BRN Discussion Ongoing

[Fullmoonfever]

Note to self.....if not prepared to ride the rollercoaster or average down

 

[Yoda]

If this is still going to shit in the next few weeks, I am seriously thinking of selling my other stocks to secure some more BRN at extremely low price. I think 10 cents or maybe 7.5 would be a good incentive to go all or nothing. Hmmmm

What it gets to $0.00 I'm going to really load up . . . at least it's not a CFD and we can't go into negative territory on this one. Always looking on the bright side. I'm still as confident as ever that this stock will come good and be a winner. My mother is very psychic (predicted 9/11 with some degree of detail; predicted the Boxing Day Tsunami - I'm not joking - and she says she predicts this stock is going to come good) Not financial advice, just a psychic prediction from my mother - do your own psychic research please.

 

[AI_Inquirer]

I've been curious regarding the Joint Development Agreement (JDA) with Valeo, and I found this write-up particularly informative, especially for its use of IP rights in the example case.

https://www.google.com.au/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&ved=2ahUKEwi_tcixu-CBAxUURN4KHbYrCAkQFnoECAkQAw&url=https://www.jdsupra.com/post/fileServer.aspx?fName=4e720095-b240-41f8-8d21-f517c09768d1.pdf&usg=AOvVaw1hEFchSOBd7lwRLLPeIoZi&opi=89978449

In the licensing section according to this article, it seems that at some point in the future, Valeo would need to transition from utilising our IP under the JDA to entering a commercial license. The terms of the license may have already been agreed upon at the time the JDA was established. Considering that SCALA 3 is slated to be integrated into vehicles by 2024, it appears that this transition may not be too far off. Valeo would likely need to commence production of SCALA system components, including chipsets, in the near future to meet that timeline?

I understand that the above assumes we are in SCALA 3 (don't dot join etc ... etc). However, with a billion Euros in SCALA 3 pre-sales, this represents our fastest path to revenue based on royalties and would reverse our SP decline more than any other IP deal in my opinion.

 

[Schnitzel lover]

FYI .... This was taken from the last 4C:

8.5 Estimated quarters of funding available (item 8.4 divided by item 8.1): 5

Correct. Hopefully, some incoming revenues can cover any costs associated with 2.5 or 3.0 with the aggressive pursuit of aiming their tech ahead of the curve

 

[7für7]

LOL. Read it right to left like the Japanese then!!!

Actually the Japanese read from up to down

 

[toasty]

I feel strangely almost comfortable about how this is all going. Even though we are getting close to my average buyin (13.7c) I am heartened by the inverse relationship between the share price and the institutional shareholding. The big guys have spent a lot of time and trouble to depress the share price and accumulate an ever increasing position in BRN. I just hope I am still alive to see when this turns around...............

 

[M_C]

Good to hear from you @mc,
............... hoping ur well, but more importantly im hoping ur taste in cars has improved.................

To answer your questions mate, no and no. Based on the current sp i reckon i can afford one of these

 

[chapman89]

Let me remind people of the IP cycle.

• IP Deal Cycle
• customer engagement, NDA, discussions - 3 months
• customer evaluations - 6-9 months
• customer negotiations - 3 months
• customer chip design - 12 months
• foundry and packaging - 3 months
• customer characterization/eval - 6

months

- customers customer design cycle -

12months

- final end product market ramp. - 6-12

months

 

[Mea culpa]

I really need to buy more at this ridiculous price! Can anyone lend me a quid or two or I'll have to start an OnlyFans account!


View attachment 46451

It's my fault B. Every time I have a Buy order filled the SP drops further! And now I'm miffed as I don't have any dough left to subscribe to your OnlyFans account.

 

[Mugen74]

I feel strangely almost comfortable about how this is all going. Even though we are getting close to my average buyin (13.7c) I am heartened by the inverse relationship between the share price and the institutional shareholding. The big guys have spent a lot of time and trouble to depress the share price and accumulate an ever increasing position in BRN. I just hope I am still alive to see when this turns around...............

Are you saying there has been price manipulation going on?? Wash your mouth out the ASX would never allow that!

 

[Yoda]

It's my fault B. Every time I have a Buy order filled the SP drops further! And now I'm miffed as I don't have any dough left to subscribe to your OnlyFans account.

Maybe try a sell order at $5 and see what happens . . . ? Just a suggestion . . .

 

[rgupta]

Just any signed contract where dollars are paid in consideration for something (eg chips or royalty on IP etc)
Just a purchase order will do: Please provide me with 100,000 akida 1500 chips @ $50 each.

May be brainchip is afraid to tell market deal amount or something and feel better to sign a non binding than binding agreement.
Asx asks too many questions and that may not be good for companies negotiations. Just my own thoughts.

 

[GStocks123]

They have at least another 4-5 qtrs. Sean said post-2022 AGM that all options are open for 'further funding' They have 22mill roughly and another 2-3mill to draw down from the LDA deal in 2023.

Thanks mate

 

[Cgc516]

daily 7% ， Friday 10%

 

[Moonshot]

As I said before, the market bets on the Future not the Present.

Yes, but finance professionals primarily use statistics and financial models to predict future revenue…their models are currently telling them we are on track to be in administration in 5 quarters. Retail has dried up as money goes to mortgages and cost of living sapping demand and the tech venture capital/ private equity funds are watching their portfolio valuations being smashed so their appetite would be a little dampened. Their are however a few PE funds with powder dry waiting on the sidelines but again, it’s very few of them that would take the plunge atm given current market conditions and the sorry state of our financial statements.

 

[robsmark]

As I said before, the market bets on the Future not the Present.

I used to think that too, but I’m not so sure anymore.

I don’t think funds have the patience to learn to understand companies anymore, so that future potential is never identified. Instead they just all apply the same methodology on a company by pumping it, then shorting it hard in an effort to remove as much money from retail as physically possible. They all do this and it becomes a self fulfilling prophecy. It’s lazy but it works.

Let retail plant the seed, then water it aggressively and apply light, as soon as it shoots, harvest it prematurely, ripping out the roots in the process.

Take BRN, all the potential in the world:

- huge future market reach;
- actual product;
- industry validation;
- and a share price lower than it was before they even had a product.

Funds have done this. They aggressively raised the price off the back of Mercedes, and have aggressively lowered us back down again. Using as many dirty tactics along the way as possible.

Markets are no longer a sophisticated investment mechanism to fund future industry. They’re a shit show full of manipulation aided by shorting.

Market fairness no longer exists.

 

[Adam]

If this is still going to shit in the next few weeks, I am seriously thinking of selling my other stocks to secure some more BRN at extremely low price. I think 10 cents or maybe 7.5 would be a good incentive to go all or nothing. Hmmmm

Bought another 10k at $0.15. What the heck. Nearly at 650k shares. Go..BRN

 

[Schnitzel lover]

I forget who to credit here (@mkm109 maybe?), but this is updated and posted fairly often

Let me remind people of the IP cycle.

• IP Deal Cycle
• customer engagement, NDA, discussions - 3 months
• customer evaluations - 6-9 months
• customer negotiations - 3 months
• customer chip design - 12 months
• foundry and packaging - 3 months
• customer characterization/eval - 6

months

- customers customer design cycle -

12months

- final end product market ramp. - 6-12

months

IP deal- within 3months of current two IP announced deals sp rises over 100% or 200-300% in Megachips case.

So even with the design and engagement cycle in mind being 3-4 years or not at all, these new IP deals are still critical in the scheme of things from an investors point of view.

 

[DingoBorat]

Some may remember, that last week I predicted around a 30 cent share price by today.

Those that know me will tell you my predictions are always 100%!

So I'm expecting a sharp reversal, in this last half hour of trade..

 

[Cartagena]

I used to think that too, but I’m not so sure anymore.

I don’t think funds have the patience to learn to understand companies anymore, so that future potential is never identified. Instead they just all apply the same methodology on a company by pumping it, then shorting it hard in an effort to remove as much money from retail as physically possible. They all do this and it becomes a self fulfilling prophecy. It’s lazy but it works.

Let retail plant the seed, then water it aggressively and apply light, as soon as it shoots, harvest it prematurely, ripping out the roots in the process.

Take BRN, all the potential in the world:

- huge future market reach;
- actual product;
- industry validation;
- and a share price lower than it was before they even had a product.

Funds have done this. They aggressively raised the price off the back of Mercedes, and have aggressively lowered us back down again. Using as many dirty tactics along the way as possible.

Markets are no longer a sophisticated investment mechanist to fund future industry. They’re a shit show full of manipulation aided by shorting.

Market fairness no longer exists.

Yep someone needs to be convicted for this. Lock em away. Dirty, evil scoundrels, and I cant think of a worse word. Shareholders still have a strong voice if we choose to use it. Class action anyone??