BRN Discussion Ongoing

[Cardpro]

Far out... new low... I don't think we've been this low for years... of course asx doesn't issue speeding ticket when we free fall...

 

[Diogenese]

Big call unless you can see for sure what’s happening behind the closed NDA doors! Know something or just grumpy that you can’t retire yet off the back of your investment in a highly speculative stock?

Hi Sid,

I don't see BRN as highly speculative. If you look at it in JORC terms, its prospects would be better understood:
BRN needs to release information in JORC format for the ASX punters to be able to understand it.

ARM - highly prospective joint development - diamond drill results: numerous high grade strikes open at depth and on N-S and E-W laterals.

Valeo - long established boutique joint development - possible offtake agreement by Q1 24

Renesas - offtake agreement signed - established refining plant being adapted for production CY23.

MegaChips - offtake agreement signed - specialized production plant adaptations designed - production in offing.

Prophesee - boutique JD - assay results 100% gold

VVDN - expedited JD announcement - production "imminent"

TATA Elxsi - recent JD with several high grade veins.

Mercedes - prestige customer with compelling use case

NASA - prestige customer with compelling use case

...

 

[Sam]

View attachment 45214


And you wonder why?

Wait for the curve up though!!

Not financial advice!

 

[rgupta]

Crazy as hell. But still management have no clue. Shorters played there game and escape and we holders keep on talking.
One of the worst you can see, sometimes I question management capabilities and honesty with in myself.
Dyor

 

[perceptron]

Looking forward to the final specifications of the akida ai edge box. As our CEO stated, it will be a game changer. Inspecting the other ai edge boxes offered by vvdn, I am sure the power the consumption of akida will be much less.

 

[SiDEvans]

Hi Sid,

I don't see BRN as highly speculative. If you look at it in JORC terms, its prospects would be better understood:
BRN needs to release information in JORC format for the ASX punters to be able to understand it.

ARM - highly prospective joint development - diamond drill results: numerous high grade strikes open at depth and on N-S and E-W laterals.

Valeo - long established boutique joint development - possible offtake agreement by Q1 24

Renesas - offtake agreement signed - established refining plant being adapted for production CY23.

MegaChips - offtake agreement signed - specialized production plant adaptations designed - production in offing.

Prophesee - boutique JD - assay results 100% gold

VVDN - expedited JD announcement - production "imminent"

TATA Elxsi - recent JD with several high grade veins.

Mercedes - prestige customer with compelling use case

NASA - prestige customer with compelling use case

...

It is speculative. The speculation is derisked by all the things you have listed above but its speculative non the less. Will be until we see some commercial traction front and centre rather than behind closed doors. I believe (or speculate) this will happen.

 

[Rise from the ashes]

This is great I couldn't be happier.
Bliss bliss floss hopefully it stays this great for the rest of the year. Followed by another 7 years of being range bound at these current prices.

 

[DK6161]

Wow! What an interesting week.
Looking forward to another 30% drop next week to close out the month.
Anyone keen to organise a 10 cent piss up? Have been bottling my tears all week. Will have to drink that because I am sure am broke AF to but a drink!
Thanks all

 

[KKFoo]

Looking forward to the final specifications of the akida ai edge box. As our CEO stated, it will be a game changer. Inspecting the other ai edge boxes offered by vvdn, I am sure the power the consumption of akida will be much less.

I tried to look for the selling prices of VVDN edge AI box using AMD Xilinx, Qualcomm QCS610 and Nvidia Xavier but cannot find the unit price anywhere. Anybody has any idea where to look? I thought they are already available for sale..

 

[Rise from the ashes]

I tried to look for the selling prices of VVDN edge AI box using AMD Xilinx, Qualcomm QCS610 and Nvidia Xavier but cannot find the unit price anywhere. Anybody has any idea where to look? I thought they are already available for sale..

Available later this year

 

[Straw]

I tried to look for the selling prices of VVDN edge AI box using AMD Xilinx, Qualcomm QCS610 and Nvidia Xavier but cannot find the unit price anywhere. Anybody has any idea where to look? I thought they are already available for sale..

From the media release:
'The Edge box will be available for presale from BrainChip and VVDN later this year.'

 

[Straw]

I tried to look for the selling prices of VVDN edge AI box using AMD Xilinx, Qualcomm QCS610 and Nvidia Xavier but cannot find the unit price anywhere. Anybody has any idea where to look? I thought they are already available for sale..

Can I ask respectfully why you thought they were already available for sale?

 

[Rise from the ashes]

Can I ask respectfully why you thought they were already available for sale?

I think someone here mentioned it was already for sale and a few just ran with that.

 

[Gemmax]

AMD takes AI inferencing to space with Versal chip — VentureBeat

You can get further out on the edge than space. And that’s where the AMD Versal AI Edge chip is headed, said Advanced Micro Devices.

apple.news

 

[DerAktienDude]

Let's enjoy the weekend and start praying from Monday on that they'll release the second gen in time.
Obviously, it won't have any effect on the share price in the short term, but I remain faithful, when released, that the tech is too good to fail.
Input from these companies listed online in the development process will be the main driver from having a product superior in a theoretical point of view into an actual superior product for real life applications.
Have a good weekend, guys and gals.

 

[BaconLover]

Available later this year View attachment 45238

I assume KKFoo is talking about the other edge boxes (AMD Xilinx, Qualcomm QCS610 and Nvidia Xavier) that is already (?) for sale via VVDN?

I was just talking about this to another shareholder. If we know what prices these are going for, and how many VVDN is selling per year then we have a ballpark figure of what to expect?

It's a good question, I checked VVDN s website yesterday and some of their partners too, but apart from accounting numbers, no actual sales figures that I could see.

 

[Humble Genius]

Can I ask respectfully why you thought they were already available for sale?

VVDN already have Nvidia Jetson AI boxes available:

VVDN-EDBX-JXN Edge AI Box Powered by NVIDIA® Jetson Xavier NX™ Module

VVDN-EDBX-JXN Edge AI Box includes a power-efficient, compact NVIDIA® Jetson Xavier NX™ Module and a custom carrier board developed by VVDN for edge applications

www.vvdntech.com

and this is the closest I could find for something showing a price.....

VVDN edge AI box - Google Shopping

www.google.com

 

[Diogenese]

It is speculative. The speculation is derisked by all the things you have listed above but its speculative non the less. Will be until we see some commercial traction front and centre rather than behind closed doors. I believe (or speculate) this will happen.

Hi SiD,

I usually try to avoid semantic discussions, but I think this is an important discussion to have.

The term you used was "highly speculative". You've now tactically withdrawn to the more defensible "speculative" position.

Certainly dot-joining is speculation, but we have substantial links as well.

The technology is proven, so it is not speculative, so I guess the speculation is about whether there is a market which BRN can exploit profitably.

We have take-off orders from Renesas, MegaChips and VVDN. All that is speculative here is the tons of production and price per kg of Akida.

We know that Akida 1 blew the socks of a number of EAPs (Mercedes, Prophesee, nViso, ...), and that we have a sweet spot for lidar (Valeo). Whether or not they bite is, to different degrees, speculative, but is there anything better on the horizon?

We know that some EAPs have postponed final assessment, not because Akida 1 was a dud, but because Akida 2 with TeNNs and ViT is remarkably better. If Akida 1 had not passed muster or been shown to be hot air, would they have wasted their time assessing Akida 2? (Rhetorical rather than speculation).

We also know that for some potential applications some customers have found that existing solutions are "good enuf" for present purposes. In time, some of them may come to recognize what additional benefits Akida opens up for them (Small "s" speculation).

As to financial attractiveness, we have seen the Nvidia/Akida price/performance comparison. Nvidia may win a few on brand recognition, but ...

... and let's not forget that the lead time can be up to 4 years before a product hits the market .

I do not classify BRN as speculative, much less highly speculative, so I guess my speculatometer has a higher threshold than yours.

I'm sure we can agree to disagree at the $2 party early next year.

 

[Mccabe84]

Surely they wouldn’t put that much into marketing 2.0 if none of these companies weren’t going to use it and it was a flop. My only concern/doubt is why the former head of WW sales left.. I think 2.0 will be announced on Friday to cover another bad 4C.

 

[GazDix]

I'll just put this here:

https://www.asx.com.au/documents/public-consultations/transparency_of_short_selling_and_securities_lending.pdf

and this from page 7 of the above keeping in mind this is after the GFC in 2008:

Edit: the quote relates to suggested changes to the reporting system just so it's not too out of context. Suggest reading the whole thing.

"Collecting real-time data on short selling transactions will be important for market regulators (ASIC)
and supervisors (ASX) in tracing covered short selling activity. ASX would be in a position to publish
an aggregation of such data by the next trading day. ASX is aware that some fund managers have
questioned whether even aggregated data that does not reveal the identity of a broker’s clients may, if
published with little time lag, provide commercially sensitive information on trading strategies that other
market users may exploit."

Lmao, they are worried about being exploited....good one. A 4 day lag on allowing anyone to see what you're doing is NOT an open and transparent market where everyone else is reported in real time.

So.....a commercially sensitive scam?? still supported by the ASX and its subsidiary entity?? (after 15 years)

Exactly.

4 day lag doesn't help us simple retail, although I believe there are ways to get the data for a fee.

This is also why ASIC somehow buggered up helping the ASX going blockchain. 260 million dollar whoopsie. Why? Blockchain is real time that can be viewed by anyone and is therefore transparent.
Crooks wanting and keeping crook intentions, simple.

ASX grip on clearing shaken by blockchain disaster

An Accenture report says the plan to replace the CHESS settlement system with a distributed ledger was too complex and plagued with uncertainties.

www.afr.com