BRN Discussion Ongoing

[manny100]

SWS on Airbus,geat time to be connected to Airbus.

Future Partnerships With Thales And Leonardo Will Transform Defence And Space Division​

AN

Key Takeaways​

• Strategic partnerships and technical reviews in Defence and Space aim to enhance operational efficiency, potentially boosting future revenue and margins.
• Increased production capacity and new aircraft programs in Commercial Aircraft sector target higher revenue, leveraging new opportunities and order backlog.
• Supply chain challenges and integration risks could constrain Airbus' operational efficiency and revenue growth, while global trade uncertainties may hinder future profitability.

Catalysts​

About Airbus

• Engages in the design, manufacture, and delivery of aeronautics and aerospace products, services, and solutions worldwide.

What are the underlying business or industry changes driving this perspective?

• Airbus is focusing on a significant transformation of its Defence and Space division, which includes extensive technical reviews and strategic options, potentially involving partnerships with Thales and Leonardo. This could improve operational efficiency and lead to better revenue and margins in the future.
• Airbus is ramping up production in its Commercial Aircraft sector, including new opportunities from the A321XLR deliveries. Increasing output to 820 aircraft in 2025 and addressing supply chain challenges could drive higher revenue and improved earnings.
• The company is integrating Spirit AeroSystems work packages to secure production and future ramp-up for the A350 and A220 programs. By investing in production capabilities and addressing operational challenges, Airbus aims for improved medium-term earnings and cash flow.
• Airbus is leveraging its strong order intake across helicopter and space businesses, reflecting increased demand and a robust commercial environment. The backlog supports future revenue growth and potential margin expansion due to economies of scale.
• Airbus plans to sustainably decarbonize aviation, including launching a commercially viable hydrogen-powered aircraft. These efforts could lead to long-term revenue growth and margin improvement by differentiating the company's products in the evolving aerospace market.

 

[7für7]

SWS on Airbus,geat time to be connected to Airbus.

Future Partnerships With Thales And Leonardo Will Transform Defence And Space Division​

AN

Key Takeaways​

• Strategic partnerships and technical reviews in Defence and Space aim to enhance operational efficiency, potentially boosting future revenue and margins.
• Increased production capacity and new aircraft programs in Commercial Aircraft sector target higher revenue, leveraging new opportunities and order backlog.
• Supply chain challenges and integration risks could constrain Airbus' operational efficiency and revenue growth, while global trade uncertainties may hinder future profitability.

Catalysts​

About Airbus

• Engages in the design, manufacture, and delivery of aeronautics and aerospace products, services, and solutions worldwide.

What are the underlying business or industry changes driving this perspective?

• Airbus is focusing on a significant transformation of its Defence and Space division, which includes extensive technical reviews and strategic options, potentially involving partnerships with Thales and Leonardo. This could improve operational efficiency and lead to better revenue and margins in the future.
• Airbus is ramping up production in its Commercial Aircraft sector, including new opportunities from the A321XLR deliveries. Increasing output to 820 aircraft in 2025 and addressing supply chain challenges could drive higher revenue and improved earnings.
• The company is integrating Spirit AeroSystems work packages to secure production and future ramp-up for the A350 and A220 programs. By investing in production capabilities and addressing operational challenges, Airbus aims for improved medium-term earnings and cash flow.
• Airbus is leveraging its strong order intake across helicopter and space businesses, reflecting increased demand and a robust commercial environment. The backlog supports future revenue growth and potential margin expansion due to economies of scale.
• Airbus plans to sustainably decarbonize aviation, including launching a commercially viable hydrogen-powered aircraft. These efforts could lead to long-term revenue growth and margin improvement by differentiating the company's products in the evolving aerospace market.

I don’t think most investors here are worried that the company will fail with its technology or won’t gain a foothold in the sector. I believe the real issue is that most people simply don’t know what will happen with their shares — how many they’ll actually end up with, what value they’ll hold, and whether the company might be aiming to delist in the medium term because it sees healthier growth outside the stock market.

Sure, partnerships, product development, all of that is great — but the real question is: what happens to us?

 

[manny100]

Really? The EU nations will obviously look at BRN?

You really are counting your chickens before they hatch. Such an an unsubstantiated claim to post here...

It's surprising that you do not believe with the US AF and Navy transitioning to the Edge - see US AFRL, Bascom Hunter - Navy and Lockheed - Martin cybersecurity the EU with its $EU800 Bill defence spend will not look at BRN's AKIDA??
BRN already has a 'foot in the door' with Airbus and the EU has a front row seat to the war in Ukraine where the future of warfare is the emergence of unmanned craft.
If the EU want 'bang for buck' in new weaponry AKIDA is a very obvious 'look at' - just ask Bascom Hunter.

https://workspace.navystp.com/quad-chart-vtm/N68335-22-C-0159

https://bascomhunter.com/wp-content/uploads/2024/11/3U-VPX-SNAP-Card-Brochure-11252024.pdf

Also RTX have their foot in the 'BRN' door.

 

[manny100]

I don’t think most investors here are worried that the company will fail with its technology or won’t gain a foothold in the sector. I believe the real issue is that most people simply don’t know what will happen with their shares — how many they’ll actually end up with, what value they’ll hold, and whether the company might be aiming to delist in the medium term because it sees healthier growth outside the stock market.

Sure, partnerships, product development, all of that is great — but the real question is: what happens to us?

I agree with your sentiments. Unless BRN come up with a decent sized deal it will be hard to calm holder nerves and get a re list over the line.
A great deal will help soothe some nerves.
Those with money in Super funds who will not hold US shares should flick Tony D an email expressing concern. When sending an email it may be worth mentioning super funds may vote no to a relist.
There would be a lot of shares held by super funds on behalf of members and they may vote NO for a relist. Taking into account the 2 prior years 25% vote against renumeration if super funds vote no to a relist it could be very difficult to get the required 75%.
I do not mind a relist providing holders are looked after. That means a good deal or 2.
A dual listing would solve Super holders problems. Even a couple of good deals seeing a decent SP will give them a chance to get out.
I can't see a relist happening until at least mid to late 2026.

 

[manny100]

While talking about Bascom Hunter:
SEA-AIR-SPACE 2024 - NavySTP

Firm	Topic	Title	Tech Talk
Advanced Electronics​
Bascom Hunter Technologies	N202-099	Implementing Neural Network Algorithms on Neuromorphic Processors	TBA
Chiral Photonics, Inc.	N182-102	Multicore Fiber Optic Connector for Wideband Digital and Analog Photonic Links	On Demand
Critical Frequency Design, LLC	N202-135	Model Based Systems Engineering for Tactical Data Link Systems	On Demand
Intellisense Systems, Inc.	N192-079	Unmanned Airborne Reconfigurable Naval Communications Network

Bascom Hunter Technologies project titled "Implementing Neural Network Algorithms on Neuromorphic Processors," which is associated with the U.S. Navy's SBIR (Small Business Innovation Research) program. This initiative focuses on developing neuromorphic processors that mimic the human brain's architecture to perform complex machine learning computations with significantly lower power consumption compared to traditional GPUs.
The project has progressed through various phases, including the development of a Neuromorphic Toolbox and hardware prototypes. These processors are designed for applications like Signals Intelligence (SIGINT) and Electronic Intelligence (ELINT), and they align with standards like SOSA (Sensor Open Systems Architecture) and HOST (Hybrid Open Systems Technology). The ultimate goal is to create deployable, efficient, and scalable neuromorphic hardware for military and intelligence use.
3U-VPX-SNAP-Card-Brochure-11252024.pdf
Bascom-ngc23.pdf
Award | SBIR
Navy STP Workspace 2.0

 

[manny100]

While talking about Bascom Hunter:
SEA-AIR-SPACE 2024 - NavySTP

Firm	Topic	Title	Tech Talk
Advanced Electronics​
Bascom Hunter Technologies	N202-099	Implementing Neural Network Algorithms on Neuromorphic Processors	TBA
Chiral Photonics, Inc.	N182-102	Multicore Fiber Optic Connector for Wideband Digital and Analog Photonic Links	On Demand
Critical Frequency Design, LLC	N202-135	Model Based Systems Engineering for Tactical Data Link Systems	On Demand
Intellisense Systems, Inc.	N192-079	Unmanned Airborne Reconfigurable Naval Communications Network

Bascom Hunter Technologies project titled "Implementing Neural Network Algorithms on Neuromorphic Processors," which is associated with the U.S. Navy's SBIR (Small Business Innovation Research) program. This initiative focuses on developing neuromorphic processors that mimic the human brain's architecture to perform complex machine learning computations with significantly lower power consumption compared to traditional GPUs.
The project has progressed through various phases, including the development of a Neuromorphic Toolbox and hardware prototypes. These processors are designed for applications like Signals Intelligence (SIGINT) and Electronic Intelligence (ELINT), and they align with standards like SOSA (Sensor Open Systems Architecture) and HOST (Hybrid Open Systems Technology). The ultimate goal is to create deployable, efficient, and scalable neuromorphic hardware for military and intelligence use.
3U-VPX-SNAP-Card-Brochure-11252024.pdf
Bascom-ngc23.pdf
Award | SBIR
Navy STP Workspace 2.0

A quick glance at the table above shows that we are involved with 2 of the 4 companies listed under 'Advanced Electronics'. Intellisense Systens integrated AKIDA ac ordinary to the BRN March'23 News release.
Together with Bascom Hunter that is 2 out of the 4 companies listed in the table.
That tells us that we are likely to have a decent slice of the future.

 

[7für7]

-what’s your dream?

-Oh… getting rich with BRN shares and buy a Benz…


Currently my dreams

 

[manny100]

-what’s your dream?

-Oh… getting rich with BRN shares and buy a Benz…


Currently my dreams

A 5 year profitable overnight licence deal as alluded to by Tony V at the last AGM would turn nightmares into pleasant dreams.

 

[JB49]

I wonder if management can give us an update on this at the AGM. Or at least when they expect royalties to start. They surely must have some feedback from customers with some timelines that they can relay on to us.

 

[Schwale]

Anil Mankar liking this post on linked In. Could this be another clue. Could this be the mob that Brainchip is working with for their smart cities program?

 

[supersonic001]

Nintendo Switch 2 launches June 5 at $449.99, bringing new forms of game communication to life - News - Nintendo Official Site | Arm

⭐ Let’s-a go! Nintendo Switch 2, unveiled earlier this week, delivers a serious power-up in performance and visuals, marking a new era in gaming. No mushroom required. 🍄 Congrats, Nintendo, on another iconic leap forward: https://okt.to/Sia8yV

www.linkedin.com

Apols if I missed post earlier ……

 

[Diogenese]

A 5 year profitable overnight licence deal as alluded to by Tony V at the last AGM would turn nightmares into pleasant dreams.

My understanding is that TENNs puts Akida in the shade for ultra-high speed, ultra low power. I'm not sure of the metrics for accuracy of inference. As for ML, TENNs uses "old school" back propagation, and it also uses MACs, although much smaller (ie, less power hungry) than conventional 16/32/64 bit MACs.

TENNs major claim to fame is it's ability to handle temporal information in silicon rather than software, which is a massive advance. On top of that TENNs can be advantageously implemented in software as part of the BRN software product line if silicon is not an immediate option.

I would expect that a TENNs licence would come at a significant cost premium over Akia1 because of its functional advantages, and since Akida 2 includes TENNs, that would cost more again. Akida 2 also adds long-skip which is important for example in NLP, and video processing. I don't know it there are any synergies between long skip and temporal processing, but they seem to me to be two sides of the same coin, and may be able to be combined advantageously.

We have also seen Akida 2 implemented in FPGE, albeit with inferior performance to what is expected of the Akida 2 ASIC. It had already been foreshadowed that the Akida 2 FPGA would be implemented as an on-line demonstrator.

Thinking about ML, Akida's feed forward (FF) ML would provide an enhancement to TENNs, and this may also apply to inference.

So the customer has a choice to trade off cost against performance. Where temporal analysis is crucial, TENNs would be the first choice. Akida 2 could add premium features such as advanced ML and object identification.

There is still the "stock-standard" Akida 1 in a variety of strengths which has many potential implementations, and I presume that it is available at a lower licence fee/royalty.

Then there is Pico, the Planck NPU, ideal for ultra low power applications. Interestingly, the original concept for Akida 1 was as a 1-bit NPU, but Pico could be implemented in up to 8 bits, giving much greater ability (*256) to discriminate between different input activations.

We don't know what future developments will produce, but BRN already has a broad spectrum of market-ready solutions. The company has not been sitting on its hands waiting for the market to catch up. It has laid a series of stepping stones for the customers to follow.

 

[7für7]

A 5 year profitable overnight licence deal as alluded to by Tony V at the last AGM would turn nightmares into pleasant dreams.

As I said, I’m not worried about the fact that Brainchip might or might not close a big deal. And it’s clear that with a licensing agreement from a big player, a company can become profitable overnight. This is generally true for any company or startup. Such a statement could either be made to calm down investors, hoping for such a deal over the next 10 years, or just because he was frustrated and wanted to use it as an example after all this negative response in te AGM. Right now, given the way the stock is behaving, I can’t assume that something big and positive is coming our way. We haven’t been dropping just since Trump made his statements recently. We’ve been steadily declining (with a few exceptions due to speculation before quarterly earnings). This is just my objective perception as an investor who wants to see some returns… Many here aren’t young anymore, and I genuinely wish they would finally be rewarded. And as I said, it would be best before the move to the US. All the speculation, study results, and constantly pointing out how great the products are don’t make full, like when you press your nose against a restaurant’s window, hoping to enjoy that meal in the near future – but without any dollars in your pocket.

 

[Pom down under]

Just looked at the SP

But happy for it to go lower as waiting for some cash come Friday

 

[manny100]

My understanding is that TENNs puts Akida in the shade for ultra-high speed, ultra low power. I'm not sure of the metrics for accuracy of inference. As for ML, TENNs uses "old school" back propagation, and it also uses MACs, although much smaller (ie, less power hungry) than conventional 16/32/64 bit MACs.

TENNs major claim to fame is it's ability to handle temporal information in silicon rather than software, which is a massive advance. On top of that TENNs can be advantageously implemented in software as part of the BRN software product line if silicon is not an immediate option.

I would expect that a TENNs licence would come at a significant cost premium over Akia1 because of its functional advantages, and since Akida 2 includes TENNs, that would cost more again. Akida 2 also adds long-skip which is important for example in NLP, and video processing. I don't know it there are any synergies between long skip and temporal processing, but they seem to me to be two sides of the same coin, and may be able to be combined advantageously.

We have also seen Akida 2 implemented in FPGE, albeit with inferior performance to what is expected of the Akida 2 ASIC. It had already been foreshadowed that the Akida 2 FPGA would be implemented as an on-line demonstrator.

Thinking about ML, Akida's feed forward (FF) ML would provide an enhancement to TENNs, and this may also apply to inference.

So the customer has a choice to trade off cost against performance. Where temporal analysis is crucial, TENNs would be the first choice. Akida 2 could add premium features such as advanced ML and object identification.

There is still the "stock-standard" Akida 1 in a variety of strengths which has many potential implementations, and I presume that it is available at a lower licence fee/royalty.

Then there is Pico, the Planck NPU, ideal for ultra low power applications. Interestingly, the original concept for Akida 1 was as a 1-bit NPU, but Pico could be implemented in up to 8 bits, giving much greater ability (*256) to discriminate between different input activations.

We don't know what future developments will produce, but BRN already has a broad spectrum of market-ready solutions. The company has not been sitting on its hands waiting for the market to catch up. It has laid a series of stepping stones for the customers to follow.

Great summary Dio,, cheers,
Manny

 

[Pom down under]

Just booked my flight to Sydney if you are wondering who I am I’ll be wearing my West Ham shirt

 

[CHIPS]

From Simply WS.
Raytheon and Lockheed-Martin will be looking for new ways to make money - oh wait!!!!! it looks like they have already found the solution to their problems - BRN.
Looks like the US will go for quality over quantity to save money - BRN.
"️ U.S. Defense Under Trump's Second Term
Jumping forward now to 2025, we seem to be entering yet another era of change within a global security context. Trump's administration has paused additional military aid to Ukraine pending peace negotiations.
With Washington reconsidering its stance on overseas involvements, major U.S.contractors, like Lockheed Martin and RTX, are now faced with some uncertainty. These companies which had benefitted from huge orders that would see them replenishing US arsenals that had been sent over to Ukraine now face the reality of this demand source drying up."
Also from SWS:
" Many European nations had long underinvested in defense, benefiting from a post-Cold War “peace dividend.” That status quo abruptly changed in February 2022, when Russia invaded Ukraine, marking Europe’s biggest security crisis in decades."
The EU nations will obviously look at BRN in their military ramp up. They have seen 1st hand what unmanned can do in Ukraine - step in AIKDA/

Where are the links to this?

 

[DK6161]

Just looked at the SP

View attachment 81887


But happy for it to go lower as waiting for some cash come Friday

Thanks Trump! Thanks Sean!
10 cents by Friday

 

[HopalongPetrovski]

 

[rgupta]

It's surprising that you do not believe with the US AF and Navy transitioning to the Edge - see US AFRL, Bascom Hunter - Navy and Lockheed - Martin cybersecurity the EU with its $EU800 Bill defence spend will not look at BRN's AKIDA??
BRN already has a 'foot in the door' with Airbus and the EU has a front row seat to the war in Ukraine where the future of warfare is the emergence of unmanned craft.
If the EU want 'bang for buck' in new weaponry AKIDA is a very obvious 'look at' - just ask Bascom Hunter.

https://workspace.navystp.com/quad-chart-vtm/N68335-22-C-0159

https://bascomhunter.com/wp-content/uploads/2024/11/3U-VPX-SNAP-Card-Brochure-11252024.pdf

Also RTX have their foot in the 'BRN' door.

Come on Manny even if can be done it can not be 1 2 3 as you are saying. It will take atleast as much time as the present management cannot sustain.
Think about merc they said 3 years ago they are using akida in their concept car and after 3 years they are saying atleast 5-10 years if there will be any revenue.
The current management brings us upto the doors of resolution. If you donot believe it then keep on pumping. I donot know if you are buying as well.
Dyor