BRN Discussion Ongoing

[Slade]

Don’t get me wrong, I’m a WANCA.

 

[Boab]

From the announcement:

“ The Arm AI partner program creates and nurtures strategic alliances that empower its ecosystem to drive innovation, provides technical support and resources, and helps partners reach developers and decision-makers within their target markets.

"To support the wealth of opportunities that AI can provide, from automation of industrial devices to improved user experience for consumers, developers need access to intelligence at the edge," said Mohamed Awad, vice president of IoT and Embedded at Arm. "As part of the Arm AI Partner Program, BrainChip will further enable developers to meet the need for high-performance and ultra-low power edge AI inference, unlocking new opportunities for innovation."

In joining the program, BrainChip in turn builds out its own ecosystem for the Akida™ silicon-proven IP, while assuring compatibility of BrainChip's IP with Arm's product families. Akida provides cost-effective, high-performance, power-efficient AI processing for edge AI devices - even those in locations where there is limited or no connectivity.

"It's valuable for BrainChip to be part of Arm's portfolio of partners as Arm is not only a leading provider of AI technologies, but an industry influencer," said Jerome Nadel, BrainChip CMO. "Arm offers us another channel to give end users access to Akida, the world's first commercial neuromorphic AI accelerator, and to foster the development of best-in-class AI products and applications."

FF

AKIDA BALLISTA

It's difficult to image how massive our ecosystem has become.

 

[Xray1]

Brilliant. It will be interesting to see how this news disseminates through the market.

Thank you Brainchip team, you just keep building this thing brick by brick, day in and day out. At some point we will all take a step back, look up at what has been built and truly realise that we are part of a behemoth.

Brilliant. It will be interesting to see how this news disseminates through the market.

Thank you Brainchip team, you just keep building this thing brick by brick, day in and day out. At some point we will all take a step back, look up at what has been built and truly realise that we are part of a behemoth.

IMO .... Would be nice to have a ASX announcement rather than just a media release ..... but like another poster said it will be interesting to see how far this news spreads ...... Will also result in a positive spin/vibe at the AGM tomorrow ... and hopfully the s/price !!

 

[Quercuskid]

Buy now or forever hold your peace

 

[BaconLover]

Don’t get me wrong,i own Brn shares and have for years,but if management think that stating something that shareholders already know will get them through the AGM without shareholders venting their frustrations well they are wrong, I for one voted against the remuneration packages, until they actually show massive sales growth and the iceberg displayed then sorry there is still a lot of risk in this share,we have built a great team, but ask yourself would your boss give you hundreds of thousands of dollars bonuses without you actually achieving. Go brainchip but very weary.

Lol Okay.

 

[Galaxycar]

Bacon lover I read this sites and hotcrapper, think of my thoughts what you like,but sales figures have not been as impressive as management have said to watch,if brainchip are to be as much a golden goose as we think I will be a multi millionair,but I have been bitten before by management that overstate and don’t succeed,all I’m saying is show us the results first.

 

[Shadow59]

ARM would not be including Akida in its product offering unless they were very happy with its validation.

THIS A HUGE ANNOUNCEMENT! THE RAMIFICATIONS ARE MASSIVE!

 

[Learning]

How sweet it is FF, onwards to new visions of spiking innovation.

Who was it that said, " It's great to be a shareholder " ? So far, it certainly is.

Thanks again FF for your " Oh so informative and inspiring " posts, they are truly magical.

Akida Ballista

hotty...

Me. Lol

Its great to be a shareholder.

 

[Shadow59]

If the Mercedes news item earlier this year was considered big by the market. It will be interesting to see how it sees this.
The Mercedes acknowledgement of Akida was how they saw the future to go.
The Arm acknowledgement/partnership is how to get there.

 

[Fact Finder]

THE CONSERVATIVE BRN SHAREHOLDERS LIST OF KNOWN PARTNERSHIPS:

Mercedes Benz
Valeo
ARM
MegaChips
Renesas
MOSCHIP
NASA
Vorago
Edge Impulse
Nviso
SiFive
Ford
Biotome
NaNose
ISL
Intellisense

16 engagements.

The question for shareholders is did these just fall into Brainchip’s lap or do they prove that the Brainchip team are actually advancing shareholders interests?

My personal opinion is that they do.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Galaxycar]

Bacon lover go to OCC on hot crapper, the serial posters hate me there, every day Bedger and Hotdog post their fluff, Brilliant product absolutel,very poor managemen,every day they would post how the shareprice would sour at $0.60 I told those that would listen to sell that sales were not being achieved, I GOT HOLWED DOWN,they drove me off the site,my parting works were I will come back in a year,the same people will be singing the same song and the shareprice will be nowhere near $1.00, it’s approx $0.35 they will blame sharemarkets collapse,Covid everything they can but the fall started way before then. Every time the shares got near $0.60 I had my finger on the sell,I was 100% correct they are sitting on 40% losses. My moral is don’t listen to huff and puff of management look at sales figures.

 

[DJM263]

A WANCA just dropped 250,000 shares at $1.14 onto the Sell side..

 

[yogi]

A WANCA just dropped 250,000 shares at $1.14 onto the Sell side..

Yes saw that just wondering what is going on damn

 

[Xray1]

If the Mercedes news item earlier this year was considered big by the market. It will be interesting to see how it sees this.
The Mercedes acknowledgement of Akida was how they saw the future to go.
The Arm acknowledgement/partnership is how to get there.

The economic reach of ARM technology wise would be / is far greater than the Mercedes acknowledgement imo !!

 

[Okeydokey01]

A WANCA just dropped 250,000 shares at $1.14 onto the Sell side..

They have dropped them in at $0.02 increments. Pre market f#@kery if you ask me. Watch them get pulled prior to open, or watch a fool and their money part ways...

 

[Yoda]

It's all highly speculative. We just don't know how many applications using our IP there will be and when, what those applications will be. Therefore we don't know the volumes they'll be produced at. Having it in a iPhone and/or Samsung or nearly every vehicle manufactured, all bets are off.

If the market realises the growth potential of BRN over the next 10yrs, the P/E ratio will be really high as the SP will be based on expected future revenue in years to come which makes a dividend yield of 5% unlikely. It should be closer to 1%. Payments of 5%-6% dividends are from mature companies like the banks and the big miners who aren't expected to have run away growth. In fact, under normal market conditions their SP is based on their expected dividend returns.

If BRN has a low cost business model (selling IP) and is making in the order of 85% margin on IP sales and royalties then there are really only 4 possible outcomes:
- reinvest profits for future development of the product and the business. However, we have seen that development of the next generations of Akida are unlikely to be that expensive compared to the enormous amount of revenue that is likely to flow in. So what will happen to the rest of the revenue?
- dividends; this is most likely outcome in my opinion and with a low cost business model and 85% margin you would have to think that dividends will be a lot higher than other businesses (bear in mind that even businesses like Woolworths pay a total annual dividend of approximately 4-5% with a huge cost base and much lower margins).
- share buy back; possible at some stage if we are awash in cash.
- acquisition of other businesses; also possible but doesn't seem to be part of the BRN strategy and at this stage hard to see that it will be in the foreseeable future, particularly when BRN has shown itself so adept at forming strategic partnerships with other useful businesses.

Therefore, I would suggest that your assessment is too conservative about the size of possible future dividends.

IMO only (but I"m always right - hey I picked BRN didn't I?? )

 

[Beebo]

It’s wonderful news to hear BrainChip has become an ARM partner. This is a big step towards, fingers crossed, an eventual IP license deal. This AI market is so young, it’s moving at a very fast pace, and we have the secret sauce…

SiFive
ARM
Intel?

 

[Quercuskid]

Acquisition could be imminent

 

[DJM263]

They have dropped them in at $0.02 increments. Pre market f#@kery if you ask me. Watch them get pulled prior to open, or watch the fool and their money part ways...

My Guess @Okeydokey01 is they will pull them last minute

 

[Yoda]

If you are serous about these matters get in touch with me offline. My law firm can help you with those things. I'm a Partner in a national firm and we cover those areas.