This is a very nice week indeed for BrainChip.
We are set up nicely for next week.
Very interesting times.
Good luck to you all

AKIDA BALLISTA

Thank you management.
So nice of seeing the support you return to loyal shareholders ❤ ❤ ❤

Looks like im supplying just 1 plate of hot chips for the table.... ok 2 plates if we get a "doin a Merc" announcement before the Agm date

 

[Cardpro]

Yes they will know and this needs to be quantified at the AGM.

There is obviously serious "commercial" traction on Akida 2.0 from what he have heard and seen from actual customer/partners.

If we are not hitting the market as management expected for whatever reason (e.g. missing some of the key components) would management actually tell us that?

Personally I hope they admit it and also present a solution... not the other way around where they pretend it's going well and just come up with new product...

 

[Humble Genius]

Of course you can my guy, no one's stopping you
Hope you built that 73k risk into your strategy from the beginning, I assume you didn't invest more than you can afford to lose

I could turn around and say I have made a paper loss of 2.6mil from the high of $2.34 (if that makes anyone feel better), but I am continuing to hold. The benefit and long term potential of this stock still far outweighs the recent shortcoming.
If you don't sell you haven't made a loss. Nothing has changed. IMO, this SP will fly and will be more aligned to revenue once it begins climbing. We will still see outlandish mega spikes in the price and this is where people need to be careful.

Yes it hurts, but remember the conviction we all had when we invested in this co, and since then our technology has continued to improve and market traction will folow.

 

[Foxdog]

Time to top up! #repeater!

They'll just replay the investor podcast

 

[FlipDollar]

I wasn’t going, looking at booking a flight from Brisbane to Sydney as we speak

And so it should get heated (within reason).

Asking for performance shares with no performance is laughable.

 

[Dozzaman1977]

Interesting that PAUL GLENDON HUNTER a top 20 shareholder sold 1.6 million shares since the last top 20 list was published in January.
I thought he was a poster on here ???

As a top 350 shareholder of this company i'll be voting NO to any shares to management apart from PVDM.
The recent investor podcast was complete fluff, questions and answers that any competent shareholder would of already known, except for our great CEO stating that a potential customer walked away (but we won the design win with them thou!!!! Thats awesome, how much coin does that give us !!!) So what does that say..... that the costs of incorporating Akida into their chip was not worth the benefit/results.
That's good to know CEO.
I'll keep a eye on the financials
Explosion of sales end 2022
Market leader
Embedding our IP in everything everywhere

Fluff Fluff Fluff Fluff

 

[db1969oz]

I could turn around and say I have made a paper loss of 2.6mil from the high of $2.34 (if that makes anyone feel better), but I am continuing to hold. The benefit and long term potential of this stock still far outweighs the recent shortcoming.
If you don't sell you haven't made a loss. Nothing has changed. IMO, this SP will fly and will be more aligned to revenue once it begins climbing. We will still see outlandish mega spikes in the price and this is where people need to be careful.

Yes it hurts, but remember the conviction we all had when we invested in this co, and since then our technology has continued to improve and market traction will folow.

I’m with you, and similar paper losses. I hope to f#$k you’re correct, or the “Artificial Intelligence“ wI’ll be referring to us for holding all the way down! At the moment, we seem to be a lot closer to the latter.