BRN Discussion Ongoing

Yoda

Regular
What if they decide not to adopt?

What happened to all these companies behind NDAs loving our products? What happened to the Korean company who has done more extensive tests than us (if I recall correctly someone from the brainchip has said it but I cant remember, dont quote me)? Wth happened to MegaChips or Renesas? How about Ford? Volkswagen? Valeo?

How about those who gave us extensive feedbacks which we apparently accepted when we were developing Akida? 1500? 2000? Would we maybe finally land a proper deal perhaps when we develop Akido9999999? Where is the explosive sales? Financials? IP deals?
How come we are still not seeing (in terms of revenue or IP deala) after joining many eco systems?

So many questions...
These are fair questions that I believe should be put to management at the next AGM.
 
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genyl

Member
What if they decide not to adopt?

What happened to all these companies behind NDAs loving our products? What happened to the Korean company who has done more extensive tests than us (if I recall correctly someone from the brainchip has said it but I cant remember, dont quote me)? Wth happened to MegaChips or Renesas? How about Ford? Volkswagen? Valeo?

How about those who gave us extensive feedbacks which we apparently accepted when we were developing Akida? 1500? 2000? Would we maybe finally land a proper deal perhaps when we develop Akido9999999? Where is the explosive sales? Financials? IP deals?
How come we are still not seeing (in terms of revenue or IP deala) after joining many eco systems?

So many questions...
Absolutely agree. Very concerning to say the least. Tons of partners, tons of conferences to demonstrate, but only a couple baby contracts. Starting to lose hope quiet heavily. Been invested since 2020 and for me this has to be the year. Can't imagine my investment healthy in 2026 without dilution. Crush them at the AGM please
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
"The $64 million question is: What happened to the tape-out of Akida 2?

Who was the customer upon whose toes we dared not tread?

Did management ask them to provide some sort of guarantee that they would proceed, so as to avoid being left behind the eight ball should they decide not to?
 
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More selling by Sean, guess his selling just at the right time before LDA do

1741218734091.gif
 
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TheDrooben

Pretty Pretty Pretty Pretty Good
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buena suerte :-)

BOB Bank of Brainchip
Hi Xray, I don’t think that the decision would have already been made by the Top 20. Tech posted recently that the “retail shareholder base currently holds 58.633% verses the Top 20 with 41.367%.”

I believe the BOD will need somewhere between 50%-75% of shareholders to vote “yes” for successful approval, in which case they will be relying on a great deal of us to get behind it.

I guess we have to ask ourselves why the BOD would even bother putting such a risky proposal forward, if the SP is still in the doldrums and if no other licences, cornerstone investors or other such positive news emerges beforehand, because as I’ve said before, that would have to be the most recklessly stupid idea I’ve ever heard of.

I hope that we receive some positive news of a material nature beforehand. If however, the BOD are simply planning on revealing a “detailed roadmap” (refer to Annual Report) of commercialisation goals, to try and sway us to approve, and if there is nothing genuinely material other than just a roadmap, then I will be seriously unimpressed, and that would be a massive understatement.
Hi Meatloaf.
My twopennysworth.🤣

Appreciate the sentiment but really don't think that being listed in Australia has allowed us much of a say in the company's future so far.

Yes, once or twice a year we get a meet and greet and an opportunity for a quick fang flash and a hearty handshake, which wouldn't be afforded us without the ASX listing, but frankly, so far, it hasn't really eventuated into much beyond that, and is reflected in our dismal share price.
Yes, it affords us, because it is mandated, a couple of seats on the board, but with no disrespect intended, I don't see that has brought us much value either and consider them as pretty much place holders and figure heads.

I know the company is making headway with expanding eco systems and we have received some solid endorsements from quite a few heavy hitter's but the fact remains that the company is in effect a black hole hoovering up considerable dollars in order to continue existing and producing very little of tangible benefit in return, apart from those drawing a pay check.

Granted, this is just how it is for pre revenue start ups in the tech world, particularly when they are introducing something radical and paradigm shifting.

But, the bottom line gets reached, sooner or later, for both we as individuals and ultimately for the company, as an entity itself.

Whilst Peter VDM was still actively involved dreaming up the tech and steering the bus from Western Australia it was understandable and an historic fact that we were listed on the ASX, but those days are well and truly past tense.
All that's left here now, apart from our large retail share holder base are the dried remnants of the previous institute and some relatively weak educational and minor industrial applications which, whilst welcome, are unlikely to make us a viable concern.

If the Board decides we are better served by redomiciing to the US I think it prudent for us to back them.
For all our intelligence, dot joining and assumptions, none of us are privy to what they know and are aware of regarding both BrainChip's opportunitys and obstacles.

Beyond the access to a larger overall market I think it likely being based in America will give us more credibility and credence, particularly among American investors and American players and companies which are likely to be our way forward.
Australia is a very minor player in the worlds affairs and whilst we may punch above our weight and all that, from a global standpoint, both economically and industrially, the ASX is a pygmy.

I think we all assumed this move would occur sooner or later and would prefer it under more favourable conditions, but again will state the obvious.

If we indeed managed to stamp our little foot and vote down this stated major objective of the Board, where exactly would that leave us?
I fear with a perhaps rudderless, certainly demoralised leadership group, handicapped by their own share holders.
Not a good position from which to move forward.

Great points made guys..... It is a tough one to nut-out and decipher what the outcome will be for sure.

We will always have contentious issues on both sides YES or NO! especially with a move to the US being a HUGE change to BRN and us Shareholders moving forward! (Super funds being a serious issue that will need to be addressed!!)

IMO... I think the US is where the $$$$$$$$$$$$ will be and exponential growth can be realised.

My thoughts are that THE BOD know what is coming in 2025++ and this is the reason that they feel confident putting this announcement out there??

Been here for pretty much on the nose of 10 years now!!! Still patiently waiting!!!!!!!

Big news hopefully SOON!!


Good luck all
 
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Frangipani

Top 20
Arm mentions neuromorphic in the vid

View attachment 78641

Ericsson has some neuromorphic usage mentioned in his patens, right? (wording: "like Intel Loihi2, Aikda...")

Ericsson Research developed a radio receiver prototype for Intel’s Loihi 2 neuromorphic AI accelerator based on neuromorphic spiking neural networks, which reduced the data communication by 75 to 99% for energy efficient radio access networks (RANs).
Source: https://community.intel.com/t5/Blog...s-How-Intel-Labs-Neuromorphic-AI/post/1588697

So, actually I guess no Akida...

Have also a view here: https://ai-ran.org/mwc-2025/


View attachment 78646

The neuromorphic receivers referred to in the video posted by Arm on the occasion of Mobile World Congress Barcelona 2025 were actually developed by VIAVI Marconi Labs in Stevenage, UK (https://blog.viavisolutions.com/202...-powered-by-127-years-of-wireless-innovation/):



3B806B74-7E75-453E-A4C6-69E3763756ED.jpeg




1508BAEA-5B81-493B-9A85-700E0FDC4F7A.jpeg



And by the way, it wasn’t Ericsson that mentioned us alongside Loihi in any of their patents. Accenture and Tata Consultancy Services did.
 
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Cardpro

Regular
Tax reasons if you read the ann
Tax reason? My brother used to work for US listed company as an software engineer, he didn't sell any shares he received as part of his salary package... many other engineers also did the same... yes you need a lumpsum to pay tax but gosh... selling at 21 cents? ........

Imo only...
 
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The neuromorphic receivers referred to in the video posted by Arm on the occasion of Mobile World Congress Barcelona 2025 were actually developed by VIAVI Marconi Labs in Stevenage, UK (https://blog.viavisolutions.com/202...-powered-by-127-years-of-wireless-innovation/):



View attachment 78695



View attachment 78698


And by the way, it wasn’t Ericsson that mentioned us alongside Loihi in any of their patents. Accenture and Tata Consultancy Services did.
We do know at least that Ericsson did use us in their Zero Energy 6G experiment / studies as per the paper released in Dec 2023.

Towards 6G Zero-Energy Internet of Things:

Standards, Trends, and Recent Results


 
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HopalongPetrovski

I'm Spartacus!
Tax reason? My brother used to work for US listed company as an software engineer, he didn't sell any shares he received as part of his salary package... many other engineers also did the same... yes you need a lumpsum to pay tax but gosh... selling at 21 cents? ........

Imo only...
It is just standard operating procedure.
This occurs every time and every time without fail, someone either gets their knickers in a twist about it, or decides to try and use it to stir up Fear, Uncertainty, Doubt amongst the rest of us.

SH tax pay.jpg
 
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Guzzi62

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Luppo71

Founding Member
I agree that the US is where we can make some serious cash but, as we sit on 20c in the asx if we were
to get 1 or 2 good announcements we could possible go to $2+ and a 10x boost on SP no problem, we have seen it done before.
If we head to US with a massive consolidation at 20c which will put us at $4 and the same value in our shares but how long before we see
a 10x improvemnet on SP to get the same result, which would have to go to $40.
A very long while i am thinking.
Would much prefer to see that initial lift here first.
Does this make sense or am i over thinking it?
 
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He increased his holdings with 600k?

He is a very large holder now!
How did he increase his holdings? I guess they were the normal pay related freebies?
 
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I agree that the US is where we can make some serious cash but, as we sit on 20c in the asx if we were
to get 1 or 2 good announcements we could possible go to $2+ and a 10x boost on SP no problem, we have seen it done before.
If we head to US with a massive consolidation at 20c which will put us at $4 and the same value in our shares but how long before we see
a 10x improvemnet on SP to get the same result, which would have to go to $40.
A very long while i am thinking.
Would much prefer to see that initial lift here first.
Does this make sense or am i over thinking it?
Loads of excellent presumptions the last few days which mean absolutely nothing at this stage. All I know like many we want to start seeing some real $$$

1741223023743.gif
 
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White Horse

Regular
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7für7

Top 20
Are you a down ramper. Or just simple.
I think he want to buy more because otherwise he have to sell his 500 shares latest when we move to the US 😆
 
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Slade

Top 20
I agree that the US is where we can make some serious cash but, as we sit on 20c in the asx if we were
to get 1 or 2 good announcements we could possible go to $2+ and a 10x boost on SP no problem, we have seen it done before.
If we head to US with a massive consolidation at 20c which will put us at $4 and the same value in our shares but how long before we see
a 10x improvemnet on SP to get the same result, which would have to go to $40.
A very long while i am thinking.
Would much prefer to see that initial lift here first.
Does this make sense or am i over thinking it?
You are not over thinking it @Luppo71 We get screwed if we move to a US exchange on today’s SP.
 
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AusEire

Founding Member.
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1000018937.png


So are we just ignoring that they both increased their holdings now?

They both exercised RSUs and then paid the tax on those and kept the rest. With a decent increase for both. Good to see this imo.
 
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I think he want to buy more because otherwise he have to sell his 500 shares latest when we move to the US 😆
I’ve 508 😂
 
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