BRN Discussion Ongoing

[Diogenese]

Hmmmm ....

This bloke admits he does not know what's happening with AI, but he doesn't seem to have done anything to remedy that deficit. Is his reference to picks and shovels an indication of the field in which he is most comfortable?

I don't know what his 126 flags are, nor the 22 that BRN earned other than it is down 80% from its peak, and it has no income. He also pays a lot for his coffee.


He refers to BRN's peak SP, but he does not mention what triggered that spike.

I wonder how he developed a flag system for a first-in-the-universe digital spiking neural network IP licensing company start-up. There must have been lots of examples to develop 126 flags.

Of the 10,000 companies in the Fund's investment universe, one Australian company has 22 red flags - Brainchip Holdings (ASX: BRN).




"ASML (NASDAQ: ASML) has 88% market share, so a virtual monopoly in the deep ultraviolet lithography machines that are required to build the chips that are used in all of the technology around us, but specifically all of AI," he says.

"If you ask who is going to be the eventual winner of the AI race, it's very hard to say. But what you can say is that this picks and shovels approach of investing in the companies that are producing the machines that are producing the chips are going to win."

Yes, the US taking chip manufacture back in-house will cause a spike in UV lithography machine sales, and AI will increase the demand for new chips, but that does not make ASML an AI company.

Even though he makes most of his money from shorts, surely the time to short BRN was when it was $2.34?

Why would he choose to publish this negative post now that the BRN share price decline seems to have bottomed?

-7% - Well it looks like Plato's 22 red flags have semaphored the danger of BRN hitting the rocks!


... but Shirley that would not have been the intention of the author?

 

[Schnitzel lover]

-7% - Well it looks like Plato's 22 red flags have semaphored the danger of BRN hitting the rocks!


... but surely that would not have been the intention of the author?

See TA thread for simple solution on when to get more excited..

 

[mrgds]

A gloomy Monday , not only on the BRN s/p but wet/stormy on the East Coast.

Something that IMO is worth watching is the latest FSD drive of a Tesla.



Just like BRN, Tesla striving for "Beneficial Ai "

Akido ( s/p is lo lo ) Ballisto

 

[SERA2g]

What new Patent ?

As many already know, the share market is a future crystal ball attempting to predict a price (range) maybe 6 or more months into the future, this obviously takes into consideration many factors, both technical and fundamental.

We, Brainchip, are shortly going to be entering a new phase in our commercial journey, as product/s are expected to be entering the marketplace, which in turn represents royalties and more worldwide exposure as the word "Akida" slowly starts to slide off companies tongues a little easier.

Our company doesn't issue fluff statements, so if some of you are expecting some announcement between now and next Tuesday morning, well I'd expect it to be pretty big, given the timing of such announcement, as @Earlyrelease suggested a few weeks ago, a potential EAP may have agreed to sign an IP License to coincide with our AGM, I personally don't think any announcement is coming, that's my gut feeling, but would be over the moon to be totally wrong.

Just my views on the current state of affairs, my love affair continues, we all hold a superb stock !

Morning Tech

Whilst I do agree with you, I do find myself hoping you’re wrong as that’ll likely spell a very happy day for all holders

 

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Learning 🏖

 

[HopalongPetrovski]

I have a question that I hope someone can help me with. I am attending the upcoming AGM in Sydney (for the first time) and was wondering for those attending the meeting how is your vote recorded at the meeting and linked to your shareholding?
Obviously everyone's shareholding varies, so how do they link this? Do you get a number, or have to record your result on paper?
Anyone?

Also, do we know how many TSX contributors are attending?
Deena

Hi Deena.
Last year I voted on paper ballot at the AGM before the meeting began.
I remember it only took a few moments and from memory was given the option when I registered with my HIN upon arrival.
You will need your HIN....Holder ID Number which you will find on your Chess holding statement for BRN or indeed on any recent Buy/sell transaction confirmation from your broker which acts as your ID and links you to your shareholding.
I don't know if paper voting will be an option this year but assume it will still be an available method?
If you have made up your mind it might be easier to vote beforehand with the info that should have gone to your email so you can spend your time chatting. I think they are expecting a crowd this year which is why they have expanded the size of the venue.
If you don't register or cast a particular vote your tally will be added to the chairs proxy and voted according to the boards intention.
Hoping to see you there.

 

[Foxdog]

See TA thread for simple solution on when to get more excited..

It's all about revenue now, nothing else matters. At the AGM I hope our leadership team do us the courtesy of indicating when they expect to see signed agreements. This is their opportunity to acknowledge the faithful.

 

[Bullitt68]

Who is in Sydney next week and is attending the AGM? Plans afterwards? Does anyone what to catch up for a drink?

 

[rgupta]

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A good idea to think. And also think which system can work to perfection.
I assume we humans work on rule based system.

 

[Gies]

Who is in Sydney next week and is attending the AGM? Plans afterwards? Does anyone what to catch up for a drink?

Not this year. When the share price hits 3$ or higher I’ll join. Otherwise to expensive to come over from Holland

 

[HopalongPetrovski]

It's all about revenue now, nothing else matters. At the AGM I hope our leadership team do us the courtesy of indicating when they expect to see signed agreements. This is their opportunity to acknowledge the faithful.

I think they are already telling us what they know and are at liberty to reveal.
I don't think they are keeping any secrets they don't have to.
Asking them to guess and stake share holders expectations on those guesses is not something I would expect them to do.
We have an offering, we are showing it at every available opportunity and have knowledgable people standing by to answer serious questions from potential users. We have expanded our offering and are aggressively marketing it. We have expanded our sales force and engineering support to assist in the lubrication of the sales process. People will buy when they are ready......or they won't.
The die is cast now and we are awaiting results.
We are in a difficult transition period and manipulators are shorting the share price which makes many existing share holders (including myself) uncomfortable. Having unrealistic expectations however is just playing further into their games.
I still believe in the Company, its management and our product and will do everything in my power to support the vision.
Otherwise I'd be out, looking for truth elsewhere.
AKIDA BALLISTA
AKIDA EVERYWHERE
GLTAH

 

[alwaysgreen]

I think they are already telling us what they know and are at liberty to reveal.
I don't think they are keeping any secrets they don't have to.
Asking them to guess and stake share holders expectations on those guesses is not something I would expect them to do.
We have an offering, we are showing it at every available opportunity and have knowledgable people standing by to answer serious questions from potential users. We have expanded our offering and are aggressively marketing it. We have expanded our sales force and engineering support to assist in the lubrication of the sales process. People will buy when they are ready......or they won't.
The die is cast now and we are awaiting results.
We are in a difficult transition period and manipulators are shorting the share price which makes many existing share holders (including myself) uncomfortable. Having unrealistic expectations however is just playing further into their games.
I still believe in the Company, its management and our product and will do everything in my power to support the vision.
Otherwise I'd be out, looking for truth elsewhere.
AKIDA BALLISTA
AKIDA EVERYWHERE
GLTAH

Perhaps it would be fair to ask how many of the EAPs they are expecting to convert to paid licenses?

 

[HopalongPetrovski]

Perhaps it would be fair to ask how many of the EAPs they are expecting to convert to paid licenses?

It certainly seems like a fair and reasonable question and one I would love to hear the answer to, but they have declined up till now, and I assume that is because that over any given time frame all they can offer is they're best guesstimate.
Whatever they offer will be liked by some, regarded as paltry by others and grabbed onto for dear life as if it's the God's own truth, even though it can only be at best an estimate from a single point in time.
The Company has and continues to do its bit.........results will be forthcoming in their own sweet time.
Much is out of the Company's control and whilst we would all like to be there already, there isn't much more that Brainchip can do to speed the process along. It sucks, but we just have to continue with the patience.

 

[Xray1]

Seems fair. But do you honestly think they'll give an answer to that?

Just wait till next Tuesday.... as imo anything can happen between now and then,...... hopfully on a positive note !!!

 

[FlipDollar]

Hi Deena.
Last year I voted on paper ballot at the AGM before the meeting began.
I remember it only took a few moments and from memory was given the option when I registered with my HIN upon arrival.
You will need your HIN....Holder ID Number which you will find on your Chess holding statement for BRN or indeed on any recent Buy/sell transaction confirmation from your broker which acts as your ID and links you to your shareholding.
I don't know if paper voting will be an option this year but assume it will still be an available method?
If you have made up your mind it might be easier to vote beforehand with the info that should have gone to your email so you can spend your time chatting. I think they are expecting a crowd this year which is why they have expanded the size of the venue.
If you don't register or cast a particular vote your tally will be added to the chairs proxy and voted according to the boards intention.
Hoping to see you there.

HIN? I haven’t seen or received an invite let alone a HIN!

I’m over for work but can’t make the AGM. It would be good if they had an updated registry though so I could at least have an option.

 

[robsmark]

Seems fair. But do you honestly think they'll give an answer to that?

 

[HopalongPetrovski]

HIN? I haven’t seen vet received an invite let alone a HIN!

I’m over for work but can’t make the AGM. It would be good if they had an updated registry though so I could at least have an option.

Yes, that's right, your HIN.
Maybe check under that pavlova or perhaps its hidden under those lovely lamingtons, just past that flat white over there, near the Russel Crowe riding our Phar Lap past the ANZAC biscuits.

 

[Deena]

Hi Deena.
Last year I voted on paper ballot at the AGM before the meeting began.
I remember it only took a few moments and from memory was given the option when I registered with my HIN upon arrival.
You will need your HIN....Holder ID Number which you will find on your Chess holding statement for BRN or indeed on any recent Buy/sell transaction confirmation from your broker which acts as your ID and links you to your shareholding.
I don't know if paper voting will be an option this year but assume it will still be an available method?
If you have made up your mind it might be easier to vote beforehand with the info that should have gone to your email so you can spend your time chatting. I think they are expecting a crowd this year which is why they have expanded the size of the venue.
If you don't register or cast a particular vote your tally will be added to the chairs proxy and voted according to the boards intention.
Hoping to see you there.

Thanks for that HopalongP. I figured there must have been something logical like that.
After previous advice I have voted online already so it is all good.
Yes. I hope to catch up with many from our forum.
Deena

 

[Deleted member 118]

Seems fair. But do you honestly think they'll give an answer to that?

 

[Kozikan]

Hi Deena.
Last year I voted on paper ballot at the AGM before the meeting began.
I remember it only took a few moments and from memory was given the option when I registered with my HIN upon arrival.
You will need your HIN....Holder ID Number which you will find on your Chess holding statement for BRN or indeed on any recent Buy/sell transaction confirmation from your broker which acts as your ID and links you to your shareholding.
I don't know if paper voting will be an option this year but assume it will still be an available method?
If you have made up your mind it might be easier to vote beforehand with the info that should have gone to your email so you can spend your time chatting. I think they are expecting a crowd this year which is why they have expanded the size of the venue.
If you don't register or cast a particular vote your tally will be added to the chairs proxy and voted according to the boards intention.
Hoping to see you there.

Spot on Hoppy, the same paper process was used for the 2021 Perth AGM.
Btw , Voted Yes to all.
Through talking casually with PVDM at last years Perth gathering. My new understanding of industry practices and timelines are much much longer than most appreciate. Even more so, I imagine, with early adopters of a break through Disruptive Technology , such as Akida.
Coupled with factors that BrainChip can not influence, patience is indeed going to be your best friend.
Though some sticks and stones have been thrown in the run up to this AGM, mostly without a full understanding imo ,hindsight will again prove, that the deep intrinsic values of this company’s management ARE in the best interests of the holders.
Given all the unknowns and knowns, this 1000 eyes research based forum, is still an outstanding, mostly self regulating and respectful potpourri of forward thinking, high IQ individuals, that will in time ( take a few breathes), profit greatly from their investment.
The Ecosystem is essential so that ubiquitous can happen.
Those reading this also should take comfort, imo , of being in front of the pack/market.
Patience is your investing Friend

The Empire is being built

Just breathe