The ASX requirements for a 4C are pretty cut and dry, and I think you can safely bet on the fact that BRN are not in the habit of pumping fluff like ANN's given their track record of late. So essentially, they will report only on anything that is required of them (by the ASX) or that which they consider to be of substance to investors and the market. I am not sure what you think is needed over and above that?
In terms of expected revenue - it's anyone's guess at this very early stage in their growth. It will just be a guess and essentially there will be nothing of substance that anyone can peg against that guess to evaluate whether the value that eventuates is 'good' or 'bad'. Anyone that attempts to do so is either a reporter from the motley fool or a subscriber of theirs.
I'm for the $2.5M - $4M range.
$2m being made up of the cash collection of the Megachips licensing fee accrued in the 2022 annual report on the assumption Brn's terms are not >90 days and so should have been receipted before 30 September upon 30 June accrual.
Minor engineering and support fees etc might push us to $2.5M.
Anything above $2.5M is additional revenue I was not expecting and so may include royalties.
Hoping no one is expecting the lights to be shot out in this quarterly. I'd be pleasantly surprised but not banking on it.