BRN Discussion Ongoing

[Townyj]

Somehow Aussies have this mindset of divvies being the end and all.

If the company and management are great, I would rather them take care of my money and grow it rather than me trying to invest in further opportunities with half a chance of success.

We know we have a great team on board, I am happy to go without divvies for ever so long as they continue to grow the business and be the ''default standard''.

This is exactly how i see it... 100%

Continued Growth and moving forward in the AI Space.

 

[jla]

Somehow Aussies have this mindset of divvies being the end and all.

If the company and management are great, I would rather them take care of my money and grow it rather than me trying to invest in further opportunities with half a chance of success.

We know we have a great team on board, I am happy to go without divvies for ever so long as they continue to grow the business and be the ''default standard''.

Hey I am close to 80 I would like to see a div before I head of.

 

[VictorG]

Somehow Aussies have this mindset of divvies being the end and all.

If the company and management are great, I would rather them take care of my money and grow it rather than me trying to invest in further opportunities with half a chance of success.

We know we have a great team on board, I am happy to go without divvies for ever so long as they continue to grow the business and be the ''default standard''.

I don't disagree but I think it will be hard for BRN not to pay dividends. As Fact Finder would often say, "just 1/10 of one percent" and BRN would result with revenue in the 10's of US$billions. Their profit magin being somewhere between 80% and 95% world result in more money than they could ever use.
I hope BRN keep 20% for R&D, 20% for a fighting fund, 10% for rainy days, 10% for operations (at least 3yrs operating costs) and pay daddy with the rest.

 

[Stable Genius]

Clement talks about Mercedes and Honda achieving level 3. Has there been a direct link with Brainchip and Honda??
Surely the same LiDAR is in the Honda as is in the Merc?
Or is the Akida in the Merc nothing to do with LiDAR.

We have been working with Valeo since June 2020.
Perhaps Honda is just one of the many NDA's?

Hi Boab,

I’m not aware of a direct link but Honda have been in some of the posts I’ve put up previously with Valeo:

I would suggest Honda are a customer of Valeo and using their Lidar. I also think MB will be using the LiDAR for drive pilot (ADAS). But MB have also adapted Akida separately for their power reduction needs in their electric vehicles and MBUX system.

This presentation earlier this year by Valeo is still my favourite. It clearly shows a path to revenue for Valeo with ADAS, they are a trusted partner and we have the magic sauce. The day Valeo confirms Brainchip is providing the compute power behind the sensors Brainchip SP will jump significantly however I’m sure they will keep it quiet as long as they can for their competitive advantage.

There are so many nuggets in this and companies listed in their ecosystem e.g. NVIDIA, Qualcomm, AWS, Microsoft are spectacular and then their customers as per below:

Bearing in mind BMW and Stellantis have recently strengthened their partnership with Valeo since this presentation was released; but the focus from memory was on ADAS. Stellantis have 16 different makes of cars with many models each.


Here’s the presentation and if you haven’t read it do yourself a favour: it’ll blow your mind

https://www.valeo.com/wp-content/uploads/2022/02/Presentation_MoveUp_Strategic_Financial_Outlook_2022-2025.pdf

Cheers

 

[Townyj]

I don't disagree but I think it will be hard for BRN not to pay dividends. As Fact Finder would often say, "just 1/10 of one percent" and BRN would result with revenue in the 10's of US$billions. Their profit magin being somewhere between 80% and 95% world result in more money than they could ever use.
I hope BRN keep 20% for R&D, 20% for a fighting fund, 10% for rainy days, 10% for operations (at least 3yrs operating costs) and pay daddy with the rest.

Lol we aint even there yet... Maybe in 10 to 15 years. But right now keeping the money in house is smart for company progress.

 

[Filobeddo]

I don't disagree but I think it will be hard for BRN not to pay dividends. As Fact Finder would often say, "just 1/10 of one percent" and BRN would result with revenue in the 10's of US$billions. Their profit magin being somewhere between 80% and 95% world result in more money than they could ever use.
I hope BRN keep 20% for R&D, 20% for a fighting fund, 10% for rainy days, 10% for operations (at least 3yrs operating costs) and pay daddy with the rest.

Agree with that Victor, with the ‘forecast’ future margin sizes it should be pretty easy to pay daddy

 

[VictorG]

Lol we aint even there yet... Maybe in 10 to 15 years. But right now keeping the money in house is smart for

I dont disagree if we are talking about a normal business. BRN is not a normal business, almost impossible to calculate the scale it will reach. I'm not bothered if they hold back dividends for 20 yrs but i would be surprised if they go past 5 yrs.

 

[Stable Genius]

Lol we aint even there yet... Maybe in 10 to 15 years. But right now keeping the money in house is smart for company progress.

I would guestimate by 2030 we’d be enjoying some healthy dividends because Brainchip will be rolling in money by then and have plenty spare!

That’s what I’m banking on so I’m hopeful to be living off the dividends and leaving the principle untouched!

 

[buena suerte :-)]

Clement talks about Mercedes and Honda achieving level 3. Has there been a direct link with Brainchip and Honda??
Surely the same LiDAR is in the Honda as is in the Merc?
Or is the Akida in the Merc nothing to do with LiDAR.

We have been working with Valeo since June 2020.
Perhaps Honda is just one of the many NDA's?

Hey Boab you've changed your avatar and you just can't get rid of the association with 'Van' somewhere in the title cheers

 

[Boab]

Hi Boab,

I’m not aware of a direct link but Honda have been in some of the posts I’ve put up previously with Valeo:

I would suggest Honda are a customer of Valeo and using their Lidar. I also think MB will be using the LiDAR for drive pilot (ADAS). But MB have also adapted Akida separately for their power reduction needs in their electric vehicles and MBUX system.


View attachment 12358

This presentation earlier this year by Valeo is still my favourite. It clearly shows a path to revenue for Valeo with ADAS, they are a trusted partner and we have the magic sauce. The day Valeo confirms Brainchip is providing the compute power behind the sensors Brainchip SP will jump significantly however I’m sure they will keep it quiet as long as they can for their competitive advantage.

There are so many nuggets in this and companies listed in their ecosystem e.g. NVIDIA, Qualcomm, AWS, Microsoft are spectacular and then their customers as per below:

View attachment 12359

Bearing in mind BMW and Stellantis have recently strengthened their partnership with Valeo since this presentation was released; but the focus from memory was on ADAS. Stellantis have 16 different makes of cars with many models each.


Here’s the presentation and if you haven’t read it do yourself a favour: it’ll blow your mind

https://www.valeo.com/wp-content/uploads/2022/02/Presentation_MoveUp_Strategic_Financial_Outlook_2022-2025.pdf

Cheers

Thank you for that very thorough response.
Cheers
Boab

 

[Townyj]

@VictorG and @Stable Genius

I'm just going off successful companies like Apple and Amazon... Apple only just started paying divvies again after 17 years. They accrued $35 billion dollars into their war chest. So it kind of made sense to pass some of it onto Share Holders. They also peaked at $176USD..

But whatever the company does i am sure it will be the smart decision for all of us holders.

 

[Boab]

Hey Boab you've changed your avatar and you just can't get rid of the association with 'van' somewhere in the title cheers

Next on the list is Wout van aert.

 

[buena suerte :-)]

Next on the list is Wout van aert.

Haven't attended (still time!) Van Gogh Alive here in Perth.... hope you enjoyed it

 

[Boab]

Haven't attended (still time!) Van Gogh Alive here in Perth.... hope you enjoyed it

They have reduced the entry fee as it's getting closer to the end. Enjoy.

 

[buena suerte :-)]

They have reduced the entry fee as it's getting closer to the end. Enjoy.

Thanks

 

[Teach22]

I don't disagree but I think it will be hard for BRN not to pay dividends. As Fact Finder would often say, "just 1/10 of one percent" and BRN would result with revenue in the 10's of US$billions. Their profit magin being somewhere between 80% and 95% world result in more money than they could ever use.
I hope BRN keep 20% for R&D, 20% for a fighting fund, 10% for rainy days, 10% for operations (at least 3yrs operating costs) and pay daddy with the rest.

With the risk of getting everyone off side, can we maybe rein it in just a little bit?

I‘m as bullish as anyone but “1/10 of 1% will result in 10’s of US$billions of revenue“

So, the total addressable market has now jumped to $10‘s of Trillions now?

Lets keep it real.

 

[VictorG]

With the risk of getting everyone off side, can we maybe rein it in just a little bit?

I‘m as bullish as anyone but “1/10 of 1% will result 10’s of US$billions of revenue“

So, the total addressable market has now jumped to $10‘s of Trillions now?

Lets keep it real.

Not sure if you've been following the stated facts by the likes of Cathy Wood CEO of ARK Investments and many others. Since you're the one that likes shorters, I'm not inclined to spend my time outlining any research for you however you should get real and do your own research.

 

[yogi]

Good morning.
Lovely news. I really hope Bill hasn't covered his short postion yet on Tesla.

I heard he is the biggest Tesla shorter

 

[DingoBorat]

@VictorG and @Stable Genius

I'm just going off successful companies like Apple and Amazon... Apple only just started paying divvies again after 17 years. They accrued $35 billion dollars into their war chest. So it kind of made sense to pass some of it onto Share Holders. They also peaked at $176USD..

But whatever the company does i am sure it will be the smart decision for all of us holders.

I hear what you're saying Townyj, but VictorG is on the money here, in my opinion.

Our IP business model, craps all over Amazon's, Apple's, Tesla's, Intel's, Samsung's, Nvidia's and almost any other company's you want to throw out there..

They would all have huge costs associated with marketing, staff costs, inventory, warehousing etc, etc, etc, etc...

LDN said, it's not a question of if AKIDA will be successful, but when AKIDA will be successful and although he was known for hamming things up a bit, time has shown, that much of what he said, was on point.

And that was when they were pursuing an IP and chip production business model.

We are fast approaching success.

The IP revenue model, is so Golden, it couldn't help but excite, even the most dispassionate investor in this Company, if the scale of use, is even a fraction of what we anticipate..

We will produce no products!
(other than for reference)

Our marketing costs are minimal, as they are direct to OEM.
They and their customers and their customers, customers, customers, carry the brunt of marketing and advertising costs, for us.

As our business grows, staff levels and costs will grow, but at magnitudes less than pure revenue, from our IP model, with increasing revenue streams.

I'm thinking onwards of 3 years from now, we will start to see dividends.

A 10 cent dividend, would be around 180 million dollars, so we obviously need a shit load of traction by then and it's only going to be pocket money, unless you have very substantial holdings.

They would of course rise over time, but yeah..
Not much point speculating on them at this point in time, unless for fun

 

[Teach22]

Not sure if you've been following the stated facts by the likes of Cathy Wood CEO of ARK Investments and many others. Since you're the one that likes shorters, I'm not inclined to spend my time outlining any research for you however you should get real and do your own research.

Ok, my bad.
I have been researching BRN for a while now, I must have missed that.

I‘ll get back in my box.