BRN Discussion Ongoing

[Dhm]

I’m surprised no one’s done the 1% math yet on ARM’s 1/4 figures.

7B - 1% = 70 000 000

Times 20c (cheap) = $14M

14M x 4 (quarters) = 56M

Not sure how that equates to a share price but I’m guessing it would be more than now!

Feel free to fix any errors!

Fix them? I’ve just opened some champagne and am in the process of booking my next holiday!

But seriously, that looks like a conservative allocation with 1%. It could be…….. 2%!!

 

[LexLuther77]

Wow it’s a tough crowd today. ASX up 190 pts and Nasdaq up 7% and we’re struggling to hold 63 cents… could be a tough road a head

 

[Fact Finder]

I’m surprised no one’s done the 1% math yet on ARM’s 1/4 figures.

7B - 1% = 70 000 000

Times 20c (cheap) = $14M

14M x 4 (quarters) = 56M

Not sure how that equates to a share price but I’m guessing it would be more than now!

Feel free to fix any errors!

As to the share price that may result I have written the first draft of the MF response.

“While these quarterly figures from Brainchip appear impressive digging in more deeply it can be seen that they come solely from one customer ARM. ARM has over 1,000 Ecco system partners and many of these partners are competing in the same space and provide significant competitive headwinds for Brainchip going forward.

The other Red Flag for us is the extreme uncertainty about ARM’s market dominance faced with the rise of RSIC-V and its floundering IPO plans in the present market.

Accordingly Brainchip is one to avoid but if you pay us lots of money we will give you the names of five runners who have never won at Caulfield from their last twenty starts.”

Regards
FF

AKIDA BALLISTA

 

[wilzy123]

As to the share price that may result I have written the first draft of the MF response.

“While these quarterly figures from Brainchip appear impressive digging in more deeply it can be seen that they come solely from one customer ARM. ARM has over 1,000 Ecco system partners and many of these partners are competing in the same space and provide significant competitive headwinds for Brainchip going forward.

The other Red Flag for us is the extreme uncertainty about ARM’s market dominance faced with the rise of RSIC-V and its floundering IPO plans in the present market.

Accordingly Brainchip is one to avoid but if you pay us lots of money we will give you the names of five runners who have never won at Caulfield from their last twenty starts.”

Regards
FF

AKIDA BALLISTA

Authorised by Scott Phillips.

 

[Newk R]

Wow it’s a tough crowd today. ASX up 190 pts and Nasdaq up 7% and we’re struggling to hold 63 cents… could be a tough road a head

Well 0.63 is up 6.25% so it is in line I reckon.

 

[MrNick]

Shall I tell the academics or will you...?

New AI Chip Twice As Energy Efficient As Alternatives

RRAM-based neuromorphic chips are more versatile and accurate as well

spectrum.ieee.org

 

[MrRomper]

I’m surprised no one’s done the 1% math yet on ARM’s 1/4 figures.

7B - 1% = 70 000 000

Times 20c (cheap) = $14M

14M x 4 (quarters) = 56M

Not sure how that equates to a share price but I’m guessing it would be more than now!

Feel free to fix any errors!

I was thinking about this. In the podcast they spoke of a standard chip with IP from various ecosystem partners of ARM for IoT customers. An 'Off the shelf' product.

There are a lot of ARM ecosystem partners. But how many offer the same benefit as the Brainchip IP? None! Just the low power consumption alone is easily worth the 20 cents price of admission. Plus imagine what a basic 4 nodes would do to a device.

Optimistically I am looking at a higher percentage. Price is anyone's guess.

 

[wilzy123]

Wow it’s a tough crowd today. ASX up 190 pts and Nasdaq up 7% and we’re struggling to hold 63 cents… could be a tough road a head

 

[alwaysgreen]

As to the share price that may result I have written the first draft of the MF response.

“While these quarterly figures from Brainchip appear impressive digging in more deeply it can be seen that they come solely from one customer ARM. ARM has over 1,000 Ecco system partners and many of these partners are competing in the same space and provide significant competitive headwinds for Brainchip going forward.

The other Red Flag for us is the extreme uncertainty about ARM’s market dominance faced with the rise of RSIC-V and its floundering IPO plans in the present market.

Accordingly Brainchip is one to avoid but if you pay us lots of money we will give you the names of five runners who have never won at Caulfield from their last twenty starts.”

Regards
FF

AKIDA BALLISTA

Isn't xro one of their recommendations?

 

[Fact Finder]

Hi Dhm,

I would expect the Large OEM’s such as Megachips would be paying the fee for the license and put Akida in a SOC to put in for example a security camera for which we also get a royalty.

The security camera company would badge the camera as theirs and sell them to the smaller family owned company to use. They wouldn’t pay a licensing fee.

But I’m not in the industry so that’s a guess!

Hi @Stable Genius

In the podcast with Doug CEO MegaChips he made clear much of what you suggest.

They like Brainchip are targeting the big companies but MegaChips is seeing increasing equiries from the smaller end of the market and they are looking at producing a Commercial Off the Shelf (COTS) semiconductor incorporating AKIDA to meet this market.

Some of the interviews with Jerome Nadel contain a great description of simple verses sophisticated customers. The last one I recall was the one with Alex the Rocket Scientist and his partner.

Brainchip have universally said that when a simple customer turns up at Brainchip having ecosystem partners like Edge Impulse and MegaChips gives them the ability to introduce these simple customers to them for assistance.

My clear understanding is that there are going to be multiple ways in which customers will pay for the AKIDA technology advantage and these multiple ways will be a closely guarded commercial in confidence secret.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[MrRomper]

Isn't xro one of their recommendations?

View attachment 21734

I have spoken to Scott Phillips and XRO are in the MF Top 5. Must be going gangbusters.

 

[AARONASX]

Isn't xro one of their recommendations?

View attachment 21734

This? https://www.fool.com.au/2022/09/23/xero-share-price-is-tumbling-5-but-could-it-be-worth-a-buy/

 

[JK200SX]

I’m surprised no one’s done the 1% math yet on ARM’s 1/4 figures.

7B - 1% = 70 000 000

Times 20c (cheap) = $14M

14M x 4 (quarters) = 56M

Not sure how that equates to a share price but I’m guessing it would be more than now!

Feel free to fix any errors!

$1.30

 

[Stable Genius]

$1.30

Thanks @JK200SX ,

I must admit that’s a bit underwhelming.

However that’s based on 1% from Arm which I’m sure we’ll achieve more!

It’s not including the other partners, NASA, Valeo, Si Five, Defence, MB and Megachips etc.

So I’m sure it’ll all add up to a healthy SP in time!

 

[equanimous]

Wow it’s a tough crowd today. ASX up 190 pts and Nasdaq up 7% and we’re struggling to hold 63 cents… could be a tough road a head

thats what Jim Cramer said

 

[supersonic001]

#podcast | BrainChip

The BrainChip Podcast is up - Kevin Ryan from ARM joins Rob Telson to discuss the BrainChip/Arm partnership and how it accelerates IoT design and developer enablement. - Podcast available here: https://lnkd.in/grT9RKVQ #podcast

www.linkedin.com

Is this an out of sync Nov edition

 

[Foxdog]

Isn't xro one of their recommendations?

View attachment 21734

Can't believe you put this up - I was so close to mentioning XRO when I was having a crack at MF earlier. They absolutely love this company and it has never been profitable as far as I know. You just have to 'smile and wave boys, smile and wave'

 

[Fact Finder]

It did not make one shred of difference when we were admitted into it

Well that’s not quite correct it allowed institutional investors who can only buy ASX200 and above to buy then lend to more sophisticated wealthier shorts who have controlled the price ever since.

I did warn everyone about the evil attached to a move up the ASX ladder.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Yoda]

Hi @Diogenese

Have you been doing your own research again. We will have to put a stop to that how will the WANCA’s have any chance of manipulating you.

On a thoughtful note.

Today a few things occurred that led Blind Freddie to make an observation.

The first was a post asking what happened to Renesas and pointing out that they had licensed 2 nodes of IP almost 2 years ago.

The second was an article posted here that said ARM provides 90% of the chips in all mobile phones or something like that but certainly supplies chips to Apple for the iPhone.

The third thing someone posted was that Renesas (as well as MegaChips) is an Apple supplier.

So taking these three things and adding in that different products have different development time lines and a few weeks ago Renesas stated they would be combining AKIDA IP with the ARM M33 chip Blind Freddie theorises that a possible solution as to why Renesas is still to release an MCU with AKIDA technology on board emerges.

We do not know what product Renesas is combining ARM/AKIDA for so we don’t know the development timeline.

We do know as a fact that Brainchip and Renesas continue to work together and Brainchip continues to state they are trusted by Renesas.

We know mobile phones have a three to four year development cycle.

We know from Mercedes Benz that AKIDA is 5 to 10 times more energy efficient for voice activation such as Hey Mercedes than competitor products.

We know that Mercedes’ Benz works with Apple so logic suggests what they have to offer for Hey Mercedes is five to 10 times less efficient than AKIDA.

We know from Anil Mankar’s 2021 Ai Field Day presentation that if you just want to do voice recognition you can just license 2 nodes of AKIDA IP like Renesas.

So as we do not know the product Renesas was targeting the longer it takes to appear the more likely it becomes that it is a product with a longer development timeline, that requires very low powered high performance voice recognition, that can operate without connection securely on device rather than sending to the cloud each time to verify the user.

Something like an Apple iPhone Blind Freddie suggests.

Could he be correct???

My opinion only DYOR
FF

AKIDA BALLISTA

Thanks FF, that we me that raised the Renesas question and that is a great post in response. Regards, Yoda

 

[Fact Finder]

This is interesting although I’m not surprised.
A person by the name of Manish Pandey who works for Synopsys as Fellow, Vice President of R&D is also a adjunct professor at Carnegie Mellon University with Machine Learning, Systems and Computer Architecture.

Now we know that Brainchip has the “BrainChip University AI Accelerator Program which shares technical knowledge, promotes leading-edge discoveries and positions students to be next-generation technology innovators”

We also know that Synopsys is offering us in their Data Centre AI thanks to the Synopsys investor presentation back a few months ago, well it’s suspected they are as they were using a photo of Brainchip accelerator, which is hard to find even if you Google it, not to mention it’s a copyright issue if they weren’t working together and Synopsys has taken it upon themselves to just use somebody else’s photo of a product that’s not theirs.

Is this a coincidence? I think not.

https://www.linkedin.com/in/manish-pandey-ba43731

View attachment 21676

For a lowly unemployed verification engineer you do very well with your sleuthing.

Another Blind Freddie moment brought to TSEx by @chapman89

Many thanks.

My opinion only DYOR
FF

AKIDA BALLISTA