With you on that one Slade......Loving the start of my week.
It's difficult to image how massive our ecosystem has become.
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You are correct completely forgot about them I will add them it just keeps getting better. LOLWhat about Moschip FF if they come into play as they are keen on our IP. they are big too
Unfortunately GDJR69 you have completely misinterpreted what I was saying. Nobody knows the size of future dividends. I was discussing the yield. I expect the SP (share price) to front run revenue like CSL in the next decade as BRN's earnings growth gains momentum ie have a very high P/E (share price per earnings) which in turn will lower the dividend yield (not the dividend itself in absolute dollars).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?? )
And still well under true value estimates.The Buy/Sell ratio is getting better and better. Sell under 2 million buys over 11 million. Go you good thing
Ok Progba, apologies if I've misunderstood you. Peace AmigoUnfortunately GDJR69 you have completely misinterpreted what I was saying. Nobody knows the size of future dividends. I was discussing the yield. I expect the SP (share price) to front run revenue in the next decade as BRN's earnings growth gains momentum ie have a very high P/E (share price per earnings) which in turn will lower the dividend yield (not the dividend itself in absolute dollars).
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
Yes Boab ... looking awesome ..........The Buy/Sell ratio is getting better and better. Sell under 2 million buys over 11 million. Go you good thing
Speeding ticket will push us up even further. Why has SP risen? ARMSpeeding ticket today.....
The countdown has officially commenced
4 days and the AGM is done and dusted for another year.
All attendees are required to wear seatbelts (provided) as we prepare for lunch, sorry, I mean launch.
I'll be viewing from the side lines over here in Perth, hope all attendees really enjoy the fellowship, ask plenty of questions but be respectful as to what you ask, we all know the regulations regarding what can and cannot be commented on.
Has a push commenced to send us north of $1.30 again ??
Cheers for now....Tech
You’re not Robinson Crousoe mateLoving the start of my week.
Agree Slade.......looking forward to the reply to this speeding ticketSpeeding ticket will push us up even further. Why has SP risen? ARM