Evermont
Stealth Mode
CommSec - Executive Series
CommSec’s exclusive interviews with key representatives from Australia’s leading companies.
www.commsec.com.au
Without PVDM there is no Brainchip!Was it Buffet who said never invest in a company that you don't understand.
IMO the timing of the updated website release was bang on and the perfect platform for the roadshows something that the institutional investment community may even now be able to understand (Buffet) and stay LT.
For me when Sean mentioned he needed to change the messaging & website around the tech was a winner also, as we know so many so called tech experts did not get it or understand it however this will change it has to, It's Essential AI.
I also liked the overwhelming support to PVDM and how the co views how critical his efforts and his team are in Perth.
He has won me over, what a weapon!
Edge Compute
Without PVDM there is no Brainchip!
Definitely think our next set of partners is going to include OpenFive who are based around the corner from BRN in California.
https://openfive.com/ - OpenFive’s best-in-class SoC IPs cover a wide range of applications from Embedded, AI, Networking to Enterprise markets.
OpenFive - Custom Silicon Solutions with Differentiated IP
With the rapid deployment of AI in all markets, standard off-the-shelf SoC cannot meet the wide range of performance, latency, and power requirements. As the domain expert, you can build specialized, custom SoCs that are tailored for edge application, giving you the competitive advantage.openfive.com
Also think Nokia is going to be using Akida to get its mojo back.
Well my guess is Skyworks Inc. not sure if they have been looked at before. There have been quite a few likes for Brainchip articles on LinkedIn by Skyworks employees. The info in their Website screams Akida! And they work in areas which Akida excels.Definitely think our next set of partners is going to include OpenFive who are based around the corner from BRN in California.
https://openfive.com/ - OpenFive’s best-in-class SoC IPs cover a wide range of applications from Embedded, AI, Networking to Enterprise markets.
OpenFive - Custom Silicon Solutions with Differentiated IP
With the rapid deployment of AI in all markets, standard off-the-shelf SoC cannot meet the wide range of performance, latency, and power requirements. As the domain expert, you can build specialized, custom SoCs that are tailored for edge application, giving you the competitive advantage.openfive.com
View attachment 8151
Also think Nokia is going to be using Akida to get its mojo back.
View attachment 8145
CommSec - Executive Series
CommSec’s exclusive interviews with key representatives from Australia’s leading companies.www.commsec.com.au
Would be nice - their revenue and dividends look nice!Well my guess is Skyworks Inc. not sure if they have been looked at before. There have been quite a few likes for Brainchip articles on LinkedIn by Skyworks employees. The info in their Website screams Akida! And they work in areas which Akida excels.
Just a hunch. Some of these out of love tech companies have a chance to leapfrog back if they can make some key early positions in the next phase of our connected world. Definitely i see them making this position in the security space but I don't know enough to comment more.Hi ND,
Totally agree are you thinking Nokia space travel ?
From memory FF may have posted a while back on Nokia.
Edge Compute.
I have mentioned that my curse in life is to remember things and one of the things I remember is the former CEO Mr. Dinardo two calendar years ago when the Brainchip share price jumped and knowing everything that was in play was asked about the share price creating a billion dollar Brainchip and he expressed surprise.Great interview. Here is a few key points.
- The AI Edge Market is so interesting and so large and considered the next great opportunity for the economy (tremendous potential, big market)
- Thorough DD completed on BRN technology by Sean prior to joining the company – conclusions; very real, very performance oriented and transformative in nature doing things that no one else can do
- Less input, more output – really transformative, more done with less
- Previous scientific positioning now simplified for business – how do we increase competitiveness for our partners, how do we move speed to market, how do we make our partners more defensible to their competition (marketing message and BRN brand now clean and simplified)
- Attracting tier 1 partners (Nasa, Arm etc) provides confidence to Customers. Results in quicker and increased adoption of technology
- BRN market cap (at close to $2bn) is not even close to topping out based on size of the market – a lot of room to grow).
- Market cap not even close to where it can and should be
- Last 6 months about laying the foundations, six important partnerships established, BRN will now establish more partnerships which will be much deeper and more operational to drive a lot of value
- This year’s AGM talked about activity, next years will be talking about results
- Sean here to build a large sustainable multi-national company – industry is still fragmented and still young.
- Leaders will emerge and become a defacto standard, Sean aiming to make BRN the defacto standard for Edge AI for the entire world (ie. dominant market share, ecosystem building around BRN)
- Respect your competitors, however BRN is unique and agile and retains a very defensible patent portfolio
- Research institute in Perth considered the north star of the company – team to focus on research, before moving out into concept to commercialisation
I have mentioned that my curse in life is to remember things and one of the things I remember is the former CEO Mr. Dinardo two calendar years ago when the Brainchip share price jumped and knowing everything that was in play was asked about the share price creating a billion dollar Brainchip and he expressed surprise.
He was widely criticised on HC over his statement as it was seen as a lack of faith in the company and an expression that the share price was too high at that time. The trolls had a field day with this statement and 'Shares for idiots' constantly referenced his statement.
At the time I defended Mr. Dinardo because as a CEO of a publicly listed ASX company he had an obligation to be truthful and all he was doing was what a reasonable shareholder should expect by not creating a false market. He was surprised. I was surprised. I expect every one who remembers it and was a genuine holder of Brainchip's shares was also surprised.
Mr. Dinardo had full knowledge of where the company was at and it would have been grossly negligent of him to have said anything at that time which would have raised unrealistic expectations because of his position in the company.
So why have I reminded everyone of his statement. Simple it is to amplify the significance of the following statements of the now CEO Sean Hehir:
These were not off the cuff remarks spoken in haste these were considered and planned statements agreed to be communicated by the Board. How do I know this well he did not qualify them with "This is my opinion only." Therefore the Board has approved his use of these words.
- BRN market cap (at close to $2bn) is not even close to topping out based on size of the market – a lot of room to grow).
- Market cap not even close to where it can and should be
Further he did not tell the audience to read a Disclaimer about forward looking statements. Therefore the Board has approved his use of these words.
In a nutshell he has put himself and the Board squarely in the bullseye of any legal action that might flow as investors and shareholders are entitled to rely upon what he has said.
So on the one hand we had an honest CEO Mr. Dinardo resist the opportunity to pump the share price and create a false market as it would have been dishonest.
On the other hand we have had an honest CEO Mr. Sean Hehir with the approval of the Board now state the present share price does not reflect where the share price should be based upon everything he knows including the size of the market.
If the statement by Mr. Dinardo was sufficient to justify considering the share price had run too hard then you could reasonably think that the statement by Mr. Sean Hehir justifies a belief that the share price has not yet run hard enough and the company is undervalued.
My opinion only so DYOR
FF
AKIDA BALLISTA
Great comments FF.I have mentioned that my curse in life is to remember things and one of the things I remember is the former CEO Mr. Dinardo two calendar years ago when the Brainchip share price jumped and knowing everything that was in play was asked about the share price creating a billion dollar Brainchip and he expressed surprise.
He was widely criticised on HC over his statement as it was seen as a lack of faith in the company and an expression that the share price was too high at that time. The trolls had a field day with this statement and 'Shares for idiots' constantly referenced his statement.
At the time I defended Mr. Dinardo because as a CEO of a publicly listed ASX company he had an obligation to be truthful and all he was doing was what a reasonable shareholder should expect by not creating a false market. He was surprised. I was surprised. I expect every one who remembers it and was a genuine holder of Brainchip's shares was also surprised.
Mr. Dinardo had full knowledge of where the company was at and it would have been grossly negligent of him to have said anything at that time which would have raised unrealistic expectations because of his position in the company.
So why have I reminded everyone of his statement. Simple it is to amplify the significance of the following statements of the now CEO Sean Hehir:
These were not off the cuff remarks spoken in haste these were considered and planned statements agreed to be communicated by the Board. How do I know this well he did not qualify them with "This is my opinion only." Therefore the Board has approved his use of these words.
- BRN market cap (at close to $2bn) is not even close to topping out based on size of the market – a lot of room to grow).
- Market cap not even close to where it can and should be
Further he did not tell the audience to read a Disclaimer about forward looking statements. Therefore the Board has approved his use of these words.
In a nutshell he has put himself and the Board squarely in the bullseye of any legal action that might flow as investors and shareholders are entitled to rely upon what he has said.
So on the one hand we had an honest CEO Mr. Dinardo resist the opportunity to pump the share price and create a false market as it would have been dishonest.
On the other hand we have had an honest CEO Mr. Sean Hehir with the approval of the Board now state the present share price does not reflect where the share price should be based upon everything he knows including the size of the market.
If the statement by Mr. Dinardo was sufficient to justify considering the share price had run too hard then you could reasonably think that the statement by Mr. Sean Hehir justifies a belief that the share price has not yet run hard enough and the company is undervalued.
My opinion only so DYOR
FF
AKIDA BALLISTA
Great comments FF.
Just two words that I feel make a difference to your quotes above, Sean stated MC not even close to where it can and should be in time
I have mentioned that my curse in life is to remember things and one of the things I remember is the former CEO Mr. Dinardo two calendar years ago when the Brainchip share price jumped and knowing everything that was in play was asked about the share price creating a billion dollar Brainchip and he expressed surprise.
He was widely criticised on HC over his statement as it was seen as a lack of faith in the company and an expression that the share price was too high at that time. The trolls had a field day with this statement and 'Shares for idiots' constantly referenced his statement.
At the time I defended Mr. Dinardo because as a CEO of a publicly listed ASX company he had an obligation to be truthful and all he was doing was what a reasonable shareholder should expect by not creating a false market. He was surprised. I was surprised. I expect every one who remembers it and was a genuine holder of Brainchip's shares was also surprised.
Mr. Dinardo had full knowledge of where the company was at and it would have been grossly negligent of him to have said anything at that time which would have raised unrealistic expectations because of his position in the company.
So why have I reminded everyone of his statement. Simple it is to amplify the significance of the following statements of the now CEO Sean Hehir:
These were not off the cuff remarks spoken in haste these were considered and planned statements agreed to be communicated by the Board. How do I know this well he did not qualify them with "This is my opinion only." Therefore the Board has approved his use of these words.
- BRN market cap (at close to $2bn) is not even close to topping out based on size of the market – a lot of room to grow).
- Market cap not even close to where it can and should be
Further he did not tell the audience to read a Disclaimer about forward looking statements. Therefore the Board has approved his use of these words.
In a nutshell he has put himself and the Board squarely in the bullseye of any legal action that might flow as investors and shareholders are entitled to rely upon what he has said.
So on the one hand we had an honest CEO Mr. Dinardo resist the opportunity to pump the share price and create a false market as it would have been dishonest.
On the other hand we have had an honest CEO Mr. Sean Hehir with the approval of the Board now state the present share price does not reflect where the share price should be based upon everything he knows including the size of the market.
If the statement by Mr. Dinardo was sufficient to justify considering the share price had run too hard then you could reasonably think that the statement by Mr. Sean Hehir justifies a belief that the share price has not yet run hard enough and the company is undervalued.
My opinion only so DYOR
FF
AKIDA BALLISTA
Nice one FF. The BrainChip team over the years have certainly been honest. I might have started out as a little sceptical but three years on I have not seen a single incident by the team that concerned me. Those companies that are engaging with BrainChip must be surely be impressed. I don’t know how BrainChip can have so many NDAs for such a long time, and no leaks!I have mentioned that my curse in life is to remember things and one of the things I remember is the former CEO Mr. Dinardo two calendar years ago when the Brainchip share price jumped and knowing everything that was in play was asked about the share price creating a billion dollar Brainchip and he expressed surprise.
He was widely criticised on HC over his statement as it was seen as a lack of faith in the company and an expression that the share price was too high at that time. The trolls had a field day with this statement and 'Shares for idiots' constantly referenced his statement.
At the time I defended Mr. Dinardo because as a CEO of a publicly listed ASX company he had an obligation to be truthful and all he was doing was what a reasonable shareholder should expect by not creating a false market. He was surprised. I was surprised. I expect every one who remembers it and was a genuine holder of Brainchip's shares was also surprised.
Mr. Dinardo had full knowledge of where the company was at and it would have been grossly negligent of him to have said anything at that time which would have raised unrealistic expectations because of his position in the company.
So why have I reminded everyone of his statement. Simple it is to amplify the significance of the following statements of the now CEO Sean Hehir:
These were not off the cuff remarks spoken in haste these were considered and planned statements agreed to be communicated by the Board. How do I know this well he did not qualify them with "This is my opinion only." Therefore the Board has approved his use of these words.
- BRN market cap (at close to $2bn) is not even close to topping out based on size of the market – a lot of room to grow).
- Market cap not even close to where it can and should be
Further he did not tell the audience to read a Disclaimer about forward looking statements. Therefore the Board has approved his use of these words.
In a nutshell he has put himself and the Board squarely in the bullseye of any legal action that might flow as investors and shareholders are entitled to rely upon what he has said.
So on the one hand we had an honest CEO Mr. Dinardo resist the opportunity to pump the share price and create a false market as it would have been dishonest.
On the other hand we have had an honest CEO Mr. Sean Hehir with the approval of the Board now state the present share price does not reflect where the share price should be based upon everything he knows including the size of the market.
If the statement by Mr. Dinardo was sufficient to justify considering the share price had run too hard then you could reasonably think that the statement by Mr. Sean Hehir justifies a belief that the share price has not yet run hard enough and the company is undervalued.
My opinion only so DYOR
FF
AKIDA BALLISTA
I have mentioned that my curse in life is to remember things and one of the things I remember is the former CEO Mr. Dinardo two calendar years ago when the Brainchip share price jumped and knowing everything that was in play was asked about the share price creating a billion dollar Brainchip and he expressed surprise.
He was widely criticised on HC over his statement as it was seen as a lack of faith in the company and an expression that the share price was too high at that time. The trolls had a field day with this statement and 'Shares for idiots' constantly referenced his statement.
At the time I defended Mr. Dinardo because as a CEO of a publicly listed ASX company he had an obligation to be truthful and all he was doing was what a reasonable shareholder should expect by not creating a false market. He was surprised. I was surprised. I expect every one who remembers it and was a genuine holder of Brainchip's shares was also surprised.
Mr. Dinardo had full knowledge of where the company was at and it would have been grossly negligent of him to have said anything at that time which would have raised unrealistic expectations because of his position in the company.
So why have I reminded everyone of his statement. Simple it is to amplify the significance of the following statements of the now CEO Sean Hehir:
These were not off the cuff remarks spoken in haste these were considered and planned statements agreed to be communicated by the Board. How do I know this well he did not qualify them with "This is my opinion only." Therefore the Board has approved his use of these words.
- BRN market cap (at close to $2bn) is not even close to topping out based on size of the market – a lot of room to grow).
- Market cap not even close to where it can and should be
Further he did not tell the audience to read a Disclaimer about forward looking statements. Therefore the Board has approved his use of these words.
In a nutshell he has put himself and the Board squarely in the bullseye of any legal action that might flow as investors and shareholders are entitled to rely upon what he has said.
So on the one hand we had an honest CEO Mr. Dinardo resist the opportunity to pump the share price and create a false market as it would have been dishonest.
On the other hand we have had an honest CEO Mr. Sean Hehir with the approval of the Board now state the present share price does not reflect where the share price should be based upon everything he knows including the size of the market.
If the statement by Mr. Dinardo was sufficient to justify considering the share price had run too hard then you could reasonably think that the statement by Mr. Sean Hehir justifies a belief that the share price has not yet run hard enough and the company is undervalued.
My opinion only so DYOR
FF
AKIDA BALLISTA