BRN Discussion Ongoing

[manny100]

The games people play - Joe South - You Txbe

 

[TheDon]

So your brother bought in today, and that’s why it went up to 30 cents? And tomorrow he’ll keep pushing it to 40 cents, just so he can take another week of vacation? Really? And in three weeks, he’ll sell everything, and we’ll drop back to 24 cents? No, no, please, God, no!”



View attachment 74639

My Brothers been a holder since 2017 and I've been a holder since 2018. I even bought a parcel when it was $2+ and still buying whenever I have extra money. I will only sell a lil bit when it hits $20. Maybe in a couple of years or by the end of next year.

 

[HopalongPetrovski]

Mate at least you’re the one person who gives a decent reply here, not like some idiot above your post with some crap involving tears, what a wanker he is no doubt

The reason I came here is because the so called moderator of the threads here (and of companies I own) allowed a known troll to come over here from hot crapper and infest himself on the threads of a company I own that’s been fighting corruption from major Chinese companies trying to take us over for the last two years.

A lot of shareholders there have cancelled their TSE membership and left the thread and are no longer sharing info (me included) so I’ve come here.

As far as BRN, I personally don’t care whether the SP goes up or down, I’m beyond caring about that. I held 200,000 BRN shares when the SP hit $2.00 so I have seen the highs and the lows and I have only sold down to 170,000 shares over the last year to pay the bills.

The reason I came to this forum is for the reasons I mentioned, not for the bs some wankers here think, and I’ll be staying here until I feel like leaving

Let me get this straight.
Because Zeebot somehow let a "known troll" from the crapper post on another forum you are interested in, you have come here to troll us in revenge?
And now you are taking great glee at stirring the pot here with the clear intent to disrupt us and somehow get back at Zeebot?
Is that it in a nutshell?
Are you familiar with the concept of karma?
Everyone here is free to contribute in whatever manner they see fit and everyone gets the same length of rope to begin with.
I would suggest that you take care when the trap is dropped, that last jerk is a doozy.

 

[RobjHunt]

You're seriously doing a post on BrainChip's operational losses, over the last 5 years?
And that the current financial year, will also be one?

Every holder of BRN shares, is fully aware, that we not yet a profitable Company.

Are you going to post next about the colour of the Sky or something else that is bleeding obvious?

You say you came on here to tell facts?

Here's a fact for you.

The only reason that you would come here to post, is that there is some financial benefit for you.

So either you are hurting that the share price went up 20% today (which would indicate a short position) or you have decided you want to try to negatively affect sentiment, to build a holding.

Yes, sentiment affects the prices of shares and stocks.

You say in a post, that Larry dug up, that you own BRN shares, I'm going to say that's past tense now and perhaps it's "you" who sold on open and we are to thank, for today's 20% rise?

So if it "was" you, thanks.

“Every holder of BRN shares, is fully aware, that we not yet a profitable Company.”

It’s obvious DB that we’re that blind with “hype” that none of the rest of us as well, have an invested interest enough to read the reports ourselves

I need to grab me some round up.

 

[Pom down under]

Ou another one bites the dust! Ignore, bye

I’ve not block you @Dave Evans

 

[DingoBorat]

@Dave Evans, I think @HopalongPetrovski, is pretty much spot on, in that what we've got here is.. A case of sour grapes..

Genuine commiserations on AVR, everyone who's had various "investments" over the years, has seen some go up in smoke (at least I know I have several stories..).

But don't come on here (as a stated holder as much) and try to piss on our parade, with things we are painfully cogniscent of.

You're acting like a guy who just broke up with his missus and walks into a bar, with the sole intention of starting a fight..

Everyone here knows, or should know, that BrainChip isn't going to just keep increasing in value and demand (which will be Global in my opinion) unless it starts delivering on its promised potential, in tangible ways.

 

[rgupta]

We head to 0.09 cents lol

Bingo even better

 

[BrainShit]

I just met Frangipani today...

 

[overpup]

I just met Frangipani today...

View attachment 74644

I initially thought you were talking about “Shampoo”: I met him at SeaWorld San Diego one time…

 

[Jumpchooks]

Queue the "Please explain" again.

Techies are to be treated with caution on an exchange which only understands drilling holes, digging it up, and shipping it out. Commiserations on AVZ. Is there a lesson there for BRN investors?

What's a neuromorphic chip anyway?

Synaptic Modified French Fry?

 

[Jumpchooks]

I just met Frangipani today...

View attachment 74644

Is there some connection to Pantene?

 

[TheCount]

Easy to explain, US shutdown avoided plus positive inflation data. BRN is a traders stock.

Knock knock = $0.29c
Who’s there = Operational Losses 2024
Operational Losses 2024 Who

Operational Losses 2024 = SP $0.19c

Looks a little “played with” seeing all those spikes in the chart. I guess there’s so many ideas a few years ago that just flop around the basement - I should know, I own a few!!

 

[Ethinvestor]

Is there some connection to Pantene? …. Yesss …..“ Pantene PRO BRN “ the new low energy consumption Ai cleaner on the edge ..

 

[equanimous]

Happy to be here mate and begin providing some actual facts on BRN’s financials rather than just reading all the hype from the chippers. It’s not the first time I’ve posted here though, and I’m glad I’ve got some time off from my other stocks to put some comments on BRN’s financials.

So far I haven’t heard the chippers post anything on BRN’s multimillion dollar operational losses in all the years I’ve owned them. Not surprising really when you look at the figures below.

BRN’s operational losses over the past 5 years (shown below) are over US$100million

2019 were US$11.31million
2020 were US$26.82 million
2021 were US$20.98 million
2022 were US$22.07 million
2023 were US$28.88 million

Anyway, plenty more to add mate, especially when BRN is looking at another year of operational losses, already over US$11 million in the 2024 Half Yearly Report.

Nothing like you techies hyping the stock up, that’s what sucked me in years ago

Here are examples of high-market AI companies that have achieved significant valuations before generating substantial revenue:

OpenAI:
Valuation: OpenAI was valued at approximately $157 billion after raising $6.6 billion in funding in October 2024. Despite this high valuation, the company reportedly lost $5 billion per year, indicating it was not generating significant revenue at the time of the valuation.

Anthropic:
Valuation: Anthropic, an AI company known for its work in large language models, was in discussions to raise funds at a valuation between $30 billion to $40 billion. Previously, in February 2024, it raised $750 million at a valuation of around $18.4 billion, showing a significant jump in valuation without corresponding revenue growth.

xAI:
Valuation: xAI, founded by Elon Musk, was reported to have closed a funding round at a $24 billion post-money valuation in May 2024. Discussions were ongoing to potentially raise funds at a valuation that could nearly double this amount shortly thereafter, again reflecting high market expectations despite limited revenue.
Perplexity AI:
Valuation: Perplexity AI, an AI search startup, saw its valuation soar to $9 billion following a $500 million funding round. This indicates strong investor interest in AI technologies even before substantial revenue is generated.

Sierra:
Valuation: Founded by ex-Salesforce co-CEO Bret Taylor, Sierra raised $175 million in a funding round that valued the company at $4.5 billion. This was a significant jump from its previous valuation of nearly $1 billion just months earlier, highlighting the rapid escalation in AI startup valuations pre-revenue.

These examples illustrate how AI companies, particularly those focused on generative AI, large language models, or innovative AI applications, are often valued based on their potential rather than current revenue. This trend is driven by investor enthusiasm for AI's future impact across various industries, despite the high operational costs and risks associated with scaling AI technologies.

 

[Fullmoonfever]

Thanks for replying to me, it gave me the chance to repost my post that was moderated in a way that should be more acceptable to the moderator

Mate at least you’re the one person who gives a decent reply here, not like some here above your post with comments involving tears

The reason I came here is because the so called moderator of the threads here (and of companies I own) allowed a known troll to come over here from hot crapper and infest himself on the threads of a company I own that’s been fighting corruption from major Chinese companies trying to take us over for the last two years.

A lot of shareholders there have cancelled their TSE membership and left the thread and are no longer sharing info (me included) so I’ve come here.

As far as BRN, I personally don’t care whether the SP goes up or down, I’m beyond caring about that. I held 200,000 BRN shares when the SP hit $2.00 so I have seen the highs and the lows and I have only sold down to 170,000 shares over the last year to pay the bills.

The reason I came to this forum is for the reasons I mentioned, not for the reasons some chippers here think, and I’ll be staying here until I feel like leaving.

……………

Now to reply to you @HopalongPetrovski
I don’t take glee in any of it. The troll on the other company I own is the one who is taking all the glee and if the moderator allows it I’ll just post over here.

I’ve told you about me, I’m a BRN holder and I rather stick to making comments about the company anyway.

Chipper’s banding together is fine, if you think karma will come my way that’s fine too. What I’m doing is raising awareness about companies I own and now that the moderator has warned me I’ll be more careful. You chipper’s are probably lucky you have never had to deal with the corruption shareholders in the other company have for the last two years.

Now that you seem to suggest all sorts of things about me personally, perhaps we get back to BRN and you could comment on these BRN share based expenses

2019 - US$ 1.63 million
2020 - US$ 1.43 million
2021 - US$ 4.36 million
2022 - US$ 9.14 million
2023 - US$11.35 million

And why BRN deserves a market cap of half a billion when revenue is virtually non existent

View attachment 74646

"comment on these BRN share based expenses

2019 - US$ 1.63 million
2020 - US$ 1.43 million
2021 - US$ 4.36 million
2022 - US$ 9.14 million
2023 - US$11.35 million

And why BRN deserves a market cap of half a billion when revenue is virtually non existent"

Given a proportion of remuneration across the the company comprises of share based components and that the staffing levels have increased over that period, milestones and additional performance metrics have been met, it would be expected the $ value would be increasing yoy.

Deserves?....you probably need to ask the market that question as it's the market that decides that MC not just the sample of SHs in this forum.

 

[HopalongPetrovski]

Thanks for replying to me, it gave me the chance to repost my post that was moderated in a way that should be more acceptable to the moderator

Mate at least you’re the one person who gives a decent reply here, not like some here above your post with comments involving tears

The reason I came here is because the so called moderator of the threads here (and of companies I own) allowed a known troll to come over here from hot crapper and infest himself on the threads of a company I own that’s been fighting corruption from major Chinese companies trying to take us over for the last two years.

A lot of shareholders there have cancelled their TSE membership and left the thread and are no longer sharing info (me included) so I’ve come here.

As far as BRN, I personally don’t care whether the SP goes up or down, I’m beyond caring about that. I held 200,000 BRN shares when the SP hit $2.00 so I have seen the highs and the lows and I have only sold down to 170,000 shares over the last year to pay the bills.

The reason I came to this forum is for the reasons I mentioned, not for the reasons some chippers here think, and I’ll be staying here until I feel like leaving.

……………

Now to reply to you @HopalongPetrovski
I don’t take glee in any of it. The troll on the other company I own is the one who is taking all the glee and if the moderator allows it I’ll just post over here.

I’ve told you about me, I’m a BRN holder and I rather stick to making comments about the company anyway.

Chipper’s banding together is fine, if you think karma will come my way that’s fine too. What I’m doing is raising awareness about companies I own and now that the moderator has warned me I’ll be more careful. You chipper’s are probably lucky you have never had to deal with the corruption shareholders in the other company have for the last two years.

Now that you seem to suggest all sorts of things about me personally, perhaps we get back to BRN and you could comment on these BRN share based expenses

2019 - US$ 1.63 million
2020 - US$ 1.43 million
2021 - US$ 4.36 million
2022 - US$ 9.14 million
2023 - US$11.35 million

And why BRN deserves a market cap of half a billion when revenue is virtually non existent

View attachment 74646

You keep coming back to these figures as if we here are not aware of BrainChips recent history.
Most of us here have been investing in the company for many more years than you have cited.
They're your figures Dave.
Just what is it that you are so concerned about?
And what do you think should be done about it?
You seem to be keen to educate us all.
What exactly is the issue and your proposed solution.
Let's have it.

 

[Fullmoonfever]

I don’t think US$20 million in share based expenses in the last two years is reasonable for a company whose operating losses were US$50 million over the same period

Then you have your answer to your own question don't you....why ask the forum?

 

[equanimous]

I don’t think US$20 million in share based expenses in the last two years is reasonable for a company whose operating losses were US$50 million over the same period

Contextualizing Share-Based Compensation:

Growth and Talent Retention: Share-based compensation is often a strategic choice in tech companies, especially in fields like AI and neuromorphic computing where BrainChip operates. These sectors require highly specialized talent. Offering equity helps in attracting top-tier engineers, researchers, and executives who might otherwise be lured by larger tech firms. Given BrainChip's goal to pioneer in neuromorphic processing, such incentives are crucial for retaining talent during the company's growth phase.
Alignment of Interests: By compensating employees with shares, BrainChip aligns the interests of its workforce with those of its shareholders. Employees become stakeholders, which can drive motivation, productivity, and innovation - all essential for a company aiming to disrupt traditional computing with new AI paradigms.

Product and Market Potential:

Innovation and Market Position: BrainChip's Akida neuromorphic processor is designed to mimic human brain functions for AI processing at the edge, which promises significant energy efficiency and performance benefits over conventional processors. This innovation could lead to substantial market disruption, particularly in areas like IoT, automotive, and consumer electronics where low power consumption and real-time processing are critical. The investment in share-based compensation reflects confidence in these future revenue streams.
Comparative Valuation: While the share-based expenses might seem high relative to operating losses, consider that BrainChip is investing in its future. The technology sector often sees companies with high initial investments and losses before they achieve profitability. If BrainChip's technology becomes industry standard for edge AI, the current expenses could be justified by future market dominance.

Financial Strategy:

Funding and Investment: The use of stock options rather than cash conserves cash reserves for R&D and scaling operations. BrainChip's financial strategy might be to minimize cash outflows while still securing the human capital necessary for development. This approach is common when aiming for long-term growth over immediate profitability.
Market Perception: The market's valuation of BrainChip isn't solely based on current revenue but also on potential. Investors might be pricing in the future value of BrainChip's IP, partnerships (like with Intel and Arm), and the growing demand for efficient AI solutions.

Operational Losses:

Investment Phase: High operating losses often accompany companies in the investment phase of their lifecycle, especially in tech where product development cycles are long and costly. The losses reflect investments in product development, marketing, scaling operations, and establishing a market presence, which are necessary for a company like BrainChip to become a leader in neuromorphic AI.
Path to Profitability: The share-based compensation could be seen as laying the groundwork for future profitability by ensuring that key personnel are motivated to see the company through to when its products start generating significant revenue.

In conclusion, while the share-based expenses are significant, they should be evaluated in the context of BrainChip's strategic objectives, the competitive landscape of AI hardware, and the long-term vision of transforming computing with neuromorphic technology. The potential payoff could justify these expenses if BrainChip successfully captures even a fraction of the emerging market for edge AI.

 

[Fullmoonfever]

I’m not trying to educate you mate, I’m stating the financials for the last five years for every day investors (the majority, or those with between $1,000 and $5,000 invested) who read the hype and and think about throwing more money at BRN without knowing BRN relies on share dilution to keep the lights on.

@Fullmoonfever nice to see no one arguing that point at least

No one's stated they agree with you either.

Individuals have invested on their own risk assessment...what do you care?

 

[7für7]

No one's stated they agree with you either.

Individuals have invested on their own risk assessment...what do you care?

Do not feed the trolls