Everyone here so hyped up yet we are back 16 cents...
No revenue, no new ip contracts, arranging additional capitals... yet we r fine... very frustrating...
Hopefully quarterly/ half yearly reports tell us good news for once...
It’s a waiting game. Eventually it will turn to revenue. I get excited with partnerships, and talk of joint developments, not because it will make me rich tomorrow but because Brainchip is building a solid foundation in a broad customer base.
Brainchip has said:
1. it’s out of their hands when their costumers decide to sign contracts.
2. They are not loosing to competition, but it’s taking longer than expected.
3. Ip sales to Royalties take 2-3 years normally (designs cycles etc.) -we have two customers that have bought IP longer than That time line. This is frustrating, however I believe we will see revenue from Megachips and Renasas this year.
4. We need to watch financials to gauge progress of sales. What this mean is that companies can buy, use and integrate Akida in products without it being announced to market. (Buying trough Renasas, Megachips etc.)
5. Brainchip is building a large partnership base, these will most likely not buy IP, but I believe they will all use Akida in products.
6. Brainchip has 2 costumers, but they won’t need many more if they are of the likes of Infineon, Valeo, Arm etc. to become a large semiconductor company dominating first the edge and then beyond. So it might seem like nothing is happening to us. But it’s because they are not looking for 20 000 customers, they are looking for 4-5 customers that service the 20 000 customers.
I know it is frustrating, but if you can come to terms that Brainchip is a winner, then you just need patient to see it come to fruition. If you don’t beilive brainchip is a winner or that you can’t afford to keep your money tied up. Then sell
Not financial advice.