BRN Discussion Ongoing

[Bravo]

Is anyone else hitting "refresh" like a maniac on the BrainChip website?

On that point, where on the website would the Top 20 be posted? I imagine it would be under Investor Relations but under what section I wonder?

 

[alwaysgreen]

"Because I wasn't overly excited by the SP raising as I'm not concerned about the drop today. It is meaningless other than to say wow my shares went up today or damn i lost 10 %"

Pretty much my thoughts Skutza

Although I was happy to see the share price go up and not happy to see it going down today, I was not elated or depressed either way..

Everything to me, is going as best as it possibly could at the moment, as far as the Company’s concerned.

But to get where I think we should or can be, we need more "solid" progress and that’s going to be an organic process.

I don't think anybody here, doubts that we in that process now.

Considering we are on the ASX, which is a resource dominated exchange, I think we are doing extremely well, as far as the valuation of our potential future.

When we list on the NASDAQ, in the next year or two, we will be valued, much more, than what people currently think we should be and much more again, with additional progress and building cash receipts.

I'll say now, that I wouldn't be surprised if our next quarterly has lower revenue again, but I expect to see significant traction, in the December quarter.

As a Company, I don't think we are speculative, anymore.
But there is still plenty of speculation, as to what we are worth.

If you're holding this Company, with a 6 month or less price target, you are making a mistake, in my opinion.

If BrainChip can fulfill its stated goals, of being the Default Standard in Edge and Extreme Edge on the Global Stage..
Then this is going to be a Company, that you don't ever want to sell.

I have plans to sell a percentage of my shares, when they reach my own personal targets, to make my life comfortable, but I'm keeping the Lion's share indefinitely, to benefit the Family/Friends, in my life, on an ongoing basis.
And no, that's not so they can all go out and buy Ferraris

At least that's the plan..

You can make money in many ways, from being involved in this Company, but in my view, there will never really be a good time to "sell".

Good Fortune to All Holders.

I'm the same but if they can afford Ferrari's, good luck to them!

 

[Shadow59]

"Because I wasn't overly excited by the SP raising as I'm not concerned about the drop today. It is meaningless other than to say wow my shares went up today or damn i lost 10 %"

Pretty much my thoughts Skutza

Although I was happy to see the share price go up and not happy to see it going down today, I was not elated or depressed either way..

Everything to me, is going as best as it possibly could at the moment, as far as the Company’s concerned.

But to get where I think we should or can be, we need more "solid" progress and that’s going to be an organic process.

I don't think anybody here, doubts that we in that process now.

Considering we are on the ASX, which is a resource dominated exchange, I think we are doing extremely well, as far as the valuation of our potential future.

When we list on the NASDAQ, in the next year or two, we will be valued, much more, than what people currently think we should be and much more again, with additional progress and building cash receipts.

I'll say now, that I wouldn't be surprised if our next quarterly has lower revenue again, but I expect to see significant traction, in the December quarter.

As a Company, I don't think we are speculative, anymore.
But there is still plenty of speculation, as to what we are worth.

If you're holding this Company, with a 6 month or less price target, you are making a mistake, in my opinion.

If BrainChip can fulfill its stated goals, of being the Default Standard in Edge and Extreme Edge on the Global Stage..
Then this is going to be a Company, that you don't ever want to sell.

I have plans to sell a percentage of my shares, when they reach my own personal targets, to make my life comfortable, but I'm keeping the Lion's share indefinitely, to benefit the Family/Friends, in my life, on an ongoing basis.
And no, that's not so they can all go out and buy Ferraris

At least that's the plan..

You can make money in many ways, from being involved in this Company, but in my view, there will never really be a good time to "sell".

Good Fortune to All Holders.

Well said DB.

Have a great weekend all.

 

[VictorG]

I expect ASX filings

 

[Violin1]

Is anyone else hitting "refresh" like a maniac on the BrainChip website?

On that point, where on the website would the Top 20 be posted? I imagine it would be under Investor Relations but under what section I wonder?

View attachment 12815




View attachment 12811

I'd have thought under Stock under Investor Relations.

 

[Fullmoonfever]

I expect ASX filings

Don't know if could put it there unless they file it with the ASX first as an Ann?

Wondered if slip under Governance / Documents with the other info?

 

[Falling Knife]

Wow!

Lots of people are busy letting off steam today. Bit like the share price lol

Id prefer the bagging of management, re not informing, keeping information to themselves, and not helping the SP.... blah blah to stop

IMO
They are doing everything they can to build the business.
Commercialisation requires relationship with your customers.
Management are doing exactly what they believe is required to build these relationships and the business.
Their success is our success, it’s not mutually exclusive. It would be obvious that they are attempting to add value in every decision they make.

They do have more information at their disposal than we do (so they should).
Is it possible, that this additional information is potentially why they have released only what they have, to date?
It could be the reason why they are not offering more?
By releasing more they may erode the work they have done towards brand knowledge and our 6 increadibly HUGE partnerships.

I for one am delighted with the progress in the last 6 months post Sean and Jerome's engagement.
Things are moving and I accept that BRN exec are in a better position to not only know what is best for Brainchip but trust they will also make the right decision at every point in time going forward.

Reminds me of the marshmallow study
I’m glad the BRN board are holding off the temptation to deliver what you are all asking from them now. The bigger picture is more than double the opportunity for growth going forward. They see that and are determine to deliver.
I can only imagine the amount of fortitude they are having to dig up within themselves to keep them from blurting out something they already know about our progress and partnerships.

Let them do their job and let your patience be rewarded when the time is right

 

[Sosimple]

I bought in when it was known as AZK and in the first couple of years bought the amount that I still hold, average price of .15 cents but I have had to endure watching it go down to .03 cents and I couldn't afford to buy any more.
I'm a retired disability worker and live a very frugal life. I've paid off my home with my super so BRN is what will support me as I age, (64 on Sunday)
It's not a faultless plan but it's my plan and I'm happy with the journey.
I wish you all a great weekend.

 

[Lex555]

Hi RB,
This is what I was alluding to previously.
At some point in the future someone is coming for this company and they are a lot more capable than some of us might know. As small retailers are notoriously bad at voting due to our perceived personal "irrelevance", the thought was that if we were organised into a register with contacts, communication, etc. where we could stay informed and act cooperatively if necessary against any unsuitable action, we might just make a difference. Maybe we could become significant enough to command some sort of communication avenue within our company.
Acquiring shares is easier for the conquerors when there is no unified resistance. Also, the power of these corporations are very far reaching and will definitely be disrupting BODs when the time comes. I'm not bringing into question the integrity of ours, who are doing an amazing job and we are incredibly lucky to be involved in this great company, it's just that this has been happening from the beginning of corporate time and our company isn't likely to be exempt .
Who knows how many shares we could gather together but I do know that united we stand.......

Strongly disagree with you 4jct, takeovers in Australia require 90% of votes. PVDM alone has 10% and add another 20-30% minimum of shareholders who would follow his recommendation and you’ll see BRN isn’t going to be the recipient of a hostile takeover.

 

[Deleted member 118]

I'd have thought under Stock under Investor Relations.

Didn’t he say last time nothing can be done until America comes online?

 

[Xray1]

And removed quite a few retail holders at the same time

Most likely scenario ......... they had no other alternative but to fight back at all costs given yesterday's upward surge in the s/price ......or otherwise they were going to get burnt to a crisp.

 

[BaconLover]

When the going gets tough, the tough gets going.

Have a great weekend chippers
They say don't fall in love with a stock but it's hard not to...

❤

 

[Filobeddo]

Yep it was a bad day SP wise, but we all get that you have to be prepared to take the good with the bad.

Am I going to sell on the basis of one bad day, no way….not yet, (and I’ve got more money tied up in BRN I’ve ever had in any stock ever, so I have plenty of skin in this game)

But there’s something which has bugged me, so I’ll put it out there ….and that is the disconnect IMO between the CFO interview early in the year where it was mentioned, the company was aware of sp manipulators ,warning they would ‘learn a hard lesson’. Then the CEOs more recent glib commentary when asked about SP, …oh ‘the share price will do what the share price does’

That to me is either a disconnect or a change of direction, why?

As I said it’s an opinion but Interested in getting others thoughts on this

 

[Sam]

Big difference when a stock is been artificial held down by illegal coordinated short campaigns and trading bots. It stifles organic growth. Though the company only has itself to blame here imo, as they do sweet FA to invigorate investors. Podcasts and LinkedIn posts don’t stimulate a SP, revenue and evidence of further commercialisation does:

I want to know:

- What revenue they are expecting in the coming 4 quarters based on current contracts?
- How many companies remain in the EAP (which started more than 2 years ago)?
- How many started out for that matter (specifically, not just a couple of dozen)?
- How far progressed are they into their testing?
- What is the industry distribution amongst these participants?
- Who are the current top 20 holders?

2022 was promised to me a huge year for Brainchip, but let’s be honest - it’s been piss poor. Other than Mercedes (which I believe was last year) we’ve heard nothing. Revenue is still shit. Shareholder engagement is shocking. I understand we have NDA, but imo the above information would’nt breach anything. Hell, I’ve heard more from Mercedes directly than I’ve heard from the company which I have loyally supported for the past few years.

My patience is running thin.

I understand your frustration I’ve been a shareholder of BRN for a few years now…. but you do realise the minute you sell, the share price will explode, that’s just our karma. Chin up mate it will all be ok. I posted in march stating we will be back up in the 1.80s in September, purely speculation but I’m always fairly accurate. Time will tell

 

[Violin1]

Wow!

Lots of people are busy letting off steam today. Bit like the share price lol

Id prefer the bagging of management, re not informing, keeping information to themselves, and not helping the SP.... blah blah to stop

IMO
They are doing everything they can to build the business.
Commercialisation requires relationship with your customers.
Management are doing exactly what they believe is required to build these relationships and the business.
Their success is our success, it’s not mutually exclusive. It would be obvious that they are attempting to add value in every decision they make.

They do have more information at their disposal than we do (so they should).
Is it possible, that this additional information is potentially why they have released only what they have, to date?
It could be the reason why they are not offering more?
By releasing more they may erode the work they have done towards brand knowledge and our 6 increadibly HUGE partnerships.

I for one am delighted with the progress in the last 6 months post Sean and Jerome's engagement.
Things are moving and I accept that BRN exec are in a better position to not only know what is best for Brainchip but trust they will also make the right decision at every point in time going forward.

Reminds me of the marshmallow study
I’m glad the BRN board are holding off the temptation to deliver what you are all asking from them now. The bigger picture is more than double the opportunity for growth going forward. They see that and are determine to deliver.
I can only imagine the amount of fortitude they are having to dig up within themselves to keep them from blurting out something they already know about our progress and partnerships.

Let them do their job and let your patience be rewarded when the time is right

Good post.

 

[alwaysgreen]

Th

Is anyone else hitting "refresh" like a maniac on the BrainChip website?

On that point, where on the website would the Top 20 be posted? I imagine it would be under Investor Relations but under what section I wonder?

View attachment 12815




View attachment 12811

Is is where the previous register was listed but it was under an ASX announcement.

Top 20 Holders

brainchip.com

 

[Diogenese]

You’re one of the posters the posters whos opinions I’ve valued for a couple of years now, so dont take this the wrong way. I don’t see any positives whatsoever about today.
- My net worth stunk by more than $50k
- Many retail investors would have been spooked out of what may well be a life changing investment
- Institutions very likely gained some more voting power
- and the one that pisses me off the most it that shorters got a breath of air.

Today was a shit day.

I think we can all agree that it wasn't a good day, but we are up more than 30% on where we were a couple of weeks ago.

I find it's useful to read about our new partnerships as well as the longer established partnerships.

For example, SiFive have set out to supplant ARM using RISC-V, ARM being committed to RISC-IV. Before the SiFive/BRN partnership, SiFive's best processor was rated as equivalent to a 2 year old ARM processor. Then along came the BRN/SiFive partnership. As I said at the time, I have no doubt but that this combination has the potential to significantly improve the SiFive processor's performance to equal or surpass current ARM processors, leaving ARM with little option other than to hook-up with BRN.

And then we saw the ARM/BRN partnership and ARM adopting RISC-V.

The beauty of this situation is that we have a bet on each horse.

 

[FabricatedLunacy]

Stupid question. If/when there is a nasdaq listing. How does that affect asx prices? Unless I’m just to green (not the one we missed today) then German prices for example move differently to ASX so each market has its own BRN price? Or am I complete missing something?

 

[Cyw]

I understand your frustration I’ve been a shareholder of BRN for a few years now…. but you do realise the minute you sell, the share price will explode, that’s just our karma. Chin up mate it will all be ok. I posted in march stating we will be back up in the 1.80s in September, purely speculation but I’m always fairly accurate. Time will tell

Most likely BRN will range trade between 80c and $1.35 in the next couple of months unless there are some price-sensitive announcements.

 

[Makeme 2020]

BRN .....WILL RISE FROM THE ASHES...............