Schnitzel lover
Regular
A quick question or two for the over zealous and Brainchip inspired.
Does it concern you at all that the Semiconductor space has been in a roaring bull market for the last 12 months and Brainchip is still languishing in the gutter?
Are you aware that ARM as the benchmark leader in the IP and Royalty space in the Semiconductor market, reportedly with a high 90s% market share in the space had 2.7billion in annual revenue last year, yet it posted a $110mill net loss for the most recent quarter?
Lastly, Sean Hehir says Brainchip is also an IP and royalty bearing company as its financial model.. Of all these wonderful new partners, none have IP deals assuming due to Gen 2 is not readily available yet outside of EAP’s. (If it is openly available, it’s another well kept secret by the company).. With IP being a 3-4 year cycle from R&D to product on market for sale, what’s your maximum pain level if another year passes without any royalty revenue from the BRN pioneers in Socionext, Ford, Valeo and Renesas? In other words, will you continue to back in the Board and Management at that stage?
If I were a shareholder I would be voting a resounding YES to the remuneration report purely because Id rather judge the current management and BOD on atleast 12 months of performance with the opportunity of Gen 2..
Thoughts welcome.
Does it concern you at all that the Semiconductor space has been in a roaring bull market for the last 12 months and Brainchip is still languishing in the gutter?
Are you aware that ARM as the benchmark leader in the IP and Royalty space in the Semiconductor market, reportedly with a high 90s% market share in the space had 2.7billion in annual revenue last year, yet it posted a $110mill net loss for the most recent quarter?
Lastly, Sean Hehir says Brainchip is also an IP and royalty bearing company as its financial model.. Of all these wonderful new partners, none have IP deals assuming due to Gen 2 is not readily available yet outside of EAP’s. (If it is openly available, it’s another well kept secret by the company).. With IP being a 3-4 year cycle from R&D to product on market for sale, what’s your maximum pain level if another year passes without any royalty revenue from the BRN pioneers in Socionext, Ford, Valeo and Renesas? In other words, will you continue to back in the Board and Management at that stage?
If I were a shareholder I would be voting a resounding YES to the remuneration report purely because Id rather judge the current management and BOD on atleast 12 months of performance with the opportunity of Gen 2..
Thoughts welcome.