Techinvestor17
Regular
Looks like you can pre order from here http://amicus.com.sg/index.php?route=product/product&product_id=8052
BRN Discussion Ongoing
- Thread starter TechGirl
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Evermont
Stealth Mode
CommSec - Executive Series
CommSec’s exclusive interviews with key representatives from Australia’s leading companies.
Build-it
Regular
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
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
Shadow59
Regular
Without PVDM there is no Brainchip!
Build-it
Regular
100% Shadow 59.
Yes we all know that & I believe Sean was shouting that out, (well not quite shouting) but we were also surprised at the low vote, it may have been a shout out to the negative vote at the AGM, not that I want to bring it up.
We the shareholders know what we need to do next time myself included.
Vote for PVDM!
Edge Compute
ndefries
Regular
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.com
Also think Nokia is going to be using Akida to get its mojo back.
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.
Build-it
Regular
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.
Also think Nokia is going to be using Akida to get its mojo back.
Hi ND,
Totally agree are you thinking Nokia space travel ?
From memory FF may have posted a while back on Nokia.
Edge Compute.
TheUnfairAdvantage
Regular
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.
View attachment 8151
Also think Nokia is going to be using Akida to get its mojo back.
Attachments
Evermont
Stealth Mode
View attachment 8145
CommSec - Executive Series
CommSec’s exclusive interviews with key representatives from Australia’s leading companies.www.commsec.com.au
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
Violin1
Regular
Would be nice - their revenue and dividends look nice!
ndefries
Regular
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.
Fact Finder
Top 20
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:
- 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
Evermont
Stealth Mode
If I could give you a triple reaction score I would @Fact Finder
Succinct, accurate and on the money. Love it.
Dr E Brown
Regular
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
Evermont
Stealth Mode
Sorry Dr, that one is on me. Pushed pause at the wrong time I think.
Fact Finder
Top 20
Hi @Dr. E Brown and @Evermont
I chose those two extracts from @Evermont's post because I believe they are a proper representation of the whole discussion on market value at present and in the future which commences after 6 minutes which involves Tom asking a question and Sean rephrasing that question and then answering it.
I am not going to say anything further about this discussion because I think that what Sean Hehir has said is so important that every shareholder should listen to it and form their own view and to do so the whole discussion on market value needs to be considered from after 6 minutes starting with the original question.
My opinion only DYOR
FF
AKIDA BALLISTA
I chose those two extracts from @Evermont's post because I believe they are a proper representation of the whole discussion on market value at present and in the future which commences after 6 minutes which involves Tom asking a question and Sean rephrasing that question and then answering it.
I am not going to say anything further about this discussion because I think that what Sean Hehir has said is so important that every shareholder should listen to it and form their own view and to do so the whole discussion on market value needs to be considered from after 6 minutes starting with the original question.
My opinion only DYOR
FF
AKIDA BALLISTA
JK200SX
Regular
Fact Finder
Top 20
I have mentioned right place right time more than once but if I was into ready the alignment of the stars:
"LONDON/BERLIN (Reuters) - The humble wire harness, a cheap component that bundles cables together, has become an unlikely scourge of the auto industry. Some predict it could hasten the downfall of combustion cars.
Supplies of the auto part were choked by the war in Ukraine, which is home to a significant chunk of the world's production, with wire harnesses made there fitted in hundreds of thousands of new vehicles every year.
These low-tech and low-margin parts - made from wire, plastic and rubber with lots of low-cost manual labour - may not command the kudos of microchips and motors, yet cars can't be built without them.
The supply crunch could accelerate the plans of some legacy auto firms to switch to a new generation of lighter, machine-made harnesses designed for electric vehicles, according to interviews with more than a dozen industry players and experts."
Electric cars faster than thought and greater range is the key to acceptance and great range is achieved by reserving as much power to the driving wheels as possible.
My opinion only DYOR
FF
AKIDA BALLISTA
"LONDON/BERLIN (Reuters) - The humble wire harness, a cheap component that bundles cables together, has become an unlikely scourge of the auto industry. Some predict it could hasten the downfall of combustion cars.
Supplies of the auto part were choked by the war in Ukraine, which is home to a significant chunk of the world's production, with wire harnesses made there fitted in hundreds of thousands of new vehicles every year.
These low-tech and low-margin parts - made from wire, plastic and rubber with lots of low-cost manual labour - may not command the kudos of microchips and motors, yet cars can't be built without them.
The supply crunch could accelerate the plans of some legacy auto firms to switch to a new generation of lighter, machine-made harnesses designed for electric vehicles, according to interviews with more than a dozen industry players and experts."
Electric cars faster than thought and greater range is the key to acceptance and great range is achieved by reserving as much power to the driving wheels as possible.
My opinion only 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 love the community that we have here and the genuine love for PVDM and the team. TSEx has proven to be a place of great support to investors but also a place that surely offers great support to BrainChip. I’m not too keen on the few that push their own greedy agendas through deceit but that’s life I guess. I will continue to listen closely to what the BrainChip team puts out. I will follow closely those that have provided great research over the years. And I will enjoy the banter and camaraderie of the diverse, witty, passionate and often humorous posters. I look forward to catching up with many at next years AGM. And as of the few that may from time to time crawl over from hotcrapper, I also look forward to seeing some of you at the next AGM.
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