BRN Discussion Ongoing

[misslou]

I can help but continually revert back to AfterPay when contemplating the potential value of this company.

AfterPay reached an approximate value of $40b on the ASX before cooling off and being acquired by Square for $39b. I believe the latest ASX revenue report was $500m.

There’s no denying that it was a one trick pony. It didn’t offer anything that many other BNPL companies did at the time, it simply got traction. No unique technology, applicable to one sector, nothing much to patent, nothing special whatsoever really.

Then theres us.
- A game changing technology with seeming endless use cases
- Competing, and leading in a space that most other market leaders are trying to dominate
- Protected by an army of patents
- Catching the attention of industry (for Mercedes to use us is incredible, let alone NASA and god knows who else)

I still think we’re early. I mean from an industry perspective, we came out of nowhere. Think about it… Big tech is watching Intel - the market leader - to see what they can do with Loihi when ready for market. They had bean beating the Neuromorphic drum, and undoubtedly under pre-contracts with many existing clients. Big tech would have been looking at the numbers and considering what their development options were, then bam, out of the blue Akida is released. Smaller, faster, lower power, cheaper and available. But it’s from a startup in a country nobody takes seriously, and it’s a $200m company at the time. It’s quite unbelievable, but its irresponsible for big tech not to take a look at least. Then they realise, it’s the real deal, and products that they were considering developing have the potential to be better, and cheaper than they had originally thought, so it’s back to the drawing board.

Now this may or may not have been how things transpire, but I betting it’s not too far off.

It took time to gain exposure, it took time to gain confidence, and it takes time to develop products - but if Mercedes, NASA, and Valeo are close, you’d think that others under the EAP probably are too, and if half the dots drawn on here come true.

Intel have spent (significantly - I can’t find the figures but remember seeing them a while back) developing Loihi than the entire Market Cap of Brainchip - and it’s not a patch as good as it. They’ve practically admitted this by offering Akida under their name! Surely this alone speaks of how undervalued we currently are?

I just fail to see how we can‘t compete with the value of a company like Afterpay, that essentially ran on hype.

Really well said. This articulates what I’ve been expecting for the 2 years I’ve held.
I try to keep my excitement in check, low expectations means either no disappointment or a pleasant surprise.
But I just cannot see any realistic reason we won’t match or exceed the biggest success stories.
Right place, right time, right technology, in everything, everywhere.

So you can see the terrible job I do of trying to keep my expectations low.

 

[Rise from the ashes]

I can help but continually revert back to AfterPay when contemplating the potential value of this company.

AfterPay reached an approximate value of $40b on the ASX before cooling off and being acquired by Square for $39b. I believe the latest ASX revenue report was $500m.

There’s no denying that it was a one trick pony. It didn’t offer anything that many other BNPL companies did at the time, it simply got traction. No unique technology, applicable to one sector, nothing much to patent, nothing special whatsoever really.

Then theres us.
- A game changing technology with seeming endless use cases
- Competing, and leading in a space that most other market leaders are trying to dominate
- Protected by an army of patents
- Catching the attention of industry (for Mercedes to use us is incredible, let alone NASA and god knows who else)

I still think we’re early. I mean from an industry perspective, we came out of nowhere. Think about it… Big tech is watching Intel - the market leader - to see what they can do with Loihi when ready for market. They had been beating the Neuromorphic drum, and undoubtedly under pre-contracts with many existing clients. Big tech would have been looking at the numbers and considering what their development options were, then bam, out of seemingly nowhere Akida is released. Smaller, faster, lower power, cheaper and available. But it’s from a startup in a country nobody takes seriously, and it’s a $200m company at the time. It’s quite unbelievable, but its irresponsible for big tech not to take a look at least. Then they realise, it’s the real deal, and products that they were considering developing have the potential to be better, and cheaper than they had originally thought, so it’s back to the drawing board.

Now this may or may not have been how things transpire, but I betting it’s not too far off.

It took time to gain exposure, it took time to gain confidence, and it takes time to develop products - but if Mercedes, NASA, and Valeo are close, you’d think that others under the EAP probably are too, and if half the dots drawn on here come true.

Intel have spent (significantly - I can’t find the figures but remember seeing them a while back) developing Loihi than the entire Market Cap of Brainchip - and it’s not a patch as good as it. They’ve practically admitted this by offering Akida under their name! Surely this alone speaks of how undervalued we currently are?

I just fail to see how we can‘t compete with the value of a company like Afterpay, that essentially ran on hype.

I currently believe in the future we will easily surpass 40 billion AUD. What happens this year will give me more of a clue if that will happen though.
I like the timing of our tech being brought out. As we know it has taken time to get where we are. And good luck to other companies trying to get past out patents to achieve something comparable or better.
Also this is just the first iteration of Akida.
Future competition and current competition are choking on our dust.

Somebody please sedate me

 

[Fact Finder]

Really well said. This articulates what I’ve been expecting for the 2 years I’ve held.
I try to keep my excitement in check, low expectations means either no disappointment or a pleasant surprise.
But I just cannot see any realistic reason we won’t match or exceed the biggest success stories.
Right place, right time, right technology, in everything, everywhere.

So you can see the terrible job I do of trying to keep my expectations low.

If it helps I can suggest that you seem to be downramping by comparing Brainchip’s potential only to Australian success stories when ten times Microsoft is an available valuation not yet achieved.

I mean if it was a Position Vacant what other known company has a better CV than Brainchip to apply for the position???

My opinion only DYOR
FF

AKIDA BALLISTA

 

[TECH]

Renesas is one of the top global semiconductor companies in the world. We strive to develop a safer, healthier, greener, and smarter world, and our goal is to make every endpoint intelligent by offering product solutions in the automotive, industrial, infrastructure and IoT markets. Our robust product portfolio includes world leading MCUs, SoCs, analog and power products, plus Winning Combination solutions that curate these complementary products. We are a key supplier to the world’s leading manufacturers of the electronics you rely on every day; you may not see our products, but they are all around you.

Renesas employs roughly 21,000 people in more than 30 countries worldwide. As a global team, our employees actively embody the Renesas Culture, Renesas believes in, and has a commitment to, diversity and inclusion, with initiatives and a leadership team dedicated to its resources and values. At Renesas, we want to build a sustainable future where technology helps make our lives easier. Join us and build your future by being part of what’s next in electronics and the world.


Renesas Culture, not so different from ours.

They chose us, remember that thought. Tech.

 

[Rise from the ashes]

Renesas is one of the top global semiconductor companies in the world. We strive to develop a safer, healthier, greener, and smarter world, and our goal is to make every endpoint intelligent by offering product solutions in the automotive, industrial, infrastructure and IoT markets. Our robust product portfolio includes world leading MCUs, SoCs, analog and power products, plus Winning Combination solutions that curate these complementary products. We are a key supplier to the world’s leading manufacturers of the electronics you rely on every day; you may not see our products, but they are all around you.

Renesas employs roughly 21,000 people in more than 30 countries worldwide. As a global team, our employees actively embody the Renesas Culture, Renesas believes in, and has a commitment to, diversity and inclusion, with initiatives and a leadership team dedicated to its resources and values. At Renesas, we want to build a sustainable future where technology helps make our lives easier. Join us and build your future by being part of what’s next in electronics and the world.


Renesas Culture, not so different from ours.

They chose us, remember that thought. Tech.

Yeah that's nothing to get excited about

 

[Rise from the ashes]

A poll for BRN

BRN poll

Just a simple poll to measure the excitement.

thestockexchange.com.au

 

[Andy38]

A poll for BRN

BRN poll

Just a simple poll to measure the excitement.

thestockexchange.com.au

This really did give me a good old chuckle thanks @Rise from the ashes .
I’m super excited for 2023 and what it may bring for BRN shareholders. Like a few of us, I’m guarded on how big CES will be for us directly…although I bloody love big surprises. Mercedes Mark II announcement please!

 

[Rise from the ashes]

This really did give me a good old chuckle thanks @Rise from the ashes .
I’m super excited for 2023 and what it may bring for BRN shareholders. Like a few of us, I’m guarded on how big CES will be for us directly…although I bloody love big surprises. Mercedes Mark II announcement please!

Glad to bring a smile to your face mate. It's the best expression to wear.
Eye's of the tech world will be watching with keen interest at CES.

 

[Tothemoon24]

Rise ,
I’m excited beyond belief for 2023 ,

I think there’s a lot of dry powder on the sidelines waiting to pull the trigger on BRN , just one more partnership/ surprise/ commercial deal & we are flying .

I can feel it in my Niagara Falls tonight that we are getting a Ann tomorrow morning

 

[Rise from the ashes]

Rise ,
I’m excited beyond belief for 2023 ,

I think there’s a lot of dry powder on the sidelines waiting to pull the trigger on BRN , just one more partnership/ surprise/ commercial deal & we are flying .

I can feel it in my Niagara Falls tonight that we are getting a Ann tomorrow morning

Haha I can't contain my excitement anymore due to the fact the ducks are lining up ready to be pinged.
And your post just added to my excitement.

 

[Rise from the ashes]

I've taken up baking bread to somehow distract myself.
Going for the half arsed rustic look
I clearly have almost zero idea of what I'm doing.
Arghh forgot to sprinkle flour on this one
Well not pleased with how this loaf looks like.
Last image was first attempt other one was second attempt.
Third attempt is in another thread set up for baking.

 

[Tothemoon24]

Haha I can't contain my excitement anymore due to the fact the ducks are lining up ready to be pinged.
And your post just added to my excitement.

agree mate , this is how I see things to .

Giddy up you good thing

 

[Deleted member 118]

 

[Deadpool]

View attachment 25946 agree mate , this is how I see things to .

Giddy up you good thing

Yes, getting to be almost a procession, I must concede I do have a touch of pity for the families of the individuals that bet against BRN, and will probably lose the lot and be made bankrupt.

 

[Straw]

Im thinking of what kind of asset I might purchase to feel a bit more secure more long-term (as far as you can) and I can't shake the feeling, based on what I know about BRN that maintaining a significant stake in it would be for me a wise move (which my plan has allowed). Not that its the be all and end all and BRN doesn't control everything in your life. Water tanks, a solar system, a better vegie garden and better sleep/exercise habits would also be nice in my life. Edit: and people.
I think I'll go salads for my additional new hobby @Rise from the ashes, less to go wrong.
You need to know what matters to you. Like many here I could have sold out completely at $2 and be doing very nicely (actually missed buying something that would have been great) but you can't regret things, you can learn though and continue to put one foot in front of the other and keep perspective on what your goals are without getting too hung up on things going exactly to plan (though as we know plans are extremely helpful). Going exactly to plan is not something that seems to happen much in my life but more likely with a little perseverance and knowledge. It all sounds so easy (and often isn't) know all your days will not be good ones. That's more to remind me than for anyone else.
All the opinion again of another anonymous poster.

 

[Rise from the ashes]

Im thinking of what kind of asset I might purchase to feel a bit more secure more long-term (as far as you can) and I can't shake the feeling, based on what I know about BRN that maintaining a significant stake in it would be for me a wise move (which my plan has allowed). Not that its the be all and end all and BRN doesn't control everything in your life. Water tanks, a solar system, a better vegie garden and better sleep/exercise habits would also be nice in my life.
I think I'll go salads for my additional new hobby @Rise from the ashes, less to go wrong.
You need to know what matters to you. Like many here I could have sold out completely at $2 and be doing very nicely (actually missed buying something that would have been great) but you can't regret things, you can learn though and continue to put one foot in front of the other and keep perspective on what your goals are without getting too hung up on things going exactly to plan (though as we know plans are extremely helpful). Which from my experience is rare but more likely with a little perseverance and knowledge. It all sounds so easy (and often isn't) know all your days will not be good ones. That's more to remind me than for anyone else.
All the opinion again of another anonymous poster.

Pretty sound advice straw I'm pretty good at giving good advice on most matters, the issue is I rarely live by that advice. Definitely need better sleep patterns and more healthy eating habits.
Updated post with the finished bread.
Looks crap and the cut I put in it went flat. LoL must have fluked that first attempt.

 

[Straw]

From what I've seen bread isn't the easiest though we did have a bread maker that worked pretty well, if not at times with extremely salty results. Don't ask me about how to cook anything but fried eggs and BRN investment plans specific to me. That's all that will fit in my head.

 

[Deadpool]

Im thinking of what kind of asset I might purchase to feel a bit more secure more long-term (as far as you can) and I can't shake the feeling, based on what I know about BRN that maintaining a significant stake in it would be for me a wise move (which my plan has allowed). Not that its the be all and end all and BRN doesn't control everything in your life. Water tanks, a solar system, a better vegie garden and better sleep/exercise habits would also be nice in my life.
I think I'll go salads for my additional new hobby @Rise from the ashes, less to go wrong.
You need to know what matters to you. Like many here I could have sold out completely at $2 and be doing very nicely (actually missed buying something that would have been great) but you can't regret things, you can learn though and continue to put one foot in front of the other and keep perspective on what your goals are without getting too hung up on things going exactly to plan (though as we know plans are extremely helpful). Going exactly to plan is not something that seems to happen much in my life but more likely with a little perseverance and knowledge. It all sounds so easy (and often isn't) know all your days will not be good ones. That's more to remind me than for anyone else.
All the opinion again of another anonymous poster.

Hey man, it's funny how great minds think alike.
Great quote by Samuel Beckett - Ever tried. Ever failed. No matter. Try Again. Fail again. Fail better.
Words to live by my anonymous friend.

 

[Food4 thought]

Pretty sound advice straw I'm pretty good at giving good advice on most matters, the issue is I rarely live by that advice. Definitely need better sleep patterns and more healthy eating habits.
Updated post with the finished bread.
Looks crap and the cut I put in it went flat. LoL must have fluked that first attempt.

You over proved the bread
When cutting to make patterns in dough don’t do it to late or you will release all the air and end up with pita bread
Love making bread it’s very rewarding

 

[Rise from the ashes]

You over proved the bread
When cutting to make patterns in dough don’t do it to late or you will release all the air and end up with pita bread
Love making bread it’s very rewarding

Thank you for the knowledge. I'll give it another go later tonight.