BRN Discussion Ongoing

[BaconLover]

Also, details about the new version. What’s different To Akida 1000?

I had a feeling we would be partnering with Global Foundries and was expecting an Ann soon.

Bit of a shame it ended up this way, but this is a key step.

Read each word of this and tell me this shouldn't be a proper Ann. Such a key step, partnering with a company like Global Foundries!

Anyways.. as usual.. we will wait for the next 4C and follow Brainchip on Twitter for more Anns like this:

 

[db1969oz]

I had a feeling we would be partnering with Global Foundries and was expecting an Ann soon.

Bit of a shame it ended up this way, but this is a key step.

Read each word of this and tell me this shouldn't be a proper Ann. Such a key step, partnering with a company like Global Foundries!

Anyways.. as usual.. we will wait for the next 4C and follow Brainchip on Twitter for more Anns like this:

View attachment 28222

Exactly, unfortunately I don’t see twitter, luckily I have the 1000 eyes watching it, so when I get the chance I see what’s happening. But how many don’t ever see any of this information?

 

[Tothemoon24]

Oh well 2 minutes noodles for another 3 months , it’s not it’s not it’s not effecting affecting defecting my health in anyway

 

[VictorG]

Based on cash receipts in this 4c, BRN has sufficient funding for the next 12 quarters.
While I am happy with this 4c and its improvement over the Sept 4c, I have but I question - This 4c showed no extraordinary expenditure so why did BRN issue the LDA capital call?
I can't help thinking we should be expecting some seriously good news over the next 3 months that will justify the cap call. I expect Akida1500 will have something to do with this!

 

[Xhosa12345]

The Bastardo's have a lot of ammo and are seasoned hands in getting their way so they will spin the shit out of any of this that they can colour in any way negative. That's how they make their grubby money.
Our Companies style and retail presence atm is low key, on purpose.
They are not screaming for attention as some here are advocating.
They are concentrating on communicating with the people that actually matter.
The people who's decisions count, when they contract with us, after we have proven our integrity and maturity, will do the screaming when they are ready with their "go to market" campaigns.
In the meantime BRN is just quietly getting on with the job, doing it professionally, establishing our big boy credentials in the big ponds of the world.
This is what we are paying our people the big bucks for.
Our people who actually move in these circles, have done this stuff before, and been successful.
Frankly, they don't need anymore advice from Monday morning quarterback's.
It just takes as long as it takes.
GLTAH

Speaking of monday morning quarterbacks....

 

[JDelekto]

Exactly, unfortunately I don’t see twitter, luckily I have the 1000 eyes watching it, so when I get the chance I see what’s happening. But how many don’t ever see any of this information?

I don't use Twitter. However, all the news is available straight from the horse's mouth on Brainchip's site: https://brainchip.com/media/ and https://brainchip.com/press-releases/

I've been getting into the habit of also checking on their news when an announcement drops.

 

[Shadow59]

Here we go again! The company has made very clear that it will not be putting out announcements unless strictly required to by the letter of law of the ASX, meaning a material event. The BRN crew is ultra cautious about being forced to show their hand by the ASX and I, for one, accept that give everything we all constantly say about the character of that organisation.

I think Sean has provided a low-key summary in the 4c of what people were asking for.

The manipulators were always going to have a crack once the 4c was released and it wouldn't surprise me to see a heap of crap articles, downramping etc to try and push SP below 60c over the next week.

For LTHs, the 4c is reasonable, the tape-out good news and all seems to be building and heading in the right direction. I think there's a hint in the final line "We remain positive on future market penetration and broad adoption of BrainChip’s technology."

All good. Akida ballista

I fear our CEO lacks any imagination, or, he doesn't believe in wasting time writing 4C's. Certainly he's giving no secrets away. The focus of BRN is definitely not the share holder it is solely the long term development of the company. I have my own business and have made many deals over the years. To me it looks like our "customers" are taking advantage of our new in town position to bully us around with regard to all aspects of the deals. Be they terms of payment or announcing partnerships. There are better more fair ways if the Sales team are any good.
Even long term investors in the company have their situations change radically over time and have to reassess on whether to sell or not.
Saying the share price will do what it does, shows a laziness on the one who says it who represents the companies position and also shows that they really don't belong in this so called "benevolent" company. Certainly not benevolent or fair towards its shareholders anyway!
I know I'm going to be struck down by lightening for saying this.
All that being said I totally beleive in what the company is producing, but there are better ways of managing certain aspects.

"In the coming quarter, the Company will focus on key sales targets and converting technical evaluations into paid licenses. In addition, the Company is accelerating development of nextgeneration Akida IP and products to extend our technological lead and market opportunity." from 30th September 4C

"In the coming quarter, the Company will focus on key sales targets and converting technical evaluations into paid licenses. In addition, the Company is accelerating development of nextgeneration Akida IP and products to extend our technological lead and market opportunity." this 4C

"We remain positive on future market penetration and broad adoption of Brainchip’s technology." from September 4C

"We remain positive on future market penetration and broad adoption of BrainChip’s technology." this 4C

 

[db1969oz]

I don't use Twitter. However, all the news is available straight from the horse's mouth on Brainchip's site: https://brainchip.com/media/ and https://brainchip.com/press-releases/

I've been getting into the habit of also checking on their news when an announcement drops.

Yeah, I know, just thought it might have been worthy of asx announcement.

 

[BaconLover]

I know I'm going to be struck down by lightening for saying this.

No. Not anymore.

 

[thelittleshort]

 

[wilzy123]

 

[Townyj]

I fear our CEO lacks any imagination, or, he doesn't believe in wasting time writing 4C's. Certainly he's giving no secrets away. The focus of BRN is definitely not the share holder it is solely the long term development of the company. I have my own business and have made many deals over the years. To me it looks like our "customers" are taking advantage of our new in town position to bully us around with regard to all aspects of the deals. Be they terms of payment or announcing partnerships. There are better more fair ways if the Sales team are any good.
Even long term investors in the company have their situations change radically over time and have to reassess on whether to sell or not.
Saying the share price will do what it does, shows a laziness on the one who says it who represents the companies position and also shows that they really don't belong in this so called "benevolent" company. Certainly not benevolent or fair towards its shareholders anyway!
I know I'm going to be struck down by lightening for saying this.
All that being said I totally beleive in what the company is producing, but there are better ways of managing certain aspects.

"In the coming quarter, the Company will focus on key sales targets and converting technical evaluations into paid licenses. In addition, the Company is accelerating development of nextgeneration Akida IP and products to extend our technological lead and market opportunity." from 30th September 4C

"In the coming quarter, the Company will focus on key sales targets and converting technical evaluations into paid licenses. In addition, the Company is accelerating development of nextgeneration Akida IP and products to extend our technological lead and market opportunity." this 4C

"We remain positive on future market penetration and broad adoption of Brainchip’s technology." from September 4C

"We remain positive on future market penetration and broad adoption of BrainChip’s technology." this 4C

The focus of BRN is definitely not the share holder it is solely the long term development of the company.

Exactly how it should be until we start turning a profit..

Want to make a quick buck... you should probably look somewhere else.

 

[charles2]

The focus of BRN is definitely not the share holder it is solely the long term development of the company.

Exactly how it should be until we start turning a profit..

Want to make a quick buck... look somewhere else.

Not sure that it has to be an either/or.

 

[Dozzaman1977]

I have been wanting to discuss this for a while.

I have discussed this previously with a few people in private, and given some hints on the forums after Tech posted his question last week on a related subject, but I think after yesterday's discussion on shorting it is good for people to do some own research.

View attachment 28217



If you search ''put option'' this is what you get:


View attachment 28218

1) So how is LDA using this facility?
2) How are they making money?
3) Why we closed the gap at 87 cents, around 4 days before this LDA announcement?
4) And why are we back to the recent lows now and who's benefitting from it?

Do your own research as I have no idea what this all means, so it is up to individuals to read upon further on this. I am not responsible for anyone's trading actions, I am just sharing what I find interesting.

Just a few things to ponder about while we enjoy this beautiful Monday.

I guess a true indication of where the company stands in regards to future revenue will be whether this will be the last put option brainchip takes part in. I believe this extended put call option deal was to end this year anyway, hopefully there is no extension of this deal again due to the anticipated future streams of income from licence and IP sales taking care of the brainchips financial position.

 

[Baneino]

The Bastardo's have a lot of ammo and are seasoned hands in getting their way so they will spin the shit out of any of this that they can colour in any way negative. That's how they make their grubby money.
Our Companies style and retail presence atm is low key, on purpose.
They are not screaming for attention as some here are advocating.
They are concentrating on communicating with the people that actually matter.
The people who's decisions count, when they contract with us, after we have proven our integrity and maturity, will do the screaming when they are ready with their "go to market" campaigns.
In the meantime BRN is just quietly getting on with the job, doing it professionally, establishing our big boy credentials in the big ponds of the world.
This is what we are paying our people the big bucks for.
Our people who actually move in these circles, have done this stuff before, and been successful.
Frankly, they don't need anymore advice from Monday morning quarterback's.
It just takes as long as it takes.
GLTAH

You could not have said it better !
The grass does not grow faster when you pull on it.
Everything is done right !

Greeting

 

[BaconLover]

I guess a true indication of where the company stands in regards to future revenue will be whether this will be the last put option brainchip takes part in. I believe this extended put call option deal was to end this year anyway, hopefully there is no extension of this deal again due to the anticipated future streams of income from licence and IP sales taking care of the companies financial position

That's the way I take it too.
Nearly $50 m secured will give BRN enough cushion for a couple of years, and in this market conditions it is a good thing to have that cash cushion.

 

[Diogenese]

Recent, very new actually. It has been discussed here a few days back, that it was a purposeful silence. So obvious after the CES 2023 togetherness.

Poked and prodded about this, @Fact Finder did have some clear thoughts on this topic:

As for the Luca Verre interview there is no doubt in my mind, they are doing secret AKIDA Science Fiction. All you have to do is go to the press release from CES 2023 where Prophesee stated they were:

1. presenting with Brainchip
2. had reserved a suite in a hotel
3. were scheduled to meet 100 interested parties, and
4. these meetings with interested parties were mostly subject to NDA’s.

No speculation required a known admitted too publicly available fact. Secret AKIDA Science Fiction discussions are taking place between Brainchip, Prophesee and interested parties.

Thanks for the reminder about Prophesee Stuart.

Add to this today's Akida 1500 tapeout announcement for an at-sensor application for Akida using GlobalFoundries ultra-low leakage fully-depleted silicon-on-insulator technology ...

... I was momentarily tempted to add the Sony/Prophesee camera 2-in-one deblurring thingy, but that is 4.2nm. Maybe a proof-of-concept, after all we are not in the business of selling chips?

Given Akida's already legendary power parsimony, ultra-low leakage suggests very long term battery powered applications with infrequent recharging ... NASA? ... ???

PS: I was hoping for something on the LSTM/Transformer front, but it's probably too soon for transformers since the company only started talking about transformers quite recently.

 

[Bravo]

Previous specs published show AKD1500 with LSTM and transformer networks, however, the tape-out announcement doesn't specifically mention these two features but rather it says " The AKD1500 uses the latest features of BrainChip's extremely energy-efficient, event-based, Akida™ AI IP."

I wonder why LSTM and transformer networks weren't mentioned specifically? I know it mentions GlobalFoundries' leaky boat technology but what else could the latest features from Akida IP be if not LSTM and transformer networks?

 

[Shadow59]

The focus of BRN is definitely not the share holder it is solely the long term development of the company.

Exactly how it should be until we start turning a profit..

Want to make a quick buck... you should probably look somewhere else.

Who said anything about my making a quick buck. Obviously you only read that sentence and took it straight out of context. I could say a lot here that would be seen as defamatory, but I wont.
I have been holding BRN for many years and certainly never intended selling as the intention was always for dividends down the track.
I am a normally very positive healthy person, to the extent that I was even competing in the swimming at the PanPacs on the Gold Coast late last year. Now however, as I was saying before somtimes situations can change. I now find I have to have a serious operation, so am selling both my cars, as I wil not be able to drive. I also will not be able to work for somtime either. So I guess in your eyes that that is being seen as going into an investment looking for a quick buck.

 

[dippY22]

I waited thinking that someone else would post this but is no one else excited about a Korean (based ... perhaps ???) sales executive? I think that's fairly significant. And I'm sure it isn't the same as saying we hired an Irish rep, or a Jamaican rep, or a Czech rep. I think that means someone who is spending > 50% of their time in Korea. Now, let's start peeling that onion.
dippY