BRN Discussion Ongoing

[SERA2g]

@SERA2g it would need to be more than a few to interest anyone with a reasonable holding imo.

Agree, just don't use figures with that stuff anymore because the last time I did that, I had fk wits like Shareman quoting posts of mine from 18 months prior in an effort to invalidate my current opinion or thoughts. Lol!

 

[Diogenese]

The BOD would decide whether to recommend any offer of takeover.
Part of their strategy has been to create our own 'white knight' who would come to our rescue to save us from a low ball takeover.
The white knight is our level of inside holdings.

I'd imagine there would be a bidding war.

 

[SERA2g]

3 bucks?

PVDM will be $450 million dollars (ish) richer. Not a bad little legacy to leave his family.

I'd take $3 at this point. I had dreams of selling at $10 but that seems way off at this point.

Username does not check out.

How about $5?

 

[JDelekto]

With luck the early M.2's will be collectors items some time in the future.
Did you pick the E key or the other B+M?

I also have the PCIe board, which I put into a small form-factor Dell that I purchased from a site that refurbished business machines. It was a lot more affordable than the shuttle PC, and hopefully, it too will be a collector's item.

I chose the B+M key for the M.2 board --unfortunately, the Raspberry Pi 3B that I have doesn't have an M.2 slot, so I would have to upgrade if I wanted the poor man's shuttle PC and Raspberry Pi with Akida on board. For now, I was hoping to add it to the PC's M.2 slot if both the PCIe and it will coexist, thus my inquiry with BrainChip.

The only thing about the arrangement is that I needed an Ubuntu Linux distribution to use the PCIe card. I want a PCIe driver for Windows 10/11 for either device, since I am most comfortable developing on those platforms. To that end, I have been working in conjunction with ChatGPT to try and port the Linux driver that BrainChip has in their GitHub repo to use the Windows Kernel Mode Driver Framework.

At this point, I need to prepare an SSD to swap out the Linux installation with Windows and Visual Studio to test and debug the driver. This is my first attempt at actually writing a driver, so it's been an educational journey, to say the least.

 

[TheDon]

$3? $50? I believe in the 10x microsoft. We a very unique tech. So IMO 1k or more is just beyond the horizon

TheDon

 

[Cirat]

I also have the PCIe board, which I put into a small form-factor Dell that I purchased from a site that refurbished business machines. It was a lot more affordable than the shuttle PC, and hopefully, it too will be a collector's item.

I chose the B+M key for the M.2 board --unfortunately, the Raspberry Pi 3B that I have doesn't have an M.2 slot, so I would have to upgrade if I wanted the poor man's shuttle PC and Raspberry Pi with Akida on board. For now, I was hoping to add it to the PC's M.2 slot if both the PCIe and it will coexist, thus my inquiry with BrainChip.

The only thing about the arrangement is that I needed an Ubuntu Linux distribution to use the PCIe card. I want a PCIe driver for Windows 10/11 for either device, since I am most comfortable developing on those platforms. To that end, I have been working in conjunction with ChatGPT to try and port the Linux driver that BrainChip has in their GitHub repo to use the Windows Kernel Mode Driver Framework.

At this point, I need to prepare an SSD to swap out the Linux installation with Windows and Visual Studio to test and debug the driver. This is my first attempt at actually writing a driver, so it's been an educational journey, to say the least.

Did anyone purchase an M.2 board and ship it to Australia? When I went to place an order it gave a shipping fee of $200 (which is also probably USD also but i need to double check.). !!!

Yep, double checked and the price is $449 USD on checkout !

 

[Fullmoonfever]

Did anyone purchase an M.2 board and ship it to Australia? When I went to place an order it gave a shipping fee of $200 (which is also probably USD also but i need to double check.). !!!

Just ask Sean to bring it with him when he comes over for the AGM. Can give it to you then or post it locally at least

 

[manny100]

I guess my question was really "can you interpret the chart for a pre-revenue company in the same way as the chart of a going concern?"

In the past year, we really haven't had any bad news, and we've had a fairly consistent stream of good news. So, assume we had a continuous flow of better than break-even cash during the period, would we expect the same slide.

Or suppose we were a minerals explorer with a comparable flow of good news ...?

We had our first strike gold tenament coming into production with a couple of offtake agreements, and then we made a second much larger find with a whole lot more undisclosed but strongly rumoured offtake agreements for the first strike strongly indicated to be progressing to completion.

On top of that our mineral, well gem really, has proven to be worth more than twice the whole combined palladium/platinum/gold/silver index.

As we've ll known, the ASX is more familiar with banks and mines and grocery shops than hi tech. While ChatGPT has raised the profile of AI, I'm not sure that he ASX understands the relevance of Akida. After all BRN has only recently emerged as a RAG-enabled small LLM processor, but that has not registered any Ricthers on the ASX seismometer.

Yes, I see your point.
Just a few random calcul

I guess my question was really "can you interpret the chart for a pre-revenue company in the same way as the chart of a going concern?"

In the past year, we really haven't had any bad news, and we've had a fairly consistent stream of good news. So, assume we had a continuous flow of better than break-even cash during the period, would we expect the same slide.

Or suppose we were a minerals explorer with a comparable flow of good news ...?

We had our first strike gold tenament coming into production with a couple of offtake agreements, and then we made a second much larger find with a whole lot more undisclosed but strongly rumoured offtake agreements for the first strike strongly indicated to be progressing to completion.

On top of that our mineral, well gem really, has proven to be worth more than twice the whole combined palladium/platinum/gold/silver index.

As we've ll known, the ASX is more familiar with banks and mines and grocery shops than hi tech. While ChatGPT has raised the profile of AI, I'm not sure that he ASX understands the relevance of Akida. After all BRN has only recently emerged as a RAG-enabled small LLM processor, but that has not registered any Ricthers on the ASX seismometer.

Yep, see your point, no sure things in markets.
Just a few calculations for fun.
If in a ??? years we make revenue of $1 billion. Sean said we would make around 90% margin on an IP model. Say after R & D etc we make a conservative 70% margin???
Circa $700 mill net for circa 2 billion shares = circa EPS of 35 cents a share.
A growth stock like BRN would expect a very minimum PE ratio of 30 and at times of excess exuberance reach 50 plus. NVIDIA currently 52.5 PE.
A PE of 30 on EPS of 35 cents would see a share price of $10.50.
A PE of 50 on EPS of 35 cents would see a share price of $17.50.
Tony Lewis at the Gadget Guy interview at the CES'25 when asked where we will be in 5 years said words like 'in everything'. Obviously a throwaway comment but we should do ok.
Sean said in a presentation some time ago that we aimed to become one of the top 2 or 3 leaders in a huge 'Edge' Industry. If this is the case $1 billion should be way to conservative.
I can only guess what our revenue figures will or could be and how long it will take for the $ to roll in.
Sean said a 90% margin for IP. I can only guess 70% may be more appropriate - but he is the expert not me.
The market will make its own assumptions as to BRN value.
I use these sorts of calcs amongst others as part of my personal BRN investment criterion. I make my own assumptions which are not necessarily displayed above.
Amongst other things i also check with BRN as to whether their own 'Why Invest' reasons remain intact.

 

[manny100]

I'd imagine there would be a bidding war.

Yep, and very deep pockets would be bidding.

 

[Taproot]

Hiya

I came here to post the same.

Left to Right:

Steve Thorne, Brainchip, VP of Sales
JP Wright, Brainchip, Regional Sales Manager
Bryce Nakamori, RTX Corporation, University Program Manager - https://www.linkedin.com/in/bryce-nakamori-5b55b939/
Sylvia Traxler, RTX, Sr Principal Software Engineer - https://www.linkedin.com/in/sylviaatraxler/
Geoff Martin, Raytheon Technologies, Strategic Engagements and Tech Solutions Manager - https://www.linkedin.com/in/geoff-martin-058500b/

Hi @SERA2g
Where did you find the info regarding the 3 RTX guys standing in the BrainChip CES Suite ?
Was it from Linkedin ?
Has that post since been removed ?

 

[Fullmoonfever]

Hi @SERA2g
Where did you find the info regarding the 3 RTX guys standing in the BrainChip CES Suite ?
Was it from Linkedin ?
Has that post since been removed ?

Someone at the other place said earlier they believed it has removed from the SM posts.

 

[Taproot]

Someone at the other place said earlier they believed it has removed from the SM posts.

SM ?

 

[Bravo]

I kept this Linkedin screenshot.

Not sure if I should delete it?

 

[miaeffect]

SM ?

Social Media

 

[FiveBucks]

Yep, and very deep pockets would be bidding.

Why aren't they bidding now?

I love the optimism but if NVIDIA, apple, google wanted to buy us, surely they would have offered already. What's a cool $5 billion to them? Like 5 bucks to me lol

 

[Frangipani]

Finn Ryder on LinkedIn: I’m happy to share that I’m starting a new position as Sales Development…

I’m happy to share that I’m starting a new position as Sales Development Representative at BrainChip !

www.linkedin.com

 

[SERA2g]

Hi @SERA2g
Where did you find the info regarding the 3 RTX guys standing in the BrainChip CES Suite ?
Was it from Linkedin ?
Has that post since been removed ?

Hi Tap

Yes, it was posted to Brainchip's twitter.

Looking at it just now, Day 1 and Day 3 recaps are still visible. The Day 2 recap seems to have disappeared.

I have a screenshot of it below courtesy of @chapman89

Seems strange that they were happy to post it and have now deleted it.

 

[Fullmoonfever]

SM ?

Social media.

 

[Diogenese]

SM ?

Whips, leather skimpies, handcuffs, fishnets, ... you know, the usual.

 

[FiveBucks]

Finn Ryder on LinkedIn: I’m happy to share that I’m starting a new position as Sales Development…

I’m happy to share that I’m starting a new position as Sales Development Representative at BrainChip !

www.linkedin.com

View attachment 75934

View attachment 75935 View attachment 75936

Finn. Solid name.

Thankfully his parents didn't name him Richard.