BRN Discussion Ongoing

[DingoBorat]

I watched as we went to $2.30 in 10 days , would be the same as going to $16 in ten days on the Nasdaq.
Most of the big tech companies in the US had taken years to move that much but if you think
we can get a 400% lift in a shorter period bring it on.
I think it is possible to go this high or i wouldnt be in but in the same amount of time, i think not.

It's not the same Luppo, because again, you are not taking the number of shares on issue into consideration, or the fact that there were about 300 to 400 million less BRN shares on issue at that time.

You're not comparing apples with apples.

58 cents to $2.32 is a 400% increase in SP and a 2.61 Billion dollar increase in MC (on 1.5 billion shares).
Which is an incredible increase!

AUD
$6 to $24 is a 400% increase in SP but only 1.06 Billion dollar increase in MC (on 60 million shares).

So to reach the same MC, is even "harder" in your eyes.

Market Capitalisation does matter.

It could easily go that much or more on the NASDAQ in the right conditions.

Remember "now" is not the year 2022, with near 1% interest rates and Covid stimulus money sloshing around everywhere.

However, despite what Leftist media would lead you to believe, the US is entering a period of Very Strong Growth.

Australia, through its backwater policies, will not experience this same growth.

Yes, BrainChip is a Global Company, but if it wants to gain the best advantage, of the Largest and Growing economy in the World, then it needs to be domiciled there, because of their "America First" policies.

We need to go where the action and money is.

 

[Wickedwolf]

Almost all seem down on a move to the US, I get the risks but also a massive potential upside.

what if any are the benefits of staying on ASX?

on ASX there is blatant daily price manipulation, all good news is met with a fall in price drop, only dividend stocks and mines are understood, after our ford warning the board are terrified to make any announcement.

To me the ASX is a disaster and the sooner we move the better. All our potential and most of our customers are in the states.

 

[Luppo71]

It's not the same Luppo, because again, you are not taking the number of shares on issue into consideration, or the fact that there were about 300 to 400 million less BRN shares on issue at that time.

You're not comparing apples with apples.

58 cents to $2.32 is a 400% increase in SP and a 2.61 Billion dollar increase in MC (on 1.5 billion shares).
Which is an incredible increase!

AUD
$6 to $24 is a 400% increase in SP but only 1.06 Billion dollar increase in MC (on 60 million shares).

So to reach the same MC, is even "harder" in your eyes.

Market Capitalisation does matter.

It could easily go that much or more on the NASDAQ in the right conditions.

Remember "now" is not the year 2022, with near 1% interest rates and Covid stimulus money sloshing around everywhere.

However, despite what Leftist media would lead you to believe, the US is entering a period of Very Strong Growth.

Australia, through its backwater policies, will not experience this same growth.

Yes, BrainChip is a Global Company, but if it wants to gain the best advantage, of the Largest and Growing economy in the World, then it needs to be domiciled there, because of their "America First" policies.

We need to go where the action and money is.

Yep that's where the cash is and I am not saying that can't happen over time.
I'm saying it can't happen in the same.timeframe which is the whole point of my post.
400% in under 20 days.

Hope it proves me wrong.

 

[Iseki]

Almost all seem down on a move to the US, I get the risks but also a massive potential upside.

what if any are the benefits of staying on ASX?

on ASX there is blatant daily price manipulation, all good news is met with a fall in price drop, only dividend stocks and mines are understood, after our ford warning the board are terrified to make any announcement.

To me the ASX is a disaster and the sooner we move the better. All our potential and most of our customers are in the states.

The share price can easily rocket up to $2.50 on the ASX IF there is some news of on-going revenue, as we have seen.
The ASX has rules making sure that existing shareholders aren't diluted out by having a 15% limit on the new shares that can be issued in a year.
The ASX offers a way for serious cornerstone industry investors located in US to invest in BRN, just as any US exchange would.
The ASX offers ways for BRN to be a part on any international Tech Index, just as any US exchange would.
The ASX in US/EU neutral. This means we can do deals with AirBus and RTX.

Let the clients decide. If there is a client out there thjat could "make us profitable from day one", and we can only get them by moving to US, then that is a different question.

 

[Bravo]

Moschip has just announced the launch of a new digital solutions suite "Moschip Digital Sky" which is aimed at accelerating the development of next-generation connected and intelligent products, combining edge AI amongst other things.

I tried to find out a bit more about Digital Sky and stumbled upon this video of Vital Patil, SVP Product Engineering Moschip, who describes how the three main components (Digital Products, Digital IT and Digital Operations) will all tie in together for a new digital era that seamlessly combines Intelligent AI and Connected IOT together.

At approximately 11.49 mins Vital provides more of an explanation of how the Connected Products will work and he states "where the intelligence can be embedded within and the inferences can be run on it and they have been positioned to not only give realtime data but also adapt.themselves for self-services that will be required at their own end. They can actually go on and self-healing by themselves".








MosChip Technologies share zooms 9% on launching MosChip DigitalSky GenAIoT

Last Updated : Mar 06 2025 | 1:23 PM IST


EXTRACT ONLY
MosChip Technologies share price:MosChip Technologies shares were in demand on Thursday, March 6, 2025, as the stock rallied as much as 9.06 per cent to hit an intraday high of Rs 167.80 per share.

MosChip Technologies shares rose following the announcement of the launch of MosChip DigitalSky GenAIoT, a digital solutions suite aimed at accelerating the development of next-generation connected and intelligent products.

According to the company, MosChip DigitalSky GenAIoT will enable enterprises to innovate quickly, shorten product life cycles, and optimise performance by combining the transformative powers of IoT, AI, Generative AI, Edge AI, workflow automation and testing, security, and application modernisation.

Tailored to meet the evolving demands of industries such as smart homes, manufacturing, consumer electronics, healthcare, automotive, and energy, the company highlighted that this suite offers enterprises a scalable and future-proof foundation. It helps build next-generation smart products, majorly reducing time-to-market while improving operational efficiency, MosChip added.

“Product development is at a critical inflection point - connectivity and intelligence are no longer add-ons but core necessities. With MosChip DigitalSky GenAIoT, we are not just offering a technology suite; we are delivering a highly optimised, modular, and intelligent digital suite that accelerates the entire product lifecycle - from hardware design and embedded systems to AI-driven insights and automation. This ensures seamless integration, reduced complexity, advanced cognitive intelligence, and enhanced security at every stage of product development,” said Vishal Patil, senior vice president of product engineering at MosChip.

The company further said that MosChip DigitalSky GenAIoT is now available for enterprises looking to redefine product development, drive innovation, and lead in the era of connected intelligence.

What does MosChip DigitalSky GenAIoT offers?

The MosChip DigitalSky GenAIoT Solutions Suite offers a comprehensive range of offerings designed to drive digital transformation. The Integrated IoT and Connectivity Suite ensures seamless onboarding of smart devices, providing unified management, real-time insights, and adaptive edge security. This suite is built to optimize connectivity and data flow across a wide variety of devices.

The Cognitive Intelligence Suite is centered around enhancing operational efficiency and decision-making through advanced AI capabilities. It integrates Edge AI and Generative AI solutions, enabling businesses to derive actionable insights and automate complex processes, ultimately improving productivity and performance.

The Unified Automation Suite focuses on automating product testing and streamlining product workflows. With the use of autonomous agents and dynamic orchestration, it reduces operational bottlenecks, enabling faster and more efficient development cycles.

Lastly, the Digital-Native Suite helps enterprises navigate cloud-native transformation and microservices modernisation. It also offers integrated data intelligence.

“Today’s enterprises demand frictionless integration, real-time intelligence, and security-first architecture - all while staying agile. MosChip DigitalSky GenAIoT brings these critical capabilities together in a cohesive, solution suite. Together with MosChip DigitalSky Innovation Hub, it provides product leaders and enterprises with unprecedented access to latest technologies, deep tech expertise, and an ecosystem to accelerate innovation, mitigate risks, and fast-track the journey from concept to market-ready, intelligent products,” saidSwamy Irrinki, senior vice president of worldwide sales & marketing at MosChip.






Reminder:

 

[Cardpro]

"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?"


No, you are underthinking it Luppo, as is everyone who thinks the same.

Why do you think it's easier, to go from 20 cents to $2 (AUD) than 4 to $40 (USD)?

You are not taking the amount of shares on issue into consideration, as the Market Capitalisation, is exactly the same.

2 dollars x 1.8 billion shares = 3.6 billion dollars.

40 dollars x 60 million shares = 2.4 billion dollars (or 3.6 AUD).


Does anyone here, think BrainChip could not reach a 2.4 billion USD valuation, if we were finally kicking goals, as would be required to reach a 3.6 billion AUD valuation here?

If BrainChip actually starts performing and living up to its potential, is a 10 billion USD valuation in the Future possible?

10 billion divided by 60 million Shares, is 166 USD.


This is why my only concern is dilution on listing.
If the Company says, we need to have X amount available for US investors, I'm going to say "F... Em" let them try to buy the ones already on issue.

We will have ample funding available, as it is for now and any further raise needed can be done at a much higher price.

Moving to the Biggest Economy in the World, which is Strengthening and putting itself First, is only going to benefit us.

BrainChip for NASDAQ!

We cry about getting shorted on the ASX, but does anyone really think it’ll be any better in the US?

Moving to the US market now is like getting a new pen to get higher score for exams instead of actually studying. It’s a joke.

Sell the damn products, close some real deals, and make actual revenue before even thinking about relocating. Atlassian had over $300 million in revenue before its IPO, and Canva is gearing up for a listing with huge earnings.


And BrainChip? Burning $20 million a year while making tiny amount—less than a million in revenue. We spent $200k on engineering fees, with 60 employees, I am sure many of them gets paid way more than what the whole company earns...

Imo only...dyor...

 

[Chris B]

I contacted Choiceplus and Commsec... I'm effectively screwed if we move to us markets with SP so low... Commsec said they only do international shares Broker to Broker and Choiceplus (hostplus) gave a flat out NO. If we can get SP up enough, then I can atleast sell with a profit in choiceplus and be reasonably happy. Commsec I guess I will have to sell and find best way to buy again if we move overseas. But without a BOOM in SP this is a terrible move for me (along with many others I'm guessing) so SP is what will Influence my Decision on a Yes/No Vote. I can't vote yes to losing a large sum of money and not able to invest any of my Super. The USA might be a good move for the Company, but not for me and many others with SP soooo low. DYOR...

 

[Smoothsailing]

I contacted Choiceplus and Commsec... I'm effectively screwed if we move to us markets with SP so low... Commsec said they only do international shares Broker to Broker and Choiceplus (hostplus) gave a flat out NO. If we can get SP up enough, then I can atleast sell with a profit in choiceplus and be reasonably happy. Commsec I guess I will have to sell and find best way to buy again if we move overseas. But without a BOOM in SP this is a terrible move for me (along with many others I'm guessing) so SP is what will Influence my Decision on a Yes/No Vote. I can't vote yes to losing a large sum of money and not able to invest any of my Super. The USA might be a good move for the Company, but not for me and many others with SP soooo low. DYOR...

The management will not fk over its Australian shareholders IMO that’s not how anyone on the board or PVM for that matter think. They have a plan and we are apart of this plan. Stay positive we’re very close to the $$$

 

[AARONASX]

I contacted Choiceplus and Commsec... I'm effectively screwed if we move to us markets with SP so low... Commsec said they only do international shares Broker to Broker and Choiceplus (hostplus) gave a flat out NO. If we can get SP up enough, then I can atleast sell with a profit in choiceplus and be reasonably happy. Commsec I guess I will have to sell and find best way to buy again if we move overseas. But without a BOOM in SP this is a terrible move for me (along with many others I'm guessing) so SP is what will Influence my Decision on a Yes/No Vote. I can't vote yes to losing a large sum of money and not able to invest any of my Super. The USA might be a good move for the Company, but not for me and many others with SP soooo low. DYOR...

I am not an expert, and here i am using Afterpay as an example (and understand this is not an acquisition)

If you are a CHESS holder under Commsec the shares remain with you,
If Choiceplus is the CHESS holder, they hold them on behalf of you, so long as the allow CDI also.

Afterpay was originally an Australian company listed on the Australian Securities Exchange (ASX) before it was acquired by the US-based Block Inc. (formerly Square Inc.) in 2022. Despite this acquisition, Afterpay shares remained accessible to Australian shareholders while also being integrated into the US stock market. Here’s how it worked:

CHESS Depositary Interests (CDIs) for Australian Shareholders

• Since Block is a US-listed company (NYSE: SQ), Australian shareholders couldn't directly hold NYSE shares through the ASX.
• To accommodate them, CHESS Depositary Interests (CDIs) were issued, which represent ownership of Block Inc. shares while being traded on the ASX.
• This allowed Australian investors to hold and trade Block shares in Australia without needing a US brokerage account.

Maintaining Australian Shareholder Access

• Afterpay investors who accepted the deal saw their Afterpay shares converted into CDIs, which are listed on the ASX under SQ2.
• Each CDI represents a proportion of a Block share (1 Block share = 4 CDIs).
• Investors could also opt to convert their CDIs into actual Block shares if they wanted to trade directly on the New York Stock Exchange (NYSE).

Summary

Afterpay shares didn’t technically "remain" in Australia; instead, they were replaced with CDIs representing Block Inc. shares, allowing Australian investors to continue trading on the ASX while Block took full ownership of Afterpay. This structure ensured that Australian shareholders could still participate in the company's growth without needing to move their investments offshore.

 

[DK6161]

Sounds like a lot of people will be forced to put their sell orders in before the US move to get the best price possible!
I personally don't have any BRN holdings in my super (very lucky!) and will wait until after this year's AGM to give Sean a last chance to reveal what really has been happening behind the scene and what's promised after the US move.
This will hopefully give the SP enough time to recover (hopefully), then I will never have to deal with this sh!te again!

Not advice. DYOR!

 

[jrp173]

The management will not fk over its Australian shareholders IMO that’s not how anyone on the board or PVM for that matter think. They have a plan and we are apart of this plan. Stay positive we’re very close to the $$$

I wish I had your confidence and faith in the company.

You say they would not fk over Australian shareholders, but i think that's exactly what they've been doing for the last few years (using LDA for funding, very little information flow, no significant deals, continually over-promising success and continually rewarding themselves with RSUs just to name a few things).

I'd hazard a bet that some of the non exec folk (chairman and directors) have made more money from Brainchip (salary and RSU's) than a lot of long term shareholders.

As for PVM, he has 150,000,000M shares (which he absolutely deserves as the founder), even at today's $.20 share price, he is still worth $30,000,000 AUD (plus what he has already sold). At his age, with that kind of money, he's set for life. He doesn't need to be too concerned about BRN or it's Australia shareholders.

I desperately want BRN to succeed, but something has to give here.....

 

[Smoothsailing]

I wish I had your confidence and faith in the company.

You say they would not fk over Australian shareholders, but i think that's exactly what they've been doing for the last few years (using LDA for funding, very little information flow, no significant deals, continually over-promising success and continually rewarding themselves with RSUs just to name a few things).

I'd hazard a bet that some of the non exec folk (chairman and directors) have made more money from Brainchip (salary and RSU's) than a lot of long term shareholders.

As for PVM, he has 150,000,000M shares (which he absolutely deserves as the founder), even at today's $.20 share price, he is still worth $30,000,000 AUD (plus what he has already sold). At his age, with that kind of money, he's set for life. He doesn't need to be too concerned about BRN or it's Australia shareholders.

I desperately want BRN to succeed, but something has to give here.....

Stay positive nothing great is achieved without more pain than your imagination permits 99% of the time.
The eco system is established now and the pipeline is huge. All the work going on within the BRN team of scientists and engineers will do us all proud and Iam extremely confident of announcements prior to the AGM.

 

[DK6161]

Anyone involved in the setting up of this forum is still holding. In fact I recently increased my holdings and I know of another who did so as recently as today. We just choose to not engage with Donkeys like you.

If you bought shares in a (any)company based on the anonymous opinions of a random stranger online then I have a bridge to sell you.

Have a nice night!

Would you like to get off your high horse and shed some lights for us donkeys on how we should navigate this proposed move to the US?
I hope you'll you're still increasing your holdings!

 

[HopalongPetrovski]

Would you like to get off your high horse and shed some lights for us donkeys on how we should navigate this proposed move to the US?
I hope you'll you're still increasing your holdings!

This is not an investment advise forum.
It is merely a place to express and exchange views, opinions, comments, findings, research and other assorted gossip about BrainChip.
Each of us have our own circumstances, risk tolerances and responsibilities to both consider and take into account and which are largely unknown to other's, as are our bias's, agenda's and predilections.
Except as they are gradually made manifest by an individual's postings over time.
You, for example, who post for your own amusement only.

 

[Meatloaf]

It’s good to see so many people voicing their opinion on redomiciling. All aspects of this move have to be considered.
Brn management need to prove to me that they are capable of closing deals and bring in revenue prior to considering such a move.
I will not follow blindly on the hope that this will be a better strategy. It’s a bit like: “it’s not working here so let’s try elsewhere”.
Make the deals, increase revenue to cover costs, bring the SP up and we can talk about new strategies.