BRN Discussion Ongoing

[Braintonic]

 

[Fact Finder]

1. Renesas
2. MegaChips
3. Mercedes Benz
4. Intellisense
5. Socionext
6. Intel
7. ARM
8. SiFive
9. Edge Impulse
10. Prophesee
11. NVISO
12. VALEO
13. NASA
14. Intelligence Systems Laboratories - ISL
15. US Air Force Research Laboratories
16. Ai LABS
17. EMOTION 3D
18. GlobalFoundries
19. ANT61
20. FORD - developing first of its kind stealth autonomous Electric Vehicle
21. TEKSUN

22. Carnegie Mellon University
23. Arizona State University
24. Rochester Institute of Technology

If you have done your own research these are twenty four very good reasons to have a positive outlook.

Then one can start to look at the scientific and engineering achievements:

1. Renesas taping out an AKIDA based MCU;
2. NVISO producing astonishing benchmarks for its apps running on AKIDA 1000;
3. ARM & Brainchip announcing M85 compatibility.
4. Prophesee announcing that AKIDA was what it was missing;
5. Mercedes Benz revealing AKIDA 1000 was five to ten times more efficient than competitor products;
6. MegaChips advising that it worked on the backend of AKD1500;
7. Brainchip and GlobalFoundries announcing AKIDA 1500 can be fabricated in its 22nm and reference chips available 2/2023;
8. Brainchip announces with public industry accolades the release to early adopters the AKIDA 2nd Generation;
9. ISL announcing the radar AKIDA design win;
10. Intellisense announcing their design solution utilising AKIDA for radio communications;
11. MegaChips producing unaccounted for IP licensing fees.
12. ANT61 sending AKIDA to space in 2024 & 2025 braining its autonomous mobile space ship repair robot - (thanks @Diogenese too much happening for me to remember)
13. SiFive announcing compatibility of AKIDA 1000 with X280 Intelligence Series - (I remembered this one by myself)

On top of which extraordinarily talented individuals have been joining Brainchip across all areas of the company from the Board Room to engineering to sales to marketing to research across Australia, the USA, Japan, Korea, Germany and India.

I suspect there is more you might want to add but all this has been achieved during the current CEO’s tenure.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[rgupta]

In my opinion Brainchip has a number of choices:

1. Ask for the unsold shares to be returned;

2. Instruct LDA Capital to hold on to the shares until a further call is made;

3. Revise the floor price to permit LDA Capital to conclude this call.

The thing is as Blind Freddie pointed out LDA Capital could well have finished selling already as they only had 30 million to sell and if the floor was 50 cents they could easily have finished in less than 30 trading days from 11.1.23.

The reporting of the outcome would be done in the upcoming 4C due out end of April.

My opinion only DYOR
FF

AKIDA BALLISTA

Just one question let us think

‘The dog ate it’…the perennial excuse for not handing in your homework.

Akida Development Environments (ADE’s) were released to Early Access Partners (EAP’s) back in 2019. Feedback from these partners were taken on board, causing a delay in the completion of the Akida IP. On 8 April 2020, TSMC began production of the Akida 1000 chip, which worked better than expected. By this time our battler had over 100 NDA’s in place. From these, the company selected about 24 Fortune 500 household name companies to work closely with. The selected companies were considered the most likely to bring early commercial success…this all happened back in 2020.

What happened guys…did the dog eat them?

In his address at the last AGM in May ‘22 (when the head winds spoken of today were known and already being felt) our CEO said…’I am highly confident that commercial results will come in a steady and sustainable fashion. The company and myself should be judged not on effort, but results. I look forward to standing before you next year to share all the results from this next critical chapter’.

It’s time to call a spade a spade. Our CEO has delivered on half his brief…the production of the second generation of Akida (but for this we really have to thank Peter, Anil and their teams)…and the expansion of partners and collaborators (the ‘ecosystem’) our battler works withIn (but was this not really Rob‘s responsibility).

I know I’ll be decapitated for saying this but our CEO has failed miserably to deliver on the commercial side, exacerbated perhaps by public comments from directors and senior executives from the latter part of 2021 to the middle of 2022.

He, Antonio and Mia have been paid overs for their performance to date. If you don’t believe me just take a look at the 2022 Annual Report. Ahead of the May’23 AGM, we can expect the remuneration outline for directors and senior executives. I call for a stop to any bonus or incentive payments being paid until the company at least reaches break even on revenue v expenses. Directors and senior executives should also feel the pain us shareholders are enduring right now.

To me the trouble is things can never travel in a straight line. Even when we watch a movie there were so many takes and retakes so that we get a perfect picture but even then it can be a flop
So regarding brn we are trying to commercialize a technology. There could be thousands of suggestions, millions of inquiry, one misstep may take us 2 year behind. And may put up a full stop to the company.
Regarding the decisions taken by Sean are partnership with arm, partnership with Intel, NVISO, prophesee, ISL, and so many more.
So if you cannot see the person that means you really have to work hard with your understandings.
Lastly stock market only favours the patient and intelligent people. Dyor

 

[HopalongPetrovski]

Thank you for your words. I know exactly what you mean because I know it myself. Often it is better to skip hierarchies because each fights only for himself and the head no longer knows what the torso does. Even though I have met bosses who have never lost touch and I myself have had the experience of making contacts throughout the chain and keeping everyone together.

But someone of you reported me again. And that after I am particularly sensitized because of the first time. In both cases, I could not identify the origin or the accuser. I also wrote to our admin to find out which post of mine was against the rules. At the moment it feels to me like being judged without knowing by whom and why. I come from Germany and here there was the DDR and in each block of houses a block warden who made sure that everything conformed to the system. So I have a different view on surveillance and anonymous denunciators. At the moment it's no fun for me anymore here.

I understand and sympathise with your concerns.
Zeeb0t is aware of the situation and is working to rectify and improve it, but it will take a little time.
Sometimes life gets in the way.
I appreciate that given your history what has been put in place may be particularly triggering and have already expressed my concerns that it may have unintended consequences.
Please check in from time to time to assess the improvement as I for one would certainly miss your contributions.

 

[rgupta]

Just one question let us think

To me the trouble is things can never travel in a straight line. Even when we watch a movie there were so many takes and retakes so that we get a perfect picture but even then it can be a flop
So regarding brn we are trying to commercialize a technology. There could be thousands of suggestions, millions of inquiry, one misstep may take us 2 year behind. And may put up a full stop to the company.
Regarding the decisions taken by Sean are partnership with arm, partnership with Intel, NVISO, prophesee, ISL, and so many more.
So if you cannot see the person that means you really have to work hard with your understandings.
Lastly stock market only favours the patient and intelligent people. Dyor

Sorry FF the last post have nothing to do with your post. That was attached by mistake.

 

[skutza]

If you look at the shareprice when we signed our deal with Megachips, then it was around mid 50c. we jumped up to around the mid to high 60c after this deal. we then went to rocket ships for Mercedes and we know where that went. Whether it was just traders, or whoever I am sure some LTH sold some also to free ride and take profit off the table.

The Capital call was made in January 2022 at the time the share price was $1.40ish and by the end on April 2022 it had plummeted to back under $1.

So it was no surprise really that the call was done in January again this year, and no surprise that the Sp reacted and performed in a similar way. So really we can only complain to ourselves for not being "on the ball"

We never complained once when the traders etc manipulated the price to $2.34 and we were high fiving each other. But we curse them when we missed that boat. Lets put it into perspective. We are oversold, that I'm currently sure of as we were 50c before the Megachips deal. 65c it settled after the signing so maybe there is fair value at the moment? However the rate things are going in the media and talking up of Brainchip via some pretty big players then surely we will be on the road to $1 again soon. I've put my money where my mouth is, but I've been wrong before but I've never felt this confident either. good luck all

 

[Diogenese]

I think that many people, myself included, have been guilty of underestimating the difficulty in establishing a market for such a revolutionary product.

This is not another better memory.

This is not just another better processor.

This is a totally new and revolutionary processor working on a principle unheard of outside the ivory towers of academe until a few years ago and working on a totally foreign fuzzy logic which is anathema to the incumbent von Neumann processor. It is so foreign that the experts argue as to how to measure its performance, albeit its performance far surpasses that of any previous processor as to speed and power efficiency, while losing nothing in accuracy. Akida makes child's play of the processing load which required a von Neumann processor to have a cooling system like a V8 Chevvy in traffic - without raising a sweat.

Clearly there are products for which Akida is a natural fit, DVS and LiDaR being foremost, with KWS close behind but not alone.

We were late to the Prophesee party, Prophesee itself being a wunderkind. We missed the first wave of Prophesee/Sony. Prophesee have a prior engagement with Synsense, but we have a spot on their dance card.

Automotive products have a mandatory years-long proving period. We've served our apprenticeship with Valeo - will we reap the reward with the new Mercedes due out later this year?

Mercedes also trumpeted our KWS ability, and plans to "standardize" its chip inventory. Dare we hope?

And now, within the last couple of weeks, BrainChip have announced Akida 1500 in GF's 22 nm layout, sans ARM Cortex, a format which meets a recent NASA SBIR, not to mention the satellite repair robot.

And, if you're underwhelmed by that, perhaps you were whelmed by Akida Gen 2? It can skip and transform while paying attention to the time.

If you're not big on deferred gratification, BrainChip may not be a good fit.

They say that the darkest hour is just before dawn, or, in sharemarketese, the price is always lowest just before it goes up.

 

[miaeffect]

New AI camera can detect if a driver is drunk behind the wheel

A Melbourne company responsible for mobile phone detection cameras is developing new cameras to identify alcohol- and drug-affected drivers.

www.carexpert.com.au

IS THIS POSSIBLE

 

[Steve10]

Typically, companies create value for their shareholders by generating profits, increasing revenue, and growing their market share. Shareholders can also benefit from dividends or share buybacks, which can increase the value of their shares.

BRN is currently similar to a pre-production miner. The product TAM/resource JORC has been confirmed as significant & the production plant is being constructed. The miners have offtake agreements similar to BRN having licensee's/partners prior to production revenue.

Numerous pre-revenue lithium miners currently heavily shorted similar to BRN. They are good quality companies as is BRN. It's just the nature of the cycle & the shorters taking advantage. I can understand shorting the lithium miners now due to the lithium price more than halving & they are still many months away from production revenue but BRN doesn't make sense.

Semiconductor companies such as Intel, AMD, Nvidia & Qualcomm are above or near 200sma on daily charts. The semiconductor ETF SMH has golden crossed & is above 200sma. Anything AI related is very hot at the moment except BRN. WBT was hot for a while until the shorters took notice & shorts have increased from nil to 2.67% in less than a month resulting in SP decline of 36.7%.

So revenue is what is currently required by BRN for SP to increase. And some assistance from rate cuts to increase DCF valuation.

BRN revenue should commence soon with more licence agreements & royalties. If the Renesas M85 chip has Akida IP revenue should commence next quarter. Renesas's MCU market competitors such as NXP & STM will be next as they will not want Renesas to dominate the AI MCU market alone. They are all using ARM IP for their chips & Akida integration has been validated.

With regard to US interest rates, the US Feds will need to get above CPI rate. CPI should decline to around 5% by May & US Fed rate will be at 5.25% with one more rate hike. Should inflation continue to decline to say 4.5% in July then the US Feds could commence rate cuts as they will be highly restrictive with monetary policy at 5.25%.

Could cut 0.5% to 4.75% & still be restrictive above the CPI rate of 4.5%. US CPI would have declined 50% YOY from 9.1% in June 2022 to 4.5% in July 2023. Another 50% decline YOY would bring it down to 2.25% by July 2024 allowing the US Feds to reduce interest rates to 2.25% being neutral or lower if they want to stimulate the economy. That would imply 3% of rate cuts from July 2023 to July 2024.

High interest rates reduce DCF valuations & low interest rates increase them.

Tricky market at the moment. Big sell off last hour yesterday in US resulting in red day. Has been mentioned to me whichever way the market goes the night of FMOC it will break out in opposite direction. Finished red so hopefully we see some green now. US Futures green for the time being.

RSI is currently very low on BRN daily chart similar to November & mid-February sell offs. RSI has also bottomed on weekly chart similar to April 2019. Has to bounce soon. SP might do the same as 2019 when it doubled from 4.2c in April to 10c intraday by May when US Feds paused. Got rejected by 200sma on daily chart in 2019 at first attempt. Daily chart has declining 200sma at 78.5c so it appears shorts will cover around 40c range & SP will bounce to 80c range. Double bottomed after the 2019 run up so could head back to 40c again before breaking out above 200sma & holding above. Maybe we will get a decent announcement such as a license agreement soon causing SP to run up fast then back down to await US Fed pivot prior to getting above 200sma again.

Have to look ahead in moments like this at 2028 when BRN will have revenue growth, market share & NPAT with SP to suit.

 

[Fact Finder]

I think that many people, myself included, have been guilty of underestimating the difficulty in establishing a market for such a revolutionary product.

This is not another better memory.

This is not just another better processor.

This is a totally new and revolutionary processor working on a principle unheard of outside the ivory towers of academe until a few years ago and working on a totally foreign fuzzy logic which is anathema to the incumbent von Neumann processor. It is so foreign that the experts argue as to how to measure its performance, albeit its performance far surpasses that of any previous processor as to speed and power efficiency, while losing nothing in accuracy. Akida makes child's play of the processing load which required a von Neumann processor to have a cooling system like a V8 Chevvy in traffic - without raising a sweat.

Clearly there are products for which Akida is a natural fit, DVS and LiDaR being foremost, with KWS close behind but not alone.

We were late to the Prophesee party, Prophesee itself being a wunderkind. We missed the first wave of Prophesee/Sony. Prophesee have a prior engagement with Synsense, but we have a spot on their dance card.

Automotive products have a mandatory years-long proving period. We've served our apprenticeship with Valeo - will we reap the reward with the new Mercedes due out later this year?

Mercedes also trumpeted our KWS ability, and plans to "standardize" its chip inventory. Dare we hope?

And now, within the last couple of weeks, BrainChip have announced Akida 1500 in GF's 22 nm layout, sans ARM Cortex, a format which meets a recent NASA SBIR, not to mention the satellite repair robot.

And, if you're underwhelmed by that, perhaps you were whelmed by Akida Gen 2? It can skip and transform while paying attention to the time.

If you're not big on deferred gratification, BrainChip may not be a good fit.

They say that the darkest hour is just before dawn, or, in sharemarketese, the price is always lowest just before it goes up.

Thanks @Diogenese I have just added ANT61 to my list.
Regards
FF

AKIDA BALLISTA

 

[Fact Finder]

New AI camera can detect if a driver is drunk behind the wheel

A Melbourne company responsible for mobile phone detection cameras is developing new cameras to identify alcohol- and drug-affected drivers.

www.carexpert.com.au

IS THIS POSSIBLE

I think so Melbourne has always been very conservative.

 

[HopalongPetrovski]

I think so Melbourne has always been very conservative.

Hey there Mister. We like to think of ourselves as chic.

 

[stan9614]

Typically, companies create value for their shareholders by generating profits, increasing revenue, and growing their market share. Shareholders can also benefit from dividends or share buybacks, which can increase the value of their shares.

BRN is currently similar to a pre-production miner. The product TAM/resource JORC has been confirmed as significant & the production plant is being constructed. The miners have offtake agreements similar to BRN having licensee's/partners prior to production revenue.

Numerous pre-revenue lithium miners currently heavily shorted similar to BRN. They are good quality companies as is BRN. It's just the nature of the cycle & the shorters taking advantage. I can understand shorting the lithium miners now due to the lithium price more than halving & they are still many months away from production revenue but BRN doesn't make sense.

Semiconductor companies such as Intel, AMD, Nvidia & Qualcomm are above or near 200sma on daily charts. The semiconductor ETF SMH has golden crossed & is above 200sma. Anything AI related is very hot at the moment except BRN. WBT was hot for a while until the shorters took notice & shorts have increased from nil to 2.67% in less than a month resulting in SP decline of 36.7%.

So revenue is what is currently required by BRN for SP to increase. And some assistance from rate cuts to increase DCF valuation.

BRN revenue should commence soon with more licence agreements & royalties. If the Renesas M85 chip has Akida IP revenue should commence next quarter. Renesas's MCU market competitors such as NXP & STM will be next as they will not want Renesas to dominate the AI MCU market alone. They are all using ARM IP for their chips & Akida integration has been validated.

With regard to US interest rates, the US Feds will need to get above CPI rate. CPI should decline to around 5% by May & US Fed rate will be at 5.25% with one more rate hike. Should inflation continue to decline to say 4.5% in July then the US Feds could commence rate cuts as they will be highly restrictive with monetary policy at 5.25%.

Could cut 0.5% to 4.75% & still be restrictive above the CPI rate of 4.5%. US CPI would have declined 50% YOY from 9.1% in June 2022 to 4.5% in July 2023. Another 50% decline YOY would bring it down to 2.25% by July 2024 allowing the US Feds to reduce interest rates to 2.25% being neutral or lower if they want to stimulate the economy. That would imply 3% of rate cuts from July 2023 to July 2024.

High interest rates reduce DCF valuations & low interest rates increase them.

Tricky market at the moment. Big sell off last hour yesterday in US resulting in red day. Has been mentioned to me whichever way the market goes the night of FMOC it will break out in opposite direction. Finished red so hopefully we see some green now. US Futures green for the time being.

RSI is currently very low on BRN daily chart similar to November & mid-February sell offs. RSI has also bottomed on weekly chart similar to April 2019. Has to bounce soon. SP might do the same as 2019 when it doubled from 4.2c in April to 10c intraday by May when US Feds paused. Got rejected by 200sma on daily chart in 2019 at first attempt. Daily chart has declining 200sma at 78.5c so it appears shorts will cover around 40c range & SP will bounce to 80c range. Double bottomed after the 2019 run up so could head back to 40c again before breaking out above 200sma & holding above. Maybe we will get a decent announcement such as a license agreement soon causing SP to run up fast then back down to await US Fed pivot prior to getting above 200sma again.

Have to look ahead in moments like this at 2028 when BRN will have revenue growth, market share & NPAT with SP to suit.

hi steve,
Every point you laid out in this post echoes completely with what i have in my mind. What a great quality of analysis!

New ip sales will be the key to drive us out of this dark tunnel. And whoever has properly followed the progress brn has made, knows that we getting very close to the new contracts. The 2nd gen akida is final tigger for the moment of truth since it was created based on feedback and requirement from many partners and customers.

We have created what they wanted. Theorically there should be no reason why they wouldnt want to purchase the ip. Therefore i believe we are just waiting for those customers to run some final tests and evaluations.

So, i am not just going to sit tight, i am going top up further, gradually. Especially when it is oversold in both daily and weekly charts. And if we look at the monthly chart, it is clear that we are around the end of wave four. The fifth wave up very likely start once a number of new ip sales start to kick in.

 

[Steve10]

 

[GazDix]

Typically, companies create value for their shareholders by generating profits, increasing revenue, and growing their market share. Shareholders can also benefit from dividends or share buybacks, which can increase the value of their shares.

BRN is currently similar to a pre-production miner. The product TAM/resource JORC has been confirmed as significant & the production plant is being constructed. The miners have offtake agreements similar to BRN having licensee's/partners prior to production revenue.

Numerous pre-revenue lithium miners currently heavily shorted similar to BRN. They are good quality companies as is BRN. It's just the nature of the cycle & the shorters taking advantage. I can understand shorting the lithium miners now due to the lithium price more than halving & they are still many months away from production revenue but BRN doesn't make sense.

Semiconductor companies such as Intel, AMD, Nvidia & Qualcomm are above or near 200sma on daily charts. The semiconductor ETF SMH has golden crossed & is above 200sma. Anything AI related is very hot at the moment except BRN. WBT was hot for a while until the shorters took notice & shorts have increased from nil to 2.67% in less than a month resulting in SP decline of 36.7%.

So revenue is what is currently required by BRN for SP to increase. And some assistance from rate cuts to increase DCF valuation.

BRN revenue should commence soon with more licence agreements & royalties. If the Renesas M85 chip has Akida IP revenue should commence next quarter. Renesas's MCU market competitors such as NXP & STM will be next as they will not want Renesas to dominate the AI MCU market alone. They are all using ARM IP for their chips & Akida integration has been validated.

With regard to US interest rates, the US Feds will need to get above CPI rate. CPI should decline to around 5% by May & US Fed rate will be at 5.25% with one more rate hike. Should inflation continue to decline to say 4.5% in July then the US Feds could commence rate cuts as they will be highly restrictive with monetary policy at 5.25%.

Could cut 0.5% to 4.75% & still be restrictive above the CPI rate of 4.5%. US CPI would have declined 50% YOY from 9.1% in June 2022 to 4.5% in July 2023. Another 50% decline YOY would bring it down to 2.25% by July 2024 allowing the US Feds to reduce interest rates to 2.25% being neutral or lower if they want to stimulate the economy. That would imply 3% of rate cuts from July 2023 to July 2024.

High interest rates reduce DCF valuations & low interest rates increase them.

Tricky market at the moment. Big sell off last hour yesterday in US resulting in red day. Has been mentioned to me whichever way the market goes the night of FMOC it will break out in opposite direction. Finished red so hopefully we see some green now. US Futures green for the time being.

RSI is currently very low on BRN daily chart similar to November & mid-February sell offs. RSI has also bottomed on weekly chart similar to April 2019. Has to bounce soon. SP might do the same as 2019 when it doubled from 4.2c in April to 10c intraday by May when US Feds paused. Got rejected by 200sma on daily chart in 2019 at first attempt. Daily chart has declining 200sma at 78.5c so it appears shorts will cover around 40c range & SP will bounce to 80c range. Double bottomed after the 2019 run up so could head back to 40c again before breaking out above 200sma & holding above. Maybe we will get a decent announcement such as a license agreement soon causing SP to run up fast then back down to await US Fed pivot prior to getting above 200sma again.

Have to look ahead in moments like this at 2028 when BRN will have revenue growth, market share & NPAT with SP to suit.

Fantastic post Steve 10. Summaries my thoughts just about exactly as well.

I wondered as well why BRN is getting hammered more so than others in the Semiconductor industry as well.

Just to add, I am not sure about when the FED will pivot. The 'bailouts' or for the Democrats 'not bailouts'! , two weeks ago pumped another $300 billion in the economy again. What does this do? There should be a lag effect, but could wobble inflation again. Let's see.

I also think (as proven by another poster) that retail are selling as well because cost of living is up as well across the board. Basically creating a shorter's paradise on many good assets like BRN. I know I have had to sell some shares now and then as well for the unexpected expense that came up.

Still tough times to go, but investing can be made simple. Like you said RSI is really low. We know an option when that happens and that is to buy if you have the dry powder.

 

[Pappagolla]

1. Renesas
2. MegaChips
3. Mercedes Benz
4. Intellisense
5. Socionext
6. Intel
7. ARM
8. SiFive
9. Edge Impulse
10. Prophesee
11. NVISO
12. VALEO
13. NASA
14. Intelligence Systems Laboratories - ISL
15. US Air Force Research Laboratories
16. Ai LABS
17. EMOTION 3D
18. GlobalFoundries
19. ANT61

20. Carnegie Mellon University
22. Arizona State University
23. Rochester Institute of Technology

If you have done your own research these are twenty three very good reasons to have a positive outlook.

Then one can start to look at the scientific and engineering achievements:

1. Renesas taping out an AKIDA based MCU;
2. NVISO producing astonishing benchmarks for its apps running on AKIDA 1000;
3. ARM & Brainchip announcing M85 compatibility.
4. Prophesee announcing that AKIDA was what it was missing;
5. Mercedes Benz revealing AKIDA 1000 was five to ten times more efficient than competitor products;
6. MegaChips advising that it worked on the backend of AKD1500;
7. Brainchip and GlobalFoundries announcing AKIDA 1500 can be fabricated in its 22nm and reference chips available 2/2023;
8. Brainchip announces with public industry accolades the release to early adopters the AKIDA 2nd Generation;
9. ISL announcing the radar AKIDA design win;
10. Intellisense announcing their design solution utilising AKIDA for radio communications;
11. MegaChips producing unaccounted for IP licensing fees.
12. ANT61 sending AKIDA to space in 2024 & 2025 braining its autonomous mobile space ship repair robot - (thanks @Diogenese too much happening for me to remember)
13. SiFive announcing compatibility of AKIDA 1000 with X280 Intelligence Series - (I remembered this one by myself)

On top of which extraordinarily talented individuals have been joining Brainchip across all areas of the company from the Board Room to engineering to sales to marketing to research across Australia, the USA, Japan, Korea, Germany and India.

I suspect there is more you might want to add but all this has been achieved during the current CEO’s tenure.

My opinion only DYOR
FF

AKIDA BALLISTA

I wonder how things are going with Ford. It’s been pretty quiet on this front since they were revealed by the ASX prodding almost 3 years ago. I feel like they’ve been overshadowed by Mercedes a bit but hopefully they’re making progress too behind the scenes.

 

[Fact Finder]

I wonder how things are going with Ford. It’s been pretty quiet on this front since they were revealed by the ASX prodding almost 3 years ago. I feel like they’ve been overshadowed by Mercedes a bit but hopefully they’re making progress too behind the scenes.

Thanks @Pappagalla
I have added the stealth FORD autonomous EV which the world won’t see coming.

 

[Tothemoon24]

1. Renesas
2. MegaChips
3. Mercedes Benz
4. Intellisense
5. Socionext
6. Intel
7. ARM
8. SiFive
9. Edge Impulse
10. Prophesee
11. NVISO
12. VALEO
13. NASA
14. Intelligence Systems Laboratories - ISL
15. US Air Force Research Laboratories
16. Ai LABS
17. EMOTION 3D
18. GlobalFoundries
19. ANT61
20. FORD - developing first of its kind stealth autonomous Electric Vehicle

21.Carnegie Mellon University
22. Arizona State University
23. Rochester Institute of Technology

If you have done your own research these are twenty three very good reasons to have a positive outlook.

Then one can start to look at the scientific and engineering achievements:

1. Renesas taping out an AKIDA based MCU;
2. NVISO producing astonishing benchmarks for its apps running on AKIDA 1000;
3. ARM & Brainchip announcing M85 compatibility.
4. Prophesee announcing that AKIDA was what it was missing;
5. Mercedes Benz revealing AKIDA 1000 was five to ten times more efficient than competitor products;
6. MegaChips advising that it worked on the backend of AKD1500;
7. Brainchip and GlobalFoundries announcing AKIDA 1500 can be fabricated in its 22nm and reference chips available 2/2023;
8. Brainchip announces with public industry accolades the release to early adopters the AKIDA 2nd Generation;
9. ISL announcing the radar AKIDA design win;
10. Intellisense announcing their design solution utilising AKIDA for radio communications;
11. MegaChips producing unaccounted for IP licensing fees.
12. ANT61 sending AKIDA to space in 2024 & 2025 braining its autonomous mobile space ship repair robot - (thanks @Diogenese too much happening for me to remember)
13. SiFive announcing compatibility of AKIDA 1000 with X280 Intelligence Series - (I remembered this one by myself)

On top of which extraordinarily talented individuals have been joining Brainchip across all areas of the company from the Board Room to engineering to sales to marketing to research across Australia, the USA, Japan, Korea, Germany and India.

I suspect there is more you might want to add but all this has been achieved during the current CEO’s tenure.

My opinion only DYOR
FF

AKIDA BALLISTA

Tata-TCS

It’s a very impressive list , even if half produce revenue for the company we will be in the ASX-50 .

 

[yogi]

I stopped saying over and over have a plan because I thought I was sounding pompous.

Therefore I am calling it a refresher as opposed to a reminder.

In the share market having a plan is about knowing what you will do in times of emotional stress or overload when your ability to think calmly and make a decision that is best for your personal circumstances are not optimal.

The share price going up or down unexpectedly can create this stress and emotional overload.

If you are feeling overloaded at the moment by the share price, do not know what to do and are not comforted by the company and associated companies providing positive confirmation of the technology and market opportunities that are open to Brainchip you really need to take a step back and reassess your plan so as to take account of how a falling share price is to be dealt with now and in the future.

Having a share price that always goes up is not a right and profits made by retail shareholders are hard won.

Lots and lots of retail investors loose money in the markets buying too high or selling too early.

All you ever have going for you is your own research and your plan.

It is never too late to do both and take control of your personal situation.

My opinion only DYOR
FF

AKIDA BALLISTA

I dont remember who said it but well known investor said if you believe in the company you invest in dont look at your portfolio in daily basis, check once a month. Or now and then set aside how long you are going to hold, the strategy that you have rest will follow... cheers

 

[DK6161]

I can sense that the general sentiment here has shifted from "This is our year!" to "It is gonna take a while guys..".