BRN Discussion Ongoing

[Getupthere]

Can you please stop bashing?! We all got your point by now, and yes, it is in my interest for them to move to the USA. It might hurt for a while, but I think it will improve the situation in the long run.

This is my point: do you genuinely believe this is real?

They’ll spend half the AGM discussing this topic while avoiding the real questions. Nobody in their right mind would move to the US market with BRN’s current fundamentals.

In all shareholders’ interests, he should stop putting these comments in the 4C and avoid setting this up as a topic at the AGM, which will waste shareholders’ valuable time trying to get the real questions answered.

 

[Deadpool]

BrainChip Collaborates with Chelpis-Mirle on Security Solution​

It starts with AKIDA 1000. Then on to GEN2/TENNs.
"The M.2 card is based on a design from BrainChip along with an agreement to purchase a significant number of AKD1000 chips for qualification and deployment. Upon completion of this phase, Chelpis is planning to increase its commitment with additional orders for the AKD1000."
“Akida’s ability to efficiently provide cyber-security acceleration with energy efficiency can help secure autonomous robotic devices,” said Sean Hehir, CEO of BrainChip."
Looks like they are also looking at GEN2/TENNs.
"Mirle plans to build autonomous quadruped robotics that mimic the movement of four-legged animals for industrial/factory environments. To enable this vision, Chelpis is exploring BrainChip’s advanced Akida™ IP to incorporate advanced visual GenAI capabilities in the proposed SoC design. "
My bold
“Akida’s innovative approach to supporting LLMs and GenAI algorithms could serve as a key contributor to Chelpis as they pursue government funding to develop their SoC and advance their industrial robotic initiatives.”.
It looks like we could have a good future with Chelpis-Mirle.
BrainChip Collaborates with Chelpis-Mirle on Security Solution - BrainChip

Hi Manny,
If I’m reading this correctly, it looks like our business model has shifted back to being a chip supplier(or is this in the short term only) which, personally, I always thought was the right direction to gain market traction.
Any way excellent news BRN, keep up the good work team.

 

[jrp173]

This is my point: do you genuinely believe this is real?

They’ll spend half the AGM discussing this topic while avoiding the real questions. Nobody in their right mind would move to the US market with BRN’s current fundamentals.

In all shareholders’ interests, he should stop putting these comments in the 4C and avoid setting this up as a topic at the AGM, which will waste shareholders’ valuable time trying to get the real questions answered.

Well said. It's absolutely a distraction. No company in their right mind would seriously be considering a move to the US with the share price where it is, and the consolidation it would require (right now for Nasdaq it would be a 25:1 consolidation).

BRN have definitely achieved their goal.. get people all worked up about a re-domicile, so shareholders don't look too hard at things and still approve the rem report! And I agree, the AGM will probably be taken up with questions about re-domicile, rather than important questions like remuneration and deals!

Also, to say they did this to gauge shareholder opinion.. have they heard of employing a company to call shareholders and f*cking ask them! Bunch of idiots.

 

[Humble Genius]

Hi Manny,
If I’m reading this correctly, it looks like our business model has shifted back to being a chip supplier(or is this in the short term only) which, personally, I always thought was the right direction to gain market traction.
Any way excellent news BRN, keep up the good work team.

??

 

[TheFunkMachine]

https://www.linkedin.com/pulse/semi...&utm_medium=member_ios&utm_campaign=share_via

“The tech landscape is shifting rapidly as major players unveil cutting-edge innovations. Huawei's Ascend 910C and BrainChip's Akida Pico chips challenge Nvidia's dominance with high-performance, energy-efficient solutions. Meanwhile, India's Tata Group is building its first semiconductor plant, and the US is accelerating chip production.”

 

[manny100]

Hi Manny,
If I’m reading this correctly, it looks like our business model has shifted back to being a chip supplier(or is this in the short term only) which, personally, I always thought was the right direction to gain market traction.
Any way excellent news BRN, keep up the good work team.

We taped out a load of AKIDA 1000 chips in November 2021. See link.
The fact that we still apparently have heaps left in 2025 tells us just how long the shift to the Edge is taking and the length of engagements.
We also taped out a heap of Akida 1500 chips at a later date.
When those chips run out they will need to IP them or maybe upgrade to IP of Gen2/TENNS.
The decision was made that Gen2/TENNs would only be available on IP.
It's amazing/ironic etc how the public believes things are changing so fast yet it will be a least 4 or more years after taping out that AKIDA1000 will be selling in reasonable volumes to end consumers. For regulated industries eg some Auto and Health it will be longer.

BrainChip Completes Testing Production Version of the Akida Chip

BrainChip confirmed that functionality and performance testing of the AKD1000 production chips has been completed

brainchip.com

 

[Galaxycar]

Had a chance to email Steve Liebeskind today via email supplied, it took him 2 min to return my email, after having a chat to him I am 100% glad I voted for him. His concerns i feel properly reflect current shareholders concerns, no wonder the Current Directors dont want him on the board. He has a honest concern about the direction this company has taken over the last five years. He will be thorn in the current directors sides I feel. He I feel is chasing accountability at all levels. His concerns are valid ie the unnecessary foreign exchange loss in the last quarter. Which current directors deemed acceptable to loose a couple of million of shareholders money. So quickly swept under the carpet nothing to see here hope no one mentions again especially at the AGM. Give him a yell you may be suprised. The question I forget to ask is would he be willing to instigate a shareholder loss of confidence vote on T Dawe as the IR department head. If Management and directors are not reading the room by the votes already cast well god help us all. I believe PVDM should abstain from this vote. If you have concerns now’s you’re chance, management have clearly shown they don’t give a fuck about shareholders. Don’t be fooled by the uptick in small news items being conveniently released by management to hopefully cool the air at the AGM. AS soon as the agm is over it will be the cone of silence again back to their old routine.

 

[walderamaa]

Ich hatte heute Gelegenheit, Steve Liebeskind per E-Mail zu kontaktieren. Er brauchte 2 Minuten, um zu antworten. Nach einem Gespräch mit ihm bin ich 100 % froh, dass ich für ihn gestimmt habe. Seine Bedenken spiegeln meiner Meinung nach die Bedenken der aktuellen Aktionäre wider. Kein Wunder, dass die aktuellen Direktoren ihn nicht im Vorstand haben wollen. Er ist ehrlich besorgt über die Richtung, die das Unternehmen in den letzten fünf Jahren eingeschlagen hat. Ich glaube, er wird den aktuellen Direktoren ein Dorn im Auge sein. Ich habe den Eindruck, er strebt auf allen Ebenen nach Rechenschaftspflicht. Seine Bedenken sind berechtigt, z. B. der unnötige Devisenverlust im letzten Quartal. Die aktuellen Direktoren hielten es für akzeptabel, ein paar Millionen Aktionärsgelder zu verlieren. Also schnell unter den Teppich gekehrt. Hier gibt es nichts zu sehen. Hoffentlich erwähnt es niemand mehr, insbesondere nicht auf der Hauptversammlung. Rufen Sie ihn an, Sie werden überrascht sein. Die Frage, die ich vergessen habe zu stellen, ist, ob er bereit wäre, eine Abstimmung über den Vertrauensverlust der Aktionäre gegen T Dawe als Leiter der IR-Abteilung einzuleiten. Wenn Management und Direktoren die Situation anhand der bereits abgegebenen Stimmen nicht richtig einschätzen können, dann helfe uns Gott allen. Ich bin der Meinung, PVDM sollte sich bei dieser Abstimmung enthalten. Wenn Sie Bedenken haben, ist jetzt Ihre Chance gekommen. Das Management hat deutlich gezeigt, dass ihm die Aktionäre völlig egal sind. Lassen Sie sich nicht von der Zunahme kleinerer Nachrichten täuschen, die das Management nur ungern veröffentlicht, um die Stimmung auf der Hauptversammlung zu beruhigen. Sobald die Hauptversammlung vorbei ist, wird es wieder still sein und zur alten Routine zurückkehren.

Zeigen Sie uns die E-Mail

 

[jrp173]

Had a chance to email Steve Liebeskind today via email supplied, it took him 2 min to return my email, after having a chat to him I am 100% glad I voted for him. His concerns if feel properly reflect current shareholders concerns, no wonder the Current Directors dont want him on the board. He has a honest concern about the direction this company has taken over the last five years. He will be thorn in the current directors sides I feel. He I feel is chasing accountability at all levels. His concerns are valid ie the unnecessary foreign exchange loss in the last quarter. Which current directors deemed acceptable to loose a couple of million of shareholders money. So quickly swept under the carpet nothing to see here hope no one mentions again especially at the AGM. Give him a yell you may be suprised. The question I forget to ask is he be willing to instigate a shareholder loss of confidence vote on T Dawe as the IR department head. If Management and directors are not reading the room by the votes already cast well god help us all. I believe PVDM should abstain from this vote. If you have concerns now’s you’re chance, management have clearly shown they don’t give a fuck about shareholders. Don’t be fooled by the uptick in small news items being conveniently released by management to hopefully cool the air at the AGM. AS soon as the agm is over it will be the cone of silence again back to their old routine.

If successful, Steve will be there representing shareholders. Something that has been missing from BRN for a long time. He's not afraid to ask questions (eg previous AGMs about Manny's 8,000,000 shares). Here's hoping more people get on board, and vote for him.

 

[Galaxycar]

I believe you may be asking for Steve’s email mailto:sliebeskind@sydneycapital.com.au

Zeigen Sie uns die E-Mail

 

[7für7]

Do not despair, the news flow has only started. Expect news to accelerate from here.
There has been numerous client and tech validation events since Sept'24.
There has been a real step up in news since Jauary'25.
19/9/24 aTENNuate
2/10/24 AKIDA Pico
10/12/24 US AFRL
16/12/24 Frontgrade Gaisler License
8/1/25 Edge AI Box Eco system
9/1/25 M2 Form factor
17/1/25 BRN/QV/Lockheed-Martin 'game changing' cybersecurity
25/1/25 Quarterly report - Bascom Hunter in Dec'24 purchased $100k of AKIDA 1500 chips
25/2/25 Onsor Epileptic seizure detection
1/4/25 Information Systems Laboratories for radar research programs
2/4/25 BRN partners with RTX's Raytheon re; US AFRL contract
2/4/25 Frontgrade launches launches new GRAIN line and wins SNSA contract
17/4/25 Arquimea search and rescue partnership
24/4/25 Integration of AKIDA into Andes RISC-V embedded cores
29/4/24 Collaboration with Chelpis-Mirle on security solution

Think You might’ve misunderstood my post. I’m not desperate…just pointing out what we’ve urgently needed for some time now, and still need soon, if we’re ever going to see a meaningful SP move. Nothing more than that. I’m sure You also would agree on that.

I do believe BrainChip is making steady progress and following its path..that’s clear to me and probably to most holders. But like I said: the real question is, do they actually want to share that success with us retail investors?

I’ve seen plenty of companies string investors along, only to drop a bombshell at a meeting that no one saw coming. A company doesn’t need to be listed to be successful… learned that lesson already.

From a market perspective, it’s hard to read the signals (unless you’re one of the constant bashers or pumpers). The talk about a move to the US could easily be a smokescreen… maybe even a soft warning: “If it doesn’t work, we’ll delist.” Wouldn’t be the first time I’ve seen something like that. After a few years in the market, you stop getting emotional and just treat it like business.

It’s not about my own startup or ego…. it’s about the money I’ve put in. And I’m not pointing fingers at management, board or someone…just to be clear. These are simply observations from someone who’s been around a while.

And one more thing I’ve learned: never vote the same way a basher would!

 

[Diogenese]

If successful, Steve will be there representing shareholders. Something that has been missing from BRN for a long time. He's not afraid to ask questions (eg previous AGMs about Manny's 8,000,000 shares). Here's hoping more people get on board, and vote for him.

If elected, Steve will be there as an independent director. He doesn't have any mandate to represent shareholders. There has been no shareholder survey to support such a position.

I also note the Trumpian proposal to disenfranchise a director. How odd?

 

[cosors]

Hi dippY,

Along with how much coal, I think you would also have to ask what type of coal.

From the USGS

" What are the types of coal?​

There are four major types (or “ranks”) of coal. Rank refers to steps in a slow, natural process called “coalification,” during which buried plant matter changes into an ever denser, drier, more carbon-rich, and harder material. The four ranks are:

• Anthracite: The highest rank of coal. It is a hard, brittle, and black lustrous coal, often referred to as hard coal, containing a high percentage of fixed carbon and a low percentage of volatile matter.
• Bituminous: Bituminous coal is a middle rank coal between subbituminous and anthracite. Bituminous coal usually has a high heating (Btu) value and is used in electricity generation and steel making in the United States. Bituminous coal is blocky and appears shiny and smooth when you first see it, but look closer and you might see it has thin, alternating, shiny and dull layers.
• Subbituminous: Subbituminous coal is black in color and is mainly dull (not shiny). Subbituminous coal has low-to-moderate heating values and is mainly used in electricity generation.
• Lignite: Lignite coal, aka brown coal, is the lowest grade coal with the least concentration of carbon. Lignite has a low heating value and a high moisture content and is mainly used in electricity generation."

----------------------------------------------

I see The Donald recently announcing that the US had discovered a 5th type of coal.

* Beautiful clean coal

Benefits include no harmful affects in the way of CO2, air pollution or respiratory diseases.
Can't find much research on it but said to be formed from the fossilized remains of unicorn poop.

There is another one.
Our environmentalists or other opponents of Talga's practical approach to saving massive amounts of C0² are downgrading the world's best graphite deposit as a coal mine.

 

[BrainShit]

Yes Manny I am starting to get excited.
This time next year I'll be really excited.
The year after that I will be super excited.
The year after that I will be ecstatic.
No one said this life changing technology would be a get rich quick scheme ...... or did they... Pantene.
I personally believe that the snowball is gathering speed.
Have a nice week to all.

EXCITING TIMES .... right?

 

[Pom down under]

Do I need to vote before the AGM or can I vote after the AGM?

 

[MDhere]

Do I need to vote before the AGM or can I vote after the AGM?

You can vote at the agm or you can vote before. I have already voted online.

 

[cosors]

Well then, today I'm looking forward to the comments on the comments I can't see.

 

[TECH]

Could this be Brainchip in the distant future??

Over 250 billion Arm chips have shipped since the first ARM1 processor launched 40 years ago

Promised 'MIPS for the Masses' then delivered.

www.tomshardware.com

 

[manny100]

Think You might’ve misunderstood my post. I’m not desperate…just pointing out what we’ve urgently needed for some time now, and still need soon, if we’re ever going to see a meaningful SP move. Nothing more than that. I’m sure You also would agree on that.

I do believe BrainChip is making steady progress and following its path..that’s clear to me and probably to most holders. But like I said: the real question is, do they actually want to share that success with us retail investors?

I’ve seen plenty of companies string investors along, only to drop a bombshell at a meeting that no one saw coming. A company doesn’t need to be listed to be successful… learned that lesson already.

From a market perspective, it’s hard to read the signals (unless you’re one of the constant bashers or pumpers). The talk about a move to the US could easily be a smokescreen… maybe even a soft warning: “If it doesn’t work, we’ll delist.” Wouldn’t be the first time I’ve seen something like that. After a few years in the market, you stop getting emotional and just treat it like business.

It’s not about my own startup or ego…. it’s about the money I’ve put in. And I’m not pointing fingers at management, board or someone…just to be clear. These are simply observations from someone who’s been around a while.

And one more thing I’ve learned: never vote the same way a basher would!

All good, cheers, manny

 

[manny100]

Had a chance to email Steve Liebeskind today via email supplied, it took him 2 min to return my email, after having a chat to him I am 100% glad I voted for him. His concerns i feel properly reflect current shareholders concerns, no wonder the Current Directors dont want him on the board. He has a honest concern about the direction this company has taken over the last five years. He will be thorn in the current directors sides I feel. He I feel is chasing accountability at all levels. His concerns are valid ie the unnecessary foreign exchange loss in the last quarter. Which current directors deemed acceptable to loose a couple of million of shareholders money. So quickly swept under the carpet nothing to see here hope no one mentions again especially at the AGM. Give him a yell you may be suprised. The question I forget to ask is would he be willing to instigate a shareholder loss of confidence vote on T Dawe as the IR department head. If Management and directors are not reading the room by the votes already cast well god help us all. I believe PVDM should abstain from this vote. If you have concerns now’s you’re chance, management have clearly shown they don’t give a fuck about shareholders. Don’t be fooled by the uptick in small news items being conveniently released by management to hopefully cool the air at the AGM. AS soon as the agm is over it will be the cone of silence again back to their old routine.

I am not fussed one way or the other whether he is elected as a director or not.
He will be subject to the same rules as the others regarding BOD confidentiality etc.
Directors duty is to the company itself. While this inherently means the long term value and interests of holders a directors primary allegiance is to the company.
Directors are primarily focussed on the big picture issues.