BRN Discussion Ongoing

[Dozzaman1977]

Another great partnership announced today...
Hopefully its a successful partnership that can bring in some revenue in the future years.

"It is what it is "

 

[Bravo]

Can anyone spot me some money? A short term interest free loan?

 

[wilzy123]

Can anyone spot me some money? A short term interest free loan?

Yep

 

[Boab]

Good Morning,

Is anyone concerned about the Superannuation changes that might get passed come 1 July 2025 in respect to the Unrealised Capital Gains tax? I know I am concerned. With the possibility of the share prices increasing over time (BRN) There is the potential for huge gains to be made. This tax really does take the sweetener of $$ made within Super.

Regards

And will they pay it back the next year if the price falls.
This is dumb.
Now back to BRN

 

[Damo4]

Great partnership = great effort required to wait for the SP to stop dropping.
Might have to put myself on a BetStop-esque self-exclusion program from looking at the price.

Eagerly awaiting more news regarding AKD1500 adoption and AKD2000 release

 

[Mea culpa]

Can anyone spot me some money? A short term interest free loan

Not a problem Bravo although it won't be much. I'm a bit skint having made a small addition to the holdings. Can come over and help prep the hot tub tho’ and I’ll chat to Esq. to see if he’ll put together a playlist for the music machine. Least I can do for all your work.

 

[Cartagena]

Great partnership = great effort required to wait for the SP to stop dropping.
Might have to put myself on a BetStop-esque self-exclusion program from looking at the price.

Eagerly awaiting more news regarding AKD1500 adoption and AKD2000 release

Yep all stocks in the green today except BRN... another day in paradise. Also one of my friends who wrote to IR received a reply back from his letter not sure if should post here, will check if I can post the main parts...

 

[SERA2g]

Food for thought!

View attachment 43244

Learning 🏖

Looking forward to akida chips being in Tetley's teabags, performing inference at the extreme edge, untethered from the cloud at ultra low power, to let me know when my partner's optimal brew / taste preference has been achieved for that perfect cuppa, every single time.

WIth one shot and on-device learning,, I expect each tea box to learn and understand the preference after that first cuppa. Repeatable and consistent for the remaining 99 tea bags per box.

Man, life is good! My upcoming marriage has been saved.

 

[Boab]

Question for those that have experience in reading the financials
After the large half yearly spend how many quarters do we now have left in the kitty to keep operating before we need to do another SP dilution sorry I mean Capital raise??
We need to get to break even pretty quickly but that may still be some time away.
Regards to all.

 

[Bravo]

Not a problem Bravo although it won't be much. I'm a bit skint having made a small addition to the holdings. Can come over and help prep the hot tub tho’ and I’ll chat to Esq. to see if he’ll put together a playlist for the music machine. Least I can do for all your work.

Thanks @Mea culpa! That's so generous of you! And what better way to distract ourselves from incessantly looking at the SP than to be immersed in cleaning all of the caked-on grime, body oil and bacterial microbes out of the ol' hot tub-a-roo?

Perhaps we should extend an invite to @Damo4 as well because he seems to be going a little troppo too.

PS: Don't forget to bring your rubber gloves.

 

[IloveLamp]

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community.arm.com

 

[SharesForBrekky]

Here is a really good article about India becoming the next Superpower, and the relevance of Brainchip's ever increasing significant connections with India:

The U.S.–India Relationship Is Key to the Future of Tech

As the U.S. becomes more concerned about China, its relationship with India will become more important. This is particularly true in terms of technology. Both countries need to invest in creating a technology corridor between the two countries. That means removing trade barriers, but it also...

hbr.org

Some really good points in the article being raised, such as:

"And as the United States’ concerns about China grow, India shines as a promising alternative in supply chains, innovation hubs, and joint-ventures. As the world’s largest democracy with an increasingly open economy and a strong technology sector, it has the potential to operate at scale."

"Trade relations with the United States are important at $100 billion a year but trade with neighboring China is double that. So, India will continue to trade actively with China as will the United States. But when it comes to technology, a sector in which clear decoupling has begun, India must choose which partner it wants to prioritize."

"But by collaborating with American companies and encouraging reciprocal cycles of innovation, more Indian companies can become genuine technological leaders, developing original intellectual property with its deep wells of talent. American companies must shift their perception of Indian companies from one of outsourcing to one of radical collaboration."

 

[Mea culpa]

Thanks @Mea culpa! That's so generous of you! And what better way to distract ourselves from incessantly looking at the SP than to be immersed in cleaning all of the caked-on grime, body oil and bacterial microbes out of the ol' hot tub-a-roo?

Perhaps we should extend an invite to @Damo4 as well because he seems to be going a little troppo too.

View attachment 43260

PS: Don't forget to bring your rubber gloves.

Oh dear, my minds aghast at what perilous body fluid substances may be found. May need a super strength hospital grade antiseptic and a full body protection suit. Yeah, we can drag Damo along but there’s one or two purporting to be SH’s need not bother with.

 

[GingerRogers]

Does anyone else get the feeling there's going to be a lot more happening soon now this has been announced.
One of these might just be a contract signing instead of a partnership.

Not really. Takes a long time from product design to product sale.

 

[Damo4]

Thanks @Mea culpa! That's so generous of you! And what better way to distract ourselves from incessantly looking at the SP than to be immersed in cleaning all of the caked-on grime, body oil and bacterial microbes out of the ol' hot tub-a-roo?

Perhaps we should extend an invite to @Damo4 as well because he seems to be going a little troppo too.

View attachment 43260

PS: Don't forget to bring your rubber gloves.

Oh dear, my minds aghast at what perilous body fluid substances may be found. May need a super strength hospital grade antiseptic and a full body protection suit. Yeah, we can drag Damo along but there’s one or two purporting to be SH’s need not bother with.

Might have to clock in some time at the range tonight to cope ahahah

 

[robsmark]

Not really. Takes a long time from product design to product sale.

That doesn’t mean that a material contract won’t be signed - looks at Renesas and Megachips… neither of these companies had a product developed before they signed a deal.

 

[Getupthere]

Interesting week ahead.

2.0 to be officially released.

Will Brn stay or get kicked out of the asx200 this Friday?

 

[Labsy]

I have noticed that my last couple purchases have been as a result of after market sell off. I suspect this is done in an attempt to remove or reduce the list of buyers at the end of days price. Anyone else notice similar action?

 

[Pappagallo]

That doesn’t mean that a material contract won’t be signed - looks at Renesas and Megachips… neither of these companies had a product developed before they signed a deal.

I can’t wait until these products hit the market, not only for the royalties of course but also the knock on effect. If they can deliver products with significant competitive advantages (on the back of Akida) people are gonna ask how they’re doing it and investigate the possibility of doing it themselves.

 

[Schnitzel lover]

When we discuss and hear about partners of BRN that are announced as integrating the Akida technology into their offerings, can we safely say that some of these newly announced partners already are part of sub-licensing through Megachips? Or are they working with Renesas to build products?

There seems to be a disconnect between the excitement of such partnerships for us shareholders, whether they are or intend to be Akida IP license holders, whether they use third-party chipmakers to produce their desired products, and the point of which these partners' are in their product development cycles.

Eg. "By partnering with BrainChip and implementing Akida technology into medical and industrial solutions, we are able to deliver innovative solutions at a faster time to market than otherwise possible.”

What is a faster time to market? 6months, 1yr, 2yrs, 5yrs?

As much as BRN cannot break their NDAs and need to be highly discreet, I think some sort of communication as to how advanced some of these development cycles are would be reassuring. It is what I believe affects the issues surrounding the polarities of BRN's market valuation, from one of the potential next big 5, to currently, 'the boy who cried wolf'. It encourages an 'all-or-nothing' approach to investing as a shareholder, and why wonderful contributors such as FF are pilloried and bullied out of the public view, despite their tiresome research.