BRN Discussion Ongoing

Proga

Regular
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 job Lex. It's very hard to predict so far out especially with an emerging technology.

First thoughts were the CAGR looked too low, especially if it becomes ubiquitous. Most of the pundits got the CAGR wrong on the low side predicting EV growth. Also the higher the CAGR the higher the P/E ratio as we both know the SP will front run predicted revenue growth.

I think what's coming down the pike in 2024 will shock the financial markets. They may begin to get an inkling in 2023 depending how many applications hit the market and its effect on BRN revenue. Going out to 2027 was a good idea as a few years of revenue and the rate of increase will provide the market a better guide on CAGR and P/E which in turn sets how much the SP will front run.
 
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Proga

Regular
This is pretty interesting!

You know how LG Electronics' are working in close collaboration with trusted partner Mercedes-Benz? If you don't check out the link dated 12 Jan 2022 below which says "As an innovative partner for future mobility, LG Electronics' Vehicle component Solutions (VS) Company is working with global automakers such as Mercedes-Benz AG to become a leading developer of connectivity, infotainment and ADAS solutions to deliver differentiated in-vehicle experiences".

You also knew it was LG Electronics'newest premium in-vehicle infotainment (IVI) system that will be a central feature in the 2022 Mercedes-Benz EQS EV sedan, etc.

Well now it has just recently been annoucement (cupla days ago) that LG and SoundHound are teaming up to develop an advanced AI voice system to enable conversational voice control in vehicles. SoundHound's voice recognition technology will be integrated with LG's in-vehicle infotainment (IVI) system, allowing drivers to control key functions using natural language commands.

LG and SoundHound, say hello to AKIDA!


Bravo,

Do you know if it was LG's in-vehicle infotainment system used in the EQXX? If it was they have already had experience using Akida.
 
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Sirod69

bavarian girl ;-)
I bought another 1K today and already won 10 euros, hmm now I'm wondering what I'll do with it🥰

1659338922428.png
 
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Deleted member 118

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Global and China Leading Tier1 Suppliers' Intelligent Cockpit Business Research Report 2022 - ResearchAndMarkets.com
July 25, 2022 07:19 AM Eastern Daylight Time
DUBLIN--(BUSINESS WIRE)--The "Global and China Leading Tier1 Suppliers' Intelligent Cockpit Business Research Report, 2022 (I)" report has been added to ResearchAndMarkets.com's offering.

“smart cockpit` technologies. In the next 2-3 years, we will see the mass production of many innovative intelligent cockpits which will experience a great revolution to HMI modes. ”
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The mass production of innovative cockpits gathers pace, and penetration of new technologies is on a rapid rise

Global OEMs and Tier 1 suppliers are racing for the implementation of innovative "smart cockpit` technologies. In the next 2-3 years, we will see the mass production of many innovative intelligent cockpits which will experience a great revolution to HMI modes.

Intelligent Cockpit Computing Business: Development Towards Domain Integration and Central Computing

The development trends of intelligent cockpit computing unit: cockpit domain, domain integration, zonal, central computing platform, cloud computing. Judging from their moves in smart cockpit display business, domain integration and central computing will become the new focus of Tier 1 suppliers.

Through the lens of vehicle architecture, domain control unit (DCU) connects traditional cockpit electronic parts, and further integrates ADAS and V2X, beneficial to a better fusion of intelligent driving, in-vehicle connectivity, infotainment, etc. Ultimately, the vehicles will be centrally controlled by central controllers. A total solution turns a smart car into a mobile living space from a means of transportation.

Tier 1 suppliers of intelligent cockpit have started to integrate relevant ADAS functions in cockpit DCU and provide UX customization. Harman now supports the integration of L0 ADAS functions (including AR navigation, 360 surround view, DMS/OMS and E-mirror) into smart cockpit.

In the future, Harman will support L1-L2+ functions through the fusion of intelligent cockpit DCU and ADAS DCU, offering OEMs with opportunities to reduce costs and system complexity. Without additional hardware, intelligent cockpit platforms can be provided to automakers as standalone products through ADAS ECUs. Harman envisages the level 1 and 2 dual node concept being introduced into vehicles from 2024/2025 onwards.

Viewed from the deployment of chip vendors, Qualcomm prioritizes the chip fabrication process in both the 4th-Gen Snapdragon Cockpit Platform and the Snapdragon Ride Platform for Autonomous Driving simultaneously, so that the Snapdragon Ride SoC and the fourth-generation Snapdragon cockpit chip will achieve cross-domain converged computing. The L2+ version of NVIDIA DRIVE Hyperion 8.1 uses two Orin SoCs, one for autonomous driving and the other for in-cabin applications. Besides, NVIDIA has launched the DRIVE Concierge cockpit software solution and the DRIVE IX software stack enabling integration of in-cabin algorithms.

Key Topics Covered:

1 Cockpit Business of Continental

1.1 Operation of Continental

1.2 Continental's Cockpit High Performance Computing Platform Business

1.3 Continental's Head Unit and In-Vehicle Infotainment (IVI) Business

1.4 Continental's Vehicle Display Business

1.5 Continental's In-Cabin Thermal Management System Business

1.6 Continental's Telematics Business

1.7 Continental's Automated Parking Business

1.8 Continental's In-Cabin DMS/OMS Business

1.9 Continental's Cockpit Security Solutions Business

1.10 Continental's Cockpit Smart Surface Materials Business

1.11 Summary of Continental's Cockpit Business

2 Cockpit Business of Bosch

2.1 Operation of Bosch

2.2 Bosch's Cockpit High Performance Computing Platform Business

2.3 Bosch's Vehicle Display Business

2.4 Bosch's Head Unit and In-Vehicle Infotainment (IVI) Business

2.5 Bosch's Telematics Business

2.6 Bosch's Automated Parking Business

2.7 Bosch's In-Cabin DMS/OMS Business

2.8 Bosch's Cockpit Security Solutions Business

2.9 Summary of Bosch's Cockpit Business

3 Cockpit Business of Denso

3.1 Operation of Denso

3.2 Denso's Cockpit High Performance Computing Platform Business

3.3 Denso's Vehicle Display Business3.4 Denso's Head Unit and In-Vehicle Infotainment (IVI) Business

3.5 Denso's In-Cabin Thermal Management System Business

3.6 Denso's In-Cabin DMS/OMS Business

3.7 Denso's Telematics Business

3.8 Denso's Automated Parking Business

3.9 Denso's Cockpit Security Solutions Business

3.10 Summary of Denso's Cockpit Business

4 Cockpit Business of Faurecia

4.1 Operation of Faurecia

4.2 Faurecia's Cockpit Computing Platform Business

4.3 Faurecia's In-Vehicle Infotainment (IVI) Business

4.4 Faurecia's Vehicle Display Business

4.5 Faurecia's Cockpit of the Future Business

4.6 Faurecia's Automated Parking Business

4.7 Faurecia's In-Cabin DMS/OMS Business

4.8 Faurecia's Cockpit Security Solutions Business

4.9 Faurecia's Cockpit Smart Surface Materials Business

4.10 Faurecia's Seating Business in the Trend for Intelligent Cockpit

4.11 Summary of Faurecia's Cockpit Business

5 Cockpit Business of Panasonic

5.1 Operation of Panasonic

5.2 Panasonic's Cockpit Domain Controllers and Chips

5.3 Panasonic Intelligent Head Unit (IVI/Infotainment/Display)

5.4 Panasonic's Vehicle Display System

5.5 Panasonic T-BOX/C-V2X

5.6 Panasonic Automated Valet Parking (AVP) System

5.7 Panasonic Driver Monitoring System (DMS)

5.8 Panasonic Cockpit Security Modules

5.9 Summary of Panasonic's Cockpit Businesses

6 Cockpit Business of Valeo

6.1 Operation of Valeo

6.2 Valeo's Vehicle Display Business

6.3 Valeo's Cockpit Air Conditioner and Thermal Management System Business

6.4 Valeo's Telematics Business

6.5 Valeo's Automated Parking Business

6.6 Valeo's In-Cabin DMS/OMS Business

6.7 Summary of Valeo's Cockpit Business

For more information about this report visit https://www.researchandmarkets.com/r/x83g88
 
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DB,

What timeframes are you using for this huge increase? Over the last month the percentage shorted has remained stable. There was a very large short attack on Friday June 17 with 23m shorted with produced a spike in volume for the day. Looks like they used it to blunt the SP increasing as it was on a charge that week but it did go up slightly that day however (see below).



View attachment 13025
Hey Proga, I've been using this website, since someone (sorry) posted it recently.


_20220801_170644.JPG

There were just over a million new shorts taken out on the 26th (Only lists the last 3 days).
We will find out how many were taken out today, about midday tomorrow.
It would help greatly, if we knew how many, if any, are being covered each day..

Were there 23 million shorts taken out on the 16th of June, for the 17th?
Or are you talking about an aggregate attack?
 
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alwaysgreen

Top 20
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cosors

👀
Hi @stuart888!
I can't help you with your LSTM and I can't follow its content. I'm looking up Edge Impulse and stumbled across the for me new term TinyLSTM. Maybe this will help you if you don't already know it:

"Article

On-Device IoT-Based Predictive Maintenance Analytics Model: Comparing TinyLSTM and TinyModel from Edge Impulse
This paper presents the ability of the two real-time tiny predictive analytics models: tiny long short-term memory (TinyLSTM) and sequential dense neural network (DNN). The model (TinyModel) from Edge Impulse is used to predict the remaining useful life of the equipment by considering the status of its different components."
https://www.researchgate.net/public...ring_TinyLSTM_and_TinyModel_from_Edge_Impulse
 
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wilzy123

Founding Member
Why did BRN make an announcement regarding the top 20 shareholders and not just release it like normal and why the delay in releasing it? And what are the rules regarding having to make an announcement of any changes to the list?

The rules are probably pretty negligible given that a current list of the top 20 can be observed by anyone via appointment in the boardroom offices. The information is therefore basically considered to be readily accessible to the average person.

Why ANN it? Don't know.
Why the delay? Don't know.
Does it matter? Don't know.

IMO
 
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Deleted member 118

Guest
The rules are probably pretty negligible given that a current list of the top 20 can be observed by anyone via appointment in the boardroom offices. The information is therefore basically considered to be readily accessible to the average person.

Why ANN it? Don't know.
Why the delay? Don't know.
Does it matter? Don't know.

IMO

 
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Shadow59

Regular
The rules are probably pretty negligible given that a current list of the top 20 can be observed by anyone via appointment in the boardroom offices. The information is therefore basically considered to be readily accessible to the average person.

Why ANN it? Don't know.
Why the delay? Don't know.
Does it matter? Don't know.

IMO
I think the top 20 being only available to view at the boardroom office is just a little bit odd.
I can see absolutely no reason this couldn't be done via a web page that is always automatically up to date at the close of each trading day.
Sort of a bit antique information tech. (Just written down on a bit of paper hidden in a dark room needing a bit of a secret handshake to see.)
 
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Foxdog

Regular
Great job Lex. It's very hard to predict so far out especially with an emerging technology.

First thoughts were the CAGR looked too low, especially if it becomes ubiquitous. Most of the pundits got the CAGR wrong on the low side predicting EV growth. Also the higher the CAGR the higher the P/E ratio as we both know the SP will front run predicted revenue growth.

I think what's coming down the pike in 2024 will shock the financial markets. They may begin to get an inkling in 2023 depending how many applications hit the market and its effect on BRN revenue. Going out to 2027 was a good idea as a few years of revenue and the rate of increase will provide the market a better guide on CAGR and P/E which in turn sets how much the SP will front run.
Share price predictions please Proga, not to put you on the spot but I want to get my big calculator out again 😆
 
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MDhere

Top 20
These figures are just quickly Googled and roughly rounded to one decimal place.

Microsoft 7.5 billion shares on issue.

Samsung 5.9 billion shares on issue.

Amazon 10.2 billion shares on issue

Intel 4.1 billion shares on issue.

Nvidia 2.5 billion shares on issue

Tesla 1.2 billion shares on issue.
(but US$891 share price, would expect a split soon).

Apple 16.4 billion shares on issue.

As one example..
Apple's stock has been split five times since the company went public.

Large companies, do share splits, mainly to increase liquidity, when the share price gets too high.
yep Tesla $891 a share and 1 . something million shares. no dividends. they are currently doing a x3 split in a few days times that's the proposed one.
Us at $1aud , i reckon at a blink of an eye (slow blink if you like) we will be at $5 and i guess @alwaysgreen did you mention 2 weeks ago you were ready to retire? How does anywhere between $5 and $891 sound? 🤣
 
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Labsy

Regular
There will be some pretty interesting decisions to make along the way as the SP climbs to $10, $20, $50, $100 etc. Does one clear debt by periodically selling down some shares or instead keep riding the train with a fully loaded holding for that 'Powerballesque' jackpot in 2027?

🤔 Certainly is nice to dream.
Ride the train baaeeeby, ride the train.....
 
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wilzy123

Founding Member
I think the top 20 being only available to view at the boardroom office is just a little bit odd.
I can see absolutely no reason this couldn't be done via a web page that is always automatically up to date at the close of each trading day.
Sort of a bit antique information tech. (Just written down on a bit of paper hidden in a dark room needing a bit of a secret handshake to see.)

Haha 100%.

It's actually pretty f*$king ridiculous that this kind of information isn't as accessible as the current intraday share price IMO.

Not enabling this just makes me feel like the whole system is heavily infested with gravy train riders who could not care less about anything other than their own wealth.
 
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wilzy123

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Proga

Regular
Hey Proga, I've been using this website, since someone (sorry) posted it recently.


View attachment 13030
There were just over a million new shorts taken out on the 26th (Only lists the last 3 days).
We will find out how many we're taken out today, about midday tomorrow.
It would help greatly, if we knew how many, if any, are being covered each day..

Were there 23 million shorts taken out on the 16th of June, for the 17th?
Or are you talking about an aggregate attack?
You bet. On the 17th. If you scroll down to the 17th on the website you posted it shows it. BRN went from the 83rd most shorted to 50th. Thanks for the website.

It would help greatly, if we knew how many, if any, are being covered each day.. - spot on. From other stocks I have being shorted, they are. If you go into SYR you'll see all most weekly becoming a substantial holder and ceasing to be a substantial holder from UBS. It lists every trade and they are buying and selling every day. Also list when they borrowed stock/gave it back and how many shares they borrowed.
 
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Just a little taste of the non technical gobbledygook I could actually understand of the patents. Looking forward to how we are implemented with Siemens Healthcare.
Don't you even think of bringing the ogre out..


[0030] Training of AI methods on knowledge graph data is typically an intensive task and therefore not implemented directly at the Edge, i.e., on the devices that produce the data. By Edge we refer to computing resources which either directly belong to a system that generates the raw data (e.g., an industrial manufacturing system), or are located very closely to it (physically and/or logically in a networked topology, e.g., in an shop-floor network), and typically have limited computational resources.

[0031] According to some embodiments, the industrial device and the method provide training AI algorithms on knowledge graph data which can be embedded directly into the industrial device, being able to continuously learn based on observations without requiring external data processing servers.

[0032] It is advantageous to train these algorithms directly at the devices producing the data because no data extraction or additional computing infrastructure is required. The latency between data observation and availability of a trained algorithm that the existing methods incur (due to the need to extract, transformation and process the data off-device) is eliminated.

[0034] According to some embodiments, the industrial device and the method integrate learning and inference in a single system, which eliminates the need to extract data. The learning system is able to adapt dynamically to data events, as well as more responsive. According to some embodiments, operator input and feedback can control the learning process.
 
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Bravo

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

Do you know if it was LG's in-vehicle infotainment system used in the EQXX? If it was they have already had experience using Akida.

Yes, I agree with you @Proga. I believe they are already familiar with BrainChip for this reason. On a previous post #9,173 I found an article that stated "At the Mercedes EQXX reveal, Mercedes chief technology officer Markus Schäfer noted that the concept was a running and driving protoype, which uses "a version of the existing MBUX infotainment system".

I thought Markus was indicating here that it was the same as the existing MBUX infotainment system, in other words also using the same LG OLED display built into the MBUX Hyperscreen, with the only difference being that the EQXX version would incorporate AKIDA.

On this post I also tried to delve a bit further into links between LG & Cerence.

Hope that makes some sense because sometimes I even manage to confuse myself. 🥴
 
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You bet. On the 17th. If you scroll down to the 17th on the website you posted it shows it. BRN went from the 83rd most shorted to 50th. Thanks for the website.

It would help greatly, if we knew how many, if any, are being covered each day.. - spot on. From other stocks I have being shorted, they are. If you go into SYR you'll see all most weekly becoming a substantial holder and ceasing to be a substantial holder from UBS. It lists every trade and they are buying and selling every day. Also list when they borrowed stock/gave it back and how many shares they borrowed.
Wow, that was a big day!
I must have been sleeping 🤔..

So the..

"Latest Reported Shorts (Aggregate)"​

Is the quantity of shorts, still to be covered from the previous day then right?

A fair amount of the new shorts, must be covering as they can, leaving the stale shorts, under 90 cents to rot..

Unless they are using some of the profits of the new shorts, to cover, covering of the old shorts 🤔..

My head hurts, where's my Bex?..
 
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