BRN Discussion Ongoing

[JoMo68]

Has it already been shared? If not, you can watch it here: https://bcove.video/3yZw2nP

Damn he’s good!

 

[Pandaxxx]

A word of encouragement, FF.

You’re right in identifying the power of words - for good and evil. But, the power of one’s presence and embracing at a funeral is not to be underestimated. In fact, people are more likely to remember how you made them feel, than what you might have said (or not said) to them.

Peace, White Dove.

Led a funeral or two in your time, WhiteDove?

 

[Rise from the ashes]

According to our CEO,
He wants market dominance;
He sees a much higher market cap;
He sees our patent portfolio as a lynchpin;
He want to be measured with performance at the next AGM.
What’s wrong with this picture?
NOTHING

We have implemented phase 2 of the plan for world domination? Muhaaa!!

 

[zeeb0t]

Also, @zeeb0t I know it probably took a fair amount of work to have the site recognise the top rated posts from individual stocks (rather than the top posts being dominated by BRN) but is there some way of still being able to see the top 5 from BRN only on any given day. With all the sleuthing and newsflow these days, if I miss a day, it is hard to catch up on everything and being able to easily identify the top posts would be awesome!

Either way, thank you for setting up TSEX. Bloody legend.

Yep, I am working on the same for each stock when you view the stock board (aka https://thestockexchange.com.au/forums/brn-brainchip-holdings-ltd.3/)

I will update once it is ready!

 

[Taco77]

Fantastic interview reeking of confidence and direction. I do love the changes spoken about the change in language Brainchip are using across the industry just highlighting the change of direction the company has taken from production/commercialisation to SALES.
Watching the interview also made me think when previously we were talking about future market cap and we used such small percentages of market share and could see huge impacts on our future share price.
Listening to Sean I couldn’t help but think that market share may have been underestimated by a lot (rightly so). Imagine what this could mean to you?!

 

[BaconLover]

Hey @Fact Finder with relation to the voting from Industry Super funds, this is what I have got from their PDS/guide.

Corporate actions, Class actions and proxy voting.

Corporate actions are actions taken by publicly listed companies relating to their securities. Some examples of corporate actions are share buybacks, dividends, mergers and acquisitions. Corporate actions can be elective or announced. Elective corporate actions allow members to elect to participate, while announced corporate actions do not require any action (however you will still be notified).

As a member invested within Choiceplus, Hostplus will notify you on the Choiceplus online investment platform of any corporate action events that impact your portfolio and whether you are able to participate. Some elective corporate actions (including share purchase plans and class actions) are not available on the Choiceplus platform. Choiceplus closes corporate actions (that require member election) earlier than detailed in ASX or Company announcements. Voting at Company Meetings is not available within Choiceplus. Hostplus carries out all proxy voting in accordance with our proxy voting policy which can be found at hostplus.com.au


I also found a tab named ''proxy voting'' on the website https://hostplus.com.au/investment/investment-governance

I am afraid they haven't given out too much details as to how they will carry out these things in the future, or their policy/criteria on voting. They have just published the historical data on how they have voted in the past as far as I can see.

Has any one else contacted other super funds such as Australian Super and have any answers on how they do it? I think it was @Boab trying to contact them?

 

[Boab]

Hey @Fact Finder with relation to the voting from Industry Super funds, this is what I have got from their PDS/guide.

Corporate actions, Class actions and proxy voting.

Corporate actions are actions taken by publicly listed companies relating to their securities. Some examples of corporate actions are share buybacks, dividends, mergers and acquisitions. Corporate actions can be elective or announced. Elective corporate actions allow members to elect to participate, while announced corporate actions do not require any action (however you will still be notified).

As a member invested within Choiceplus, Hostplus will notify you on the Choiceplus online investment platform of any corporate action events that impact your portfolio and whether you are able to participate. Some elective corporate actions (including share purchase plans and class actions) are not available on the Choiceplus platform. Choiceplus closes corporate actions (that require member election) earlier than detailed in ASX or Company announcements. Voting at Company Meetings is not available within Choiceplus. Hostplus carries out all proxy voting in accordance with our proxy voting policy which can be found at hostplus.com.au


I also found a tab named ''proxy voting'' on the website https://hostplus.com.au/investment/investment-governance

I am afraid they haven't given out too much details as to how they will carry out these things in the future, or their policy/criteria on voting. They have just published the historical data on how they have voted in the past as far as I can see.

Has any one else contacted other super funds such as Australian Super and have any answers on how they do it? I think it was @Boab trying to contact them?

Awaiting their reply.

 

[Stable Genius]

Latest Macquarie research report, refer attachment.
Apologies if already posted.

Thanks Twing, great read to see how the “Professionals” view Brainchip.

A bit disturbing it is still viewed as high risk.

 

[Rise from the ashes]

What's the latest juicy find from the 1000 eyes? Much obliged if I can be linked to juiciness. Apart from the CEO video currently listening to it. Yes CBF scrolling at the moment.

 

[Xhosa12345]

Thanks Twing, great read to see how the “Professionals” view Brainchip.

A bit disturbing it is still viewed as high risk.

View attachment 8138

they would have to classify it as high risk- i wouldnt worry about it too much!
imo

 

[Rise from the ashes]

they would have to classify it as high risk- i wouldnt worry about it too much!
imo

Can't wait for the influx of new long-term shareholders once this reaches the totally de-risked definition in their opinion. The share price will be driven to levels we have been daydreaming about for years.

 

[Slymeat]

Numem has another form of resistive ram (MRAM and ReRAM), I am 100% in agreement that ReRAM has a place in the new world of edge—based AI. I just hope it is WeebitNano’s that prevails. And yet there is room for hundreds of players, the TAM is huge.

I’d rather BrainChip team up with the ASX listed WeebitNano for ReRAM which they already have at 28nm, are working on scaling down to 22nm, and have a roadmap to scale down to 12nm. Plus a partnership with SkyWater to boot.

MRAM is Magnetoresistive RAM. I don’t know much about it. It does sound pretty neat, but I believe, it is a bit more difficult to manufacture, and hence is expected to be much more expensive

WeebitNano’s ReRAM can be produced with no need to re-tool fabs, hence can easily be embedded, and exists today, at least in fab produced test chips. These are currently undergoing final testing, after successfully passing functional testing. This final testing is a form of accelerated lifetime testing. I.e. they need to prove they can retain memory and o-erase for years, so tweak some environmental and usage settings to simulate many years of lifetime usage in as small a time frame as possible - weeks to months.

WeebitNano have also successfully tested integration with Risk-V. Certainly this is a plus for BrainChip.

Our word reaches further than this forum.

They say that copying is a form of flattery, so I am feeling flattered.

 

[Izzzzzzzzzzy]

Thanks Twing, great read to see how the “Professionals” view Brainchip.

A bit disturbing it is still viewed as high risk.

View attachment 8138

They have metrics which they use to identify this. Regardless of what we think those metrics will not change for us unless we start meeting them. You can find out more about them

 

[Vojnovic]

Fantastic interview reeking of confidence and direction. I do love the changes spoken about the change in language Brainchip are using across the industry just highlighting the change of direction the company has taken from production/commercialisation to SALES.
Watching the interview also made me think when previously we were talking about future market cap and we used such small percentages of market share and could see huge impacts on our future share price.
Listening to Sean I couldn’t help but think that market share may have been underestimated by a lot (rightly so). Imagine what this could mean to you?!

Perfectly timed add to your last sentence. A diamond portfolio... Do people have those?? Many here might soon, too. Imagine asking your fellow BRNer: "Hey Tacco, how is your diamond portfolio these days?'
Good things to those who wait... And hold BRN.

 

[Rise from the ashes]

Our word reaches further than this forum.

They say that copying is a form of flattery, so I am feeling flattered.

View attachment 8139

I wouldn't have expected the sbir government site to post bullshit. But we all have different levels of confirmation that would satisfy our plans.

 

[Rise from the ashes]

And the numem site how about a little https

 

[Fact Finder]

I wouldn't have expected the sbir government site to post bullshit. But we all have different levels of confirmation that would satisfy our plans.

Hi @Rise from the ashes

There are two ways to obtain an AKIDA chip but there is only one way to obtain AKIDA IP. There is only one way to obtain Brainchip engineering support.

Assume also that in the past that Tensor Innovation Partners applied for an SBIR without having a concluded relationship with Brainchip to supply AKIDA and technical support and that project collapsed for Tensor Innovation Partners.

So assuming these two things you will know I was confirming much more than just an SBIR that mentions AKIDA.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Rise from the ashes]

Hi @Rise from the ashes

There are two ways to obtain an AKIDA chip but there is only one way to obtain AKIDA IP. There is only one way to obtain Brainchip engineering support.

Assume also that in the past that Tensor Innovation Partners applied for an SIBR without having a concluded relationship with Brainchip to supply AKIDA and technical support and that project collapsed for Tensor Innovation Partners.

So assuming these two things you will know I was confirming much more than just an SBIR that mentions AKIDA.

My opinion only DYOR
FF

AKIDA BALLISTA

Yes totally understand where you're coming from Fact Finder and considering what you have posted above fully justified.

 

[Rise from the ashes]

And speaking of obtaining Akida IP or chips I'll send you a link to a company directly associated with brainchip that is providing the above.
Give me a bit time because I'm in the lazy off with the faires mode lately.
Also I expect you would already know what I'll share

 

[Techinvestor17]

Looks like you can pre order from here http://amicus.com.sg/index.php?route=product/product&product_id=8052