I have been, and still are very excited about the prospects for BRN on a global scale with what appears to be an unbelievable number applications for the technology. The recent pull-back /correction in SP was inevitable as the valuation became just a little too future focussed.
The correction we are still in, brings certain questions to my mind once more.
Are we likely to see a take-over offer any time soon ? .......... especially at these prices.
I know other companies are desperately trying to enter this market with their own versions of a neuromorphic processor. Some are hitting 'closed locked doors they have their patents denied ( already patented with BRN). At what point do these other entities (even the likes of Elon Musk) just say ....."to hell wth it.......let's just buy the company, the tech, and patents and get a good head start on the chasers." After-all time is of the essence. We are told we currently have an approximate lead to market of 2-3 years. This lead should be worth a fortune. We have the ONLY commercial neuromorphic processor of its kind on the market today...... So, it is no wonder I am surprised there is nobody knocking at the door with a fist full of dollars. Our tech has already been validated by some big players in market and this technology has come at the right time for the next step up in AI and the next generation of commercial and consumer products.
What does everyone else think ? Is a suitor with deep pockets likely ?
Interested to hear your thoughts
Hi Silentio,
It’s my understanding Brainchip is off the market. It is a labour of love for the Founders and there are still exciting times ahead.
I am hopefull the Founders own enough shares to stave off any take over. I certainly do not want that to occur.
The technology is validated. I believe that behind closed doors (EAPs) there is a knowledge there will be enough market share to make the company very profitable. I believe despite the current SP Brainchip is in a very strong position.
Why would PVDM etc work so hard to be winning the race only to sell before he gets to enjoy the podium finish!
The shareprice has nothing to do with the fundementals which I believe are strong. For example Valeo has stated they intend to make 3 Billion sensors over the next five years. If I am right and Brainchip is part of those sensors then that enough in itself to be very profitable.
NANOSE is still to come to fruition. That will be massive.
Defence will be massive.
Then there is Mercedes Benz (who is working with Valeo).
The company has so many opportunities (stated to have up to 15 EAPS) to be very profitable it is laughable to consider selling due to a depressed share price.
As I’ve stated before, the only variables are the time and how much of the market share Brainchip can get.
I cannot see any reason why Brainchip would sell out at this time.
I am organising my finances to buy more because I see this as an opportunity.
Peace