BRN Discussion Ongoing

[Fact Finder]

View attachment 20353


Sally Atkinson of Edge Impulse

We're happy to be joining our partner BrainChip at their stand at IoT World in Austin next week! Please get in touch to schedule time with our teams | Sally Atkinson

We're happy to be joining our partner BrainChip at their stand at IoT World in Austin next week! Please get in touch to schedule time with our teams

www.linkedin.com

Pity sounds like it would have been a great event but after this 4C Edge Impulse will probably pull out.

What did you just call me Blind Freddie that’s disgusting and uncalled for. Why would you say that?

Really? Edge Impulse don’t care about a 4C.
Really. Well what do the care about?

The revolutionary technology, the partnership with ARM and the customer engagements and reactions.

So your saying this 4C has not changed anything? Well you could have been a little bit more polite and certainly less aggressive.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[FJ-215]

Oh well that gives me time to lose 20kg by next 4C.
Cue MF pin heads.

G'day Straw,

Not the 4C we wanted and given the

"We are seeing the greatest amount of sales activity and engagement in the Company’s history.
However, the current global technology market has created economic dynamics that have
extended evaluations, decreased budgets, and delayed introduction of new technology"

I don't think the next one will be much chop either. Speaking of chops, get PF to google keto diets.

10+ kegs lighter by xmas

Ferrets are carnivores, right?

 

[Diogenese]

So I should say fat and under the radar?
Tempting.

How about:
Doth yonder MF pin heads wail,
For sooth ain't truth from greedy fail,
Yet gleely wonder their toothless grin,
For all their crap is in the bin.

I have no idea if any of that makes sense but it sounds good. Shakespearian limerick?

More Jabberwocky than bard.

 

[ForrestofHope]

View attachment 20353


Sally Atkinson of Edge Impulse

We're happy to be joining our partner BrainChip at their stand at IoT World in Austin next week! Please get in touch to schedule time with our teams | Sally Atkinson

We're happy to be joining our partner BrainChip at their stand at IoT World in Austin next week! Please get in touch to schedule time with our teams

www.linkedin.com

Justin from Raytheon likes that Sally Atkinson is going to join their partner Brainchip at IoT World.

He doesn't seem to be put off by the latest 4C.

 

[David holland]

Watch the Financials the Ceo stated, 1 question how can a company not have to explain reports to there shareholders & keep everything a secret , how does shareholders have faith in a company saying nothing, how do we know if it's all bullcrap , Just saying

 

[Mickey]

Two months until the end of the year, 2022, this is meant to be the year of…‘sales explosion’. Hmmm I hope the extra shares I purchased due to this statement was not misleading.
Here’s hoping for some decent announcements in the next two months, otherwise will need to re-evaluate after next 4C.
Anyone concerned LDN has offloaded nearly half his shares? I also expected more institutions in the top 20.

Let’s see what the next two months bring -
hopefully positive announcements via BRN or MB style.

Over and out.

 

[SERA2g]

If only the Co could stick rigidly to it's own statement / commitment as per this 4C, ... in that:

" The Company will continue to update the market on material events and maintain monthly Podcasts designed to inform all constituents of the Company’s progress and industry trends. "

Let's just see how this the Co performs this quarter on keeping us s/holders informed with full and frank disclosure of all material events in a timely manner in accordance with their fiduciary duty and with their own above mentioned Co statement ..... or will we see yet another " Cone of Silence " scenario this quarterly period.

Just for some clarity, can you please clarify exactly what material events have occurred that have not been disclosed to us (and would mean that continuous disclosure obligations have not been met).

Before you do though, I'd just like to note:

1. If a company has licensed our IP then an announcement will be required
2. We have already received announcements for the IP licensing deals with Renasas and Megachips
3. What Renasas and Megachips do with our IP is their business, we won't receive announcements when their customers implement our technology
4. Our licensing partners don't need to disclose any information to us about their customers
5. Our licensing partners do need to inform us of sales volumes etc so that we can invoice for royalties appropriately
6. We have already received an announcement for the commercialisation of the akida boards, raspberry pies etc
7. We will not receive announcements every time a company orders a board to test our technology
8. Companies don't have to license our technology to be able to use it - they can utilise our technology via Renasas and Megachips (which means we may never find out who some of the companies that use our technology are)
9. The 4C contains engineering support fees which indicates that we have been assisting prospective customers and/or our licensing partners with the implementation of akida in products
10. Until a product is commercialised and sold, we will not receive royalties

From where I stand, your 'cone of silence' comment is unfair. We know exactly who has licensed our IP. We know our tech is commercially available. We know our tech is silicon proven.

We also receive monthly podcasts which keep us updated on all things happening in the semiconductor and generally at brainchip.

I'd love to know which material events I'm missing.

 

[Straw]

G'day Straw,

Not the 4C we wanted and given the

"We are seeing the greatest amount of sales activity and engagement in the Company’s history.
However, the current global technology market has created economic dynamics that have
extended evaluations, decreased budgets, and delayed introduction of new technology"

I don't think the next one will be much chop either. Speaking of chops, get PF to google keto diets.

10+ kegs lighter by xmas

Ferrets are carnivores, right?

I'll be eating a small amount of meat with loads of raw veges. So PF may get really hangry which will be handy when the inevitable special people turn up on here. Fortunately they are very easy to identify and will be reported hopefully by all other reasonable posters.
Im very patient when it comes to chops.

 

[TasTroy77]

Only another 14 weeks and 1 day until we get out next quarterly report and I hope it ain’t as bad as this one as it must be the worse since the company joined the asx or Louis the previous CEO mislead us share holders with all his ball shit about 2022. Not surprising he left by mutual understanding

If you're not happy with the company Rocket there is always the option to sell out if you don't have enough research to back up your conviction to invest long term

 

[FJ-215]

I'll be eating a small amount of meat with loads of raw veges. So PF may get really hangry which will be handy when the inevitable special people turn up on here. Fortunately they are very easy to identify and will be reported hopefully by all other reasonable posters.
Im very patient when it comes to chops.

NO!!!!!

I spent a lifetime on the tools and thought that was the reason my body was disintegrating. Turns out it was carbs (sugar). Can do keto as a vegetarian, just need to swear off grains mostly and potatoes.

And fruit juice, may as well be drinking neat scotch!!!

Edit.....

Get PF on the case,

Maybe he/she/they (yawn) can search for Robert Lustig, Ben Bikman, Peter Brukner.

Tried to link............................

The Food Revolution 2016​

You will need to copy/paste etc.....

 

[Labsy]

Interesting words such as "slaughtered" and "pitchfork" coming from these
"emerged" characters. Good try fellas. I'll go out on a limb and predict minimal negative movement, but lots of accumulation. Why? Because fundamentals are better than ever and I love the comment "we are seeing the greatest amount of sales activity and engagement in the company's history"...
I, as a longterm investor who understands the foundations of this company and trajectory will not be swayed, but will indeed accumulate. I suspect a silent majority will do the same... So let's see where we are in 2 weeks time...I know the large instos won't be selling...they'll be gobbling up, hoovering, thrashing about like killer whales attacking schools of fish. Feasting on the little fishies....
Are you little fishies running for your lives? Or should you do as the whales do???
Sell up if you are concerned of this 4c and piss off back to hc. I couldn't care less to be honest.

 

[Wallace]

The 4C isn’t hugely unexpected. Things take tome to build, BRN are still building, be patient. We were told revenue would be lumpy.

Yes it’s frustrating and yes we would all like the SP to be $2.50+ already but nothing has changed with the company, the technology or the opportunities in the future.

Last 4C, the revenue showed $5M and happened to the share price in the days after? The share price has dropped 40cents since then. I think the market has factored in no revenue, which has always been the shorters argument. So no revenue is what was expected from the market and no big deal short term. Expecting decent revenue to pick up from early 2023 and continuing strongly into 2024.

You never know, we might even see a green day tomorrow

 

[FJ-215]

NO!!!!!

I spent a lifetime on the tools and thought that was the reason my body was disintegrating. Turns out it was carbs (sugar). Can do keto as a vegetarian, just need to swear off grains mostly and potatoes.

And fruit juice, may as well be drinking neat scotch!!!

Edit.....

Get PF on the case,

Maybe he/she/they (yawn) can search for Robert Lustig, Ben Bikman, Peter Brukner.

Hmmmmm.........go

Or not.......

Can't link any videos from these heath care professionals

 

[AusEire]

Interesting words such as "slaughtered" and "pitchfork" coming from these
"emerged" characters. Good try fellas. I'll go out on a limb and predict minimal negative movement, but lots of accumulation. Why? Because fundamentals are better than ever and I love the comment "we are seeing the greatest amount of sales activity and engagement in the company's history"...
I, as a longterm investor who understands the foundations of this company and trajectory will not be swayed, but will indeed accumulate. I suspect a silent majority will do the same... So let's see where we are in 2 weeks time...I know the large instos won't be selling...they'll be gobbling up, hoovering, thrashing about like killer whales attacking schools of fish. Feasting on the little fishies....
Are you little fishies running for your lives? Or should you do as the whales do???
Sell up if you are concerned of this 4c and piss off back to hc. I couldn't care less to be honest.

Well said mate

 

[Deena]

Did you notice that Peter Van Der Made has reclaimed his position at the top of the top 20 shareholders?

 

[Deleted member 118]

If you're not happy with the company Rocket there is always the option to sell out if you don't have enough research to back up your conviction to invest long term

Still holding, but come on $100k was a shot in the arm to most if not all of us.

 

[Deadpool]

Interesting words such as "slaughtered" and "pitchfork" coming from these
"emerged" characters. Good try fellas. I'll go out on a limb and predict minimal negative movement, but lots of accumulation. Why? Because fundamentals are better than ever and I love the comment "we are seeing the greatest amount of sales activity and engagement in the company's history"...
I, as a longterm investor who understands the foundations of this company and trajectory will not be swayed, but will indeed accumulate. I suspect a silent majority will do the same... So let's see where we are in 2 weeks time...I know the large instos won't be selling...they'll be gobbling up, hoovering, thrashing about like killer whales attacking schools of fish. Feasting on the little fishies....
Are you little fishies running for your lives? Or should you do as the whales do???
Sell up if you are concerned of this 4c and piss off back to hc. I couldn't care less to be honest.

Onya Labsy

 

[Straw]

I'll be standing on the headland chuckling quietly as they thrash/trash around impotently. Hopefully they tire themselves out sooner than later and sink to the bottom to get eaten by slimy hagfish.... the perfect place for them where they can discuss what happened to their respective backbones.

 

[FJ-215]

Hmmmmm.........go

Or not.......

Can't link any videos from these heath care professionals

 

[Cardpro]

Just for some clarity, can you please clarify exactly what material events have occurred that have not been disclosed to us (and would mean that continuous disclosure obligations have not been met).

Before you do though, I'd just like to note:

1. If a company has licensed our IP then an announcement will be required
2. We have already received announcements for the IP licensing deals with Renasas and Megachips
3. What Renasas and Megachips do with our IP is their business, we won't receive announcements when their customers implement our technology
4. Our licensing partners don't need to disclose any information to us about their customers
5. Our licensing partners do need to inform us of sales volumes etc so that we can invoice for royalties appropriately
6. We have already received an announcement for the commercialisation of the akida boards, raspberry pies etc
7. We will not receive announcements every time a company orders a board to test our technology
8. Companies don't have to license our technology to be able to use it - they can utilise our technology via Renasas and Megachips (which means we may never find out who some of the companies that use our technology are)
9. The 4C contains engineering support fees which indicates that we have been assisting prospective customers and/or our licensing partners with the implementation of akida in products
10. Until a product is commercialised and sold, we will not receive royalties

From where I stand, your 'cone of silence' comment is unfair. We know exactly who has licensed our IP. We know our tech is commercially available. We know our tech is silicon proven.

We also receive monthly podcasts which keep us updated on all things happening in the semiconductor and generally at brainchip.

I'd love to know which material events I'm missing.

Company does not have any new license deals and that's after aggressively expanding the sales team & hiring "seasoned AI semiconductor sales executive"...

They should get their shit together and focus on ⁶ executing material deals, all these EAPs & NDAs are not good enough, even much more smaller companies have those and we need to remember that being best doesn't mean we will succeed... if a big company with somewhat comparable technology can easily fk us up...

I know people will say but we have Renesas & MegaChips deals... yes we do but we 'only' have those two and they were executed a while ago... wtf is happening with Valeo, Ford, Nasa, Vorago Tech, and other EAPs hiding behind 'NDAs'?

100k in revenue is a disgrace, even sales team alone will cost us much more than that not to mention cost of hiring engineers /support engineers...

Ah well, I guess it won't change anything fundamentally other than the fact that there were no additional cash inflows

Very sad and disappointing