BRN Discussion Ongoing

[alwaysgreen]

Not sure this tells us anything we didn't already know.......??

Not sure why anyone was expecting anything different?

We knew Citicorp nominees had been buying up big. Who for? Who Knows!? It was never going to be disclosed in a top 20 announcement.

 

[Terroni2105]

Here's a side by side comparison of current one and last one.

 

[robsmark]

Here's a side by side comparison of current one and last one.



View attachment 12990

Nice work - you beat me too it!

 

[Lex555]

View attachment 12988

Now hopefully this topic can be put to bed as we can see Citigroup nominees (not the company) is the largest shareholder which is made up of an aggregate of investors, potentially partners of ours.

Think about it, if you were a partner of BRN playing around with Akida and implementing the tech into your products with a long-term view because you believe in the technology its logical one would want some skin in the game.

 

[Perhaps]

What happened to LDA Capital? Looks like they sold the shares.

 

[Fullmoonfever]

Here's a side by side comparison of current one and last one.



View attachment 12990

And that really is the question.

Who(s) the 100m buyer(s) sitting behind nominee accounts?

Won't know unless something like a trace done so is what is I guess.

 

[TECH]

Good Morning,

I spoke briefly with Tony last night via email, and this morning I see that he has followed through with the Top 20.

My only observations are that Peters holding dropped slightly, due to his extremely generous donation of around 3 million shares, Anil's holding
appears to have dropped by betweeen 5 to15 million (could be wrong) and Robert Mitro's holding, including that of his daughters (could be wrong) have either been sold or hidden and my guess would be within Citicorp Nominees, a total holding combined (family members) of around
140 million shares.

None of the above is 100% factual, BUT one thing is, Brainchip is a winner already in my eyes.

"They want what we got" bring it on boys.....Tech x

 

[Jfibbo]

LDA sold 10M shares? I suggested this on HC on Friday that this was a potential cause of the quick drop in SP and not strictly due to new short positions being taken. Nice profit if they were allocated late 2021. Better interest rates than a bank.

 

[wilzy123]

Here's a side by side comparison of current one and last one.



View attachment 12990

This is perhaps where all of Mitro + family shares have gone.. .since I have not seen a change in substantial holding ANN to indicate any selling.

 

[MaxwellAnne]

I've spent 7+ years researching the fuck out of the neuromorphic industry and this is the one pager I have produced showing the potential use cases for neuromorphic technologies :

Fundamental Analysis

HI all. I have been sitting back just watching as the chaos settles thinking of how to make this site a more friendly place for fundamental analysis and also a more easily readable and navigable resource. As everyone is aware I love contributing research that has been collated and themed...

thestockexchange.com.au

Thanks so much for resharing this @uiux. An outstanding resource thanks to your epic efforts. Thank you for your generosity in sharing it.

 

[Shadow59]

Here's a side by side comparison of current one and last one.



View attachment 12990

I see HSBC AC2 has increased its holdings by over 73 million!

 

[RobjHunt]

It will be interesting to see if the drop in SP Friday was the typical weekend takeaways or something else. We're about to find out what prevails. To be honest "Insert Big Kev" (for our German friends Big Kev often said "I'M EXCITED")

Pantene Peeps

 

[Slade]

This is perhaps where all of Mitro + family shares have gone.. .since I have not seen a change in substantial holding ANN to indicate any selling.

View attachment 12992

The Mitro family possibly sold some and spread the rest across the HSBC accounts.

 

[Lex555]

Morning, Below is my estimate with accompanying references for BRN's projected revenue and MC in 5 years. I like to think in probability, and believe it's more likely than not we'll hit between these to bounds, which would result in a MC of $273 - $1163 Bn USD.

Note, I made conservative estimates even with high range, with the 3 variables highlighted grey are the only difference between low and high ranges. The sky truly is the limit. DYODD.

Reference & Notes
1 https://www.fortunebusinessinsights.com/semiconductor-market-102365
Growth attributed to increased consumption of consumer devices, and emergence of AI, IOT and ML.

2 https://www.fortunebusinessinsights.com/semiconductor-market-102365
Report predicts 12.2% p.a., other reports show CAGR as substantially higher in the 20-30%+ range.

3 2029 projection is $1.38T market size per annum

4 https://www.prnewswire.com/news-rel...ire-ai-chipsets-market-by-2027-301590917.html
Reports makes a 87% prediction

5 https://www.mckinsey.com/industries/life-sciences/our-insights/pharmas-first-to-market-advantage
First in class best in class. Currently have 3 year lead, and Akida is only commercially available product. McKinsey shows pharma 1st mover typically gets 40% of market, tech is typically a more winner takes all industry.

6 https://static1.squarespace.com/sta...s+research+initiation+report+-+20+08+2021.pdf
Pitt St Report Report noting typical royalty range of 2-15% with the higher end usually for unique IP like Akida. Taking low to mid range.

7 Formula: Chip market 2027 * Chips with AI * BRN market share * Royalty

8 https://simplywall.st/markets/us/tech
Industry trading at 32x, 3-yr avg of 37x. Can go 50-100x during bull runs. Taking a lower average.

 

[Bravo]

Morning, Below is my estimate with accompanying references for BRN's projected revenue and MC in 5 years. I like to think in probability, and believe it's more likely than not we'll hit between these to bounds, which would result in a MC of $273 - $1163 Bn USD.

Note, I made conservative estimates even with high range, with the 3 variables highlighted grey are the only difference between low and high ranges. The sky truly is the limit. DYODD.

View attachment 12993

Reference & Notes
1 https://www.fortunebusinessinsights.com/semiconductor-market-102365
Growth attributed to increased consumption of consumer devices, and emergence of AI, IOT and ML.

2 https://www.fortunebusinessinsights.com/semiconductor-market-102365
Report predicts 12.2% p.a., other reports show CAGR as substantially higher in the 20-30%+ range.

3 2029 projection is $1.38T market size per annum

4 https://www.prnewswire.com/news-rel...ire-ai-chipsets-market-by-2027-301590917.html
Reports makes a 87% prediction

5 https://www.mckinsey.com/industries/life-sciences/our-insights/pharmas-first-to-market-advantage
First in class best in class. Currently have 3 year lead, and Akida is only commercially available product. McKinsey shows pharma 1st mover typically gets 40% of market, tech is typically a more winner takes all industry.

6 https://static1.squarespace.com/sta...s+research+initiation+report+-+20+08+2021.pdf
Pitt St Report Report noting typical royalty range of 2-15% with the higher end usually for unique IP like Akida. Taking low to mid range.

7 Formula: Chip market 2027 * Chips with AI * BRN market share * Royalty

8 https://simplywall.st/markets/us/tech
Industry trading at 32x, 3-yr avg of 37x. Can go 50-100x during bull runs. Taking a lower average.

 

[Boab]

Morning, Below is my estimate with accompanying references for BRN's projected revenue and MC in 5 years. I like to think in probability, and believe it's more likely than not we'll hit between these to bounds, which would result in a MC of $273 - $1163 Bn USD.

Note, I made conservative estimates even with high range, with the 3 variables highlighted grey are the only difference between low and high ranges. The sky truly is the limit. DYODD.

View attachment 12993

Reference & Notes
1 https://www.fortunebusinessinsights.com/semiconductor-market-102365
Growth attributed to increased consumption of consumer devices, and emergence of AI, IOT and ML.

2 https://www.fortunebusinessinsights.com/semiconductor-market-102365
Report predicts 12.2% p.a., other reports show CAGR as substantially higher in the 20-30%+ range.

3 2029 projection is $1.38T market size per annum

4 https://www.prnewswire.com/news-rel...ire-ai-chipsets-market-by-2027-301590917.html
Reports makes a 87% prediction

5 https://www.mckinsey.com/industries/life-sciences/our-insights/pharmas-first-to-market-advantage
First in class best in class. Currently have 3 year lead, and Akida is only commercially available product. McKinsey shows pharma 1st mover typically gets 40% of market, tech is typically a more winner takes all industry.

6 https://static1.squarespace.com/sta...s+research+initiation+report+-+20+08+2021.pdf
Pitt St Report Report noting typical royalty range of 2-15% with the higher end usually for unique IP like Akida. Taking low to mid range.

7 Formula: Chip market 2027 * Chips with AI * BRN market share * Royalty

8 https://simplywall.st/markets/us/tech
Industry trading at 32x, 3-yr avg of 37x. Can go 50-100x during bull runs. Taking a lower average.

Great work Lex and agree it is all very probable. Thank you

 

[Deleted member 118]

Morning, Below is my estimate with accompanying references for BRN's projected revenue and MC in 5 years. I like to think in probability, and believe it's more likely than not we'll hit between these to bounds, which would result in a MC of $273 - $1163 Bn USD.

Note, I made conservative estimates even with high range, with the 3 variables highlighted grey are the only difference between low and high ranges. The sky truly is the limit. DYODD.

View attachment 12993

Reference & Notes
1 https://www.fortunebusinessinsights.com/semiconductor-market-102365
Growth attributed to increased consumption of consumer devices, and emergence of AI, IOT and ML.

2 https://www.fortunebusinessinsights.com/semiconductor-market-102365
Report predicts 12.2% p.a., other reports show CAGR as substantially higher in the 20-30%+ range.

3 2029 projection is $1.38T market size per annum

4 https://www.prnewswire.com/news-rel...ire-ai-chipsets-market-by-2027-301590917.html
Reports makes a 87% prediction

5 https://www.mckinsey.com/industries/life-sciences/our-insights/pharmas-first-to-market-advantage
First in class best in class. Currently have 3 year lead, and Akida is only commercially available product. McKinsey shows pharma 1st mover typically gets 40% of market, tech is typically a more winner takes all industry.

6 https://static1.squarespace.com/sta...s+research+initiation+report+-+20+08+2021.pdf
Pitt St Report Report noting typical royalty range of 2-15% with the higher end usually for unique IP like Akida. Taking low to mid range.

7 Formula: Chip market 2027 * Chips with AI * BRN market share * Royalty

8 https://simplywall.st/markets/us/tech
Industry trading at 32x, 3-yr avg of 37x. Can go 50-100x during bull runs. Taking a lower average.

 

[Boab]

Rocket, you are a funny man. Keep em coming. Haha

 

[alwaysgreen]

Morning, Below is my estimate with accompanying references for BRN's projected revenue and MC in 5 years. I like to think in probability, and believe it's more likely than not we'll hit between these to bounds, which would result in a MC of $273 - $1163 Bn USD.

Note, I made conservative estimates even with high range, with the 3 variables highlighted grey are the only difference between low and high ranges. The sky truly is the limit. DYODD.

View attachment 12993

Reference & Notes
1 https://www.fortunebusinessinsights.com/semiconductor-market-102365
Growth attributed to increased consumption of consumer devices, and emergence of AI, IOT and ML.

2 https://www.fortunebusinessinsights.com/semiconductor-market-102365
Report predicts 12.2% p.a., other reports show CAGR as substantially higher in the 20-30%+ range.

3 2029 projection is $1.38T market size per annum

4 https://www.prnewswire.com/news-rel...ire-ai-chipsets-market-by-2027-301590917.html
Reports makes a 87% prediction

5 https://www.mckinsey.com/industries/life-sciences/our-insights/pharmas-first-to-market-advantage
First in class best in class. Currently have 3 year lead, and Akida is only commercially available product. McKinsey shows pharma 1st mover typically gets 40% of market, tech is typically a more winner takes all industry.

6 https://static1.squarespace.com/sta...s+research+initiation+report+-+20+08+2021.pdf
Pitt St Report Report noting typical royalty range of 2-15% with the higher end usually for unique IP like Akida. Taking low to mid range.

7 Formula: Chip market 2027 * Chips with AI * BRN market share * Royalty

8 https://simplywall.st/markets/us/tech
Industry trading at 32x, 3-yr avg of 37x. Can go 50-100x during bull runs. Taking a lower average.

I'll take it!

Give me one tenth of that and I'll be a happy man.

 

[Mccabe84]

Morning, Below is my estimate with accompanying references for BRN's projected revenue and MC in 5 years. I like to think in probability, and believe it's more likely than not we'll hit between these to bounds, which would result in a MC of $273 - $1163 Bn USD.

Note, I made conservative estimates even with high range, with the 3 variables highlighted grey are the only difference between low and high ranges. The sky truly is the limit. DYODD.

View attachment 12993

Reference & Notes
1 https://www.fortunebusinessinsights.com/semiconductor-market-102365
Growth attributed to increased consumption of consumer devices, and emergence of AI, IOT and ML.

2 https://www.fortunebusinessinsights.com/semiconductor-market-102365
Report predicts 12.2% p.a., other reports show CAGR as substantially higher in the 20-30%+ range.

3 2029 projection is $1.38T market size per annum

4 https://www.prnewswire.com/news-rel...ire-ai-chipsets-market-by-2027-301590917.html
Reports makes a 87% prediction

5 https://www.mckinsey.com/industries/life-sciences/our-insights/pharmas-first-to-market-advantage
First in class best in class. Currently have 3 year lead, and Akida is only commercially available product. McKinsey shows pharma 1st mover typically gets 40% of market, tech is typically a more winner takes all industry.

6 https://static1.squarespace.com/sta...s+research+initiation+report+-+20+08+2021.pdf
Pitt St Report Report noting typical royalty range of 2-15% with the higher end usually for unique IP like Akida. Taking low to mid range.

7 Formula: Chip market 2027 * Chips with AI * BRN market share * Royalty

8 https://simplywall.st/markets/us/tech
Industry trading at 32x, 3-yr avg of 37x. Can go 50-100x during bull runs. Taking a lower average.

So I might only have to work another 5 years.. I guess I can do that