BRN Discussion Ongoing
- Thread starter TechGirl
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GazDix
Regular
Hi all, seeing the top 20 is out, here is a breakdown again of the changes from the last quarterly from late April with my little analysis.
Very interesting changes including Warbont nominees who have blasted into the top 20 out of nowhere.
1. Citi down 3.6 million shares
2. PVDM (founder) - same
3. Merril - down about 200k.
4. BNP - up 3.2 million (these guys have added 8 million shares all together in the last two quarterlies. They believe it seems).
5. HSBC Australia - up 2.1 million.
6. JP Morgan - up 7.8 million. They really bought this dip.
7. BNP (2) - up 2.5 million.
8. HSBC (2) - up 300k.
9. LDA - same.
10. 12. BNP (3) up about 450k
11. National Nom - down 2.6 million
12. Warbont Nominees (new) unknown (massive accumulation to get from outside top 20 to 12 anyway). Could have bought 3 million or upwards.
13. Osserian Fam - (same)
14. Coss - down 75k.
15. Paul (retail) - same.
16. 18. Certane - down 9 million (they really sold down).
17. Lou Di Nardo (former CEO) - same.
18. Jeff (retail) - same.
19. Dave (retail) - same.
20. Superhero - added about 100k.
Retail and owners have all held. Oss fam sold a small amount so won't include them. Instos added 16.5 million shares (not including the new entry which will be 3 million shares upwards and sold 15.4, so net postive of 4 million shares +.
More importantly, out of the top 10, 2 instos sold down and 6 instos added shares. Very promising. I guess some were out to buy the dip.
Will look into Warbont nominees now. They really believe after blasting in the top 20 out of nowhere.
Cheers all,
Very interesting changes including Warbont nominees who have blasted into the top 20 out of nowhere.
1. Citi down 3.6 million shares
2. PVDM (founder) - same
3. Merril - down about 200k.
4. BNP - up 3.2 million (these guys have added 8 million shares all together in the last two quarterlies. They believe it seems).
5. HSBC Australia - up 2.1 million.
6. JP Morgan - up 7.8 million. They really bought this dip.
7. BNP (2) - up 2.5 million.
8. HSBC (2) - up 300k.
9. LDA - same.
10. 12. BNP (3) up about 450k
11. National Nom - down 2.6 million
12. Warbont Nominees (new) unknown (massive accumulation to get from outside top 20 to 12 anyway). Could have bought 3 million or upwards.
13. Osserian Fam - (same)
14. Coss - down 75k.
15. Paul (retail) - same.
16. 18. Certane - down 9 million (they really sold down).
17. Lou Di Nardo (former CEO) - same.
18. Jeff (retail) - same.
19. Dave (retail) - same.
20. Superhero - added about 100k.
Retail and owners have all held. Oss fam sold a small amount so won't include them. Instos added 16.5 million shares (not including the new entry which will be 3 million shares upwards and sold 15.4, so net postive of 4 million shares +.
More importantly, out of the top 10, 2 instos sold down and 6 instos added shares. Very promising. I guess some were out to buy the dip.
Will look into Warbont nominees now. They really believe after blasting in the top 20 out of nowhere.
Cheers all,
Cardpro....
The Pope
Regular
No photos please. Thanks in advance
Fullmoonfever
Top 20
Quite possibly the below?
UBS Securities Australia is a wholly owned subsidiary of UBS AG, and is a related company of UBS Nominees Pty Ltd (ABN 32 001 450 522) and Warbont Nominees Pty Ltd (ABN 19 003 943 799).
UBS Securities Australia uses the nominee services provided by Warbont Nominees Pty Ltd ("Warbont Nominees"), during the transitional settlement period, in accordance with the Market Integrity Rules on behalf of clients of UBS Securities Australia.
The Market Integrity Rules require that all financial products being held for a client during this period may only be registered under a nominee company. Warbont Nominees is the company that has been established to hold these financial products on your behalf in accordance with the Market Integrity Rules. These services are conducted under the Australian Financial Services Licence of UBS Securities Australia and UBS Securities Australia is responsible for the conduct of Warbont Nominees in respect of those services. Warbont Nominees is a wholly owned subsidiary of UBS Securities Australia.
cassip
Regular
quite interesting joint venture partners, aren`t they?
group.softbank
SoftBank Group and Symbotic Establish New Warehouse-as-a-Service Joint Venture To Transform Supply Chain Services Through Automation and A.I. | SoftBank Group Corp.
SoftBank Group Corp. (TSE: 9984, “SoftBank”) and Symbotic Inc. (Nasdaq: SYM), a leader in A.I.-powered automation technology for the supply chain, today announced the establishment of GreenBox Systems LLC (“GreenBox”), a new joint venture to address the more than $500 billion annual...
Fullmoonfever
Top 20
Townyj
Ermahgerd
I never looked into BNP Paribas.. but i find it very interesting now as they are from France with HQ in Paris. *Cough* i wonder if Valeo are a part of this..?? Hmmmm.
*EDIT* well well well.. this is very interesting.
BNP Paribas - Wikipedia
More Info here that they deal with each other often... Soooo this is looking mighty fine tbh!
Valeo’s drive to clean mobility with first sustainability-linked bond - Global Markets
Valeo’s debut €700m sustainability-linked bond (SLB) signals the wider automotive sector is serious about transitioning to sustainable, low carbon mobility.
globalmarkets.cib.bnpparibas
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Bravo
If ARM was an arm, BRN would be its biceps💪!
I never looked into BNP Paribas.. but i find it very interesting now as they are from France with HQ in Paris. *Cough* i wonder if Valeo are a part of this..?? Hmmmm.
*EDIT* well well well.. this is very interesting.
BNP Paribas - Wikipedia
en.wikipedia.org
View attachment 40653
More Info here that they deal with each other often... Soooo this is looking mighty fine tbh!
Valeo’s drive to clean mobility with first sustainability-linked bond - Global Markets
Valeo’s debut €700m sustainability-linked bond (SLB) signals the wider automotive sector is serious about transitioning to sustainable, low carbon mobility.
Sam
Nothing changes if nothing changes
Let’s watch this space!!
On another side issue that was raised in this Quarterly Activities Report that bug's me a bit is that being this statement :
" On 23 May, BrainChip held its Annual General Meeting in Sydney, Australia. The Company is addressing issues raised by shareholders at the meeting and will engage with key external stakeholders, including proxy advisors and institutional investors, to ensure its remuneration policies are better understood ahead of the AGM in 2024."
IMO, to resolve the issue as quickly and amicably as possible: " to ensure its remuneration policies are better understood ahead of the AGM in 2024." All the Co needs to do imo is to show substantiated sales contracts / IP agreements and positive financial revenue stream progression to s/holders so as to justify their ongoing wages and entitlements.
" On 23 May, BrainChip held its Annual General Meeting in Sydney, Australia. The Company is addressing issues raised by shareholders at the meeting and will engage with key external stakeholders, including proxy advisors and institutional investors, to ensure its remuneration policies are better understood ahead of the AGM in 2024."
IMO, to resolve the issue as quickly and amicably as possible: " to ensure its remuneration policies are better understood ahead of the AGM in 2024." All the Co needs to do imo is to show substantiated sales contracts / IP agreements and positive financial revenue stream progression to s/holders so as to justify their ongoing wages and entitlements.
Cartagena
Regular
Very good to see many large buyers including JP. Seems like they are accumulating at all levels when the retail freak out and sell.
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cosors
👀
Thanks for the post DB,
My favourite takeaway was the above!
If you're betting against Brainchip, you would be playing with fire. whether or not the 'extremely substantial' is at the forefront or dormant...
The only reason other than stupidity for shorting is the Shorters are relying on history and what's proven today, but tomorrow that'll change.Tik tok motherf***ers.
weren't we a meme stock?
let them burn
Quiltman
Regular
What a morning here in Hanmer Springs !
Just re-read the quarterly, always look to the first few paragraphs to get the gist of what is to come and what is exciting the author.
I missed this yesterday
“Are taking the unique benefits of Akida technology into both standard products as well as defining cutting edge new solutions “
This reads to me that our tech is finding a role in customer and partner current products, and upcoming new releases from them may well feature some level of Akida implementation .
Shorters may feel safe that they have time in hand when referencing “cutting edge future solutions”, which has been the go to for the last few years, but standard products …. Hmmmm
Just re-read the quarterly, always look to the first few paragraphs to get the gist of what is to come and what is exciting the author.
I missed this yesterday
“Are taking the unique benefits of Akida technology into both standard products as well as defining cutting edge new solutions “
This reads to me that our tech is finding a role in customer and partner current products, and upcoming new releases from them may well feature some level of Akida implementation .
Shorters may feel safe that they have time in hand when referencing “cutting edge future solutions”, which has been the go to for the last few years, but standard products …. Hmmmm
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Tothemoon24
Top 20
BrainChip’s Rise: Harnessing Intellectual Property for Skyrocketing Valuations
Explore how BrainChip Holdings Ltd's rise in the stock market underscores the crucial role of intellectual property in business valuation. Learn why a robust patent portfolio can signal a company's innovative potential, boost its stock price, and drive growth in today's competitive tech landscape.
This is not an isolated incident where patents have catalyzed investment. Recall the late 90s technology boom when Microsoft’s stock price skyrocketed 900% due significantly to their rapidly expanding patent portfolio. It propelled them to a leadership position in tech innovation. Similarly, in the early 2010s, ‘smartphone patent wars’ between giants like Apple and Samsung highlighted the crucial role of IP rights. These instances validate that a robust patent portfolio can be a substantial factor in determining a company’s valuation.
Frangipani
Regular
Obviously someone working in the IP consulting business will emphasise the importance of intellectual property and patents for a company’s business growth in general, but just look what company the author of the following article picked to illustrate what he is saying:
www.ipcg.com
Published On - July 24, 2023
Seth Cronin
In the frenetic world of the stock market, investors and businesses are increasingly finding value not just in the tangible, but also in the intangible. BrainChip Holdings Ltd (BRN.AX), an Australian AI chipmaker, serves as a testament to the significant influence of intellectual property (IP) on the market.
After receiving a US patent grant for one of its revolutionary neuromorphic processors, BrainChip experienced a surge in shares by nearly 11%. This boon brought the company to its highest level since mid-June, outperforming all others on the ASX 200 benchmark index.
What does this phenomenon signify? It underscores the immense value of patents in demonstrating a company’s innovative potential and capacity for disruption. BrainChip’s 17 issued patents and about 30 pending applications worldwide present a compelling signal to investors of the company’s dedication to pioneering technology and promising prospects in the fiercely competitive AI industry.
This is not an isolated incident where patents have catalyzed investment. Recall the late 90s technology boom when Microsoft’s stock price skyrocketed 900% due significantly to their rapidly expanding patent portfolio. It propelled them to a leadership position in tech innovation. Similarly, in the early 2010s, ‘smartphone patent wars’ between giants like Apple and Samsung highlighted the crucial role of IP rights. These instances validate that a robust patent portfolio can be a substantial factor in determining a company’s valuation.
What should companies eyeing an IPO draw from this? The worth of your patents could be equally, if not more, important than the value of your physical assets. Developing an IP portfolio sends a robust signal to the market about your company’s innovative potential, leading to an enhanced stock price and company valuation.
For businesses eager to accelerate the patent application process, the USPTO’s Track One program is a viable option. This program fast-tracks the examination process for non-provisional utility or plant patent applications, enabling faster patent grants.
The secret is out. A strong IP portfolio is indispensable in influencing business valuations. Companies preparing for an IPO should prioritize their patent applications and make use of the Track One filing when possible. As BrainChip and other successful tech innovators have proven, the rewards can be considerable, marked by substantial capital influx from public and private investment rounds.
So it’s time to shift gears, where intellectual property becomes the driving force of business growth. Secure your patents, build your portfolio, and showcase your innovations to the world. In this marketplace of ideas, those with patents pave the way to the future.
About ipCG:
ipCapital Group (ipCG) is an intellectual property (IP) and innovation consulting firm, serving clients since 1998.
BrainChip’s Rise: Harnessing Intellectual Property for Skyrocketing Valuations
Explore how BrainChip Holdings Ltd's rise in the stock market underscores the crucial role of intellectual property in business valuation. Learn why a robust patent portfolio can signal a company's innovative potential, boost its stock price, and drive growth in today's competitive tech landscape.
BrainChip’s Rise: Harnessing Intellectual Property for Skyrocketing Valuations
Published On - July 24, 2023
Seth Cronin
In the frenetic world of the stock market, investors and businesses are increasingly finding value not just in the tangible, but also in the intangible. BrainChip Holdings Ltd (BRN.AX), an Australian AI chipmaker, serves as a testament to the significant influence of intellectual property (IP) on the market.
After receiving a US patent grant for one of its revolutionary neuromorphic processors, BrainChip experienced a surge in shares by nearly 11%. This boon brought the company to its highest level since mid-June, outperforming all others on the ASX 200 benchmark index.
What does this phenomenon signify? It underscores the immense value of patents in demonstrating a company’s innovative potential and capacity for disruption. BrainChip’s 17 issued patents and about 30 pending applications worldwide present a compelling signal to investors of the company’s dedication to pioneering technology and promising prospects in the fiercely competitive AI industry.
This is not an isolated incident where patents have catalyzed investment. Recall the late 90s technology boom when Microsoft’s stock price skyrocketed 900% due significantly to their rapidly expanding patent portfolio. It propelled them to a leadership position in tech innovation. Similarly, in the early 2010s, ‘smartphone patent wars’ between giants like Apple and Samsung highlighted the crucial role of IP rights. These instances validate that a robust patent portfolio can be a substantial factor in determining a company’s valuation.
What should companies eyeing an IPO draw from this? The worth of your patents could be equally, if not more, important than the value of your physical assets. Developing an IP portfolio sends a robust signal to the market about your company’s innovative potential, leading to an enhanced stock price and company valuation.
For businesses eager to accelerate the patent application process, the USPTO’s Track One program is a viable option. This program fast-tracks the examination process for non-provisional utility or plant patent applications, enabling faster patent grants.
The secret is out. A strong IP portfolio is indispensable in influencing business valuations. Companies preparing for an IPO should prioritize their patent applications and make use of the Track One filing when possible. As BrainChip and other successful tech innovators have proven, the rewards can be considerable, marked by substantial capital influx from public and private investment rounds.
So it’s time to shift gears, where intellectual property becomes the driving force of business growth. Secure your patents, build your portfolio, and showcase your innovations to the world. In this marketplace of ideas, those with patents pave the way to the future.
About ipCG:
ipCapital Group (ipCG) is an intellectual property (IP) and innovation consulting firm, serving clients since 1998.
Boab
I wish I could paint like Vincent
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