BRN Discussion Ongoing

[Fact Finder]

There is one thing I am anxious to see is the promised presentation by Mercedes Benz on neuromorphic computing.

I have predicted it would occur this month but why do months have to have so many days in them.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Dhm]

last license agreement was with Megachip and announced on the 21/11/2021, 27 months of no sales is not true if i am allowed to say so

I asked TD about what process we could expect next with ARM. He responded:

I pressed TD about whether that would possibly mean multiple ASX announcements with ARM and he replied:

let's hope for multiple ASX announcements with ARM clients. That would get our SP blasting off!

 

[Shadow59]

"I feel for the people who hold 1 million plus shares"

Yeah man, I feel for those guys and gals too!

I'm bloody jealous/envious!

I still want to buy more, just trying to sort out what I can sell that isn't nailed down etc ..

Tell you one thing, I'm either going to be rich, or living in a caravan eating 2 minute noodles..

But freedom and happiness, can be got in either situation and is in fact independent of your situation.

Plenty with "Everything" who are unhappy..

I am sooo with you! Currently trying to sell one of my cars so I can buy more.

 

[Yak52]

4,371,903 new Shorts on the ASX for Monday 13th March.

Wonder how many taken today and dropped in the Market? See tomorrow I guess.

As can be seen by the following data from the ASX it would seem that the SHORT Positions have not been reduced lately even with a significant drop in the Share price.

Friday - 10th March 2023 ASX Market report of Outstanding Borrowed Positions.

BRN

BRAINCHIP HOLDINGS LTD

FPO

Gross outstanding Borrowed

132,261,631

Net outstanding Borrowed

98,526,567

Net outstanding Borrowed as a % of MC

5.58%

Yak52

 

[skutza]

Hmmmm, I wonder if our mEEm stock will start to look less inviting to the shorters. Do they have their eye elsewhere?

 

[HopalongPetrovski]

Hmmmm, I wonder if our mEEm stock will start to look less inviting to the shorters. Do they have their eye elsewhere?

View attachment 32074

I wouldn't wish those pricks on anyone.
The shortee's can eat shit and die.

 

[Realinfo]

At times like this, we need to show a touch of empathy.

I‘m happy for those here who (like me) were early to the party and purchased stock for bargain basement prices. I’m happy for those here who (like me) had / have the wherewithal to build handsome parcels by trading the ups ‘n downs of our battler’s share price. I’m happy for those here who can use the current situation to purchase more and more stock as the price continues to tumble.

But share a thought for those who purchased stock for a dollar or more, on the back of exuberant public comments made by our battler’s directors and senior executives, some that were made when most of the headwinds the global economy is facing were well known.

As our battler’s share price tumbles down and down and down, I believe there would be many people who for very personal and individual reasons of their own, could no longer / can no longer hold on to a stock, they (like us) know is gunna knock our socks off one day soon.

Please don’t lambaste these people…please show them a little respect…please show them a little empathy.

 

[BaconLover]

At times like this, we need to show a touch of empathy.

I‘m happy for those here who (like me) were early to the party and purchased stock for bargain basement prices. I’m happy for those here who (like me) had / have the wherewithal to build handsome parcels by trading the ups ‘n downs of our battler’s share price. I’m happy for those here who can use the current situation to purchase more and more stock as the price continues to tumble.

But share a thought for those who purchased stock for a dollar or more, on the back of exuberant public comments made by our battler’s directors and senior executives, some that were made when most of the headwinds the global economy is facing were well known.

As our battler’s share price tumbles down and down and down, I believe there would be many people who for very personal and individual reasons of their own, could no longer / can no longer hold on to a stock, they (like us) know is gunna knock our socks off one day soon.

Please don’t lambaste these people…please show them a little respect…please show them a little empathy.

Couldn't agree more.

Without naming names I can also say that some of those who ridicule those who panic, also do panic and have done so many times in the past. I've seen it first hand, and have supported them multiple times.

But unfortunately, when I had to talk to someone, there weren't many who would listen.
I have accepted that's life and that's how people react so all good.

But if someone is sharing their views here, let's be kind. Especially when we know they're genuine holders.

 

[jtardif999]

You’re over simplifying it FF. It’s not about the bad news released by the company, of course this hasn’t been released - it’s about the 27 months with no licences sold, during a period of commercialisation heavily supported by a hefty sales team.

This is why we have no revenue, this is why we are being shorted, this is why the SP is in the gutter.

I keep repeating what seems to fall on deaf ears; the EOY report showed 4 million dollars in licence fees collected in 2022, so your statement about going 27 months with getting any is false and misleading.

 

[Easytiger]

His holding hasn't changed in the last three years afaik.

Anyone know who this very smart guy is

 

[BaconLover]

Anyone know who this very smart guy is

We can't disclose identities here, may be try at AGM if you want to meet other shareholders.

 

[Foxdog]

There are two solid gold immutable FACTS that have been released which allow me to ignore the current share price machinations:

1. Renesas has taped out its AKIDA chip and will be bringing it to market end of 2023.

2. MegaChips who has produced license income in the Brainchip balance sheet has admitted it helped with the backend design for AKIDA1500 which according to Brainchip was produced as a result of customer requests.

With these two FACTS I do not need any other information to make me comfortable with maintaining my investment in this company.

As a bonus though these are not the only positive Facts weighing in Brainchip’s favour.

My opinion only DYOR
FF

AKIDA BALLISTA

'MegaChips who has produced license income in the Brainchip balance sheet has admitted it helped with the backend design for AKIDA1500 which according to Brainchip was produced as a result of customer requests'.

The big question now is: has AKIDA 1500 satisfied the needs of these customers and if so when will these customers walk the talk and put their money where their mouths are?

 

[skutza]

'MegaChips who has produced license income in the Brainchip balance sheet has admitted it helped with the backend design for AKIDA1500 which according to Brainchip was produced as a result of customer requests'.

The big question now is: has AKIDA 1500 satisfied the needs of these customers and if so when will these customers walk the talk and put their money where their mouths are?

Why do you think they haven't already?

 

[skutza]

'MegaChips who has produced license income in the Brainchip balance sheet has admitted it helped with the backend design for AKIDA1500 which according to Brainchip was produced as a result of customer requests'.

The big question now is: has AKIDA 1500 satisfied the needs of these customers and if so when will these customers walk the talk and put their money where their mouths are?

I think that is most likely to be this situation.

Dear Brainchip, love the Akida 1000 and we've been able to get a few people signed up and products are starting to move. However many of our customers are reluctant to move forward currently as they also need X, Y and of course the dreaded Z. Any ideas?

Thanks Megachips, yes of course we can do that. As you are aware with the DD you did before signing up, we can deliever X,Y and we don't see Z as dreaded but a simple solution. How about we work together on this to make sure we can cross all the T's and dot all the I's for those fussy customers of yours?

Dear Brainchip, yes we are happy to get involved. All the techs you trained are fully aware of what is needed. So how about we get that Akida 1500 up and running as our customer list is growing by the day. regards, the smart early movers.

Well, I'm sure it was close to this anyway ROFL!!!

So revenue is possibly/likely coming in from the day or the day after..... 1500 was first commissioned

 

[manny100]

I thought I did well adding a heap to super at 64c, now my super looks as shit as my portfolio!

That is a huge club. I am in it as well so I added in 50's.
Could not fit a wafer in that club. It's packed.
Think one more top up in 40's and that is it.
That is what I always say.
Still it will look like peanuts in a few years

 

[Fact Finder]

Hi @skutza and @Foxdog

I think there can be a middle ground between the two positions.

If the AKIDA 1500 is part of a MegaChips proof of concept design it may have been proven out in software and using AKD1000 but the final proof of concept is to show it running to spec using the customers CPU.

If this is correct then MegaChips will have a board made up ready to hook AKIDA1500 up to so testing should take on my reading less than three weeks.

I suspect that to go to the trouble and expense of bringing AKIDA 1500 to life in advance of AKIDA 2000 there has already been an agreement reached.

This agreement would be conditional on the Proof of Concept and in line with the facts of GetSwift being conditional could not be announced via the ASX even if there were not NDAs in place.

If memory serves the AKD1500 is expected second quarter 2023.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[DingoBorat]

I am sooo with you! Currently trying to sell one of my cars so I can buy more.

I'm trying to get a damn car running, so I can do the same!

 

[Bravo]

Following on from yesterdays conjecturing about which of Arm's customers would prefer to use a new and improved Arm V9 architecture which incorporates Akida, I reckon that Qualcomm would most definitely be on the cards and if they're not, then they should be IMO.

With Oryon for example, Qualcomm is using Arm v9 architectural license/instruction set. And Renesas have proven that Akida is compatible with Cortex M85 and could feasibly be incorporated in V9, so what does Qualcomm have to lose (except for its law suit against Arm) by getting the new fancy fan-dangled architecture up and running in all of their WindowsPC's, smartphones, digital cockpits, ADAS and other various goods and sundrys?




View attachment 32057

Qualcomm Reveals New "Oryon" CPU to Be Used in Windows on ARM PCs

Qualcomm introduced a new Oryon CPU for Windows on ARM PCs and other devices at its Snapdragon Summit yesterday.

www.thurrott.com

Qualcomm Oryon: Everything you need to know about the new custom silicon

Qualcomm announced new CPU cores called Oryon at its Snapdragon Technology Summit in 2022. Here's everything that you need to know about it.

www.xda-developers.com

And you know who else uses Arm architecture? Apple does to power every Apple computing product, unless the article below is incorrect.

And thanks to Renesas we know Akida can now seamlessly integrate with the Arm Cortex-M85 processor available as part of Armv8.1M architecture. So why wouldn't Apple want to get in on this action?

Anyway someone from Apple is probably going to be very interested in Renesas who is to present the first live demonstrations of artificial intelligence (AI) and machine learning (ML) implementations (in other words AKIDA inside) on an MCU based on the Arm Cortex-M85 processor at the embedded world 2023 Exhibition and Conference in Nuremburg, Germany from March 14-16.

This is a snippet from the announcement.

Arm's new chip architecture will power future devices, possibly including Apple's | AppleInsider

Chip designer Arm Ltd. has announced its new v9 architecture, a design that could eventually appear in the Apple Silicon powering future iPhones, iPads, and Macs.

appleinsider.com

 

[Esq.111]

I'm trying to get a damn car running, so I can do the same!

Afternoon DingoBorat,

Is it yours , or someone else's.

Regards,
Esq.

 

[FJ-215]

Afternoon DingoBorat,

Is it yours , or someone else's.

Regards,
Esq.

I'd set fire to mine for the insurance money but it would take to long to get the blood out of that stone.