BRN Discussion Ongoing

[Learning]

FF, I take it you’re bullish on BRN then?



Based on what FF has said could anyone venture a ballpark share price on his figures….just trying to decide on a yacht size.


Great summary FF. Thanks for all your analysis commentary and even if you’re half right I can’t wait for the future!

Hi All,

With the amount of share I have, I won't be able to afford a yacht. And I haven't been on a yacht. So can someone who buy the mega yacht from BRN shares.

Can I be invite on your yacht. Please!

Its great to be a shareholder.

 

[HopalongPetrovski]

Hi All,

With the amount of share I have, I won't be able to afford a yacht. And I haven't been on a yacht. So can someone who buy the mega yacht from BRN shares.

Can I be invite on your yacht. Please!

Its great to be a shareholder.

There's still time Buddy. Get em while they're cold.

 

[Diogenese]

Hi All,

With the amount of share I have, I won't be able to afford a yacht. And I haven't been on a yacht. So can someone who buy the mega yacht from BRN shares.

Can I be invite on your yacht. Please!

Its great to be a shareholder.

Have you seen Darling Harbour during the boat show?

Well imagine Sydney Harbour, Port Phillip Bay, St Vincent Gulf, Derwent mouth, Swan River, Morton Bay, Darwin Harbour, Lake Burly Griffin ...

... so it shouldn't be a problem.

 

[Learning]

There's still time Buddy. Get em while they're cold.

Would love to buy more,more and more. However, financially not possible.

Its great to be a shareholder.

 

[Diogenese]

You bet, FF has drawn a ‘line in the sand’ for the sceptics. That is, he’s drawn something so large and obvious that it should even be visible to those at the top of the HC apex.

Don't know how to break this to you Blind freddie, but that's not really a very high bar.

 

[Learning]

Have you seen Darling Harbour during the boat show?

Well imagine Sydney Harbour, Port Phillip Bay, St Vincent Gulf, Derwent mouth, Swan River, Morton Bay, Darwin Harbour, Lake Burly Griffin ...

... so it shouldn't be a problem.

I take thats a 'YES' on your yacht Dio.

Its great to be a shareholder.

 

[Stable Genius]

Hi All,

With the amount of share I have, I won't be able to afford a yacht. And I haven't been on a yacht. So can someone who buy the mega yacht from BRN shares.

Can I be invite on your yacht. Please!

Its great to be a shareholder.

I don’t have as many as I’d like either Learning. I only started this investing in shares caper 18 months ago. Every time I save some money to buy some they have gone up, for instance I bought some at $1.2 the other day but regardless I believe that will be considered cheap by 2025.

I don’t really want a yacht: I’m just hoping for the SP to go up enough for an early retirement, nice home and some dividends to comfortably live on! Maybe somewhere with a nice climate, near the beach and a golf course!

Anything else is a bonus!

I was just curious as to what a rough SP would be based on FF analysis as it would be nice to dream about occasionally whilst I’m working.

 

[Gemmax]

Hi All,

With the amount of share I have, I won't be able to afford a yacht. And I haven't been on a yacht. So can someone who buy the mega yacht from BRN shares.

Can I be invite on your yacht. Please!

Its great to be a shareholder.

You'd be welcome aboard mine Learning.
In fact everyone here would be welcome.

 

[Fact Finder]

In the second quarter 2019 Brainchip Inc released the first generation commercial AKIDA IP to select customers.

Despite this it was not until January 2020 that AKD1000 was handed off to Anil Mankar for Engineering and October, 2020 that the AKD1000 chip was presented as silicon in hand ready to go out to customers though it was indicated that a couple of EAP’s may have had the chip end of September beginning of October, 2020.

Clearly IP is/was available much earlier than chips and in the above case at least 16 months earlier.

So as Peter van der Made stated in his Pitt Street Research interview when Acting CEO in November, 2021 that he was close to handing off the AKD2000 with LSTM to Anil Mankar at Brainchip Engineering I think it is reasonable to ponder which select customers may have had access to the second generation AKIDA IP over the last six to seven months.

It is clear from earlier presentations by Peter van der Made and Anil Mankar that LSTM was needed to address the inability of current autonomous vehicle technology to analyse cause and effect on/at the sensor ie the plastic bag blowing across the road and the ball rolling out between parked cars type events.

Adopting Alex the rocket scientist definition that AV’s are just another form of robot then LSTM has a very large market beyond motor vehicles.

So beyond Mercedes Benz/Valeo/NASA/DARPA would likely early IP access candidates be companies in the industrial robotics and drone delivery space.

Perhaps a company like Tata Consulting Services that specialise in co-operative robots for warehousing.

Anyway one for the 1,000 Eyes to watch out for as we progress past the official release.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[DingoBorat]

I don’t have as many as I’d like either Learning. I only started this investing in shares caper 18 months ago. Every time I save some money to buy some they have gone up, for instance I bought some at $1.2 the other day but regardless I believe that will be considered cheap by 2025.

I don’t really want a yacht: I’m just hoping for the SP to go up enough for an early retirement, nice home and some dividends to comfortably live on! Maybe somewhere with a nice climate, near the beach and a golf course!

Anything else is a bonus!

I was just curious as to what a rough SP would be based on FF analysis as it would be nice to dream about occasionally whilst I’m working.

Consider that at one point, Afterpay, a "payment company", which was a previous "Market Darling" of the ASX, had a market capitalisation of 33 billion dollars, on around 500 million dollars revenue, but with costs of around 550 million..

Our costs, will always be minimal compared to our revenue streams, due to our IP model, once we really get rocking and rolling.

Brainchip, I believe, will be the Mother of all "Market Darlings" on the ASX at least..

Comsec, one of Australia's largest online brokers, has said that BRN are their largest traded stock, by value, already!

Many in the investing World and we are a Global Company, haven't even heard of us yet..

It's just a waiting game..

Brainchip has to continue to deliver though and we have the team in all areas to do it

I think putting a possible figure on it, would appear fanciful..

But the example I gave, for a very unexciting, but market embraced company, can illustrate what is possible..

 

[Wags]

You bet, FF has drawn a ‘line in the sand’ for the sceptics. That is, he’s drawn something so large and obvious that it should even be visible to those at the top of the HC apex.

Oh @Blind Freddie , I love your optimism, but alas, those at the top of the HC apex, can see even less than you.!!
But I am thankful you convinced FF to stop his downramping. pfft 1%..... for such an intelligent man, what was he thinking.

 

[Fact Finder]

Well I can't put my finger on it off the top of my head with my nose to the grindstone, an ear to the ground, and a finger in the wind, but I recall Mercedes did state that they were looking to simplify inventory by standardizing on components. So, while SynSense may have a different chip for all occasions, each using unique programming, if sufficient manufacturers realize the benefits of Mercedes' approach, and the ability of Akida to deal with new age systems and legacy systems in a capacity of your own choosing ...

Hi @Diogenese

I think you will find what you seek and more here in fact you might need all your digits to grasp the full intent:

Technology
Hyperdrive

Mercedes Is Migrating to More Expensive Chips to Plug Shortage​

• CEO sees a gradual improvement in chips in the fourth quarter
• It’s the “simplest parts” that are hardest to get, he said

Ola KaelleniusPhotographer: Krisztian Bocsi/Bloomberg
By
Gabrielle Coppola
+Follow
23 October 2021, 4:22 am AEDT
From
https://www.bloomberg.com/hyperdrive

For Ola Kallenius, the chief executive officer of Daimler AG, one of the lessons of the global chip shortage is that it’s time for an upgrade.
Daimler’s Mercedes-Benz unit, the world’s biggest luxury carmaker, has partnered with Nvidia Corp. to develop chips for sophisticated features like automated driving and AI-powered infotainment systems. But that’s not the component that’s been wreaking havoc on Mercedes’s supply chain this year.

“What’s short are the simplest parts, the dollar-a-pop,” items like the chip that locks and unlocks a car door, Kallenius said in an interview at Mercedes’s U.S. headquarters in Atlanta. “What we’re doing together with the chip producers is trying to migrate some of those simpler, older node technologies into more modern nodes where there’s more capacity.”
The entire auto industry is making that same shift, he said.
The global chip shortage has been an historic test for the century-old industry just as it tries to accelerate a shift toward smarter, electric vehicles. After sounding an optimistic note in the first half of the year as soaring car prices padded their profits, automakers slashed forecasts for sales growth in 2021 after lockdowns in Malaysia to control Covid-19 choked off chip supply.”

Regards
FF

AKIDA BALLISTA

PS: What more modern nodes would have the capacity he seeks?

 

[HopalongPetrovski]

You'd be welcome aboard mine Learning.
In fact everyone here would be welcome.

 

[Boab]

View attachment 8497

Shit Hoppy now I cant get that bloody song out of my head. A 3hr tour, a 3hr tour. Damn you

 

[Mea culpa]

You'd be welcome aboard mine Learning.
In fact everyone here would be welcome.

I don’t have fond memories of the first time I was on a yacht or having sex. Same thing happened both times. I felt sick and fell off.

 

[Diogenese]

I don’t have fond memories of the first time I was on a yacht or having sex. Same thing happened both times. I felt sick and fell off.

My hat blew off and my socks got wet.

 

[Diogenese]

My hat blew off and my socks got wet.

Or was it the other way round?

 

[TheFunkMachine]

This chip looks promising to me. Have we discussed this previously?

Words used:
Spiking AI accelerators
IOT
RISC-V
Si-five partnership

I did some more reading on it. It sounds interesting, and also goes hand in hand with the projected growth in second half of 2022 as this chip is available for mass production in July 2022.

What are peoples thoughts on this? I can’t be the only one convinced this is has Akida IP in it?

 

[hotty4040]

Speaking of ARM......................... I posted a while ago in "the other place" about how if the ARM / NVIDIA aquisition failed (which it did), that QUALCOMM had expressed interest in taking a piece of ARM and it seems it's still on the cards...............and INTEL is also interested ................ amongst others

Qualcomm reiterates interest in taking a stake in Arm

Chipmaker interested in forming a consortium for purchase – and so is SK hynix, Intel

www.theregister.com

SK Hynix may head up consortium to buy Arm

Post Nvidia deal collapse, Intel expressed similar interest back in February

www.theregister.com

Samsung and Intel bosses discuss silicon co-operation

Details? Nope. Potential? Enormous.

www.theregister.com

There is/are a plot ( 's ) that possibly, intriguingly, being discovered here by the ( eyes ) that are beginning to taste ubiquitously, delicious and scrumptious, in a most delectable and might I/one/we say, is bringing very pleasing " tears to my eyes " in a very curious/interesting way.

I need a shot or two, to calm myself. Your loveliness, are you available ???? - for a reach up to the top shelf of the cabinet any time soon.

Ahhh - that's better. Thank you darling.

Akida Ballista >>>>>> I hope, hope, and hope again that this transpires itntdf <<<<<<

hotty...

 

[Wags]

Now that we know who you are Hopalong, who are the other TSE contributors that make up the Gilligan’s Island cast?

https://www.hollywoodreporter.com/wp-content/uploads/2011/07/gilligans-island-cast_2011_a_l.jpg?w=681&h=383&crop=1

FF is definitely the professor..