BRN Discussion Ongoing

[MrNick]

Steve getting a very public rejection is not a great look.

 

[JB49]

This guy is such a pest.

 

[Humble Genius]

This guy is such a pest.

I'd be keen to know what will be discussed with peter afterwards?

 

[Humble Genius]

On a lighter note, who thought this was better than Eurovision ?

 

[7für7]

I’m bullish… Why? Because sentiment has hit rock bottom. In the past, when everyone was feeling good and optimistic for years, nothing big really happened. If you take that as a contrarian indicator, we’re going to see the rocket launch this year. Sentiment has never been this bad before!!! Yessss let’s go BrainChip!

 

[Guzzi62]

PVDM clearly don't want Steve on the board.

He further said that he fully supports Sean and the way he is going with the company.

That's good enough for me.

 

[GazDix]

Great entertainment this AGM.
The best by far. The company will certainly know that shareholders are not happy. Hear Viana's voice shaky at times. Next AGM, will have a drinking game to see how many times he 'apologies' or says 'sorry' and get sloshed.

 

[Wags]

Great entertainment this AGM.
The best by far. The company will certainly know that shareholders are not happy. Hear Viana's voice shaky at times. Next AGM, will have a drinking game to see how many times he 'apologies' or says 'sorry' and get sloshed.

noted

 

[Pom down under]

Yes that was FF

 

[Labsy]

Don’t know what everyone else thinks but it’s painful to listen too.He might be extremely good at his job, but it’s times like these that I wish I had a hearing aid and could turn it down But I’m extremely happy that we have some sort of timeline on product release and it’s exciting that we are working with the US army on a Helmet. They did state they are in front of development time

Don’t know what everyone else thinks but it’s painful to listen too.He might be extremely good at his job, but it’s times like these that I wish I had a hearing aid and could turn it down But I’m extremely happy that we have some sort of timeline on product release and it’s exciting that we are working with the US army on a Helmet. They did state they are in front of development timeline for Akida 3, but if something big were to happen this may change. I’m guessing that we are ahead as nothing big has been happening.

You know who else has a contract for helmets in the US defense? Palmer Luckey from Anduril Industries...🫣

 

[FJ-215]

Great entertainment this AGM.
The best by far. The company will certainly know that shareholders are not happy. Hear Viana's voice shaky at times. Next AGM, will have a drinking game to see how many times he 'apologies' or says 'sorry' and get sloshed.

He can start with "The BoD was wrong on their stance at last year's AGM regarding there was no announcement about redomiciling to the US"

I doubt he will out himself over that peach.

 

[Jacob Kiraz]

Yes that was FF

Aren't you sitting next to him and also fired out some questions re sensitive annoucements

 

[jrp173]

Wow Antonio just put his foot in his mouth.......this is the ANN on 27/2

View attachment 83844 View attachment 83845

Wow, how dare Antonio tell a shareholder that he is out of order, and that nowhere did he mention the US.. Did Antonio forget the ASX price sensitive announcement on 27 February, that says BrainChip investigates redomiciling to the US??

Absolutely gob smacked...

 

[Cardpro]

Meh... not feeling confident nor depressed... maybe kinda disappointing...
I think they focused too much about Sean's rem... IMO, I don't think he is being over paid... my friend earns over 500k in USA as a senior software engineer for a massive tech company...

Any who... good luck to all...

 

[IloveLamp]

 

[Bravo]

Not one of my questions were answered through the online message system.




Question 1 - I actually sent this one through 4 times to see if anyone would pick it up

I acknowledge that BrainChip is bound by NDS's; however, there remains a clear and effective way to share meaningful updates with shareholders without breaching confidentiality.

By reporting aggregated, anonymized, and non-identifiable data, BrainChip could easily provide its shareholders with valuable insight into operational progress, commercial engagement, and market traction without compromising client identities or sensitive negotiations.

BrainChip could publish metrics similar to this example which shows:

Total active commercial discussions: e.g. 26 companies currently in the pipeline

(This could then be further broken down into stages such as

• Enquiry / Early discussion: 14
• Proof of Concept (PoC): 6
• Pilot deployment: 3
• Commercial negotiations: 2
• Signed but not publicly disclosed: 1

This level of transparency would not only strengthen shareholder confidence but also allow alignment between performance outcomes and executive remuneration (e.g., bonuses), ensuring a clearer and more justifiable basis for incentive payments.

Can you please confirm whether the Board will consider providing such aggregated engagement metrics in future shareholder communications?


Question 2

What are your thoughts on Arm recently having partnered with Beken (a Chinese company) on ultra-low power edge AI solutions, given that this is the space that BrainChip were supposed to "own"? Does this partnership indicate that Arm does not yet view neuromorphic computing as commercially mature or strategically necessary? Can you please clarify BrainChip’s position to understand how the Board views evolving opportunities with Arm?


Question 3

There was a comment made by Antonio Viana, (if I'm not mistaken), at the last AGM that if there were no licenses signed by this AGM, then we have a problem? So, clearly we have a problem Why have there been no new licences signed? What exactly is the problem? How serious is it? How can it be overcome and in what time-frame?


Question 4

There was an interview with the ASX Investor in May 2023 when Sean was asked the following question about how soon we can expect the "lumpy" revenue to transition into a more regular cadence:

ASX Investor: Are you hoping to see that cadence in the next 6-12 months? Are we talking 3 years, 5 years? What are you anticipating?

Sean: I would think it's not that far out, but it's not that far in. Some where in between that right now.

Given that was 2 years ago, what is your current view on when regular revenue should be expected?

 

[jrp173]

If you're hanging off the edge of a cliff, don't reach out to Antonio. Pathetic what he said about Liebeskind.

Regardless of how anyone voted, it took real balls for Steve Liebeskind to stand up there knowing that he was unsuccessful in his nomination, and then to have his qualifications questioned. Shocking...

 

[Cardpro]

Wow, how dare Antonio tell a shareholder that he is out of order, and that nowhere did he mention the US.. Did Antonio forget the ASX price sensitive announcement on 27 February, that says BrainChip investigates redomiciling to the US??

Absolutely gob smacked...

Yea legit wth.....

 

[Bravo]

Looks like we can after all distill transformer models into SSM.
Looking forward to a poster asking AI, Groc, GPT4 etc questions about where this and some of the other initiatives can take us.
These can only increase the value of our patent portfolio.
I am a positive holder. If i was not positive on BRN i would sell.
As AI kicks up and bookings appear and multiply the patent value will keep moving up. It's our safety net.

Hi Manny, I posted something on that a little earlier.

 

[Okeydokey01]

So, I've never sworn on this site, but Antonio is a fucking liar and dckhead who doesn't care about us.


BTW, was that just FF talking then, ie he mentioned being a retired solicitor. He reamed them hard, but are they gonna listen?

Clearly playing the game to be more passive and appeasing to shareholders this year. However pushed even just a little and his true colours come out once again. I am not buying it and dont appreciate this bully boy behavior. Treat us with a little more respect for fucks sake... Surely we can do better.