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Three and a half years into a five-year plan that no one has even seen, I cannot allow unaccountable management to continue unchecked .
Three and a half years into a five-year plan that no one has even seen, I cannot allow unaccountable management to continue unchecked .
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Embedded World in Nuremberg, Germany awaits! | M Anthony Lewis | 16 comments
Embedded World in Nuremberg, Germany awaits! BrainChip's moment to shine! Wednesday of next week, I will be presenting at Embedded World in Nuremberg, Germany, where I will discuss our groundbreaking advancements in Brain-Inspired Computing at BrainChip. Our innovative approach encompasses...www.linkedin.com
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From what Tony Lewis says in his linkedin post BRN has cracked the LLM egg.Dolci is a trader, while I am a long-term shareholder who has given the current management ample time to deliver results.
I believe in the technology, but I have significant concerns about the current management’s track record.
Three and a half years into a five-year plan that no one has even seen, I cannot allow unaccountable management to continue unchecked .
The honeymoon period is over. The move to the USA stock market based on current fundamentals will be detrimental to our company.
As a shareholder, I cannot support such a move without substantial improvements in our company’s fundamentals.
Some questions for our CEO.
1. Why now? Given BrainChip’s declining fundamentals, wouldn’t it be better to strengthen the business first before attempting a U.S. listing?
2. Is this move about access to capital, or is it a way to escape the scrutiny of ASX investors?
3. If BrainChip struggles to gain investor confidence in Australia, why do you believe U.S. investors will react differently?
4. What evidence do you have that BrainChip would attract greater institutional interest in the U.S., despite its current
5. Does the company have enough revenue growth and profitability potential to justify a U.S. listing, or is this simply a liquidity play?
6. BrainChip’s fundamentals are currently weak—how will a U.S. listing change that? Are you expecting a valuation boost simply because of a different market?
7. Has BrainChip engaged with U.S. investors already? If so, what feedback have you received?
8. Are you concerned that the U.S. market, particularly Nasdaq, could be even more unforgiving to BrainChip’s financial struggles than the ASX?
9. What contingency plans do you have if the move does not result in improved market confidence or liquidity?
10. Are you prepared for the potential backlash from Australian retail investors who may feel abandoned by this decision?
11. How will this impact BrainChip’s ability to raise capital in the short term? If the fundamentals don’t improve, will a U.S. listing really make fundraising easier?
12. Does this move suggest that management has failed to turn the company around and is looking for an exit strategy?
13. How much of this decision is being driven by leadership incentives rather than actual long-term shareholder value?
14. Will there be any changes in executive compensation or leadership structure as part of this move?
Very good questions but doubt you will get many answers.Some questions for our CEO.
1. Why now? Given BrainChip’s declining fundamentals, wouldn’t it be better to strengthen the business first before attempting a U.S. listing?
2. Is this move about access to capital, or is it a way to escape the scrutiny of ASX investors?
3. If BrainChip struggles to gain investor confidence in Australia, why do you believe U.S. investors will react differently?
4. What evidence do you have that BrainChip would attract greater institutional interest in the U.S., despite its current
5. Does the company have enough revenue growth and profitability potential to justify a U.S. listing, or is this simply a liquidity play?
6. BrainChip’s fundamentals are currently weak—how will a U.S. listing change that? Are you expecting a valuation boost simply because of a different market?
7. Has BrainChip engaged with U.S. investors already? If so, what feedback have you received?
8. Are you concerned that the U.S. market, particularly Nasdaq, could be even more unforgiving to BrainChip’s financial struggles than the ASX?
9. What contingency plans do you have if the move does not result in improved market confidence or liquidity?
10. Are you prepared for the potential backlash from Australian retail investors who may feel abandoned by this decision?
11. How will this impact BrainChip’s ability to raise capital in the short term? If the fundamentals don’t improve, will a U.S. listing really make fundraising easier?
12. Does this move suggest that management has failed to turn the company around and is looking for an exit strategy?
13. How much of this decision is being driven by leadership incentives rather than actual long-term shareholder value?
14. Will there be any changes in executive compensation or leadership structure as part of this move?
Thanks, so BRN is using FPGA to crack the LLM egg.
You and your swarny logic!!!!Some questions for our CEO.
1. Why now? Given BrainChip’s declining fundamentals, wouldn’t it be better to strengthen the business first before attempting a U.S. listing?
2. Is this move about access to capital, or is it a way to escape the scrutiny of ASX investors?
3. If BrainChip struggles to gain investor confidence in Australia, why do you believe U.S. investors will react differently?
4. What evidence do you have that BrainChip would attract greater institutional interest in the U.S., despite its current
5. Does the company have enough revenue growth and profitability potential to justify a U.S. listing, or is this simply a liquidity play?
6. BrainChip’s fundamentals are currently weak—how will a U.S. listing change that? Are you expecting a valuation boost simply because of a different market?
7. Has BrainChip engaged with U.S. investors already? If so, what feedback have you received?
8. Are you concerned that the U.S. market, particularly Nasdaq, could be even more unforgiving to BrainChip’s financial struggles than the ASX?
9. What contingency plans do you have if the move does not result in improved market confidence or liquidity?
10. Are you prepared for the potential backlash from Australian retail investors who may feel abandoned by this decision?
11. How will this impact BrainChip’s ability to raise capital in the short term? If the fundamentals don’t improve, will a U.S. listing really make fundraising easier?
12. Does this move suggest that management has failed to turn the company around and is looking for an exit strategy?
13. How much of this decision is being driven by leadership incentives rather than actual long-term shareholder value?
14. Will there be any changes in executive compensation or leadership structure as part of this move?
Just following the trendReason why it isn’t?
The draw down on 20 million is 6/26 not 6/25.
4th amendment with LDA where LDA can provide upto 140 million dollars to brainchip out of which 68 million is already drawn. Condition of amendment brainchip must draw down 20 million. Upto 30 june 2025.
With new amendment they increase brainchip draw down by 37 million.
So if we did not need that extra 37 million we may not do 20 million. drawdown before 30 th June 2025, we can still get upto 35 million more.
Now after 20 million of draw down we have another limit of 52 million. That limit expires on June 2026.
Dyor
So they should cover all the open shorts before they AGMThe pricing period during which shares can be sold begins on or near 7 March 2025 and will end
the sooner of 30 April 2025 or when shares have been fully subscribed by LDA. The issue price of
the shares will be 91.5% of the higher of the average of the daily volume weighted average price
(VWAP) of shares over the pricing period and the minimum price notified to LDA by the Company.
This stops before the AGM.
Ok rgupta I think everyone gets your message. If you keep repeating yourself it just becomes spam. I think we all need to wait and see what the company provides in the way of a path forward to moving to the US. There are two things that they have said that we should hold on to here;100% agree with you. Apple, google can take decisions because they are profit making companies and their management have an established reputation. These companies are worth trillions of dollars and one executive order from Trump can kill them.
In case of brainchip we are not established, just moving to US without any positivity will only ruin us. On top how many holders are confident with current management that they will do in best interests of holders? And upto now how many times they taken the right decisions?
So let the management proved their worth to us before asking any sacrifice.
Dyor
Well said, and love your commitment to BRN. I'm in similar position and will one day soon pull my support from BRN to support my kids.Currently our Patents hold our true value, and it's much more than 410 Million AUD or more to the point 258.3 Million USD
Please, can we ALL be honest, I'm 10 years in, like many other long termers, it has not been an easy journey, yet I, like many I'd
suggest are to a point, emotionally rusted on, we believe in Peters et al technology, we question the resistance to 100% commitment
by major companies, who sing our praises, I fully understand why we turned on a dime when Sean sold his 5 year business plan to the
Board, we simply couldn't afford to go the chip route on our own, some seem to have conveniently forgotten about the near on 21
million AUD that was wasted on the "Studio" path, it was not good, I can't share what I know about Studio, but it wasn't as good as
many first thought.
Akida 1000 was born, and it was brilliant, it's so good it's being referenced as I speak, yes we now have AKD 1500, yes we now have
AKD II, but the communication from within the company to shareholders has been what I'd term mildly misleading, has it been taped
out, is it being taped out, has another entity taken charge of the fab process etc etc.
Then we have TENN's....yes it appears to be brilliant, space state models, yes we are engaged with very big market players, BUT many of
us are really frustrated, we have such a great technology, we have such a great team, all have the integrity that makes me want to stay
invested, but the allegedly 100 plus NDA's, I simply don't believe that anymore, I'm sorry, I just don't buy those comments any longer.
I trust Peter and Anil 100%......but as mentioned before, by mid 2026, which is so generous, that's 11.5 years of waiting for stable revenue,
I will be done....we need solid results, not solid lines joining dots !
I'm not normally this negative, but the suppression or manipulation of our share price seems to be getting the better of me lately.
I apologize for the moaning..............Tech![]()
Agree. If they expect us to vote on the proposed transfer to an American exchange at the AGM, then I would expect more definitive explanations and likely share price boosting announcements sometime over the next month or so.Ok rgupta I think everyone gets your message. If you keep repeating yourself it just becomes spam. I think we all need to wait and see what the company provides in the way of a path forward to moving to the US. There are two things that they have said that we should hold on to here;
1) they’ve said a number of times that 2025 will be a make or break year - so we should expect more significant news to make the share price move north before any move.
2) they will provide more details on the move closer to the AGM and we should expect them to explain EVERYTHING about it to us and not expect anything less.