BRN Discussion Ongoing

[charles2]

Implications for SNN

 

[Bombersfan]

This is only done because the company doesn't provide enough info itself.

Quite shocking the lengths a shareholder has to go to to stay informed about a company they part own.

WOW

This is just someone who is prepared to do what it takes to ensure they’re right on the pulse with their investment. Instead of whinging daily that they’re not spoon fed, and their personal timelines haven’t been met.

 

[HopalongPetrovski]

Hello All,

I was just reading through the 2022 Annual Report that came into my email today and on p2, in Viana's Letter From The Chair, he makes the statement:

"Our Board of Directors grew in 2022 with the addition on Duy-Loan Le. Her early contributions have already made a material impact."

Does anyone know what her material impact was? And, isn't anything of a material nature something that needs to be made known public by way of ASX announcement?

Material Impact is different than Material Nature.

To my mind a material impact connotes of influence which I would expect from a member of our board.
In order to know exactly what her influence has been one would need to have been present at their meetings.

Whereas any change in the material nature of something implies a measurable difference in its structure or perhaps designed purpose which then is notifiable according to ASX listing regulations.

Of course, the meanings and implications of weasel words can be argued ad infinitum by lawyers on fat retainers or suspended from windows.

 

[Tothemoon24]

It's spam

Looks like renesas spam themselves ?

Renesas Samples Its First 22-nm Microcontroller

www.renesas.com

 

[Deleted member 1270]

Uhmm...perhaps???? I don't think so. Res0lution 6 & 7...Performance based share rights....what performance...??? They won't tell us. Why would you vote yes. And what about resolution 8?? Gift 8 million shares?????

Hi Newk R,

My view exactly. Perhaps a yes next year if they can demonstrate some financial performance that also benefits shareholders!

 

[FrederikSchack]

Implications for SNN

It's definitely interesting, but it's a research project at Polytecnico di Millano and probably far away from commercialisation. Just look at how long it took Brainchip from final design of Akida 1000, to gain traction and being designed into other products. We also have to consider that this is a first prototype and many more steps of refinement may be needed.

It's produced on top of a CMOS that is controlling the neural net, probably a good way to stabilize the thin and fragile 2D layer, but it probably makes it harder to integrate with other technology. It's apparently compatible with the existing production technology, which makes it much easier to get to market, than when you have to invent new technology for production.

I suppose that it's still several years into the future, before this hits the market, but it's worth to keep an eye on and see if there's any indication to the performance of the device.

 

[FrederikSchack]

It's definitely interesting, but it's a research project at Polytecnico di Millano and probably far away from commercialisation. Just look at how long it took Brainchip from final design of Akida 1000, to gain traction and being designed into other products. We also have to consider that this is a first prototype and many more steps of refinement may be needed.

It's produced on top of a CMOS that is controlling the neural net, probably a good way to stabilize the thin and fragile 2D layer, but it probably makes it harder to integrate with other technology. It's apparently compatible with the existing production technology, which makes it much easier to get to market, than when you have to invent new technology for production.

I suppose that it's still several years into the future, before this hits the market, but it's worth to keep an eye on and see if there's any indication to the performance of the device.

Just read the abstract and noticed:
"We demonstrate in-memory computation by constructing logic gates, and measure spike-timing dependent plasticity (STDP) signals that are suitable for the implementation of spiking neural networks (SNN)."

So, this is to a high degree a research chip, they didn't really make any SNN, but just showed that it's probably possible to use for an SNN.

This means probably more in the order of 5-10 years into the future.

 

[Newk R]

Looking forward to hearing your questions.
And I'm also looking forward to hearing you tell the Co that they are not performing to your standards (whatever those are)!

So what standards do you think the company is performing to and why?

 

[Deleted member 1269]

This is just someone who is prepared to do what it takes to ensure they’re right on the pulse with their investment. Instead of whinging daily that they’re not spoon fed, and their personal timelines haven’t been met.

How does finding information all over the internet and trying to join the dots equate to being right on the pulse of your investment? The company should be providing clear updates to shareholders. Not people posting and saying, if I'm right, I hope, this must be us, wouldn't it be great... Why is it so hard for the company to provide clear and concise information to shareholders? Then everyone is on the same page and is receiving the same information.

 

[Dhm]

Uhmm...perhaps???? I don't think so. Res0lution 6 & 7...Performance based share rights....what performance...??? They won't tell us. Why would you vote yes. And what about resolution 8?? Gift 8 million shares?????

My only response/hope is that there is performance based on NDA’s that we aren’t privy to.

 

[FrederikSchack]

Some users get very repetitive to listen to and keeps harping about lack of information. In my view it's essentially not in the spirit of the 1000 eyes, that loves a good treasure hunt for information and in that way keeping an information advantage over the general market.

So, now I'm going to test out this "Ignore" function and see how well it works to clean up the feed:

 

[Deleted member 1270]

Let's all just sit here and whinge and carry on like grumpy old pork chops then. That sounds like fun!

View attachment 34607

NO not at all. But why can't you cop an alternative view that just might resonate because it has truth running through it?

Do you for one minute think that I am the only one who has a qualm with the company? ponder if there a reason no sophisticated investors are buying the stock? Before you answer don't come at me with the so called instos that have been buying. I know that not to be the case as I also have my holding behind a nominee so that argument wont wash here.

Are you happy with slipping timelines that get no explanation from the company?

Should I take Sean at his word and judge him on his delivered results? Where are they and how have we as shareholders benefitted this year?

Should I be content with the explanation surrounding the award of freely tradable stock to an ex Chairman who thought it was in the best interest of shareholders not to exercise his options? And, actually gave that excuse as a valid reason. Really, not in the best interest of shareholders for a Director to put his cold hard cash into the company that he chairs? Come on people....

What I'm really asking is are you happy as a singular entity to part fund this award of nearly $3.5 million dollars?

As you know, I could go on but I'll leave it there.

 

[Damo4]

Some users get very repetitive to listen to and keeps harping about lack of information. In my view it's essentially not in the spirit of the 1000 eyes, that loves a good treasure hunt for information and in that way keeping an information advantage over the general market.

So, now I'm going to test out this "Ignore" function and see how well it works to clean up the feed:

View attachment 34609

I used to do it on HC where the trolls were obvious, but now the water is muddy with "real holders" who have nothing better to do than complain about everything. There's also posters who have stayed silent after joining at the start of last year and now their only post history is negative comments. Really hard to spot...not.
I don't see how we are getting a balanced discussion if it's just them pointing out their expectations haven't been met.
0 substance, 0 contributions, 0 time I should be spending reading it.

 

[Pmel]

There is a volume difference. So does it mean 1.41 actually sold and difference transferred?.

 

[Foxdog]

I used to do it on HC where the trolls were obvious, but now the water is muddy with "real holders" who have nothing better to do than complain about everything. There's also posters who have stayed silent after joining at the start of last year and now their only post history is negative comments. Really hard to spot...not.
I don't see how we are getting a balanced discussion if it's just them pointing out their expectations haven't been met.
0 substance, 0 contributions, 0 time I should be spending reading it.

You conveniently forgot 0 share price appreciation over the last 17 months.

 

[Bombersfan]

How does finding information all over the internet and trying to join the dots equate to being right on the pulse of your investment? The company should be providing clear updates to shareholders. Not people posting and saying, if I'm right, I hope, this must be us, wouldn't it be great... Why is it so hard for the company to provide clear and concise information to shareholders? Then everyone is on the same page and is receiving the same information.

I don’t know why, confidentiality clauses, NDA’s whatever, but that is how they operate. We all know it, it’s been happening for a long time so adapt and source what you can to confirm your investment or find an alternative. We would all love a constant stream of info, but for a company just getting going with some of the most disruptive technology ever I am not surprised things are kept very close to their chest. Some can accept that and get on with things, and some dribble the same noise daily because it doesn’t suit them personally. Sean has copped a lot of criticism but in 18 months he has re-branded the company, changed the business model and his strategy is clear, and it’s playing out. An ever expanding ecosystem that will eventually reach explosion point. And his confidence in yesterdays edge impulse interview was very visible.
LDN used to talk in dreams and possibilities but there was never any plan on how to get there. Now there is.

I do agree that some dots are outrageous, but I don’t begrudge people for having a crack. Better than a repetitive whinge.

 

[Damo4]

https://investors.brainchip.com/

Literally all you need to make a decision on whether or not to invest or stay invested in Brainchip.
Going to the company website is hardly too much to ask.

Happy to post this once a day for those who wake up and choose to sow doubt despite no changes to the company.

 

[HopalongPetrovski]

How does finding information all over the internet and trying to join the dots equate to being right on the pulse of your investment? The company should be providing clear updates to shareholders. Not people posting and saying, if I'm right, I hope, this must be us, wouldn't it be great... Why is it so hard for the company to provide clear and concise information to shareholders? Then everyone is on the same page and is receiving the same information.

Commercial and in confidence information covered by EAP's (Early Access Programs) and NDA's ( Non Disclosure Agreements) which are commonplace practice in the tech sphere and particularly at the pioneering edge, which is where we are playing.
This stuff has been well and truly covered.
It is mentioned in just about every communication from the company.
Oh if only we were doing something as simple as take away food, then we would all know ........wait, I forgot about the 7 secret herbs and spices and the secret burger sauce recipe that the bloody Hamburglar is always trying to steal......
Ughh, guess its just an endemic issue with the stock market.......am sure everything is above board and ship shape Bristol fashion in property investment........ or could just keep my money in the bank. I know they'll look after me.

 

[Deleted member 1269]

I don’t know why, confidentiality clauses, NDA’s whatever, but that is how they operate. We all know it, it’s been happening for a long time so adapt and source what you can to confirm your investment or find an alternative. We would all love a constant stream of info, but for a company just getting going with some of the most disruptive technology ever I am not surprised things are kept very close to their chest. Some can accept that and get on with things, and some dribble the same noise daily because it doesn’t suit them personally. Sean has copped a lot of criticism but in 18 months he has re-branded the company, changed the business model and his strategy is clear, and it’s playing out. An ever expanding ecosystem that will eventually reach explosion point. And his confidence in yesterdays edge impulse interview was very visible.
LDN used to talk in dreams and possibilities but there was never any plan on how to get there. Now there is.

I do agree that some dots are outrageous, but I don’t begrudge people for having a crack. Better than a repetitive whinge.

I don't begrudge people having a crack either (we all want this to be a success), but keeping shareholders up to date with progress is not that difficult. BRN can't have it both ways... eg BRN are happy to post the logos of company's on their website as partners, but don't provide any other information. Surely if you can say you are in partnership with a company then you could provide additional information?

Wouldn't it be great if we got updates from BRN that actually substantiated some of the research people have spent hours doing?

 

[FrederikSchack]

I used to do it on HC where the trolls were obvious, but now the water is muddy with "real holders" who have nothing better to do than complain about everything. There's also posters who have stayed silent after joining at the start of last year and now their only post history is negative comments. Really hard to spot...not.
I don't see how we are getting a balanced discussion if it's just them pointing out their expectations haven't been met.
0 substance, 0 contributions, 0 time I should be spending reading it.

Yes, I agree, there are certain individuals that are "real holders" and complaining a surprising lot.

Fortunately the ignore function works surprisingly well, even ignoring them when quoted.