BRN Discussion Ongoing
- Thread starter TechGirl
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Kachoo
Regular
Charles I think the buyout is more about the news that they want to build their own chip.
There is a possibility but we just do not know and will only know if it's announced. Heck they could get an offer and say no and not even announce it if it's felt that the price was way too low too.
But that said the price up 2 cents is really nothing call me wjenwe see 20 cents I may smile till then all this is noise
Don’t worry… I bet we will close grey
I don't understand why this topic keeps coming up when we've already discussed many times that a takeover makes no sense. BrainChip has no revenue, and that would tank the price into insignificance. Neither management nor we want that. Until we have significant revenue and have secured a few new deals, I'm not in favor of a sale. And bringing up the far-fetched topic of a "sale" again just because of a comment from ARM... it's all just noise, nothing more. Just my opinion. I prefer a healthy growth. This makes the company more attractive and worth then our current situation
ARM: “4 dollars?”
Me: “SOLD”
ARM: “4 dollars?”
Me: “SOLD”
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I agree but many times small companies are bought before they take off, obviously much cheaper that way for the buying company.
However in our case, nothing points at that IMO per below:
1: Highly skilled people at the top and on the boards, likely also high skilled people further down the chain.
2: Fairly large staff considering no revenue worth mentioning, engineering & sales.
3: Brainchips web page is getting better all the time, time and money being spent on it.
4: The founders PVDM and Anil would have sold the company a long time ago if that was their wish/plan but it clearly isn't.
5: A buy out can never be ruled out, some big company with a big fat valet might come with an offer shareholders can't refuse but unlikely. They have to justify to their shareholder that they paid 10X MC, don't happens often, more 2X MC and we certainly don't want to give it away, do we??
Luppo71
Founding Member
Add a zero and you got me, otherwise not a hope.
toasty
Regular
Your post seems to indicate that in your opinion our patents are worthless. I tend to disagree - I think that's exactly what a major would pay for. If only to take the technology "off the market" and have exclusive use of it...................
Who is the patent owner? Would the patents automatically went into the deal? Would they buy a company without patents? Ask for a friend
Stable Genius
Regular
Hi all,
My opinion only but I would be very disappointed if we were bought out now so close to success.
Close is a grey area; could be today via a Mercedes announcement or it could be next year via a Megachip/Nintendo announcement. Or it could be from any of our many known or unknown partners.
I, like many completely misunderstood the timeframe to market thinking it 12-18 months from when I invested. Sean hinted some Products have 4 years implementation cycles; for various reasons.
I think if we don’t get news prior to the AGM the meeting will obviously be lacklustre and the company criticised. Whether that results in a strike or not is up to the individual. My view is a strike is the equivalent to punching myself in the face. It will only cause disruption and loss of confidence from the business sector; e.g. potential customers. If we don’t get news then I expect the SP to go down until we get positive news. It’s that simple.
I invested for the long haul. Although I’d prefer quick success and the SP to be at least $1-2 by now so I could be sitting back, waiting comfortably for the bigger picture to occur; it is what it is.
Do I doubt long term success in this new developing cloud free market? Not at all.
Is this low share price uncomfortable? Yes.
Do I expect the SP to remain this low into 2025, 26, 27 etc as more products come online and build revenue on top of revenue with us having a very high profit margin. Of course with every revenue stream; eg Mercedes, Valeo, ESA, TATA Elexsi, Renesas, Circle 8 etc etc the SP will grow.
So I see this as a marathon and we are getting close to the finish line which will be rewarding. I’m not going to pull out now because it hurts!
For what it’s worth Megachips is currently hurting too! Their revenue is down for the year. They too are waiting for Nintendo’s Switch 2 to be released to increase sales which is a core part of their business (amusements).
We’re still waiting to see why Megachips bought licences from us. I’m hoping it’s to increase their amusement revenue through Nintendo Switch 2…. But we’ll have to wait it out to find out. If it is then we’ll be worth a lot more than $2.50 when it happens!
Cheers,
My opinion only but I would be very disappointed if we were bought out now so close to success.
Close is a grey area; could be today via a Mercedes announcement or it could be next year via a Megachip/Nintendo announcement. Or it could be from any of our many known or unknown partners.
I, like many completely misunderstood the timeframe to market thinking it 12-18 months from when I invested. Sean hinted some Products have 4 years implementation cycles; for various reasons.
I think if we don’t get news prior to the AGM the meeting will obviously be lacklustre and the company criticised. Whether that results in a strike or not is up to the individual. My view is a strike is the equivalent to punching myself in the face. It will only cause disruption and loss of confidence from the business sector; e.g. potential customers. If we don’t get news then I expect the SP to go down until we get positive news. It’s that simple.
I invested for the long haul. Although I’d prefer quick success and the SP to be at least $1-2 by now so I could be sitting back, waiting comfortably for the bigger picture to occur; it is what it is.
Do I doubt long term success in this new developing cloud free market? Not at all.
Is this low share price uncomfortable? Yes.
Do I expect the SP to remain this low into 2025, 26, 27 etc as more products come online and build revenue on top of revenue with us having a very high profit margin. Of course with every revenue stream; eg Mercedes, Valeo, ESA, TATA Elexsi, Renesas, Circle 8 etc etc the SP will grow.
So I see this as a marathon and we are getting close to the finish line which will be rewarding. I’m not going to pull out now because it hurts!
For what it’s worth Megachips is currently hurting too! Their revenue is down for the year. They too are waiting for Nintendo’s Switch 2 to be released to increase sales which is a core part of their business (amusements).
We’re still waiting to see why Megachips bought licences from us. I’m hoping it’s to increase their amusement revenue through Nintendo Switch 2…. But we’ll have to wait it out to find out. If it is then we’ll be worth a lot more than $2.50 when it happens!
Cheers,
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toasty
Regular
Of course the patents would be included in any takeover. No-one in their right mind would pay for the company without them, revenue or no revenue..........
This morning I received emails from Tony and Paul, and the notice of Meeting. I just voted all for except the last one against.
GDJR69
Regular
So you'd sell for $2.500?
I won't be agreeing to any buy out south of $15 / share.
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Smoothsailing
Regular
$15 !!! I like your thinking
Bravo
If ARM was an arm, BRN would be its biceps💪!
Below is a live demo of the new breakthrough voice assistant GPT4.0 from Open AI.
This got me to pondering whether this latest version will launch in Mercedes vehicles in early 2025, rather than the "4 types of emotion model" as reported previously. Coincidentally NVIDIA's DRIVE Thor platform is set to begin mass production in 2025.
Remember that Magnus Ostberg's confirmed in his Linkedin post a few months ago, that Mercedes are determined to be the first to use neuromorphic computing in the automotive industry. And we know Mercedes have already determined through the EQXX that our technology is 5-10 times more efficient than conventional voice control. My guess is that 2025 is going to be a very big year for us!
Published 5 hours ago
This got me to pondering whether this latest version will launch in Mercedes vehicles in early 2025, rather than the "4 types of emotion model" as reported previously. Coincidentally NVIDIA's DRIVE Thor platform is set to begin mass production in 2025.
Remember that Magnus Ostberg's confirmed in his Linkedin post a few months ago, that Mercedes are determined to be the first to use neuromorphic computing in the automotive industry. And we know Mercedes have already determined through the EQXX that our technology is 5-10 times more efficient than conventional voice control. My guess is that 2025 is going to be a very big year for us!
Published 5 hours ago
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Bravo
If ARM was an arm, BRN would be its biceps💪!
Holy Qaucomole! Renee Haas (Arm CEO) interview on Bloomberg four days ago. The interviewer asks him at 3.20 mins "Why not push Arm even closer to the heart of AI chip-making by designing an accelerator?"
You should see the expression on Renee's face! He-he-he!
He replies saying something like "Ahhhhhhhhhh, we could...Ahhhhhhh.... Not talking about products that we haven't leaned forward in terms of unannounced devices.The way I think about the market today is that we're doing the IP and then going foward we're doing what we call subsystems, that's talking blocks of IP and having them be a finished solution: a GPU and accelerator atc, etc. The next step forward we'lll be doing a bit more on that, maybe something physical. We haven't talked publicly about doing that, but is it in the spectrum of what we could do, you know quite possibly".
The interviewer asks in a roundabout way, "what would give you the confidence to take the plunge and then talking about it". Renee replies at 4.13 mins " I think it's just getting a sense of this confluence between hardware and software and where the right place to enter in. It's a very, very complex market because it's not only about a chip, but it's about the software, its about the system, it's about the interconnect. There's a lot involved with it, but because we're at the heart of all these software conversations, because every piece of model runs though Arm in some way, we're pretty close to it. So, when the time is right, I think you'll hear about it."
At 5.20 Renee is asked to explain how he sees Arm fitting into Softbank's very ambitious plans for AI. He replies saying in regards to Masayosi Son " that every device that he might be looking at on a hardware side or a software side is probably going to run with or through Arm so understanding what that synergy is, but more important how to accelerate it, I think that is the unique attribute that we bring to his portfolio".
www.bloomberg.com
You should see the expression on Renee's face! He-he-he!
He replies saying something like "Ahhhhhhhhhh, we could...Ahhhhhhh.... Not talking about products that we haven't leaned forward in terms of unannounced devices.The way I think about the market today is that we're doing the IP and then going foward we're doing what we call subsystems, that's talking blocks of IP and having them be a finished solution: a GPU and accelerator atc, etc. The next step forward we'lll be doing a bit more on that, maybe something physical. We haven't talked publicly about doing that, but is it in the spectrum of what we could do, you know quite possibly".
The interviewer asks in a roundabout way, "what would give you the confidence to take the plunge and then talking about it". Renee replies at 4.13 mins " I think it's just getting a sense of this confluence between hardware and software and where the right place to enter in. It's a very, very complex market because it's not only about a chip, but it's about the software, its about the system, it's about the interconnect. There's a lot involved with it, but because we're at the heart of all these software conversations, because every piece of model runs though Arm in some way, we're pretty close to it. So, when the time is right, I think you'll hear about it."
At 5.20 Renee is asked to explain how he sees Arm fitting into Softbank's very ambitious plans for AI. He replies saying in regards to Masayosi Son " that every device that he might be looking at on a hardware side or a software side is probably going to run with or through Arm so understanding what that synergy is, but more important how to accelerate it, I think that is the unique attribute that we bring to his portfolio".
Arm CEO Haas Shares Vision for Powering AI Revolution
Rene Haas, CEO, Arm discusses his vision for the semiconductor industry that is not only powering, but reshaping the future of computing with Bloomberg’s Tom Giles at Bloomberg Tech in San Francisco. (Source: Bloomberg)
www.bloomberg.com
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Ok my fault. I thought I saw some patents registered in the name of PvM. Sorry
Wow where did you got this Theory! So crazyWild theory. Rob left because he got wind of an ARM buyout and realised he'd be out of a job soon!
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