BRN Discussion Ongoing

[smoothsailing18]

With a total neuromorphic market increasing from $24M to $822M in 5 years gives you a Compound Annual Growth Rate of 105%.

therefore, if BRN books $9M in 2025 means we got $9M worth of $48M market, which is around 18% market share.

so in theory, in 2029 BRN will be be making around $147M…

who can dare to put a valuation on a company making that much in a strong growth market?

BOOM!

What would our share price be at the above valuation in 2029 ?

 

[Guzzi62]

What would our share price be at the above valuation in 2029 ?

2.11 bill outstanding shares, so let's say 2.5 bill with some dilution.

147 X 46 (Nvidia P/E is 46 which is quite high)= 6.76

6.76/2.5= 2.7 US$ a share

Much depends on how hard people want the shares.
Tesla's P/E is 185 which is bonkers!!

A more conservative valuation is using the average P/E for the tech sector, around 33.

147X33= 4.85

4.85/2.5= 1.94US$ a share.

So between 2-3 US$ a share if they earn just under 150 million bucks.

I am hoping for more than that in 2029, but only time will tell.

My amateur predictions are worthless to everyone anyway, LOL.

 

[CHIPS]

2.11 bill outstanding shares, so let's say 2.5 bill with some dilution.

147 X 46 (Nvidia P/E is 46 which is quite high)= 6.76

6.76/2.5= 2.7 US$ a share

Much depends on how hard people want the shares.
Tesla's P/E is 185 which is bonkers!!

A more conservative valuation is using the average P/E for the tech sector, around 33.

147X33= 4.85

4.85/2.5= 1.94US$ a share.

So between 2-3 US$ a share if they earn just under 150 million bucks.

I am hoping for more than that in 2029, but only time will tell.

My amateur predictions are worthless to everyone anyway, LOL.

But since people always go crazy over new and successful tech, I suppose the SP will be even higher.

 

[smoothsailing18]

2.11 bill outstanding shares, so let's say 2.5 bill with some dilution.

147 X 46 (Nvidia P/E is 46 which is quite high)= 6.76

6.76/2.5= 2.7 US$ a share

Much depends on how hard people want the shares.
Tesla's P/E is 185 which is bonkers!!

A more conservative valuation is using the average P/E for the tech sector, around 33.

147X33= 4.85

4.85/2.5= 1.94US$ a share.

So between 2-3 US$ a share if they earn just under 150 million bucks.

I am hoping for more than that in 2029, but only time will tell.

My amateur predictions are worthless to everyone anyway, LOL.

Thank you, question then.
How does FF get to his thinking of $40 per share ?.

 

[TECH]

TATA Consultancy Services Ltd have had their second patent published just 2 months ago; this follows on from their
previous patent naming Akida in the artwork some 18 months ago.... all positive, check it out if it hasn't already been posted
in the last 2 months...cheers for now, Tech.

https://worldwide.espacenet.com/patent/search/family/092710795/publication/US2025139442A1?q=pn%3DUS2025139442A1

 

[Beebo]

Thank you, question then.
How does FF get to his thinking of $40 per share ?.

$2.7USD if we stay on ASX.
$40USD if we successfully redomicile to the “sky is the limit” US.

 

[Mt09]

Thank you, question then.
How does FF get to his thinking of $40 per share ?.

 

[smoothsailing18]

View attachment 87439

I think we have a very good chance of eating the pie once we move from the ASX as Sean states he wants to be the leader in neuromorphic , as Nivida is with the following % of their market.

 

[Guzzi62]

Thank you, question then.
How does FF get to his thinking of $40 per share ?.

I suggest you ask him, seems very optimistic to me.

1 billion in earnings: 1000 X 46/2.5= 18.4

So we need 2+ billion in earnings to get to $40 using a very high P/E ratio as Nvidia's.

Yes, a pie in the sky indeed currently, but if the sale explodes as predicted by some, not impossible I guess.

It's only some Sunday fun, please do your own DD.

 

[smoothsailing18]

Unfortunately this calculation doesn't take into account any dilution as a result of additional cap raises.

Bottom line is we need MAJOR REVENUE INFLOW to protect our share price / prevent further dilution.

With current burn and cash levels, BrainChip is likely to require another capital raise within the next 9–12 months to maintain operations and fund commercialisation efforts, which would ultimately push us further away from that target range of $2-3 by 2029.

Hopefully we see substantial income from the various projects that we know will be launched next year.
That will change everything.

 

[ChipMan]

TRUMP FAFO

 

[Guzzi62]

Unfortunately this calculation doesn't take into account any dilution as a result of additional cap raises.

Bottom line is we need MAJOR REVENUE INFLOW to protect our share price / prevent further dilution.

With current burn and cash levels, BrainChip is likely to require another capital raise within the next 9–12 months to maintain operations and fund commercialisation efforts, which would ultimately push us further away from that target range of $2-3 by 2029.

But I did?

If you re-read my first sentence, I set the outstanding shares to 2.5 bill to adjust for dilution? That's almost 400 million over current level.

 

[Bravo]

But I did?

If you re-read my first sentence, I set the outstanding shares to 2.5 bill to adjust for dilution? That's almost 400 million over current level.

Ah, yes. I see now. My apologies! Your forecast accounts for potential dilution from one or two capital raises between now and 2029.

Given the current burn rate of approximately $20M–$25M per year and the limited level of recurring revenue, it's possible that two to three additional raises may be required, unless there’s a significant acceleration in commercialisation, which I sincerely hope we begin to see soon.

Obviously, the key sensitivity remains revenue growth and BrainChip’s ability to successfully convert partnerships into meaningful licensing agreements and royalty streams.

 

[miaeffect]

I suggest you ask him, seems very optimistic to me.

1 billion in earnings: 1000 X 46/2.5= 18.4

So we need 2+ billion in earnings to get to $40 using a very high P/E ratio as Nvidia's.

Yes, a pie in the sky indeed currently, but if the sale explodes as predicted by some, not impossible I guess.

It's only some Sunday fun, please do your own DD.

Who wants to join my $40 party?

 

[Food4 thought]

Who wants to join my $40 party?
View attachment 87447

Personally I’d be very happy with anything above $ 1.00 or if we get 1% of the market at a minimum

 

[Bravo]

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Ummm..I don't know if you're aware but the only kind of "recovery" going on here is from emotional trauma and a 90% share price drop.

We are all way too broke-ass to be buying any Bitcoin, much less something to eat for dinner tonight.

Can you lend me a fiver?

 

[Diogenese]

Is there a time line to market for these cybersecurity BRN devices ?.

QV are showing an Akida 1 PCIe board.

I don't know if there will be a new production run of Akida 1 or when there will be a production run of Akida 2. Without production runs, there is limited scope for manufacture of devices containing Akida.

 

[smoothsailing18]

QV are showing an Akida 1 PCIe board.

I don't know if there will be a new production run of Akida 1 or when there will be a production run of Akida 2. Without production runs, there is limited scope for manufacture of devices containing Akida.

For the layman please, Is it possible they may use our IP only and don’t require boards at all for the wifi routers we are discussing , or do they need to place an order with BRN for one of the options of Akida boards ?. Ether way how will the shareholders be informed, financials only ?.

 

[Fullmoonfever]

Nice to see even non partner tertiary educators recognising the value of including Akida in their topics as an intro for students and professionals.

Maybe BRN should approach them to also offer hardware / simulator / algo assistance?

Snipped our topic within the SNN workshop.

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Learning Outcomes
At the conclusion of the workshop, you should be able to

• Describe and discuss the fundamental principles of Spiking Neural Networks (SNNs), including spike-based data representation, key neuron models (e.g., Leaky Integrate-and-Fire), synaptic operations, the current state-of-the-art in neuromorphic hardware, and the realistic short-term and long-term potential of SNNs in the broader AI landscape.
• Explain the differences between Spiking Neural Networks (SNNs) and traditional Artificial Neural Networks (ANNs), articulating the motivational factors for SNN adoption such as energy efficiency and event-driven computation.
• Demonstrate an ability to properly and effectively implement simple SNN applications (e.g., the XOR problem and a more complex use case) using tools like Nengo, understanding how information is encoded and processed through spike trains, and applying different training approaches for SNNs while contrasting them with traditional backpropagation and evaluating the challenges and opportunities in SNN learning.

Topics Include

• The Neuromorphic Landscape: Introduction to key neuromorphic hardware (e.g., Intel Loihi, BrainChip Akida), their architectures, and real-world case studies.

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[Diogenese]

For the layman please, Is it possible they may use our IP only and don’t require boards at all for the wifi routers we are discussing , or do they need to place an order with BRN for one of the options of Akida boards ?. Ether way how will the shareholders be informed, financials only ?.

Our main business plan is to licence the IP. BRN does not plan to be a chip supplier, so anyone planning to use Akida would need to either licence the IP themselvbes or to obtain chips from a licencee. At the moment, we are drawing down our stock of already manufactured chips. Someone suggested that there were about 75,000 chips.

Licencees may either make the Akida chips as individual ICs, or they may integrate the Akida IP with other hardware including CPUs, GPUs, or sensors.

The Akida IP does need a 3rd party CPU/GPU/MCU for configuration (number of layers/NPUs per layer/layer interconnexions/weights/...).

Akida 3 will have additional flexibility because of its programmable architecture.