BRN Discussion Ongoing

[Fact Finder]

Don’t mention the war !!

Some here have suggested that our stock price decline is a result of the war...me myself personally disagree.

Putin launched his monstrous attack on the Ukraine on 24 February’22. At this time, the ASX300 (my favourite index) was around 7400, and BRN‘s stock price was in the mid $1.20’s. The ASX300 tanked down to 6800 but BRN initially held up before sliding down into the the low/mid $0.90’s. As of today, the ASX300 has fully recovered back to 7400…BRN has struggled to get back to $1.00.

No doubt the war has not helped, but BRN was already sliding from it’s post Mercedes January press release high above $2.00, and for mine, the principal reason for the decline is the lack of news. I have to say I’m now very impatient for news of progress.

Don’t get me wrong, I’m a rusted on true believer in Brainchip, and throughout this period of decline, my trading has enabled me to add very nicely to my parcel. But let’s not kid ourselves that the war is solely or even principally to blame…it’s the vacuum that is building as every day passes, without the news we are all awaiting.

Yes lets not kid ourselves war is never the answer. LOL

The price of BRN is driven by retail investors. If you look at where retail have gone during this period FOUR things stand out:

1. Cash - safe haven in times of market volatility for some;

2. Gold - price has been over $2,000 at times

3. Big 4 Banks - all have been up even WBC which was languishing before this

4. Commodities - such as Oil and rare minerals

The reluctance of retail to venture back into Brainchip is being experienced by other similar stage Aussie tech stocks - AXE for instance.

There has been significant bot trading and capping.

I do not accept the proposition that there has been no news. There has been a great deal of news.

What there has not been is some sort of gang buster ASX announcement but in the present environment it would generate a trading spike and then a drift back because we have a war, inflation fear, interest rate fear, supply chain fear, a Federal election looming and China & Nth Korea being aggressive in our region all of which will continue to be the siren call to safe havens for retail investors.

We are actually travelling along quite nicely towards the second half of this year when income will start to occur and Brainchip will then have ticked all the boxes, validated technology, patent security, established trusted management and growing income from customers.

The $2.75 by Christmas is playing out in my opinion.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Stable Genius]

Don’t mention the war !!

Some here have suggested that our stock price decline is a result of the war...me myself personally disagree.

Putin launched his monstrous attack on the Ukraine on 24 February’22. At this time, the ASX300 (my favourite index) was around 7400, and BRN‘s stock price was in the mid $1.20’s. The ASX300 tanked down to 6800 but BRN initially held up before sliding down into the the low/mid $0.90’s. As of today, the ASX300 has fully recovered back to 7400…BRN has struggled to get back to $1.00.

No doubt the war has not helped, but BRN was already sliding from it’s post Mercedes January press release high above $2.00, and for mine, the principal reason for the decline is the lack of news. I have to say I’m now very impatient for news of progress.

Don’t get me wrong, I’m a rusted on true believer in Brainchip, and throughout this period of decline, my trading has enabled me to add very nicely to my parcel. But let’s not kid ourselves that the war is solely or even principally to blame…it’s the vacuum that is building as every day passes, without the news we are all awaiting.

I agree that the lack of news is a factor in the depressed SP. However the 1000 eyes have uncovered a plethora of news which has me very confident in the company’s ability to become very profitable.

So that’s what I invested in:
a company with fantastic disruptive technology with a long runway for profits;
a company with patents protecting my investment;
a company run and staffed by professionals at the top of their game;
a company which has just finished it’s R & D and is beginning it’s commercialisation.
a company which has had it’s revolutionary products verified by NASA, US Defence, Mercedes Benz. Megachips & Renasas.

The information above alone tells me Brainchip is going to be very profitable. I don’t need constant reinforcement about my decision to invest In Brainchip. I have only invested what I can afford to not touch for another 5 years and therefore am not antsy or stressed about the daily price fluctiations. Baring a catastrophic event I am confident the business will have grown exponentially and be very profitable.

Revenue is what will really get the SP moving. Every day brings us closer to revenue and our CEO has stated it will begin to flow this year!

Brainchip’s business model is that once the products are released and are being sold there will be a continuous cash flow revenue which will grow over time. The variables are timeframe and size but I‘m happy to wait patiently with the belief the outcome is inevitable. Some of our customers, and potential customers are spending or making profits in the Billions: I’m happy to be part of that action!

My other option is to take my money out now, at a profit, pay my house off and be comfortable, which some my think is the right decision.

But will I be kicking myself in 5 years time when I’ve missed in my view, an obvious and huge opportunity to really change my circumstances!

So I’m very comfortable with my investment decision.

Good luck to all holders!

 

[Bravo]

Competition?

Fraunhofer project SEC-Learn: How the combination of spiking neural networks and federated learning will make future technology more energy efficient and secure

The SEC-Learn (Sensor Edge Cloud for Federated Learning) project, involving eleven Fraunhofer Institutes, promises a major technological leap in the field of neuromorphic hardware: for the first time, a chip is being developed to accelerate spiking neural networks (SNN) in conjunction with what...

www.iis.fraunhofer.de

 

[Fact Finder]

There is a serious point being made by the above post.

We all would like a series of gang buster announcements from Brainchip confirming all the dots that have been placed on the spider web that turns every strand of the spider web to gold. But is that actually necessary?

We have confirmed two major players in the world of semiconductors being Renesas and MegaChips. We know that Renesas is at some point this year going to release the MCU it has developed incorporating AKIDA technology. We know from MegaChips website that it is committed to and selling AKIDA technology solutions to its customers - REMEMBER Renesas is the third largest supplier of semiconductors to the automotive industry three positions higher than Bosch.

We know that Mercedes, Valeo, NASA and Vorago have adopted AKIDA technology because it has been published in Brainchip presentations by the CEO and Non Executive Director of Brainchip Sean Hehir only last month.

We know that ISL has clearly become an adopter of AKIDA technology for US Airforce Defence advanced radar solutions as it was announced by Brainchip.

We know Socionext has been out in the semiconductor market place selling AKIDA technology since August, 2021. We have seen their stand at the trade show displaying AKD1000.

So:

* if the Ai market as stated by Cathy Wood is 85 trillion US dollars,

* the chip market for Electric Vehicles is 200 billion US dollars by 2040, and

*the Ai Edge chip market is 60 billion US dollars by 2025,

*can we have any doubt that with Renesas, MegaChips, Socionext, Mercedes, Valeo, NASA, Vorago and ISL all on board, and

* now that Forbes Magazine has placed Brainchip as one of the main four players at the Ai Edge,

* stating "Welcome to the brave new world with AI integrated into the things all around us" AND

* AKIDA TECHNOLOGY IS PATENT PROTECTED AND THE ONLY EDGE DEVICE IN THE WORLD THAT CAN UNCONNECTED AND ON DEVICE
INCREMENTALLY AND ONE SHOT LEARN AT RIDICULOUSLY LOW POWER & DESIGNED FROM THE GROUND UP TO BE EASILY ADOPTED USING TENSORFLOW AND METATF TO RUN A CUSTOMERS EXISTING CNN NETWORKS AS SNN,

Then as one of only four players in this space of significance can anyone seriously doubt that it will not achieve one percent of the available market share whether the value of that market share is 60 billion US dollars by 2025, 85 trillion US dollars or 200 billion US dollars by 2040.

My opinion only DYOR
FF

AKIDA BALLISTA

Just in relation to my above post last night I took the time to listen to the Eastronics Brainchip Sales presentation posted by Stan.

Stan in his description said there was nothing new. This is correct because Stan does his research and knows what Brainchip is up to.

However I have pompously lectured over at the other place about how you should never believe anyone until you read or listen to the information yourself and formed your own opinion.

If I had not watched the presentation I would have missed Rob Telson when he reached the Mercedes EQXX slide describe Mercedes not as an EAP, not as a Early Adopter but as a CUSTOMER of Brainchip using AKIDA technology.

Rob Telson has never to my knowledge come out and admitted that Mercedes is a CUSTOMER.

So I would like to add this as a new fact of significance to my above post.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Slade]

The one thing that I have learned about BrainChip is that an announcement can drop when you aren’t expecting it.

 

[Deleted member 118]

The one thing that I have learned about BrainChip is that an announcement can drop when you aren’t expecting it.

One thing for sure

 

[Bravo]

This looks interesting! Suzuki partners with SkyDrive to launch flying cars by 2025. Wonder what AI and sensors they're using?

suzuki partners with SkyDrive to launch flying cars by 2025

www.designboom.com

The article below says:

"The Ministry of Land, Infrastructure, Transport and Tourism envisions an aircraft that combines electric power, autonomous operation, and vertical take-off and landing abilities.

The most common type currently under development is a larger version of the now familiar drones that use electric propellers to hover.

As they have fewer parts than helicopters, maintenance costs are lower. Autonomous operation using artificial intelligence (AI) and sensors also eliminates the need for a pilot."

Efforts ongoing to commercialise ‘flying cars’ by 2025

“Flying cars” are expected to be used as a means of transportation to the site of the Osaka-Kansai Japan Expo 2025.

www.phnompenhpost.com

 

[TasTroy77]

Just in relation to my above post last night I took the time to listen to the Eastronics Brainchip Sales presentation posted by Stan.

Stan in his description said there was nothing new. This is correct because Stan does his research and knows what Brainchip is up to.

However I have pompously lectured over at the other place about how you should never believe anyone until you read or listen to the information yourself and formed your own opinion.

If I had not watched the presentation I would have missed Rob Telson when he reached the Mercedes EQXX slide describe Mercedes not as an EAP, not as a Early Adopter but as a CUSTOMER of Brainchip using AKIDA technology.

Rob Telson has never to my knowledge come out and admitted that Mercedes is a CUSTOMER.

So I would like to add this as a new fact of significance to my above post.

My opinion only DYOR
FF

AKIDA BALLISTA

I didn't see this presentation but as you said FF if Rob Telson is referring to Mercedes Benz as an actual customer and not early adapter has to be true.
Exaggerated claims about business relationships in an ASX listing are not taken lightly by ASIC etc.

 

[Fact Finder]

I didn't see this presentation but as you said FF if Rob Telson is referring to Mercedes Benz as an actual customer and not early adapter has to be true.
Exaggerated claims about business relationships in an ASX listing are not taken lightly by ASIC etc.

Hi Tas

I am pleased you said “if” because it forces the poster in this case myself to prove their proposition.

The following is the link to the presentation and if you jump to 31.15 or a fraction earlier you will hear Rob Telson introduce Mercedes as a Brainchip Customer:



Also don’t be put off by the fellow from Eastronics at the very beginning speaking in Hebrew as he switches to English after his initial introduction.

My opinion only DYOR
FF

AKIDA BALLISTA

PS: When Gilles takes over to do the live demo from France he unfortunately has connectivity issues. He makes very clear this is not AKIDA but I have long wondered why Brainchip do not have a let’s call it a technology bloopers tape which they could use to prove how dangerous it is to rely on connectivity when you are hurtling down the expressway at 80 miles an hour eating a burger and watching a movie in your fully autonomous car without AKIDA technology available to take over.

 

[Aretemis]

I am Bwian!

Welease woger

 

[Chilling]

I don't think we're going to get any major news prior to the AGM. Waiting to see revenue numbers in the 4C - that'll give us an understanding of the current uptake. IMO.....

The AGM is a month away? No news for another month why would you suggest this?

 

[Rskiff]

The AGM is a month away? No news for another month why would you suggest this?

2 months, 24th May

 

[Chilling]

Yer Sorry 4c a month away AGM even further.

 

[Mws]

I am Ironman

Black Sabbath

 

[Foxdog]

The AGM is a month away? No news for another month why would you suggest this?

I'm just preparing myself for it and I don't see it as a bad thing. We all suspect that progress/deals are being made in the background and the bigger those deals are the more protected by NDA's they will be, by necessity. So by that measure the less we hear the better? I am impatient though and want to see the share price rise exponentially - sort of have my early retirement hanging in itbut our window into progress could be through mandatory reporting of revenue rather than the result of confidentiality breaches or by companies willing to forego their competitive advantage. Totally my take on it tho....and I'm the one who buys shares only to watch them drop in price......every.....single.....time

 

[Slade]

I'm just preparing myself for it and I don't see it as a bad thing. We all suspect that progress/deals are being made in the background and the bigger those deals are the more protected by NDA's they will be, by necessity. So by that measure the less we hear the better? I am impatient though and want to see the share price rise exponentially - sort of have my early retirement hanging in itbut our window into progress could be through mandatory reporting of revenue rather than the result of confidentiality breaches or by companies willing to forego their competitive advantage. Totally my take on it tho....and I'm the one who buys shares only to watch them drop in price......every.....single.....time

We are all different. I’m preparing myself for an announcement this coming week.

 

[David holland]

Why does a annoucement have to come with the AGM, who decides when it should be disclosed? If your a major player why would you want your competitors knowing

 

[Bravo]

We are all different. I’m preparing myself for an announcement this coming week.

Looks like you were right Slade!

 

[Foxdog]

We are all different. I’m preparing myself for an announcement this coming week.

I hope you're right - that's the sort of humble pie I'd eat any day

 

[Potato]

An announcement is coming... according to the above!


wohooo
AKIDA BALLISTA