BRN Discussion Ongoing

Bravo

If ARM was an arm, BRN would be its biceps💪!
Hi Everyone!

I'm a "oui" bit excited! I was just taking a peek at Valeo's 2021 Activity Report which they release about a week ago after their latest Shareholder's Meeting. The Activity Report is in French and will soon be available in English, so I had to do some translating with assistance from Dr Google, so apologies for how it reads. My translations are circled in red.

There's a lot more information that can be gleaned from this document but someone else might like to do it because my hands are trembling a bit too much.

B x🥰

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ndefries

Regular
Peter, like us, is extremely happy having hired 3 excellent men to lead us deeper into commercialization
Sean, Antonio and Jerome are the future faces of Brainchip, ably supported by Rob, Todd and all the new
sales team staff being scouted as we speak.

One thing I personally hate (dislike) is talk about a takeover, especially this early into our commercial journey,
Sean and the team are really starting to crank things up, with real determination, and I personally believe as a few posters have already commented on, Peter knows his own strengths, he has fulfilled a number of positions within the company, all but the Chairman's position, taking a step back to focus on other passions, is key to a balanced life...when I next get to catch up with him in July I'll ask him a question or two, which he may choose to answer or not, which I have to respect.

You don't have to be a rocket scientist to work out who may have tried to influence the voting by not voting, just check out the top 10 on the register and work towards the front.

The question that I haven't pursued as yet, is this one, which definitely has a message behind it in my opinion,

Why 4 new non-executive directors and potentially a 5th to be hired in the next 12 months ????

You tell me 🤫🙄🤓

NO INSIDER KNOWLEDGE....GIVE IT A REST PLEASE.....regards....Tech
If those NEDs are also NEDs at the likes of Qual, NVIDIA, Broadcomm or Intel I am not going to be able to stop smiling. As it is defintely going to be a massive sign.
 
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Quiltman

Regular
Peter, like us, is extremely happy having hired 3 excellent men to lead us deeper into commercialization
Sean, Antonio and Jerome are the future faces of Brainchip, ably supported by Rob, Todd and all the new
sales team staff being scouted as we speak.

One thing I personally hate (dislike) is talk about a takeover, especially this early into our commercial journey,
Sean and the team are really starting to crank things up, with real determination, and I personally believe as a few posters have already commented on, Peter knows his own strengths, he has fulfilled a number of positions within the company, all but the Chairman's position, taking a step back to focus on other passions, is key to a balanced life...when I next get to catch up with him in July I'll ask him a question or two, which he may choose to answer or not, which I have to respect.

You don't have to be a rocket scientist to work out who may have tried to influence the voting by not voting, just check out the top 10 on the register and work towards the front.

The question that I haven't pursued as yet, is this one, which definitely has a message behind it in my opinion,

Why 4 new non-executive directors and potentially a 5th to be hired in the next 12 months ????

You tell me 🤫🙄🤓

NO INSIDER KNOWLEDGE....GIVE IT A REST PLEASE.....regards....Tech
Lot's of regulatory requirements for listing on the NASDAQ when it comes to the board, independence of the board and committee requirements.
Work load needs to be considered ... see below.
I'm guessing this is where you are heading with your thoughts.

Board Size

Although there are no specific minimum Board size requirements for public companies, filling out the committees with independent directors can present logistical difficulties. For example, if the Board has only five directors, even if four are independent, each director will sit on at least two committees. The Audit Committee, in particular, will have a greatly expanded role following the IPO, and many Audit Committee members are reluctant to sit on multiple committees. As a practical matter, therefore, some public companies, particularly those with a larger market capitalization, will choose to have at least six independent directors.
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
Last edited:
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Peter, like us, is extremely happy having hired 3 excellent men to lead us deeper into commercialization
Sean, Antonio and Jerome are the future faces of Brainchip, ably supported by Rob, Todd and all the new
sales team staff being scouted as we speak.

One thing I personally hate (dislike) is talk about a takeover, especially this early into our commercial journey,
Sean and the team are really starting to crank things up, with real determination, and I personally believe as a few posters have already commented on, Peter knows his own strengths, he has fulfilled a number of positions within the company, all but the Chairman's position, taking a step back to focus on other passions, is key to a balanced life...when I next get to catch up with him in July I'll ask him a question or two, which he may choose to answer or not, which I have to respect.

You don't have to be a rocket scientist to work out who may have tried to influence the voting by not voting, just check out the top 10 on the register and work towards the front.

The question that I haven't pursued as yet, is this one, which definitely has a message behind it in my opinion,

Why 4 new non-executive directors and potentially a 5th to be hired in the next 12 months ????

You tell me 🤫🙄🤓

NO INSIDER KNOWLEDGE....GIVE IT A REST PLEASE.....regards....Tech
Blind Freddie thinks he knows why the extra directors are needed. He says it’s to add greater diversity for the purpose of a Nasdaq listing AND to give additional US credibility to the company.

He thinks that the CEO Sean Hehir stating at the AGM that Brainchip was not going to be attached to any one nation but that it was on a global pathway was a strong signal that there is a Nasdaq roadmap laid out on the Brainchip boardroom table.

I don’t know if he is correct but Fact Finder knows that Brainchip can tick off every necessary qualification box for a Nasdaq Listing thanks to the months of hard work of Tony Dawe and Ken Scarince.

When the time is right Blind Freddie says a global company needs to act globally and move to the Nasdaq as the ASX is not big enough to hold it.

In my opinion the move to the Nasdaq will NOT occur until after the next AGM when we have been informed of the matters promised by Sean Hehir regarding commercialisation progress and Brainchip is in a position to start giving earnings guidance.

My opinion and speculation only so DYOR
FF

AKIDA BALLISTA
 
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MDhere

Regular
Hi Everyone!

I'm a "oui" bit excited! I was just taking a peek at Valeo's 2021 Activity Report which they release about a week ago after their latest Shareholder's Meeting. The Activity Report is in French and will soon be available in English, so I had to do some translating with assistance from Dr Google, so apologies for how it reads. My translations are circled in red.

There's a lot more information that can be gleaned from this document but someone else might like to do it because my hands are trembling a bit too much.

B x🥰

View attachment 8278



View attachment 8279 View attachment 8280





View attachment 8281 View attachment 8282




i speak and read french (need to get a job in Toulouse) but i think you may have done a better job translating:)
 
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ndefries

Regular
Hi Everyone!

I'm a "oui" bit excited! I was just taking a peek at Valeo's 2021 Activity Report which they release about a week ago after their latest Shareholder's Meeting. The Activity Report is in French and will soon be available in English, so I had to do some translating with assistance from Dr Google, so apologies for how it reads. My translations are circled in red.

There's a lot more information that can be gleaned from this document but someone else might like to do it because my hands are trembling a bit too much.

B x🥰

View attachment 8278



View attachment 8279 View attachment 8280





View attachment 8281 View attachment 8282




Well done! they know where the money is coming from and they are structuring to capture as much of it as possible! Why cant they just go facebook official with us! We are clearly more than a situationship!
 
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SERA2g

Founding Member
On the question of a takeover as retail have more than sufficient numbers to prevent such occurring I thought I should declare that I would accept an offer which was equal to a fifty percent discount on Brainchip’s future true value in cash and or shares based on Peter van der Made’s assessment of ten times Microsoft’s valuation.

This is not advice simply a declaration of intent. 😁😎

My opinion only DYOR
FF

AKIDA BALLISTA
I stand by my earlier call, $500T or we walk away.
 
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MDhere

Regular
View attachment 7921
That chip is Akida within the Nviso occupant system.

Thanks @chapman89 for this link, I went there for a 3pm meeting with Tim and Colin from Nviso. For much of the time I was the only shareholder there and Tim gave me a great summation of Nviso's in car driver and passenger observance protocol. Tim's explanation was in line with the previous video published here, but the ability to learn within the cabin of the car sets this system apart. Tim said that with Akida included in the package the power usage was just 1 watt, but the alternative, also being used, gobbled up 10 watts, and the case the alternative was in was quite hot, a result of the extra wattage. Akida in this example uses 60 frames per second but could be ramped up to 1000 FPS given the need. Akida learns on site and Tim explained the driver could inform Akida of an event that needs to be learnt From. Not sure how this would work in practice, because it implies the driver is computer savvy and would be both understanding how to pass on the information. As a sidebar, I remember reading somewhere, most probably here, that Mercedes Benz bofins understand that the vast percentage of drivers don't understand the amount of help that the car's AI can give them, and Mercedes are training the AI within the car to recognise this inability and to suggest or coax better alternative usage of the abilities the driver isn’t aware of. That observation rings true with me and my Tesla, asi don’t understand some of the onboard acces that would be useful for me to know.

View attachment 7922
Then it was off to meet Colin Mason, Global Head of Customer Engagement Nviso, who introduced a Panasonic robotty thing with big eyes, and a cute tail and grey knitted cover. The robot has been planned as being very useful for older, single women in Japan. It doesn’t follow you around, but seems to vie for your attention. This current model can be programmed to turn on your tv at the appropriate time, and also for example to remind you to take your pills and other important things. This current robot doesn’t have Akida in it, but we agreed that for both power effectiveness and more efficient on chip learning Akida would be most probably in later version. In this version battery size and storage is quite limiting. Colin admitted to me that he, amongst others tell clients like Panasonic all about Brainchip and it’s elevated abilities. Tim and Colin are very excited about Brainchip’s future and are doing their best to ‘sell the Akida story’ with clients.

And what a story it is.
View attachment 7923
Dhm coming back to this little funny farting creature, the connection with Nvisio and Panasonic and in turn Arms and us, here is significant for this little creatures future.

From Nvisio website -
Unlike cloud-based solutions, NVISO’s solutions do not require information to be sent off-device for processing elsewhere so user privacy and safety can be protected.
"Over the last two years we have worked with Panasonic’s development team to fulfil a vision to help people live at home healthier and happier through empathic intelligent devices. Our engineering team has delivered an excellent AI solution to meet the demanding power/cost/performance needs of high-volume edge-based consumer processing platforms required by manufacturers such as Panasonic”, said Tim Llewellynn, CEO of NVISO
 
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Peter, like us, is extremely happy having hired 3 excellent men to lead us deeper into commercialization
Sean, Antonio and Jerome are the future faces of Brainchip, ably supported by Rob, Todd and all the new
sales team staff being scouted as we speak.

One thing I personally hate (dislike) is talk about a takeover, especially this early into our commercial journey,
Sean and the team are really starting to crank things up, with real determination, and I personally believe as a few posters have already commented on, Peter knows his own strengths, he has fulfilled a number of positions within the company, all but the Chairman's position, taking a step back to focus on other passions, is key to a balanced life...when I next get to catch up with him in July I'll ask him a question or two, which he may choose to answer or not, which I have to respect.

You don't have to be a rocket scientist to work out who may have tried to influence the voting by not voting, just check out the top 10 on the register and work towards the front.

The question that I haven't pursued as yet, is this one, which definitely has a message behind it in my opinion,

Why 4 new non-executive directors and potentially a 5th to be hired in the next 12 months ????

You tell me 🤫🙄🤓

NO INSIDER KNOWLEDGE....GIVE IT A REST PLEASE.....regards....Tech
Hi BRNers

I did hear this somewhere, but for the life of me cant put my finger on the original source.
Can someone be so kind as to direct me to where we were informed that we will be gaining another 4 Non-Exec directors?

Cheers
 
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Hi BRNers

I did hear this somewhere, but for the life of me cant put my finger on the original source.
Can someone be so kind as to direct me to where we were informed that we will be gaining another 4 Non-Exec directors?

Cheers
Yes during one of Sean Hehir’s off the cuff remarks after he delivered his written ASX presentation.

My opinion and recollection only DYOR
FF

AKIDA BALLISTA
 
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Wags

Regular
Hi BRNers

I did hear this somewhere, but for the life of me cant put my finger on the original source.
Can someone be so kind as to direct me to where we were informed that we will be gaining another 4 Non-Exec directors?

Cheers
Gidday FK, it was at the AGM, I think in conversation following one of the questions from online. (or off course as FF said above /\ :ROFLMAO::ROFLMAO::ROFLMAO: )
 
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D

Deleted member 118

Guest
Maybe worth keeping an eye on Dyson in the coming years:


"Dyson, best known for its vacuum cleaners, shares its ambitions to develop “an autonomous machine capable of home chores and other activities.” A report published by The Guardian suggests that, the company could launch such a device by 2030."

"Dyson also announced intentions to invest about $3.45 billion in robotics, new motor technology, and machine learning software by 2025 in 2020. This year, it intends to spend about $750 million of the fund."
I did email BRN last week regarding this bbc article

 
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Evermont

Stealth Mode
Wasn't it clarified somewhere that this wasn't an additional 4 NED's, but rather an increase to 4 or 5 in total?
 
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Gidday FK, it was at the AGM, I think in conversation following one of the questions from online. (or off course as FF said above /\ :ROFLMAO::ROFLMAO::ROFLMAO: )
Yes during one of Sean Hehir’s off the cuff remarks after he delivered his written ASX presentation.

My opinion and recollection only DYOR
FF

AKIDA BALLISTA
Doh

I attended online, should have remembered that.
Thank you gents

Very exciting...
Can a Global heavy weight, in the interest of stronger partnerships, make requests to have NED added to a company?
Sleep is becoming overrated with all this activity Sean speaks about. Be a zombie by the time we are talking about results. :)
 
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Doh

I attended online, should have remembered that.
Thank you gents

Very exciting...
Can a Global heavy weight, in the interest of stronger partnerships, make requests to have NED added to a company?
Sleep is becoming overrated with all this activity Sean speaks about. Be a zombie by the time we are talking about results. :)
The answer is a definite yes and assuming they are the right fit only good can come from it.

Someone from a universal global supplier of semiconductor IP could work.

Appropriate Chinese Walls can be erected so that industrial secrets remain safe particularly with research being located in Perth.

My opinion only DYOR
FF

AKIDA BALLISTA
 
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Dhm

Regular
Continuing on from my ramblings above, whilst i am a fan of Marc Steimer I am also a big fan of Rohit Prasad and have spoken highly about him a number of times so its no surprise that I think Alexa will have akida in my opinion on board. Another lead to this idea is a recent utube podcast by Alexa Amazon Rohit Prasad where if you listen it which i found quite entertaining in its entirety is the fact that Rohit mentions the need for Alexa to function and process away from the cloud. If you only look and listen at the 8.55 - 9.43 mark, i found quite interesting.




Enjoy :)


Question: is Lockheed Martin in our iceberg pic?

I emailed Rob Chambers from Lockheed Martin about this, and if he emails back I'll let you all know. Fingers crossed.
 
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The answer is a definite yes and assuming they are the right fit only good can come from it.

Someone from a universal global supplier of semiconductor IP could work.

Appropriate Chinese Walls can be erected so that industrial secrets remain safe particularly with research being located in Perth.

My opinion only DYOR
FF

AKIDA BALLISTA
lol

Forgot to add the annotation - Rhetorical question.

I was hoping our little community may get excited when asking themselves which Global company may ask and receive this kind of opportunity to get a reprasentative on the board.
The mid boggles with potential. Lets start here:
1654066497195.png
 
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lol

Forgot to add the annotation - Rhetorical question.

I was hoping our little community may get excited when asking themselves which Global company may ask and receive this kind of opportunity to get a reprasentative on the board.
The mid boggles with potential. Lets start here:
View attachment 8288
While they would all be a nice idea short term when ARM was the subject of a takeover bid from Nvidia Apple, Google and Intel protested because they have intellectual property secrets secured with ARM and did not want Nvidia to access these secrets.

Long term Brainchip needs to select someone from a company which would not cause all the major players this type of concern.

My opinion only DYOR
FF

AKIDA BALLISTA
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
More on Valeo! Pretty sure this means that 2024 will be an EXPLOSIVE year for BrainChip! 🥳


Valeo Sees Big Opportunity in EVs​






May 20, 2022

Austin Weber

Valeo is a Tier One automotive supplier that specializes in advanced driver-assistance systems (ADAS), interior, lighting, power train and thermal management systems. The $17 billion French company operates 184 plants in 31 countries around the world that support both traditional automakers and startups. Valeo is based in Paris, but its North American headquarters is located in Troy, MI.
Next year, Valeo will celebrate its centennial. The company traces its roots to a small workshop outside of Paris that made brake linings and friction materials. By the 1930s, Valeo expanded into clutches, followed by thermal systems in the 1960s. In the 1970s, the company branched out into electrical components and lighting, following the acquisition of Cibie and Marchal.

Today, Valeo claims that 25 percent of all new vehicles produced worldwide contain its ADAS technology, which includes state-of-the-art cameras and sensors. In recent years, the company has doubled in size and become a leader in autonomous and electric mobility technology.
For instance, Valeo recently supplied the entire electric power train of the Mercedes-Benz EQS sedan, including dual motors (the rear e-axle provides 300 kilowatts of power, while the front axle generates 170 kilowatts), an inverter and a reducer.
Valeo is also a leading manufacturer of lidar systems. In fact, it has already produced more than 160,000 units, and a wide variety of cars equipped with laser scanners and lidar use the company’s products.

Valeo recently unveiled a third-generation lidar system that enables Level 3 automation and is set to debut on production vehicles in 2024. It offers significantly enhanced performance, makes autonomous mobility a reality and provides previously unseen levels of road safety due to cutting-edge range, resolution and frame rate.
This laser scanner can detect objects located at distances of more than 200 meters. It reconstructs a 3D real-time image of the vehicle's surroundings at a rate of 4.5 million pixels and 25 frames per second. Because of its unique perception capabilities, the device can see things that humans, cameras and radars cannot.
Together with software based on artificial intelligence (AI), the system combines collected data and enables the vehicle to instantly make the right decision. It automatically adapts to the environment and improves its performance over time through regular updates.

Earlier this year, at the CES Show in Las Vegas, the company demonstrated a new short-range lidar system dubbed Valeo NFL (Near Field Lidar). When used on driverless delivery pods and other vehicles, it creates a safety “bubble” that provides peripheral vision, eliminating blind spots.
Valeo's lidar units are produced at the company’s state-of-the-art factory in Wemding, Germany, where components are assembled and tested with a micron level of precision.
Autonomous and Electric Mobility recently asked Michel Forissier, chief engineering and marketing officer at Valeo, to outline his company’s strategy for next-generation vehicles.

AEM: Valeo’s motto is “smart technology for smarter mobility.” Why is this strategy important in today’s rapidly evolving auto industry?
Forissier: Most functions in an automobile today are turning electronic. All components now comprise electronic hardware and software, which allows new functions that make vehicles smarter. For instance, ADAS systems and intelligent lighting make vehicles safer, while electric and electronic systems make vehicles more efficient.

AEM: Does electrification require a new production mindset or a new way for suppliers to approach manufacturing?
Forissier: Electric motors are very different than internal combustion engines, because they are less complex and much simpler. But, there are new challenges that must be addressed, such as managing balance, sound and vibration-related issues due to the elimination of traditional engine noise. Power electronics become more important while dealing with high voltages and high currents. Battery management and temperature control must also be carefully addressed in EVs. Current efficiency and safety become critical, which requires automation and tighter quality control. In particular, robots are necessary for handling EV parts that tend to be heavier and bulkier.

AEM: How is the transition from internal combustion engine vehicles to electric vehicles affecting plant floor operations in your factories?
Forissier: We’ve made a progressive evolution in our factories. For instance, some of our plants in France that have traditionally produced alternators and clutches have slowly shifted to making traction motors and other components used in electric vehicles.

AEM: Have you invested in any Industry 4.0 technology to prepare your factories for the EV era?
Forissier: Yes, we have installed a lot of new automation in our plants. For instance, we currently have more than 1,000 collaborative robots in operation. Most applications involve material handling. We also use AI technology to improve quality as we produce more advanced electronics, which are used in many of our products.

AEM: How will your experience from producing low-voltage products during the past 10 years help as you produce more high-voltage devices during the next 10 years?
Forissier: Most of the technology is the same. However, wire diameter is different for high-voltage products. Power electronics are also more complicated. We’ve learned a lot through our joint-venture partnership with Siemens, which focused on e-motors, inverters and power electronics (the company recently announced that it will buy 100 percent of the shares of the joint venture in July). End-of-line testing and quality are increasingly critical, but the big challenge is to do it fast.

AEM: ADAS technology has evolved from relatively simple mechanical devices to complex mechatronic products. Has that changed how your products are assembled and tested?
Forissier: Yes. Products such as lidar require extremely precise machining, assembly and quality control. All parts are controlled to the micron. And, because software is a key attribute of product performance, end-of-line testing has become much more sophisticated to ensure performance and compliance.

AEM: How is Valeo preparing for the future era of autonomous vehicles?
Forissier: This is one of the key areas that we are focusing on today, with many exciting opportunities for growth. We are the largest producer of ADAS sensors in the world, supplying many of the top automakers. We’re also developing a new 360-degree system, including cameras and chips, for automatic parking applications.
SCALA is the automotive industry's first commercial 3D lidar sensor for AV applications. It provides a wide field of view up to 145 degrees. Its AI-based integrated software detects, recognizes and classifies static and dynamic objects up to a distance of 200 meters in all weather and lighting conditions.
Our third-generation laser scanner technology, which is scheduled to hit the market in 2024, will go even further, making it possible to delegate driving in many situations, including at speeds of up to 130 kilometers per hour on the highway.


 
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