BRN Discussion Ongoing

Xray1

Regular
I guess the hope is that it's PCIe boards and EAP engagements (that don't require ASX announcements), rather than just outstanding cash from previously declared revenue but who knows.

Still quite a good 4C
IMO, It's very good to see the 4C now in a potentially building upward trend pattern ... maybe even a hockey stick pattern could be forming. IMO, things should also start improving with news coming out from the Co about the formal release of Akida 1500 and Akida Gen 2 if the tech side of things meets the Co's expectations (Peters and Anil's that is.) .... and hopfully even some more new IP's being entered into during this quarter and products being introduced into commercial products with the confirmation of Akida inside notations by certain customers which would further enhance our reputation and aid rapid commercial expansion globally for the Co.
 
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buena suerte :-)

BOB Bank of Brainchip
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Tezza

Regular
Shorters will have to work overtime today
 
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Getupthere

Regular
3rd quarter is going to be interesting 🤔

Remember how quick renesas signed on after the release of the Akd1000
 
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Slade

Top 20
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IloveLamp

Top 20
Great 4c! We're on our way folks.

Would be interesting to see how many public shares are left out there looking at that top 20. .....

The sooner we get rid of the clueless retail investors the better imo (just the clueless ones, not us! :p)

The instos will hodl, liquidity will dry up.................BOOM

Strap in BRNrs, it's about to get wild (over the next few years :LOL:)

As @RobjHunt would say, PANTENE!

Aussie.gif
 
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buena suerte :-)

BOB Bank of Brainchip
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toasty

Regular
A very positive quarterly. We are set up for a big 12 months. BrainChip appear to have the right technology at the right time and are ready to deploy it, now! It has been amazing to watch our CEO and team develop an extensive ecosystem over the last 12 months, while PVDM and his clever engineers extend Akida’s technological capabilities. We are red hot at the moment!! I couldn’t be happier holding BRN shares. I am such a clever dick.
Market doesn't seem to agree.........:p

Seriously though, WTF. Another positive announcement and yet another downward SP movement. Clearly Citi is not satisfied with the number of shares they hold.......... ;):sneaky:
 
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Xray1

Regular
I think and strongly hope that Sean H is being extra very careful these days on what he has to say to keep his creditability intact as CEO:

"The Company is currently experiencing its highest ever level of commercial engagements, the volume and quality of which are improving rapidly as a larger number of customers learn about BrainChip and our 2nd Generation technology which will be available in late Q3."
 
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jk6199

Regular
Not bad 4C, price gets pushed down, my order gets hit lol???

At least the dirty rats are consistent!
 
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Slade

Top 20
Market doesn't seem to agree.........:p

Seriously though, WTF. Another positive announcement and yet another downward SP movement. Clearly Citi is not satisfied with the number of shares they hold.......... ;):sneaky:
I would give the market some time to absorb the announcement.
 
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Damo4

Regular
Not bad 4C, price gets pushed down, my order gets hit lol???

At least the dirty rats are consistent!

Classic ASX bants.
Looks like people wait to be told whether something is good or bad and just react to the colour of the daily change.

We'll see what happens by the end of the day, IMO this was a good 4C with considerably more cash received from customers than expected.
 
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I think and strongly hope that Sean H is being extra very careful these days on what he has to say to keep his creditability intact as CEO:

"The Company is currently experiencing its highest ever level of commercial engagements, the volume and quality of which are improving rapidly as a larger number of customers learn about BrainChip and our 2nd Generation technology which will be available in late Q3."
Late Q3 is less than 2months away..

Let me repeat, Late Q3 is “less than 2 months away.

We are drawing closer to the bottom of the rut. Just one more brief general market retraction this qtr to navigate in my view. Maybe another 7.5-12.5%. I’d be surprised if any one retracement was larger than that. With already 2x 20% retracements in 2020 & 2022, it would be highly unlikely to have another of that size in 2023 historically speaking.
 
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jk6199

Regular
Classic ASX bants.
Looks like people wait to be told whether something is good or bad and just react to the colour of the daily change.

We'll see what happens by the end of the day, IMO this was a good 4C with considerably more cash received from customers than expected.

I know, but the dog is getting sick of me in his house.
 
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Vladsblood

Regular
Late Q3 is less than 2months away..

Let me repeat, Late Q3 is “less than 2 months away.

We are drawing closer to the bottom of the rut. Just one more brief general market retraction this qtr to navigate in my view. Maybe another 7.5-12.5%. I’d be surprised if any one retracement was larger than that. With already 2x 20% retracements in 2020 & 2022, it would be highly unlikely to have another of that size in 2023 historically speaking.
Also this 4C was released at the best time for absorbing its content...At the start of the week!!! Not like other times late Friday.
Shows they are taking note of the AGM 's pointy end from retail shareholders for the first time...Its a good feeling knowing only 2 months maximum now for Akida 2's release...$$$$$ Lets enjoy the start of our rise now folks,as we all deserve it. Vlad.
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
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Slade

Top 20
3rd quarter is going to be interesting 🤔

Remember how quick renesas signed on after the release of the Akd1000
Underrated post. Agree @Getupthere it is going to be an interesting 3rd quarter. Buckle up.
 
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Quiltman

Regular
I’m ashamed to say I’m actually pretty damn happy.
Shorts pushing the SP down such that I’ve been able to get to my target holding for far less than I expected to pay.
The company seems to be getting it’s ecosystem together, SNN architecture is filtering down from boffins to commercial advocates( & BRN is front and centre), BRN gets granted further patents to build the moat, and I’m here until 2027 at a minimum.

This is going to be one hell of a ride !
 
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HopalongPetrovski

I'm Spartacus!
Comforting to see that our BOD and management have followed through on their commitment undertaken at the recent AGM to increase the communication beyond the raw figures in this current 4C.
Much more commentary about the activities conducted during the period in question, except for the makeup of the revenue which we know they are wanting to keep as ambiguous as possible.
Does anyone have any plausible theories about why the Company wants to keep this most interesting factor veiled?
Is it just standard business practice?
Is it because at this early stage of commercialisation they are wanting to keep privileged and protected just what we are charging for our product? Are they embarrassed by the number and so just don't want to draw undue attention to it?
Interested to hear your views on just why they seem to be leaving the matter of the makeup of what the Company is achieving in revenue from period to period so thinly drawn at this time.

FWIW my understanding is that we don't want to "cap" our price at this stage by making it too widely known to potential customers.
We are still in the process of discovery ourselves in both a vast and rapidly evolving field of research and the commercial marketplace, inhabited by both legacy behemoths and nimble new comers, and whilst in this period of flux, we want to keep our cards as close to our chest as possible.
We are still at the stage of introducing our new products to the world and finding out just how useful we actually are.
We are still finding and identifying just who will be our suitors, collaborators and competition.
Whilst it appears atm that our magic bullet applications will be in electric vehicles (energy efficiency and latency issues), drones and spacecraft (untethered learning ability) and perhaps cybersecurity due to our unique architecture with its inherent pattern recognition advantages, our primary and distinctive purpose may not have even been conceived of yet.
Neuromorphic computing is still in its infancy and may develop in strange and unpredictable directions with devices and social outcomes as unknown to us now as the field of digital electronics and its implications were to someone living only 100 years ago.

Anywho, well done to the company for its increased volume and quality of communications and its nice to see that our feedback has been acknowledged and acted upon.
 
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