BRN Discussion Ongoing

[equanimous]

WBT on the rise again, and is about to surpass us in Market Cap.

I am a holder so hope this company does well, but addressing the facts:

- No product yet
- Recently taped out (effectively unproven)
- Earlier stage in development

But their management understand the importance of shareholder management and regular market updates.

Does it seem right and normal that a company that is years behind us, playing in the same pool, listed in the same exchange, is about to be worth more than us?

Brainchip team reading this - it’s embarrassing how we are performing. I’m sick of excuses about general market conditions. Other companies are building their SP and understand the importance of this aspect of the business. What are we doing here???? Give us a proper fucking update!!!!!

dont know what universe your in we were updated in the quartely 4c. Tony responded in numerous emails. BRN dont control share price market does.

 

[Dhm]

The recent paper that Brainchip published goes into how we are helping partners make LiDAR more efficient. We all know how Akida makes in cabin experiences better, but happy that we are cotributing to outside awareness as well. The conclusion to the paper says....

 

[robsmark]

dont know what universe your in we were updated in the quartely 4c. Tony responded in numerous emails. BRN dont control share price market does.

I’m in the real universe mate.

The 4c was pathetic and told us nothing.

I’m not talking about management replying to a few people via private emails, I’m talking about proper market updates.

- EAP?
- Announcement for Tape Out
- Announcement for Intel partnership
- Status of current customers
- Proper roadmap

If you can’t see that these things are required then you are dilutional.

A like company which is years behind us is about to overtake us in value. Let that sink in.

 

[AARONASX]

WBT on the rise again, and is about to surpass us in Market Cap.

I am a holder so hope this company does well, but addressing the facts:

- No product yet
- Recently taped out (effectively unproven)
- Earlier stage in development

But their management understand the importance of shareholder management and regular market updates.

Does it seem right and normal that a company that is years behind us, playing in the same pool, listed in the same exchange, is about to be worth more than us?

Brainchip team reading this - it’s embarrassing how we are performing. I’m sick of excuses about general market conditions. Other companies are building their SP and understand the importance of this aspect of the business. What are we doing here???? Give us a proper fucking update!!!!!

IMO, it is Quite possible that from what we are seeing with WBT is a pump and dump, like we saw this time last year.

While I agree it's dragging out and something/anything is better than nothing when it comes to annoucments....we're all at a crossroad if NDA's/agreements etc restrict Brainchip team from any form of public announcements, I hope here Fortune favours the bold and I am not been played for a fool!

I hope sooner than later we turn the corner see the light and don't look back.

All the best

 

[equanimous]

I’m in the real universe mate.

The 4c was pathetic and told us nothing.

I’m not talking about management replying to a few people via private emails, I’m talking about proper market updates.

- EAP?
- Announcement for Tape Out
- Announcement for Intel partnership
- Status of current customers
- Proper roadmap

If you can’t see that these things are required then you are dilutional.

A like company which is years behind us is about to overtake us in value. Let that sink in.

Company have stated this to you personally and online. This is what the 6th time your whinging about the same thing hoping for another outcome. Its getting old

 

[robsmark]

Company have stated this to you personally and online. This is what the 6th time your whinging about the same thing hoping for another outcome. Its getting old

So is all the passive hippy drum circle bullshit posted by many here. If you don’t like it then don’t read it. I CGAF what you think to be honest.

Besides, just because you don’t want to hear it, doesn’t mean I’m wrong.

 

[Damo4]

WBT on the rise again, and is about to surpass us in Market Cap.

I am a holder so hope this company does well, but addressing the facts:

- No product yet
- Recently taped out (effectively unproven)
- Earlier stage in development

But their management understand the importance of shareholder management and regular market updates.

Does it seem right and normal that a company that is years behind us, playing in the same pool, listed in the same exchange, is about to be worth more than us?

Brainchip team reading this - it’s embarrassing how we are performing. I’m sick of excuses about general market conditions. Other companies are building their SP and understand the importance of this aspect of the business. What are we doing here???? Give us a proper fucking update!!!!!

Just to play a little devil's advocate, WBT's MC may be overvalued and ours may be undervalued. Now I know you probably agree with the BRN bit, but I don't think we truly know the average holdings of the 40k+ holders.

We also had a crazy quick run up to $2.34 back when we had far less deals/ANN's.
We were talked about everywhere - forums, news, youtube, socials etc.
It was a hype train that unfortunately lead to a correction rather than a re-rate.
WBT could be experiencing a similar hype run that may be a little too early or could be well timed, who knows?
- I should say I know literally nothing of WBT other than what is mentioned here and in your post

I want to categorise some of the groups of holders and indicate why no-one is specifically climbing over each other to buy (with or without announcements about partnerships)


LTH's who have average buys far lower than the current SP (<30c) - maybe a little averaging up but if they are like me I don't like to increase that average if my holdings are already large.
LTH's who have averaged up at or around the current SP - this describes myself I guess where I've no intention to sell out just because It's slipping, but not much more capital to allocate each week/month, certainly not enough to move the market
Any term holder who bought above $1 - these guys are either at the end of their rope and will sell, or are just holding on and not looking at their paper loss. I don't see much averaging down if they bought up near the top last year. Again not enough to move the market.
Shorters - selling down, no explanation needed, relying on FUD
Traders - Playing both sides, which is trapping us in our little trading channel for now
First time buyers - Sure these guys may get influenced, but if they see news announced and the SP slips or stays the same, they may just bail and move onto greener pastures.

Either way I don't see a demographic who's ready and able to influence the SP as it stands. I understand your point that it's because it's a ghost town regarding our ASX announcement's, but the information is still easy to find.
In my opinion, an ASX ANN regarding tape-outs would have been appropriate but also not something I care about if BRN choose not to announce to the market based on anti-ramping procedures they have now implemented. Sure, if they had an obligation to do so and didn't I would be upset, but if they are playing conservatively in the rules then so be it.
Honestly propping up the SP with news lacking material value just means we run to $2.34 and crash again. As a LTH I don't want that lol

Just my opinion and not saying I disagree with you, as it's just speculation based on BRN history and what you can observe with WBT, I just don't personally want anything resembling pumps as I don't want to have to time the market to exit then enter and worry about missing important re-rates, cap raises, ANN's etc. I just wanna hold and see the fruit at the end, we all know Akida is revolutionary and BRN is at the forefront of this Ai explosion.

 

[Rise from the ashes]

Search on for more Chinese government-linked security devices, as more than 900 found across departments

An audit of Commonwealth offices uncovers more than 900 units of surveillance equipment that have been built by companies linked to the Chinese government and are banned in the US and UK.

www.abc.net.au

 

[VictorG]

So is all the passive hippy drum circle bullshit posted by many here. If you don’t like it then don’t read it. I CGAF what you think to be honest.

Besides, just because you don’t want to hear it, doesn’t mean I’m wrong.

if you are right, why not sell BRN and buy WBT

 

[robsmark]

Just to play a little devil's advocate, WBT's MC may be overvalued and ours may be undervalued. Now I know you probably agree with the BRN bit, but I don't think we truly know the average holdings of the 40k+ holders.

We also had a crazy quick run up to $2.34 back when we had far less deals/ANN's.
We were talked about everywhere - forums, news, youtube, socials etc.
It was a hype train that unfortunately lead to a correction rather than a re-rate.
WBT could be experiencing a similar hype run that may be a little too early or could be well timed, who knows?
- I should say I know literally nothing of WBT other than what is mentioned here and in your post

I want to categorise some of the groups of holders and indicate why no-one is specifically climbing over each other to buy (with or without announcements about partnerships)


LTH's who have average buys far lower than the current SP (<30c) - maybe a little averaging up but if they are like me I don't like to increase that average if my holdings are already large.
LTH's who have averaged up at or around the current SP - this describes myself I guess where I've no intention to sell out just because It's slipping, but not much more capital to allocate each week/month, certainly not enough to move the market
Any term holder who bought above $1 - these guys are either at the end of their rope and will sell, or are just holding on and not looking at their paper loss. I don't see much averaging down if they bought up near the top last year. Again not enough to move the market.
Shorters - selling down, no explanation needed, relying on FUD
Traders - Playing both sides, which is trapping us in our little trading channel for now
First time buyers - Sure these guys may get influenced, but if they see news announced and the SP slips or stays the same, they may just bail and move onto greener pastures.

Either way I don't see a demographic who's ready and able to influence the SP as it stands. I understand your point that it's because it's a ghost town regarding our ASX announcement's, but the information is still easy to find.
In my opinion, an ASX ANN regarding tape-outs would have been appropriate but also not something I care about if BRN choose not to announce to the market based on anti-ramping procedures they have now implemented. Sure, if they had an obligation to do so and didn't I would be upset, but if they are playing conservatively in the rules then so be it.
Honestly propping up the SP with news lacking material value just means we run to $2.34 and crash again. As a LTH I don't want that lol

Just my opinion and not saying I disagree with you, as it's just speculation based on BRN history and what you can observe with WBT, I just don't personally want anything resembling pumps as I don't want to have to time the market to exit then enter and worry about missing important re-rates, cap raises, ANN's etc. I just wanna hold and see the fruit at the end, we all know Akida is revolutionary and BRN is at the forefront of this Ai explosion.

Thanks for the well reasoned response Damo.

My fear is that management are over compensating for previous actions (which weren’t that bad in the first place imo) and are now stifling growth.

Many people (myself included) don’t use Twitter, Instagram, whatever, and rely on the ASX for company related news - that’s what the platform is for. It invigorates discussion and generates confidence in new buyers and investors alike.

 

[robsmark]

if you are right, why not sell BRN and buy WBT

I hold both.

I have confidence in the product but I’m sick of losing money day in and day out. A completely valid concern for a share holder.

 

[Damo4]

Thanks for the well reasoned response Damo.

My fear is that management are over compensating for previous actions (which weren’t that bad in the first place imo) and are now stifling growth.

Many people (myself included) don’t use Twitter, Instagram, whatever, and rely i. The ASX for company related news - that’s what the platform is for. It invigorates discussion and generates confidence in new buyers and investors alike.

"My fear is that management are over compensating for previous actions (which weren’t that bad in the first place imo)"

Yeah I couldn't agree more with this bit, I guess I can only trust that the ramifications of a proper ASX investigation could be very detrimental?
I hold a little ESH and that company/management is shocking and I can't believe that's not investigated so who knows if there's even a risk lol

 

[buena suerte :-)]

WBT on the rise again, and is about to surpass us in Market Cap.

I am a holder so hope this company does well, but addressing the facts:

- No product yet
- Recently taped out (effectively unproven)
- Earlier stage in development

But their management understand the importance of shareholder management and regular market updates.

Does it seem right and normal that a company that is years behind us, playing in the same pool, listed in the same exchange, is about to be worth more than us?

Brainchip team reading this - it’s embarrassing how we are performing. I’m sick of excuses about general market conditions. Other companies are building their SP and understand the importance of this aspect of the business. What are we doing here???? Give us a proper fucking update!!!!!

Mark, I'm totally with on this.... I am a very patient person .. But this is really starting to grind on me now!!! we are now heading back to the 50's again!!! I didn't think we would see this again ever!! (Not bothered with the "time to top up" !!) completely gob smacked at the prospect of this happening I know we have had an explanation regarding announcements but I have been reading MANY 'other' company announcements on the ASX for a comparison on releasing company updates/news, and the taping out of AKD1500 should have been put to the ASX whether Non or price sensitive, It doesn't have to be $$$$$ sensitive it's just updated information on a platform that ties in your investments and company information in 'One place" It's informing current shareholders and prospective shareholders what the company is doing with their plans/business model moving forward...I know I will not be very popular with my 'one off rant' but that is just the way I feel at the moment ....

If we all know there will be NO ASX announcements then so do others!! and they will continue to play their games almost risk free!

I hope I get totally proven wrong with a HUGE announcement soon! Here's hoping

Over and out from a very Grumpy long term holder

 

[HopalongPetrovski]

BRN holder's in.............. "The house of the Shorter's".
Give me Kumbaya anyday.

 

[Rise from the ashes]

 

[JoMo68]

WBT on the rise again, and is about to surpass us in Market Cap.

I am a holder so hope this company does well, but addressing the facts:

- No product yet
- Recently taped out (effectively unproven)
- Earlier stage in development

But their management understand the importance of shareholder management and regular market updates.

Does it seem right and normal that a company that is years behind us, playing in the same pool, listed in the same exchange, is about to be worth more than us?

Brainchip team reading this - it’s embarrassing how we are performing. I’m sick of excuses about general market conditions. Other companies are building their SP and understand the importance of this aspect of the business. What are we doing here???? Give us a proper fucking update!!!!!

Did you not read Tony Dawes response re. market sensitive announcements to the ASX? We've already had a warning. I reckon a team of our calibre know what they're doing.

 

[robsmark]

Did you not read Tony Dawes response re. market sensitive announcements to the ASX? We've already had a warning. I reckon a team of our calibre know what they're doing.

That’s the point - an email.

I wouldn’t know if they know what they’re doing or not to be honest. They don’t tell us enough for me to gauge it.

The SP has doubled in two years during a commercialisation phase… happy with that performance?

 

[JoMo68]

That’s the point - an email.

I wouldn’t know if they know what they’re doing or not to be honest. They don’t tell us enough for me to gauge it.

The SP has doubled in two years during a commercialisation phase… happy with that performance?

I've done my due diligence and I'm very patient. Others may not have the luxury of time, but I guess that's one of the things you have to factor in when deciding to invest.

 

[robsmark]

I've done my due diligence and I'm very patient. Others may not have the luxury of time, but I guess that's one of the things you have to factor in when deciding to invest.

I’ve been in this stock for more than a few years myself. I’d say that I’m patient and have certainly done DD.

That doesn’t speak against my argument though.

 

[Rise from the ashes]

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