BRN Discussion Ongoing

Foxdog

Regular
O the days when brainchip will be able to make
announcements like this. 😊

9 January 2023 ASX RELEASE DroneShield Receives Another $11 million Order DroneShield Ltd (ASX:DRO) (DroneShield or the Company) is pleased to advise it has received a new purchase order for approximately A$11 million for a Government agency customer. The order includes several different types of DroneShield counterdrone/C-UAS equipment. The order is expected to be delivered by mid 2023. The proceeds are expected to be received across March and June 2023 quarters. The order is subject to receiving relevant export approvals. It follows another $11 million purchase order received from a different Government in December 2022.
I hope we do a shipload better than DRO - their SP was .44 back in Oct 2019 so they've still got a way to go despite recent announcements. I'm just hoping to see our all time high again in 2023, surely that's not expecting too much.
 
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wilzy123

Founding Member
CES 2023 didn't help with the SP. What will? Waiting game.
75qv4z.jpg
 
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Pmel

Regular
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Pmel

Regular
And what the f$# you posted. Mate just wrote something . You dont need to be nasty all the time. If cant write then shut the f up.
Mate dont post bull. I have seen it many time wont tolerate again.
 
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Damo4

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Damo4

Regular
Mate dont post bull. I have seen it many time wont tolerate again.

Sorry but what exactly do you plan on doing now that you won't tolerate it?
Why don't you just ask him for more memes, given thats what will happen ahahah
 
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Pmel

Regular
Sorry but what exactly do you plan on doing now that you won't tolerate it?
Why don't you just ask him for more memes, given thats the message ahahah
If i can put him on ignore or admin should not allow this sort of stuff. What was wrong in my message.
 
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Pmel

Regular
If i can put him on ignore or admin should not allow this sort of stuff. What was wrong in my message.
Whatever i wont repost to silly posts . People cant just mind their own business.
 

misslou

Founding Member
And what the f$# you posted. Mate just wrote something . You dont need to be nasty all the time. If cant write then shut the f up.
Maybe read some of the content on this forum rather than ask questions which have already been answered
 
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Damo4

Regular
If i can put him on ignore or admin should not allow this sort of stuff. What was wrong in my message.

Look I'm not gonna speak for The Big W, but IMO your message was pretty dumb.
CES maybe brings a little extra attention, but for me, it's just further confirmation that investing in a company like BRN is a good choice.
Everything is on track, partnerships are ongoing. This is nuggets of info to us here, that an avg investor doesn't have.

Did you rush out and buy thousands of BRN shares when CES started off? If not, why would someone else, let alone the entire market?
 
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Townyj

Ermahgerd
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BaconLover

Founding Member
CES 2023 didn't help with the SP. What will? Waiting game.

While I understand the frustration, one must remember, last year Mercedes did us a favour during CES by putting Brainchip's name out for all to see, but we cannot expect that to happen all the time.

The company is still making progress, share price fluctuations will be here for ever, the semiconductor index also took a hit over the last few days so that wouldn't help companies in similar markets.

This is exactly why I try to keep my expectations very low when it comes to road shows and exhibitions like CES. I just observe what they show, but don't think these shows are price sensitive for markets.

To answer your question, revenues would help with the SP.

Edge Impulse seems to have an IP contract with BrainChip, which didn't get announced, possibly because they didn't have a dollar amount in the contract so not material enough for ASX, so I am thinking the only thing that could help the SP would be actual revenue and financials, unless a company similar to Merc does what they did last year.
 
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robsmark

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While I understand the frustration, one must remember, last year Mercedes did us a favour during CES by putting Brainchip's name out for all to see, but we cannot expect that to happen all the time.

The company is still making progress, share price fluctuations will be here for ever, the semiconductor index also took a hit over the last few days so that wouldn't help companies in similar markets.

This is exactly why I try to keep my expectations very low when it comes to road shows and exhibitions like CES. I just observe what they show, but don't think these shows are price sensitive for markets.

To answer your question, revenues would help with the SP.

Edge Impulse seems to have an IP contract with BrainChip, which didn't get announced, possibly because they didn't have a dollar amount in the contract so not material enough for ASX, so I am thinking the only thing that could help the SP would be actual revenue and financials, unless a company similar to Merc does what they did last year.
Agreed. The days of hype runs are now over in my opinion, and honestly that’s a good thing. But as long as shorters and institutions consider us a speculative company though, we’ll continue to be pumped and dumped.

Continued climbing revenue is what is needed now to demonstrate that we’ve entered the growth phase of the business. We need to see some decent quarterly reports and this is what I expect to see moving forward. The company is over two years into commercialisation and I think the grace period is approaching the thin end now, and I fully expect management realise this, based on Sean’s comments from the last AGM.
 
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Pmel

Regular
While I understand the frustration, one must remember, last year Mercedes did us a favour during CES by putting Brainchip's name out for all to see, but we cannot expect that to happen all the time.

The company is still making progress, share price fluctuations will be here for ever, the semiconductor index also took a hit over the last few days so that wouldn't help companies in similar markets.

This is exactly why I try to keep my expectations very low when it comes to road shows and exhibitions like CES. I just observe what they show, but don't think these shows are price sensitive for markets.

To answer your question, revenues would help with the SP.

Edge Impulse seems to have an IP contract with BrainChip, which didn't get announced, possibly because they didn't have a dollar amount in the contract so not material enough for ASX, so I am thinking the only thing that could help the SP would be actual revenue and financials, unless a company similar to Merc does what they did last year.
Thanks mate. I have read all and aware of all that but just bit frustrated.
 
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Thanks mate. I have read all and aware of all that but just bit frustrated.
If you don't mind can I ask how long you've been a holder for. I know you've been around for a while.
I've ridden the emotional rollercoaster ride many times but when I sit back and see who/what we are associated with it just makes me 😁
And imo since we are on the cusp of being mass produced it sometimes gets a bit edgey for me also.
 
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wilzy123

Founding Member
If you don't mind can I ask how long you've been a holder for. I know you've been around for a while.
I've ridden the emotional rollercoaster ride many times but when I sit back and see who/what we are associated with it just makes me 😁
And imo since we are on the cusp of being mass produced it sometimes gets a bit edgey for me also.

Long enough for the CES to be a deal breaker
 
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Makeme 2020

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Email i received from RENESAS today could this be the start AKIDA Embedded Products.
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ndefries

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Another 3.4M shorts taken out Friday!

Sure it would have been great to announce Akida LSTM was available etc but it has to be very pleasing to know SocioNext is heavily invested in cockpit AI and relying on Akida. We know Prophesee has a very positive future and we are what they were missing. There is some serious dots to Iphone sensors through this relationship with Sony.

If i recall our CEO mentioned at the last AGM that the Next AGM would have seen the next edition of Akida released publically (I do think it has been shared with EAP VIPs forsure under a NDA. In the last 4C i got sense there were very close to converting some licence agreements which was their focus. If that occurs the 4C records cash and it may not be paid so I am more interested in revenue receipt.

investing in BRN has been derisked a lot from the partnerships we know about. Intel would not in this world associate and promote us if they didnt validate, accept us and know customers will want us in their chips. The potential is massive but fairly for the majority of people, they want to see a business that has paying customers.

BRN could have been still in VC at the moment just like NVISO, Prophesee, SiFive. We are growing with these companies but we have the chance to be invested earlier.

Everything positive is happening to start having really nice revenue streams at highprofit margins very soon. Once that happens PE ratios of 50 will not be questioned at all in a growing market with no debt!

That is like share prices of $8 on profit of 270M. Its coming and there will be a rush to acquire and a rush to close over 100M shorts.

the good news is we don't have to hope the tech works, that there is a need for it 10 years. It's happening now and 2024 we can be comparing Akida products we own on this site. The question i have is what will you be doing with your time while your car is driving up the coast to your beach home. Will you be reading TSE or talking to your new panasonic fluff ball!
 
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