D
Deleted member 118
Guest
They must be busy selling t shirts. As it can’t be anything else
BRN Discussion Ongoing
- Thread starter TechGirl
- Start date
Well reading all the comments (as I was on another zoom and really wished I wasn't!) I get the feeling that it is exactly how it seems? It has been mentioned that the dot joining here is interesting, but that is not why you should invest. If you invest because of the below, then you are investing in fact rather than wishful thinking. I haven't sold any for a very long time, and still don't plan to because of the 2 companies below and what they may mean in the 2nd half of this year.
Just remember, either invest in facts and possible timeframes, or gamble with buy the rumour and sell the news. Thanks for the people that were there and telling us how good (bad?) it was
Just remember, either invest in facts and possible timeframes, or gamble with buy the rumour and sell the news. Thanks for the people that were there and telling us how good (bad?) it was
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buena suerte :-)
BOB Bank of Brainchip
Vladsblood
Regular
Page 10 of Sean's take gives me confidence for another year to accumulate shares in BRN. Vlad.
DollazAndSense
Regular
Agreed. There was a moment when a question was posed to Sean about why there was no ASX disclosure about Akida 1000 being a failure as this information would have a material impact on the share price.
Sean was absolutely lost at sea and looked to Antonio for defense. Antonio deflected it back and told Sean to answer. That is part of the CEOs job - to answer the tough questions when the times are tough. While I don't agree that Akida 1000 was a failure, the way Sean handled the question was extremely amateur and doesn't strike confidence in his capabilities as a CEO (he looked to Antonio to cover for him a number of times throughout the AGM).
Antonio was able to put things in an easier to digest perspective such as the timeframe of a product cycle in this industry as well as why they won't make announcements via ASX unless it is pretty much a guarantee. He handled questions much more confidently and clearly displays a lot more empathy towards the current position of Brainchip (whereas Sean seems to lack this empathy and only focuses on a potential future).
Given Sean's inexperience as a CEO, I'm not suprised at the amaeteurish CEO display seen at this year's AGM. We've only seen Sean talk prior to this in low pressure situations - last years AGM was much more pleasant for him. I think this AGM may light a much needed fire under his ass, hopefully take heed of the shareholder sentiment and realise that a lot of shareholders' patience is running thin. Hopefully he can reign it in and deliver some deals before 2024 AGM.
Slymeat
Move on, nothing to see.
They have told us of none specifically, so zero is the only number that can faithfully be stated.
I have lost a lot of faith with this management team, especially Sean Heir. I expected better by now.
The question that was put in the Q&A by a shareholder( who I can't remember who) that pricked my interest was in a multi question, but "why hasn't any ELT or Director put their hand in their own pockets and purchased additional shares...surely showing some confidence in the company". However unfortunately wasn't answered, or I didn't hear what the answer was.
FlipDollar
Never dog the boys
What does this mean? What a bloody roller coaster this is becoming…
Would @Fact Finder like to bring a prophetic word to settle the nerves of many?
FlipDollar
Never dog the boys
Answered my own question…
A first strike is triggered when 25% or more of shares are against a company’s remuneration report. If the remuneration report receives dissent votes of 25% or more for two straight years, directors could face re-election.
D
Deleted member 118
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Quatrojos
Regular
As Sean (hot?) Hehir stated last year, judge him on results rather than effort. His effort, reflected in his presentation, is lacklustre so I'm not surprised at his lack of results. CEO's should possess a kind of anemometer for economic headwinds. The headwinds were blowing last AGM and Hehir still blustered.
The next Q will more than likely be sour. My only hopes for '23 are Renesas' 2 nodes and Megachips' unknown. We do know that Nintendo's new console won't be out until at least March '24...
buena suerte :-)
BOB Bank of Brainchip
Therealcookiemonster
Member
An NDA is not a way to determine a company's success... Literally every company in this space signs NDAs with each other before they have any conversations, let alone do any business. NDA's usually don't need to be signed by the CEO... so, it's like asking the King how many laws/bills passed in all the commonwealth nations last month... It's an irrelevant figure, but an important document.
NDAs are important, not as a gauge for how many customers you have, but more as a way to protect information. For example, Apple wouldn't want any mobile phone manufacturer/designer to know what's inside their phone until its release to the market. Tech like BRN offers a serious competitive advantage that you wouldn't want your competitors to know about.
Fullmoonfever
Top 20
Don't know what I'm gonna do with all my free time now
Quatrojos
Regular
Use this end for dots...
MadMayHam | 合氣道
Regular
The share price is what took a good rogering today...
AGM basically erased 1 week's gains in a day.
AGM basically erased 1 week's gains in a day.
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GazDix
Regular
I disagree about all who are bagging Sean Hehir right now. Again it is a case of damned if he does and damned if he doesn't.
He looked like the blood drained from his body and his voice was croaky as hell. Was he nervous? Probably, and probably deserved after the last AGM. Roger may have gave him a good rodgering before processings. His delivery was poor but what if his delivery was an all American, everything is great dog and pony show? He would be destroyed by the same commentators who are bagging him now. He was not empathetic? Bollocks. He looked like he was shitting bricks.
For those analysing performances, it is the smooth Viana who I would worry about.
He looked like the blood drained from his body and his voice was croaky as hell. Was he nervous? Probably, and probably deserved after the last AGM. Roger may have gave him a good rodgering before processings. His delivery was poor but what if his delivery was an all American, everything is great dog and pony show? He would be destroyed by the same commentators who are bagging him now. He was not empathetic? Bollocks. He looked like he was shitting bricks.
For those analysing performances, it is the smooth Viana who I would worry about.
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