BRN Discussion Ongoing

[Pappagallo]

We were told revenue was coming late last year.

They only possible way of getting revenue was through renesas, then we find out that they haven’t even taped out yet.

Or selling licences, which did happen via MegaChips in the middle of the year.

It’s clear that things are happening slower than expected but it’s a very big jump to suggest that we’ve been intentionally deceived and that there’s a mole feeding info to short sellers.

 

[rgupta]

Each license is $1 mill. It's been stated that royalties will be 3-5 times that. So 100 X 6 is $600 mill. 90 percent profit margins. $540 million.

That's what I would be hopeful of when I invested in Brainchip.

$540 mill X 30 is give or take a $16 billion market cap. $8 ish a share (very rough numbers).

Thats the type of return I was hopeful for when I first invested. Looking a long way off at they moment.

If brn can sell 100 IP licences in a year at this stage brn will 100% become most expensive company on asx with a market cap of more than 160 billion than 16 billion.
We are short of 1 or 2 IP licences at this time but we can fill that gap quickly. It will take at least 4-5 years for brn to sell 100 licences.
It is a very new technology and no product is still available inarket even after signing out 1st licence 2 and half years ago.
If technology can run at your pace then you will want brn to apple in 5 years!!!
Definitely if you want to see that many IP licences that soon you will remain frustrated for at least 5 years. It is better to sell at your turn and have a nice sleep.

 

[robsmark]

Not at all. Sean stated royalties would be 3-5 times the license fee.

I don’t think anyone can state that given that sits with the success of the customers product. Way to many variables here.

 

[Getupthere]

What on earth are you talking about lol. Do you even understand what you are saying?

Everyone was laughing at the shorters when they were loading up late year.

Everyone was saying that they will get burnt, they kept on shorting more.

Who in their right mind would be shorting so aggressively after the Mercedes Benz announcement.

Are you telling me that the shorters
Had the same information as us share holders?

Head in the sand.

 

[wilzy123]

Everyone was laughing at the shorters when they were loading up late year.

Everyone was saying that they will get burnt, they kept on shorting more.

Who in their right mind would be shorting so aggressively after the Mercedes Benz announcement.

Are you telling me that the shorters
Had the same information as us share holders?

Head in the sand.

Are you putting words in my mouth to make the garbage you are posting sound better in your own eyes?

Who are you kidding?

Give it a rest champ

Great post!!!!!!!

 

[Diogenese]

Well, I have to say I’m pretty bl@@dy disappointed with the way we are progressing. Lots of positive chatter on these threads but the reality is we are sub 35 cents and will likely continue to fall. Imo the next 4c will be another disaster so sub 20 cents before September is a possibility imo. I hate to think where we could be in 12 months… 🫣

Come on Sean…prove me wrong!

Anyway, now I got that off my chest, have a great weekend all!

Glad you're inside the tent, Lex, but the tent flap is behind you.

 

[alwaysgreen]

I don’t think anyone can state that given that sits with the success of the customers product. Way to many variables here.

You've changed lol

The figures don't exist that's why you can't or won't provide them. You're full of it. Toodle-oo Mr Alwaysvictim

Go to 12 minutes. 3-5 x the license cost in revenue generation. Maybe you should do some more research in the companies you invest in rather than blindly listening your mates.

How much have been paid so far for licenses? So the licenses so far will only generate, 3-5 times the amount we have received to date. Ill let you do the work on this one mate.



There you go, I did your job for you Toodle-ooooooooo.

 

[alwaysgreen]

The figures don't exist that's why you can't or won't provide them. You're full of it. Toodle-oo Mr Alwaysvictim

Maybe you should work out how many licenses we need to sell to reach the numbers you've touted in the past.... I dare say its a lot more than 100's. Toodle-oooooo

 

[Deleted member 118]

Everyone was laughing at the shorters when they were loading up late year.

Everyone was saying that they will get burnt, they kept on shorting more.

Who in their right mind would be shorting so aggressively after the Mercedes Benz announcement.

Are you telling me that the shorters
Had the same information as us share holders?

Head in the sand.

The shorters have been doing similar for a long time, so I guess they are right and especially with BRN

 

[DerAktienDude]

LMAO...

You waddle in to push your usual narrative then frame it as something that you needed to get off your chest.

Ok.

GREAT POST!!!!!!!

Why the laughter?
We know that we won't receive any meaningful revenue for a year or so. Cash burn is excessive, so a capital raise doesn't seem that far off, and I wouldn't be surprised if we eventually arrive at zones below 10 cts.
First revenue was supposed to come somewhere in 2022 now it's supposed to be late 2024, probably 2025

 

[alwaysgreen]

Where is the official asx statement? The company has never released forecasts on revenue or IP agreements and they were very clear at the AGM as to why they don't.

So we shouldn't listen to the CEO? I've heard it all now.

I give you the information you question and you are still in denial!

 

[Getupthere]

The shorters have been doing similar for a long time, so I guess they are right and especially with BRN

Yeah…yeah….yeah.

You think they buy over 100 million shorts on a 50/50 bet?

Especially after what the share price did after Mercedes announcement.

Head in the sand
Wake up to the real world.

 

[robsmark]

You've changed lol



Go to 12 minutes. 3-5 x the license cost in revenue generation. Maybe you should do some more research in the companies you invest in rather than blindly listening your mates.

How much have been paid so far for licenses? So the licenses so far will only generate, 3-5 times the amount we have received to date. Ill let you do the work on this one mate.



There you go, I did your job for you Toodle-dumb.

I get your frustration mate, I really do.

 

[Deleted member 118]

Yeah…yeah….yeah.

You think they buy over 100 million shorts on a 50/50 bet?

Especially after what the share price did after Mercedes announcement.

Head in sand
Wake up to the real world.

 

[alwaysgreen]

Go back through my comments Mr Alwaysvictim and you'll see I asked several times for the figures published by the company you have failed to provide them.

This was your exact comment:

"Show me the figures that were provided by the company to back up your claim. It's not my job to back up your statement"

"provided" was your exact wording, not "published". Is Sean not part of our company?? He's only the CEO!

Keep going with the name calling though. It's quite endearing.

 

[IloveLamp]

Please explain how you come to that conclusion? My post regarding revenue is based on comments from management. Please tell me how we will hit $600 million revenue from the companies we are involved with?

Yeah nah. DYOR