BRN Discussion Ongoing

[rgupta]

Thankyou, unbelievable if true

Just thinking what will be the sp if there is 1-2 million royalty income in next quarterly?
Dyor

 

[Meatloaf]

Neither but it would be unlikely to be as high as you predicted.

I wasn’t predicting, I was taking a guess. And employing some wishful thinking

 

[Smoothsailing]

Not sure if Iam jumping at things yet at the 8.40 mark in the latest podcast Sean gives a couple hand gestures that look very much like Nintendo

 

[TheUnfairAdvantage]

Not sure if Iam jumping at things yet at the 8.40 mark in the latest podcast Sean gives a couple hand gestures that look very much like Nintendo

Yeh, I heard that also

 

[7für7]

Share price is falling like a stone like there would be a bad news …I simply don’t understand it…

 

[HopalongPetrovski]

Share price is falling like a stone like there would be a bad news …I simply don’t understand it…

Whole ASX is spooked by the potential ramifications of the Trump Tariffs.

 

[7für7]

Whole ASX is spooked by the potential ramifications of the Trump Tariffs.

Yeah but brainchip is in the USA

 

[HopalongPetrovski]

Yeah but brainchip is in the USA

Yeah, but the rest of the world isn't.

 

[Pom down under]

 

[7für7]

Yeah, but the rest of the world isn't.

Yes, but we can’t always blame others. We have a superior product recognized by professionals, best-in-class partners, the U.S. Air Force, and so on. We can’t keep seeing a rise before the quarterly reports and a dump right after. All the news about our products is positive, and market predictions are increasingly optimistic. So where’s the problem? We also can’t always blame everything on a lack of sales. On the stock market, they say people trade the future. Don’t get me wrong—I’m definitely positive and invested for the long term. But it’s getting frustrating that we constantly play into the hands of the short sellers.

 

[rgupta]

It had been more than 4 years since megachips signed an IP with brainchip, before that they experiment a lot with the technology and even after signing an IP, they are instrumental in a lot of changes for brainchip ip. Nintendo is their biggest customer.
Even after spending so much money and effort if they cannot incorporate akida into switch 2 that will mean a question mark on megachips and brainchip's business acumen!
Dyor

 

[FiveBucks]

Whole ASX is spooked by the potential ramifications of the Trump Tariffs.

Brainchip is my only holding that has decided to the bed today.

 

[FiveBucks]

Yes, but we can’t always blame others. We have a superior product recognized by professionals, best-in-class partners, the U.S. Air Force, and so on. We can’t keep seeing a rise before the quarterly reports and a dump right after. All the news about our products is positive, and market predictions are increasingly optimistic. So where’s the problem? We also can’t always blame everything on a lack of sales. On the stock market, they say people trade the future. Don’t get me wrong—I’m definitely positive and invested for the long term. But it’s getting frustrating that we constantly play into the hands of the short sellers.

Hold on! The person who always criticises everyone else for not having a positive attitude has decided they are okay to have a few negative thoughts?

 

[Braintonic]

Brainchip is my only holding that has decided to the bed today.

‘Dumbest trade war’ rattles investors as ASX tumbles

The Aussie share market has started the week deep in the red as investors weigh the impact of US President Donald Trump’s savage wave of tariffs imposed on Mexico, Canada and China.

thewest.com.au

 

[FJ-215]

The LDA Capital Agreement.....0.50 per share x 40 Million to be issued, unless we move the goal posts.

Question: The timing of the (out of the blue) announcement, and the stated price per unit, given where the share price
has been revolving lately, does anyone care to give an educated guess as to why ?....if something big (potentially) is cooking,
what's your best guess ?

Just interested to get a feel of the mood in the room.

Cheers and good morning....Tech.

G'day Tech,

I think we were all caught of guard by the CR to instos last year, given how confident Sean and the BoD were at the AGM. I'm a fan of the LDA model but it needs sustained news flow to work as a call can last up to 2-3 mths. Was lack of news the reason Sean went for the CR over LDA? who knows.

I doubt a single announcement (unless it's huge) will keep our SP above 50c. We need to show the market that we are making money now and not 2 years down the track. So to hit and stay at 50cents I think we need a couple of IP deals signed and a positive 4C in the 2-3 months of the call period.

What might our next 4C look like?

* €190,000 from Frontgrade Gaisler and Airbus Defence and Space (as per Sept 2024 4C)
* €150,000 from ESA Discovery Open Space Innovation Platform. (FG IP announcement)
* $USD??? from U.S. Air Force Research Laboratory. (AFRL will begin making milestone payments in January 2025.)
* $100,000 from Bascom Hunter (Dec 4C)
* Edge box sales

Depends on what we get from AFRL but call it $150,000 ($1.8M divided by 12 mths). Should see us over $600,000 USD for the quarter and possibly higher depending on the AFRL payment.

As for news flow, there is the subcontractor to be named. Could be a double edged sword, even if it's a big name, we are paying them. No idea how the market may react? And we will need some 7 figure IP deals!!!

Timing for the next call?? Late Feb, more likely early March. The event calandar is full at that time as well (feeds in to news flow for the market)

Until then.......the SP will do what the SP does.

 

[7für7]

Hold on! The person who always criticises everyone else for not having a positive attitude has decided they are okay to have a few negative thoughts?

No, I always have negative thoughts about the shorter. Not about our company. That’s two different things! don’t mix things up

 

[HopalongPetrovski]

Brainchip is my only holding that has decided to the bed today.

Hopefully bouncing a bit now and the market does tend to act a bit like a pendulum in reaction to news but it generally doesn't like uncertainty.
And Trump's Tariff's are introducing a whole bunch of that. He is an intentional disruptor tearing up previously established treaties and ruling by decree. And the manipulators and shorts are taking advantage of the situation as you would expect.

 

[FiveBucks]

View attachment 77112

Hopefully bouncing a bit now and the market does tend to act a bit like a pendulum in reaction to news but it generally doesn't like uncertainty.
And Trump's Tariff's are introducing a whole bunch of that. He is an intentional disruptor tearing up previously established treaties and ruling by decree. And the manipulators and shorts are taking advantage of the situation as you would expect.

Now my other holdings are taking a dump 🫠

 

[TECH]

G'day Tech,

I think we were all caught of guard by the CR to instos last year, given how confident Sean and the BoD were at the AGM. I'm a fan of the LDA model but it needs sustained news flow to work as a call can last up to 2-3 mths. Was lack of news the reason Sean went for the CR over LDA? who knows.

I doubt a single announcement (unless it's huge) will keep our SP above 50c. We need to show the market that we are making money now and not 2 years down the track. So to hit and stay at 50cents I think we need a couple of IP deals signed and a positive 4C in the 2-3 months of the call period.

What might our next 4C look like?

* €190,000 from Frontgrade Gaisler and Airbus Defence and Space (as per Sept 2024 4C)
* €150,000 from ESA Discovery Open Space Innovation Platform. (FG IP announcement)
* $USD??? from U.S. Air Force Research Laboratory. (AFRL will begin making milestone payments in January 2025.)
* $100,000 from Bascom Hunter (Dec 4C)
* Edge box sales

Depends on what we get from AFRL but call it $150,000 ($1.8M divided by 12 mths). Should see us over $600,000 USD for the quarter and possibly higher depending on the AFRL payment.

As for news flow, there is the subcontractor to be named. Could be a double edged sword, even if it's a big name, we are paying them. No idea how the market may react? And we will need some 7 figure IP deals!!!

Timing for the next call?? Late Feb, more likely early March. The event calandar is full at that time as well (feeds in to news flow for the market)

Until then.......the SP will do what the SP does.

Thanks for contributing, and for having the guts to put your opinions forward...Tech

 

[Iseki]

G'day Tech,

I think we were all caught of guard by the CR to instos last year, given how confident Sean and the BoD were at the AGM. I'm a fan of the LDA model but it needs sustained news flow to work as a call can last up to 2-3 mths. Was lack of news the reason Sean went for the CR over LDA? who knows.

I doubt a single announcement (unless it's huge) will keep our SP above 50c. We need to show the market that we are making money now and not 2 years down the track. So to hit and stay at 50cents I think we need a couple of IP deals signed and a positive 4C in the 2-3 months of the call period.

What might our next 4C look like?

* €190,000 from Frontgrade Gaisler and Airbus Defence and Space (as per Sept 2024 4C)
* €150,000 from ESA Discovery Open Space Innovation Platform. (FG IP announcement)
* $USD??? from U.S. Air Force Research Laboratory. (AFRL will begin making milestone payments in January 2025.)
* $100,000 from Bascom Hunter (Dec 4C)
* Edge box sales

Depends on what we get from AFRL but call it $150,000 ($1.8M divided by 12 mths). Should see us over $600,000 USD for the quarter and possibly higher depending on the AFRL payment.

As for news flow, there is the subcontractor to be named. Could be a double edged sword, even if it's a big name, we are paying them. No idea how the market may react? And we will need some 7 figure IP deals!!!

Timing for the next call?? Late Feb, more likely early March. The event calandar is full at that time as well (feeds in to news flow for the market)

Until then.......the SP will do what the SP does.

Unfortunately we don't seem to be able to acquit the AFRL deal by signing up the large defence contractor. It's hard to see what the sticking point is with the negotiations. For all we know AFRL may be holding out for an actual Akida2 chip to be produced, which isn't going to be any time soon.