BRN Discussion Ongoing

[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

 

[Ethinvestor]

I just learned there is no such thing as free speech… anymore … i been moderated for saying about somebody he is that stupid.. i thought it is legal to even say that to a police officer if thats what i think lol… but i guess i just keep to the rules …

 

[Ethinvestor]

I just learned there is no such thing as free speech… anymore … i been moderated for saying about somebody he is that stupid.. i thought it is legal to even say that to a police officer if thats what i think lol… but i guess i just keep to the rules …

And Dave Evans I apologise i didnt mean that .. i was just in a good mood in the morning Bali time

 

[HopalongPetrovski]

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

Ok Dave.
So you're here to look out for the majority of investors (those with between $1000-5000 invested) who may be fooled into increasing their investment by the hype presented here and you think the company is not being run reasonably?

But again Dave, just what exactly do you propose is the solution?
Do you propose we sack the Board and start again, or do you want Sean to go, or what?
Or do you not have a solution to offer?
If you have a clever "fix" for BrainChip's woes, I'm sure we would all like to hear it.

 

[Fullmoonfever]

Doesn’t hurt to educate investors mate. Not all investors know how important company’s financials are, and plenty of new investors get caught by hype. Maybe you don’t care but they do

And you've posted the education.

Did I say I don't care?

This is where it gets murky as to your posting doesn't it....trying to twist or put words in anothers posts.

Google's your friend if want some education and people can also take ownership and make the effort to educate themselves.

What you consider important to you may not carry as much weight to anothers investment strategy or risk profile.

Are your concerns, analysis or fears much diff from the so called hype you speak of?

They both put messages out there for the reader to decide what is important to them or not or what needs further investigation.

I don't mind if someone has a contrarian view, wants to voice something or have a vent.

Gets tiresome when the message gets put on repeat.

 

[manny100]

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

For all intents and purposes BRN is a US based company with a global presence. US companies are big on incentivizing employees at all levels and BRN is no exception.
As a result BRN 'insiders' hold 15.5% - 16.6% of SOI (See Simply WS and Yahoo Finance). That shows confidence. It also ensures enough AGM power to prevent spills. It also acts as a takeover block. Even Sean's predecessor LDN is still in the Top 25 holder's.
Sean and the Chairman Tony V have been accumulating heavily, quickly and are now in the Top 50.
Sean if he repeats his 2024 effort should be in the Top 25 by 2025 year end. That shows the value of RSU's.
Insiders usually know a little more than the market and may be a hint as to what is to come..
Now all that gives confidence.
Sometimes it's best not to bet bolted to the past but be alert to what may be ahead.

 

[DingoBorat]

Do not feed the trolls

Whoa, wait, did you say he's a troll??...

Where is Wilzy, when you need him ..

 

[HopalongPetrovski]

Whoa, wait, did you say he's a troll??...


View attachment 74647


Where is Wilzy, when you need him ..

I think Wilzy concluded we are just an interminable bin fire and has opted out till all the shorter's and wilful manipulators have been put to death.

 

[IloveLamp]

Cannot find a shred of technical information here, anyone know about these guys?

If i had to guess, I'd say it's a third party ip.

Home | LONGWAY Ai

www.longwayai.com

Solutions | LONGWAY Ai

www.longwayai.com

 

[7für7]

An example to illustrate this: Dave is someone who laughs at this breakdancer dressed as a bear for breakdancing in a bear costume, yet he himself would break his bones trying to pull off any moves without a costume. So, don’t look down on or mock other people… or even businesses. If you can do it better, go ahead. If not, stay on your couch and drink your beer….

 

[GazDix]

@Dave Evans re: market cap of $500 mill.
For the fundamentals here, I think the market is pretty rational here with the possible potential.
What is irrational is in crypto land. At least 4 dog coins with no utility above $1billion USD MC.
As for costs, need to spend money to make money. Research the emergence of tech companies and heavy spending in the development/intro stage is the norm.

 

[Zedjack33]

I think Wilzy concluded we are just an interminable bin fire and has opted out till all the shorter's and wilful manipulators have been put to death.

Good. He can pi$$ off.

 

[miaeffect]

Let's move on, D*** E**** Didn't say Dave Evans
It's something else

 

[Guzzi62]

Bloody hell, another one!

 

[Quercuskid]

I’m amazed at the number of down rampers who have jumped onto this site. They are obvious by their vacuous inflammatory comments, baiting of regular contributors and much wasting of time. Each appears to have called them selves regulars and they are anything but. I have never put so many on ignore.

 

[cosors]

I don't look in here for just a day and the shorters are already crying their sorrows here. It's a good thing there's an ignore button.

 

[IloveLamp]

Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech

The ubiquitous chip designer on what the “breathtaking” pace of AI means for the future.

www.theverge.com