BRN Discussion Ongoing

FJ-215

Regular
now I know:
Henry is a Senior Investment Analyst and Portfolio Manager writing for the last three years in the Marcus Today newsletter. Henry specialises in small and mid-caps although he has a thorough knowledge and understanding of large caps too.

Henry also works with the MTIS team to formulate investment strategy and portfolio asset allocation and stock selection.

Henry also appears regularly in the media on the ABC and Your Money Channel on Foxtel and Channel Nine.

Henry has spent a lifetime in stockbroking and investment banking, originally from the UK, Henry has been divisional director for Macquarie Bank responsible for equity trading and has been both a trader and a broker during his career.
Hi Sirod69,
Henry is one of the good guys. He wears a few hats for Marcus Today but his main role is Henry's Take. In this section of the newsletter he is looking to provide MT subscribers with trading ideas in the small/midcaps space. He looks for themes that may play out in the near future and looks at the companies that operate in those spaces. Tends to be a mix of new players with some old favourite thrown in for good measure.

I am a fan, Henry covered BRN 5 years ago and as a result I have an average price below 13 cents. (passive brag!!! You bet)

Cheers Henry!!!
 
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cosors

👀
why bother even reading that site? All that it is gained is more views for them thus more revenue. That's a great reason not to click on the site apart from the fact that it's corrupt in the way it is run. Nothing worth reading for me when we have now TSEx full of great posters.
You say it! I have the same thought, why even stop by! After the incident of BaconLover is crossed the line for me. I find the thing so incredible that I was/are at a loss for words. I know the group of TLG much better than that of BRN of the time over there. There I noticed that after the exodus and start here oodles of empty meaningless posts are brought. Sometimes 30 posts in a row came like spam. And posts of known avatars were maybe two three among hundred. They didn't close my account, despite cancelling it twice. My thought on that all: People are running away from them, the business of influencing from the masses doesn't work anymore. In order to present the business model as a value, they have to show numbers. Hence the flood of empty posts. Why should few avatars the maybe one and the same person should entertain himself without reaction without confirmation. The mass of posts to show that here is still what goes. A sign that HC has a really serious problem. I don't care. I have long posted there nothing more and only every some weeks looked over the threads. After the thing of BaconLover that forum is dead for me. The spot is here. Don't support criminals with your clicks! Just my opinion... Let the 🔥 burn out there
 
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FJ-215

Regular
Hi Sirod69,
Henry is one of the good guys. He wears a few hats for Marcus Today but his main role is Henry's Take. In this section of the newsletter he is looking to provide MT subscribers with trading ideas in the small/midcaps space. He looks for themes that may play out in the near future and looks at the companies that operate in those spaces. Tends to be a mix of new players with some old favourite thrown in for good measure.

I am a fan, Henry covered BRN 5 years ago and as a result I have an average price below 13 cents. (passive brag!!! You bet)

Cheers Henry!!!
Will put a link to the latest Marcus Today podcast featuring both Marcus and Henry

@zeeb0t hope this is ok?

Marcus Padley - Your Burning Questions Answered
 
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Dallas

Regular
Ich bin dabei und danke aus Deutschland zeebüt👍😁
 
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Learning

Learning to the Top 🕵‍♂️
I'm in as well and now waiting to receive the funky hat, I was promised for joining 😊
What hat DB?

I know nothing of a hat?😁😁😁

Its great to be a shareholder.
 
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FJ-215

Regular
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Learning

Learning to the Top 🕵‍♂️
For those that may be feeling a little bit miffed about the last few weeks on the stock market may I suggest you book a session (if you are in WA) to the Van Gough Alive happening at the Supreme Court Gardens. He was a troubled man but look what he's left us to enjoy.
Thats me with my dear old mother.
Me, wife and son @ Van Gough in Melbourne a few months back.
20220227_202213.jpg


Learning.
 
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Bravo

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

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

Regular
Does anyone have any news on NaNose?🤔🙈
 
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BaconLover

Founding Member
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Quiltman

Regular
This piece from Peter Walden on ML Sensor 2.0 Paradigm should generate some thoughts from contributors here. Directed to this By Jerome Nadal via LinkedIn.


Jerome Nadal does highlight interesting stuff ... I'm sure he knows the 1000 eyes are all over what he posts :

1654986737574.png

And a couple of comments on the LinkedIn post :

1654986919750.png

1654986992547.png
 
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Slymeat

Move on, nothing to see.
There is a huge problem of logic involved and my brain is too small to resolve it:

. . .


8. Is it sensible to waste any part of a food source when scarce resources have been consumed to produce the food.


So many questions???

FF

AKIDA BALLISTA
Whilst all your questions are on point @Fact Finder, for me No 8 is so very important. Waste is a huge concern, both ethically and economically. Even spiritually!

I am reminded of cultures who give praise to the animal that gave its life to provide sustenance to others. They celebrate the animal’s life. As such, they believe it is a total abomination to waste anything of the wonderful life that existed. This seems to,be the right thing to do.

If you want to give thanks before a meal, consider giving it to the animal that gave of itself.

Treating all animals humanly throughout their lives and especially in their slaughter for those raised in husbandry, is more important to me than any other concern.
 
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M_C

Founding Member
Found this little nugget this morning........................WOW.

View attachment 9013







Pretty sure in order for someone to "stay in touch" they need to "be in touch" in the first instance.................................





Capture9.PNG
 
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Andy38

The hope of potential generational wealth is real
Hi Sirod69,
Henry is one of the good guys. He wears a few hats for Marcus Today but his main role is Henry's Take. In this section of the newsletter he is looking to provide MT subscribers with trading ideas in the small/midcaps space. He looks for themes that may play out in the near future and looks at the companies that operate in those spaces. Tends to be a mix of new players with some old favourite thrown in for good measure.

I am a fan, Henry covered BRN 5 years ago and as a result I have an average price below 13 cents. (passive brag!!! You bet)

Cheers Henry!!!
Agreed FJ, Henry is across many facets of the market. Very dry, typically English in his delivery. He’s astute, although it’s hard for him to be across everything and especially into the depth that we being 1000 eyes are able to delve. Also if he appears super bullish on every stock he likes/holds then he sets himself up for a gigantic fall.

Well done on the entry price FJ!! Mine was a little later at 17c and it’s been a hell of a ride over the past few years…bring on the next 10!! Could be very interesting times with the macro world playing a huge impact on our current SP.

Happy Sunday all
 
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This is an interesting read about autonomous drones. The interest and funding in Brainchip from Defence is obvious and the current situation has them all scrambling to implement the tech.

Right time, right place!

TECH & SCIENCE

China’s drone carrier hints at ‘swarm’ ambitions for Pacific​

By
AFP
Published
June 8, 2022

Last month, Chinese researchers published a drone swarm experiment allegedly showing devices autonomously navigating a dense patch of bamboo forest

Last month, Chinese researchers published a drone swarm experiment allegedly showing devices autonomously navigating a dense patch of bamboo forest - Copyright AFP/File Lillian SUWANRUMPHA
Didier LAURAS
Officially it is just a research vessel, but China’s newly unveiled drone carrier is a clear sign Beijing is rushing to deploy an autonomous swarm of unmanned devices in its push for military supremacy in the Pacific Ocean.
State media last month showed the launching of the Zhu Hai Yun — “Zhu Hai Cloud” — capable of transporting an unspecified number of flying drones as well as surface and submarine craft, and operating autonomously thanks to artificial intelligence.
The 89-metre (292-foot) ship would be operational by year-end with a top speed of 18 knots, vastly increasing China’s surveillance potential of the vast Pacific area it considers its zone of influence.
“The vessel is not only an unprecedented precision tool at the frontier of marine science, but also a platform for marine disaster prevention and mitigation, seabed precision mapping, marine environment monitoring, and maritime search and rescue,” Chen Dake, lab director at the firm that built the carrier, told China Daily.
Armies worldwide see drone squadrons as key players in combat, able to overwhelm defence systems by sheer numbers and without putting soldiers’ lives at risk, such as with more expensive jets or tanks.
“It’s probably a first-of-its-kind development but other navies across the world, including the US Navy, are experimenting with remote warfare capabilities in the maritime domain,” said US Army Lieutenant Colonel Paul Lushenko, who is also an international relations specialist at Cornell University in New York.
Even if the vessel’s actual capabilities remain to be seen, Beijing is broadcasting its intent to cement territorial claims in the region, as seen with the security partnership agreed last month with the Solomon Islands northeast of Australia.
“It’s definitely imposing, provocative, escalatory and aggressive,” Lushenko told AFP.
– Collective intelligence –
Building fleets of autonomous and relatively inexpensive drones would greatly augment China’s ability to enforce so-called anti-access and area denial (A2-AD) in the Pacific, with the aim of weakening decades of US influence.
Unlike traditional aircraft carriers or destroyers carrying hundreds of troops, the drone carrier could itself navigate for longer periods while sending out devices that create a surveillance “net,” potentially able to fire missiles as well.
The Zhu Hai Yun could also improve China’s mapping of the seafloor, providing a covert advantage for its submarines.
“These are capabilities that are likely to be critical in any future conflicts that China wages, including over the island of Taiwan,” strategists Joseph Trevithick and Oliver Parken wrote on the influential War Zone site.
Beijing has made no secret of its desire to wrest control of Taiwan, and military experts say it is closely watching the West’s response to the Russian invasion of Ukraine to gauge how and when it might make its move.
And last month, Chinese researchers published a drone swarm experiment allegedly showing 10 devices autonomously navigating a dense patch of bamboo forest, without crashing into the trees or each other.
“The ultimate goal is something that has a collective intelligence,” said Jean-Marc Rickli, head of risks at the Geneva Centre for Security Policy.
“The analogy is a bit like a school of fish. They create forms in the water that are not the decision of any single fish, but the result of their collective intelligence,” he told AFP.
– Game-changer –
It would be a big technological advance from current weapons, which can be programmed and semi-autonomous but must have human operators to react to unexpected challenges.
A fleet of self-navigating drones could in theory incapacitate defence systems or advancing forces by sheer numbers, saturating combat zones on land or at sea until an opponent’s arsenal is depleted.
“A conventional attack becomes impossible when you’re facing dozens, hundreds or thousands of devices that are much cheaper to develop and operate than heavy conventional weapons,” Rickli said.
Noting this profound shift in modern warfare, a RAND Corporation study from 2020 found that while unmanned vehicles need significant improvements in onboard processing, “the overall computing capability required will be modest by modern standards — certainly less than that of a contemporary smartphone.”
“A squadron of approximately 900 personnel, properly equipped and trained, could launch and recover 300 L-CAATs every six hours, for a total of 1,200 sorties per day,” it said, referring to low-cost attributable aircraft technology — meaning devices so cheap an army can afford to lose them.
“We do have indications that China is making rapid capabilities development,” Lushenko said of Beijing’s new drone carrier.
“What we lack is empirical data to suggest that China’s one-party state can actually employ the ship in an integrated fashion in conflict.”


Read more: https://www.digitaljournal.com/tech...m-ambitions-for-pacific/article#ixzz7VwnfW34X
 
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Very interesting article and perhaps gives some clue to @dippY22 ‘s question regarding the slow up take by US Institutional Investors.

Those who were following Brainchip last year will remember the grub who was posting as a financial advisor on social media and claiming similarities between Brainchip and Theranos and displaying Anil Mankar’s photo along side the photo of the head of Theranos in an obvious racist attempt to draw comparisons.
There is also a mention of Biotome’s partner Cardea:

“This technology game is hard and very competitive, and investors in this arena are very savvy.”
Also challenging are lingering memories of the infamous California company Theranos, another company that promised big things for biological testing with tech that could go small, although Roswell’s technology is completely different from anything Theranos claimed.

“This technology game is hard and very competitive, and investors in this arena are very savvy,” Eric Schadt noted in an email, “and they have been burned severely—Theranos—so maybe they’re more cautious.” Schadt is the founder and CEO of Sema4, a precision medicine company, and the founding director of the Icahn Institute for Genomics and Multiscale Biology at Mt. Sinai in New York City.

Competition also is becoming fierce in the molecular sensing space, with numerous companies developing light-based sensors and a few, like San Diego-based Cardea Bio, developing sensors that use electrical signals, but with different engineering systems than Roswell.

Later this month the company plans to announce a second customer that Mola cannot yet name, one that develops therapeutics using bioreactors. These are vats that house enzymes or cells used to turn biochemicals into drugs and other products. Merriman adds that Roswell will work to develop a custom chip to monitor the subtle biological processes that occur in bioreactors and need to be carefully watched. He says they will be paid in milestone payments if they hit certain targets.

The cool investor reception is one reason that the company chose to publish their tech earlier this year. This got them some attention, but so far it hasn’t attracted the venture money they had hoped for.”

REMEMBER SOCIAL MEDIA IS SEEN EVERYWHERE.

What we post here can be read anywhere around the World.

My opinion only DYOR
FF

AKIDA BALLISTA
 
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stuart888

Regular
Who better to represent the Green Eco, save our planet than Brainchip's low power AI focus. The energy wasting Cloud has its place, but can be minimized whenever possible. We are investing in the Green Eco too, the "Right side of Change". This article just explains all the stuff we already know, no need to read, just Green IoT is Brainchip and more!

Best regards, Stuart

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC8434294/
1654989426585.png
 
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Build-it

Regular
They are a massive customer of RENESAS................we will be in the F-150 lightning of that I have ZERO doubts...............but DYOR


Hi MC,
Love your enthusiasm re Fords F-150. I have been digging trying to connect Akida essential Edge AI to Ford but cannot find the direct link like Mercedes.

As FF posted,
AKIDA BALLISTA
PS: If Ford walked away Brainchip have a statutory obligation to update the market as they have made multiple price sensitive ASX announcements covering this engagement.

Ford must be aware of the upside to embedding Edge Compute into their systems weather it be in cabin monitoring sensor fusion, better performance ( ie low power & latetency) and privacy.

Imo as others we will end up with Ford in a third party provider role weather it be with Valeo, Renases, Mega chips or Nviso, but will we be a direct partner.

Farley cited the fire at a Renesas plant in March as resulting in further headwinds for the semiconductor supply, which has already been strained by increased demand and winter storms in Texas. He said nine tier 1 suppliers for Ford rely on supply from the plant that caught fire.

I also find it interesting Fords connection with mobileye and amazon and wondering if that is creating issues for Ford to implement Akida or weather we can be included into their ecosystems at the next design cycle.


Ford BlueCruise Will Utilize Mobileye REM Tech On Future Variants. Ford BlueCruise – the automaker's hands-free highway driving technology – was revealed last April and originally slated to launch on the 2021 Ford F-150 and 2021 Ford Mustang Mach-E last year.4 Jan 2022

Also the Mbux system is first class (l love it) a fully integrated system that you would expect from a Mercedes luxury car.

I really hope Ford can also put a more integrated dash system together but maybe it all comes down to dollars & cents and knowing your market.

EQE 350+, or close equivalent, to be around $120,000.13 Apr 2022

Ford Mach E Select - US$43,895 (AU$65,000)

Edge Compute.
 

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