BRN Discussion Ongoing

[Tezza]

Surely we are not waiting till 2030 to be at $1! we will need a hefty cr if that's the case.

 

[Cardpro]

Surely we are not waiting till 2030 to be at $1! we will need a hefty cr if that's the case.

Tbh, if we are sitting on $1, that would at least mean we are actually going somewhere, it's still much better than 22 cents, lol

It's like 40% - 50% return per year

 

[Drewski]

The valuation, according to the report is CURRENTLY $1 AUD.

 

[7für7]

The valuation, according to the report is CURRENTLY $1 AUD.

 

[miaeffect]

 

[Fullmoonfever]

@White Horse, my concern is that this report has been commission by BrainChip. BrainChip provided the information to Trim, and BrainChip signed off AND published the findings.

If BrainChip though the report was a crock of shite, why would they have published it publicly?

They own the report and did not have to publish it... so I'm at a loss as to what is happening here...

Admittedly, I've only just started to skim this report and either I'm just having a boy look or I fail to see where it specifically declares that BRN commissioned the report or that Trim / Author(s) received a benefit for doing so?

The disclaimers are the usual "sit on the fence" ambiguous disclaimers to meet regulatory requirements at a minimum imo.

For those saying it should be a ASX Ann, well, the ASX updated the rules a few years ago to stop companies from doing exactly that, hence it's up on their website / socials.

Given BRN did post it, I suspect they are merely trying to provide access to something written for and targeted to wholesale clients, for the wider audience.

Whether they paid for it could be debated, whether they even read it could be debated though, to save a lot of unnecessary posts and angst in forums, I personally prefer they hadn't bothered, but I get it.

It can provide an insight to different methodologies, pros / cons, upside / downside.

Whether you agree with, or even fully understand the content in its entirety, is up to the individual to interpret, get advice on and decide.

No clear categorical statement of being commisioned...why not if it was?

The company covered in this report is currently or may in the future be a research client of Trim Cap Pty Ltd (AR 1276369, ABN 87643977351) a Corporate Authorised Representative of.

Is there any information in the report we can find that isn't available publicly and could have only come from BRN themselves?

The information used to write this report is from public sources only,
including any assistance or information provided by the company for the purposes of preparing this report


ASIC Requirements of research reporting.

HERE

Guidance update on research reports on ASX platform.

ASX updates its guidance on research reports on it... | Clayton Utz

ASX revised guidance concludes that entities should generally not release announcements referring to research reports.

www.claytonutz.com

 

[manny100]

I haven’t had time to fully digest all the information yet, so the following is my VERY preliminary opinion, for what little that counts.

That said, at first glance, this appears as though it could be the Board’s way of nudging shareholders toward accepting a predetermined sale price, potentially around $1.00 per share, possibly to a party like ARM, for instance.

I don't know what else to make of this to be honest.

From page 4 of the report. Probably already been posted.
" We see ARM Holdings as potential acquirer due to its size, resources, proximity/affiliation, and similarity in business model. Consumer electronics, automotive, and IoT are industries that ARM operates in but has less than 50% market share; These are industries where Edge AI is likely to be applied and BrainChip’s technology may be the one of the avenues for ARM to further penetrate this field."

 

[Rach2512]

Would the report not be posted on their website, has it? I can't find it bit that doesn't mean much. Is anyone able to post the link from their website. Many thanks

 

[Rach2512]

Microsoft just changed the game! | Akshay Pachaar

Microsoft just changed the game! 🔥 They've open-sourced bitnet.cpp: a blazing-fast 1-bit LLM inference framework that runs directly on CPUs. Why is this a game-changer❓ You can now run 100B parameter models on local devices with up to 6x speed improvements and 82% less energy consumption—all...

www.linkedin.com

Thoughts?

 

[MDhere]

From page 4 of the report. Probably already been posted.
" We see ARM Holdings as potential acquirer due to its size, resources, proximity/affiliation, and similarity in business model. Consumer electronics, automotive, and IoT are industries that ARM operates in but has less than 50% market share; These are industries where Edge AI is likely to be applied and BrainChip’s technology may be the one of the avenues for ARM to further penetrate this field."

well they will need to pay an ARM and a leg for us. After all we integrate perfectly with them. So makes sense to me. Softbank did something right by floating ARM. So it may be a race between Nvidia now and ARM to make a fair bid for us. As I said got to be at least and ARM and a leg, we are a full body inc the dodgy knees.

 

[Fullmoonfever]

Would the report not be posted on their website, has it? I can't find it bit that doesn't mean much. Is anyone able to post the link from their website. Many thanks

Hi Rach.

You mean BRN or Trim?

This is the BRN page as it's under "news".

Press Releases - BrainChip

BrainChip is the worldwide leader in edge AI on-chip processing and learning. The company’s first-to-market neuromorphic processor, AkidaTM, mimics the human brain to analyze only essential sensor inputs at the point of acquisition, processing data with unparalleled efficiency, precision, and...

investors.brainchip.com

 

[Wolfboy10]

Press Releases - BrainChip

BrainChip is the worldwide leader in edge AI on-chip processing and learning. The company’s first-to-market neuromorphic processor, AkidaTM, mimics the human brain to analyze only essential sensor inputs at the point of acquisition, processing data with unparalleled efficiency, precision, and...

investors.brainchip.com

Would the report not be posted on their website, has it? I can't find it bit that doesn't mean much. Is anyone able to post the link from their website. Many thanks

Press Releases - BrainChip

BrainChip is the worldwide leader in edge AI on-chip processing and learning. The company’s first-to-market neuromorphic processor, AkidaTM, mimics the human brain to analyze only essential sensor inputs at the point of acquisition, processing data with unparalleled efficiency, precision, and...

investors.brainchip.com

 

[Rach2512]

It's Day 2 at the Automate Show in Detroit! | LUCID Vision Labs, Inc.

It's Day 2 at the Automate Show in Detroit! Stop by the LUCID booth to see demos of our Helios2 3D ToF industrial cameras, as well as our award-winning Triton2 EVS Event-Based vision camera and Triton10 - 10GigE camera with RDMA. Booth 4844! #Automate2025 #machinevision #automation...

www.linkedin.com

Mentions TOF and Event Based Vision camera and has a comment from Prophesee.

 

[Drewski]

will they will need to pay an ARM and a leg for us. After all we integrate perfectly with them. So makes sense to me. Softbank did something right by floating ARM. So it may be a race between Nvidia now and ARM to make a fair bid for us. As I said got to be at least and ARM and a leg, we are a full body inc the dodgy knees.

If an arm and a leg is expensive, my question is how much is a brain worth?

BILLIONS!!

 

[jrp173]

For once BrainChip have got something right. They'd have to be mad to release the video the AGM.

Then Antonio's disrespectful behaviour and clear disdain towards Australian shareholders would be evident for all to see, forever on the internet.

Pathetic excuse though, considering they have released AGM videos from previous years with seeking permission from shareholders who attended.

 

[TheDon]

If an arm and a leg is expensive, my question is how much is a brain worth?

BILLIONS!!

Alert! Downramper! It's Trillions not Billions.

TheDon

 

[Fullmoonfever]

Wonder if Sandi will bring up the Grain GR801 Akida RISC-V development.

The 50th anniversary of ESA, 2025 in Florence | Gaisler

www.gaisler.com

The 50th anniversary of ESA Basic R&D activities event will be held in Florence, Italy from Tuesday 20th May to Thursday 22nd May 2025.

This celebration will highlight the significant achievements and contributions of ESA’s research and development efforts over the past five decades. The event will feature panels with top management from ESA and the Italian Space Agency (ASI), as well as panels with mission project managers and other experts. This gathering will provide a unique opportunity to discuss future investments in basic research and development activities, as well as the General Support Technology Programme (GSTP).

Sandi Habinc, the General Manager of Frontgrade Gaisler, will speak during the session "The role of ESA technology programmes for industrial innovation competitiveness", to be held on Wednesday, May 21st, 2025 at 2:45 PM - 3:45 PM.
For more information, please visit: https://esa50innovation.eu/

 

[Pom down under]

Alert! Downramper! It's Trillions not Billions.

TheDon

Alert Downramper! Its zillions not trillions

ThePom

 

[Jumpchooks]

View attachment 84484

Get a grip people.
Some mob of self appointed experts has put out a report forecasting possible futures.
Remember a year or so ago, when that shorter mob put out theirs, citing all the red flags?
Remember how the shills and manipulators over on the crapper seized upon it and gleefully used it to sow Fear Uncertainty Doubt?
Same game, different alias's who are now colonising here as well.
Buy Sell Hold. These are our options at any given point in time.
All the wanna be catastrophising and doom calling is either intended manipulation or else just standard trolling.
Don't get sucked into their game.

That movie is on my "I'm too scared to watch it list"

 

[Humble Genius]

Well thanks to Mercedes, those that got caught up in that whirlwind won't be overly excited. I say at least $2ish and then Brainchip board can sleep a bit better at night. But time will tell I guess. I know PVDM will want the best for ALL shareholders involved and well maybe just maybe Sean will too. I went back over a couple of videos with Steve Brightfield at CES and Sean with that funny Tech X guy and if anyone hasn't seen them worth a look. The positivity in these guys in these 2 videos is real. so let's go brn. The truth lies in its promise, now where did i hear that before

Happy Thurs fellow brners

"I know PVDM will want the best for ALL shareholders involved and well maybe just maybe Sean will too. "

How do you know this?

IMO, I don't think he or anyone else at BRN are concerned with the best for Shareholders. In his case, a buyout at $1 will be enough and equivalent to allowing 160 people to retire. In Sean's case, not as much, but enought to not have a care in the world, let alone work as a CEO for any other company.

I'd say the share price will do what it has to do, if I was making money from salary and bonuses working at BRN, but unfortunately I'm one of the many funding them.
Fortunately, or unfortunately in this world, people do whats best for themselves first and foremost before considering anyone else. Sean and Antonio fit this agenda, and as Peter said in the AGM, Sean has his full support.

You all make up your own minds on whats happening. As a shareholder for more than 10 years, I for one am very disappointed with the state of affairs.
(...and I hope I am wrong)