BRN Discussion Ongoing

[Bravo]

Who are the Mitro's?



I'll take it!

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

Well, in that case, you can give me the remaining 9/10ths and I'll be a very happy woman @alwaysgreen!

 

[alwaysgreen]

Well, in that case, you can give me the remaining 9/10ths and I'll be a very happy woman @alwaysgreen!


View attachment 12996

Happy to share a piece of the pie if there's that much going around.

 

[Bravo]

Alfa Romeo is developing a new large electric car for 2027 release. Alfa Romeo's parent company is Stellantis and we know that Stellantis recently announced that they have chosen Valeo's third gen LiDAR for it's Level 3 automation.

Alfa Romeo developing new large electric car for 2027 launch

Alfa Romeo’s future model range is set to be topped by a large sedan or SUV from 2027 – bringing plans announced more than a decade prior to fruition.

www.drive.com.au

 

[Bravo]

Happy to share a piece of the pie if there's that much going around.

Very generous of you! Thanks babe!

 

[RobjHunt]

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

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

I really cant understand what relevance that statement has with the price of eggs in China! Just trying to get my head around it, is all.

Sorry, I mean just wondering if you're implying that you influenced his (TD) decision to have the Top 20 announced today via an ASX Ann? I had absolutely no doubt the list would be presented at some stage via BrainChip's page (as he has relayed via an email)

Please, don't get me wrong but I thought it odd you have said what you have.

I hope you and everyone else had a wonderful weekend and I certainly look forward to this weeks shenanigans

Take it away Rachel!

 

[jwoody2000]

Brn have a timeline to next draw down from lda. it another 10-20million left ? And before sept..? Cant quite remember when and how many. Likely they are ready sold their discounted share issue as they will get more shortly. Think its the last tanche for next stage of growh

 

[Diogenese]

It will be a NO vote for me. I'm here for the long haul and the franked dividends.

Do you think listing in the US will reduce dividends?

 

[alwaysgreen]

Looking like another middle finger day.

Hold on tight chippers. Our day in the sun will come.

 

[Bravo]

Had to have a chuckle at this article which describes how Telsa owners are being turned off by Elon Musks antics. Towards the end of the article it says"Levitt, the self-described former Musk fanboy, took a test ride last month in a Lucid. He wasn’t sold on it, partly he says because it didn’t have enough cargo space for his golf gear. He’s still waiting for another automaker to steal him away from Tesla and considering models from Audi, Mercedes and BMW".


This reminded me of @Violin1s post #8,519 and the Mercedes' 4 GOLF BAGS video! He-he-he!

Elon Musk’s antics turn owners and would-be buyers against Tesla

Dennis Levitt got his first Tesla, a blue Model S, in 2013, and loved it. 'It was so much better than any car I've ever driven,” the 73-year-old self-storage company executive says.

www.japantimes.co.jp

 

[equanimous]

Brn have a timeline to next draw down from lda. it another 10-20million left ? And before sept..? Cant quite remember when and how many. Likely they are ready sold their discounted share issue as they will get more shortly. Think its the last tanche for next stage of growh

The next LDA drawn down date is 23.12.23. They do not get shares they get a commission which I think is now 8% was 10% but Ken Scarince negotiated it down when he negotiated the extension.

 

[Xhosa12345]

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.

Awesome post, i'll play-

Using T2D3 revenue growth for high growth stocks, i have worked backwards -
mine finishes in 2028- so 1 year longer, with 9B in revenue, meaning in 2023 $125M revenue- this might be a stretch

Lets halve it - which i will frikking take any day of the week mind you - as $60M revenue - we might be heading towards that in 2023, if not 2024 definitely....

 

[Bravo]

Awesome post, i'll play-

Using T2D3 revenue growth for high growth stocks, i have worked backwards -
mine finishes in 2028- so 1 year longer, with 9B in revenue, meaning in 2023 $125M revenue- this might be a stretch



View attachment 12999


Lets halve it - which i will frikking take any day of the week mind you - as $60M revenue - we might be heading towards that in 2023, if not 2024 definitely....




View attachment 13001

Your graphs @Xhosa12345 look freakishly similar to this one!

 

[RobjHunt]

Do you think listing in the US will reduce dividends?

Interesting comment Dodgy Knees indeed.

 

[Xray1]

Interesting comment Dodgy Knees indeed.

Forget about all this talk about future overseas listings and future dividend payments, but firstly I hope that the Co will concentrate on a potential " Share Buy Back Scheme " when Co funds permit ...... then you can all have your O/Seas listing and franked dividends followed up on .... !!!!!!

 

[Fullmoonfever]

Personally like to know if we got any traction from Moschips joint Presso and a licensing agreement.

That'd be a nice little bit of news imo.

Not like it's a NDA relationship either.

 

[DingoBorat]

Don't they know, it's a "Stairway to Heaven"? ..

Now anyone who is stressed, just take a Bex and have a good lay down

This action is just shorters freaking out..

 

[Esq.111]

Morning DingoBorat,

I see the parasites took out 4,456,302 gross shorts on last Friday 29/7/22.

Regards,
Esq.

 

[DingoBorat]

Don't they know, it's a "Stairway to Heaven"? ..

View attachment 13003

Now anyone who is stressed, just take a Bex and have a good lay down

This action is just shorters freaking out..

Almost 4.5 million shorts taken out Friday, the most ever in a day, as far as I'm aware (at least recently)..

They are trying really hard, to destroy confidence here, break its back, if you will and bring us down to a lower trading level.

It's all phychology..

It's probably happening on the other tech stocks that were targeted too.

If there's any one of these companies, that can leave rotten egg on the shorters faces, it's BrainChip.

All these additional shorts, must also be covered.

And I'd suggest that the majority of the volume selling, is theirs!

 

[MDhere]

Had to have a chuckle at this article which describes how Telsa owners are being turned off by Elon Musks antics. Towards the end of the article it says"Levitt, the self-described former Musk fanboy, took a test ride last month in a Lucid. He wasn’t sold on it, partly he says because it didn’t have enough cargo space for his golf gear. He’s still waiting for another automaker to steal him away from Tesla and considering models from Audi, Mercedes and BMW".


This reminded me of @Violin1s post #8,519 and the Mercedes' 4 GOLF BAGS video! He-he-he!

Elon Musk’s antics turn owners and would-be buyers against Tesla

Dennis Levitt got his first Tesla, a blue Model S, in 2013, and loved it. 'It was so much better than any car I've ever driven,” the 73-year-old self-storage company executive says.

www.japantimes.co.jp

And how much is a Tesla share with no dividend currently go brn, can u imagine we can get there. i can

 

[DingoBorat]

Morning DingoBorat,

I see the parasites took out 4,456,302 gross shorts on last Friday 29/7/22.

Regards,
Esq.

I'm a bit slow on the draw today

Those Bex are powerful I tell ya