BRN Discussion Ongoing

[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.

 

[Mt09]

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.

Highly doubt that will be released to Asx..

 

[HopalongPetrovski]

Well. We are getting bent over the table and spanked today.
Bastardo's.
Come on BrainChip.
Get something of substance over the line and lets burn them good.

 

[7für7]

Well. We are getting bent over the table and spanked today.
Bastardo's.
Come on BrainChip.
Get something of substance over the line and lets burn them good.

Yeah… let them buuuuuuuuuuuuurn

 

[MDhere]

View attachment 77111



View attachment 77110

I agree I got them at .288 thankyou someone .
And it was today I prayed for a miracle and it came. Merci beaucoup.

 

[Iseki]

Highly doubt that will be released to Asx..

They will have to announce something at some time. It cant be like the ANT61 satelite.

Check out the size of RTX (if it is them) They are getrting nearly a $Bil just for sensor fusion. Hello? We can help!!

RTX's Collins Aerospace awarded Cooperative Engagement Capability Design Agent contract from U.S. Navy

Company to further advance critical warfighting capabilitiesCEDAR RAPIDS, Iowa, Jan. 29, 2025 /PRNewswire/ -- Collins Aerospace, an RTX (NYSE: RTX) business, was awarded a follow-on contract with a potential for up to $904 million over five years to continue development of the U.S. Navy's...

www.rtx.com

 

[7für7]

I agree I got them at .288 thankyou someone .
And it was today I prayed for a miracle and it came. Merci beaucoup.

I bought last week because I thought they’d release something important this week. Honestly, I find it hard to understand why some people still think it’s a miracle when the share price drops… actually pretty common after our quarterly reports. The real miracle would be the opposite: if they finally announced something big and the share price skyrocketed. I mean, we’ve had plenty of time to load up on cheap shares, right? Just my thoughts

 

[jtardif999]

I think different markets will start to develop within the 'Edge' industry. Some chips will be more suited to some tasks than others.
It appears that OSS and AKIDA have different strengths and will be suited to different use cases.

I don’t see them as much of a competitor. Their partners are all conventional chip designers/producers and OSS don’t appear to be fabricators of anything non-Von Neumann. They appear to me to be producing ‘traditional tech’ edge products. We know that for military and space applications more importance is now placed on SWaP and the cost the hardware. Now if any of the OSS partners were to provide competitive SWaP etc. then this company would be moving to the beat of the drum. If anything we might expect if they want to compete in terms of SWaP then having a company like Brainchip as their partner would be more advantageous. AIMO.