BRN Discussion Ongoing

[FJ-215]

BrainChip Holdings Announces new Capital Call Notice under continuing agreement with LDA Capital

A few observations on this announcement.

Looks like BRN are chasing the whole $30M available in one call. LTH's will notice that the time frame is longer than previous periods. Originally 30 days, subsequent calls were reduced to a couple of weeks (possibly to reduce shorting impact). This call is running for months. Expect some volatility, we might be a traders paradise for a while but we should see some very decent gains in the SP.

Very happy to see this announcement, calls on LDA usually come with good news.

 

[Fact Finder]

Just a thought bubble.

Brainchip has never mentioned that there was a need for a senior sales presence in Japan since I commenced researching in 2016.

It had an intention to set up an innovation centre in Shanghai but abandoned that when NASA/DARPA surfaced and they stepped away from China.

Prophesee is entrenched with Sony.

Nviso is entrenched with Panasonic.

Renesas has taped out and is releasing AKIDA powered MCU this year.

Socionext has AKIDA powered solutions in the market.

Both Renesas and Socionext are offering their AKIDA solutions for automotive and Japan has a significant automotive industry.

The 1,000 Eyes revealed Brainchip is advertising for senior sales people to service account customers in Japan.

In the last 4C the CEO Sean Hehir noted that Brainchip was experiencing the greatest number of sales enquires in its history.

The last information we had from Brainchip implied that the compulsory LDA Capital draw down would be later in 2023.

The announcement that the compulsory draw down is being brought on now gives two reasons AKIDA 2.0 or whatever it will be named being manufactured in silicon and to grow Brainchip’s sales force.

If you are, as I am inclined to put these together, then you could conclude as I do that Brainchip could be experiencing explosive growth.

My speculation and opinion only so DYOR
FF

AKIDA BALLISTA

 

[White Horse]

So no explosion in sales anytime soon ? Otherwise LDA wouldn’t be needed

I would say, exactly the opposite.
Going by previous reports, of sales inquiries going through the roof.
I would say this is PVMD's prediction coming true.
Dare I say it.
"Akida Ballista Baby"!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

 

[Papacass]

Just a thought bubble.

Brainchip has never mentioned that there was a need for a senior sales presence in Japan since I commenced researching in 2016.

It had an intention to set up an innovation centre in Shanghai but abandoned that when NASA/DARPA surfaced and they stepped away from China.

Prophesee is entrenched with Sony.

Nviso is entrenched with Panasonic.

Renesas has taped out and is releasing AKIDA powered MCU this year.

Socionext has AKIDA powered solutions in the market.

Both Renesas and Socionext are offering their AKIDA solutions for automotive and Japan has a significant automotive industry.

The 1,000 Eyes revealed Brainchip is advertising for senior sales people to service account customers in Japan.

In the last 4C the CEO Sean Hehir noted that Brainchip was experiencing the greatest number of sales enquires in its history.

The last information we had from Brainchip implied that the compulsory LDA Capital draw down would be later in 2023.

The announcement that the compulsory draw down is being brought on now gives two reasons AKIDA 2.0 or whatever it will be named being manufactured in silicon and to grow Brainchip’s sales force.

If you are, as I am inclined to put these together, then you could conclude as I do that Brainchip could be experiencing explosive growth.

My speculation and opinion only so DYOR
FF

AKIDA BALLISTA

You said it way better than me.

 

[Quercuskid]

Oh no having to buy more!

 

[wilzy123]

Doesnt look like. Well....

 

[Euks]

Is this a new View attachment 26632 View attachment 26633

This has to bode well!

Am I correct in reading that we get 91.5% of the average high for the next 8 weeks?

If so Sean is pretty much telling us to hold on to our butt cheeks because things are going to get exciting!

He could have put this call in after the January 4C but didn’t knowing full well that the last 4C resulted in the share price tanking….

I think he expects the share price to take off, Exciting times ahead…

My opinion only of course

 

[Mccabe84]

This has to bode well!

Am I correct in reading that we get 91.5% of the average high for the next 8 weeks?

If so Sean is pretty much telling us to hold on to our butt cheeks because things are going to get exciting!

He could have put this call in after the January 4C but didn’t knowing full well that the last 4C resulted in the share price tanking….

I think he expects the share price to take off, Exciting times ahead…

My opinion only of course

Possibly.. only time will tell

 

[supersonic001]

BrainChip Talks AI Innovation with Accenture’s Managing Director and Global Chief Technology Officer Applied Intelligence Jean-Luc Chatelain https://lnkd.in/gb49_Pk3 | BrainChip

BrainChip Talks AI Innovation with Accenture’s Managing Director and Global Chief Technology Officer Applied Intelligence Jean-Luc Chatelain https://lnkd.in/gb49_Pk3

www.linkedin.com

 

[Dhm]

I would say, exactly the opposite.
Going by previous reports, of sales inquiries going through the roof.
I would say this is PVMD's prediction coming true.
Dare I say it.
"Akida Ballista Baby"!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

I would agree with you @White Horse. What would be the use of drawing funds if you wouldn't forsee the need. Expectations of Akida 2 and 'explosive sales' are filling my heart with excited anticipation.

The Accenture podcast will be exciting too, but I am HOPING that a future podcast might be with Intel.

 

[wilzy123]

the last 4C resulted in the share price tanking

That would be a bit presumptuous and convenient, wouldn't it, to think that the 4C was solely to blame?

 

[Techinvestor17]

That would be a bit presumptuous and convenient, wouldn't it, to think that the 4C was solely to blame?

Not when you consider the timing of the release and the share price movment

 

[Damo4]

That would be a bit presumptuous and convenient, wouldn't it, to think that the 4C was solely to blame?

actual footage of those responsible

 

[David holland]

Possibly.. only time will tell

To be honest I've never seen a site with so much upbeat no matter what the situation is

 

[FJ-215]

Would that be the same Accenture that is a member of the Intel Neuromorphic Research Community?



Spoiler Alert...

The Intel Neuromorphic Research Community (Intel NRC)

 

[Calsco]

Does anyone have any information on what akida 2.0 will contain? Like a comparison chart or any thoughts / possibilities?

 

[Fact Finder]

We seem to forget about the significance of SiFive but they too are kicking goals and to my knowledge have not announced any other Ai partnerships than Brainchip AKIDA:

https://www.design-reuse.com/go2/753267/352793

I imagine Brainchip as a water skier. One ski is ARM and the other ski is SiFive and the tow rope is attached to an Intel powered speed boat.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Taproot]

Just a thought bubble.

Brainchip has never mentioned that there was a need for a senior sales presence in Japan since I commenced researching in 2016.

It had an intention to set up an innovation centre in Shanghai but abandoned that when NASA/DARPA surfaced and they stepped away from China.

Prophesee is entrenched with Sony.

Nviso is entrenched with Panasonic.

Renesas has taped out and is releasing AKIDA powered MCU this year.

Socionext has AKIDA powered solutions in the market.

Both Renesas and Socionext are offering their AKIDA solutions for automotive and Japan has a significant automotive industry.

The 1,000 Eyes revealed Brainchip is advertising for senior sales people to service account customers in Japan.

In the last 4C the CEO Sean Hehir noted that Brainchip was experiencing the greatest number of sales enquires in its history.

The last information we had from Brainchip implied that the compulsory LDA Capital draw down would be later in 2023.

The announcement that the compulsory draw down is being brought on now gives two reasons AKIDA 2.0 or whatever it will be named being manufactured in silicon and to grow Brainchip’s sales force.

If you are, as I am inclined to put these together, then you could conclude as I do that Brainchip could be experiencing explosive growth.

My speculation and opinion only so DYOR
FF

AKIDA BALLISTA

http://www.socionext.com/en/pr/sn_pr20221012_01e.pdf

Socionext defies chip slump with Japan's biggest IPO this year

Making its market debut on Wednesday, Japan's Socionext Inc bucked softening sentiment toward chips by surging 15% in Tokyo's biggest initial public offering of the year so far.

www.reuters.com

Mori Hamada and Simpson Thacher Advise on Japan's Largest IPO | Law.com International

Two Big Four Japanese firms and two U.S. firms are advising on Socionext Inc's $461 million IPO.

www.law.com

Socionext Inc.

Socionext is a new, innovative enterprise that designs, develops and delivers System-on-Chip products to customers worldwide. The company is focused on imaging, networking and other dynamic technologies that drive today's leading-edge applications.

www.socionext.com

 

[Fact Finder]

Does anyone have any information on what akida 2.0 will contain? Like a comparison chart or any thoughts / possibilities?

Well the specs published have Transformers and LSTM added to the AKIDA neural fabric.

Beyond that nothing has been published.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[dippY22]

Sean sitting in for Rob on this podcast.

Very interesting

Very interesting indeed. But I was bemused when I read this announcement. Why Sean,....where's Rob,.....does Sean have a personal relationship with the guy,......is Rob sick,....or on vacation,.....or......

Threw me for a temporary loop though. It's probably nothing, right, ....Sean taking maybe a few hours to do a podcast with someone instead of Rob. Maybe there is more to this than meets my eye. Yeah, .... I'm sure there is more to this than meets my eye. Or, not.

Nah, probably nothing to see here. I need to chill before posting so quickly.

Huh, I don't even know why I'm posting this. Carry on.