BRN Discussion Ongoing

[JDelekto]

Sounds like you are a big holder JDelekto, I'm guessing between Top 50 and Top 20.

Thanks for your insights.

"I hope the company can live to see a level of profitability and buy back a good portion of those shares"

Just on the large amount of shares on issue, I don't see this as a problem and in fact, if this Company is headed where we want it to, a "share split" for liquidity reasons in the Future, is a distinct possibility.

There are between 750 and 800 million shares, in the Top 20 holders alone, as it stands now.

If BrainChip truly makes it's mark on the Global stage, supply will dry up quicker than a puddle of piss in Coober Pedy (an extremely hot dry area of South Australia, maybe a bit comparable to Death Valley in the US)..

This is when there is True Global demand for BRN shares and not just a few extra Yanks and lederhosen wearing folk.

I do have a significant holding, but I think the top 20 have surpassed me. I'm unsure what the threshold is for the bottom 50, but they may have also outpaced me. My last BRN purchase was in April of this year, so come tax time next year, all of my holdings will be long. I have my holdings spread across three types of accounts: one for investment and two for retirement. I have not taken any shares off the table since I began accumulating shares.

I don't know if Australia has something similar to US tax-advantaged accounts that allow you to contribute only a small amount post-tax each year, and only if you fall within a specific adjusted gross income. With these accounts, the bet is that the amount of tax you pay now will be less than the amount of tax at the time distributions are taken. The best part of these accounts is that the money taken out during retirement doesn't count as income, and it is not taxed. That also includes capital gains and, it is not unheard of for people to make a windfall using that instrument.

I think the Mercedes announcement, while perceived as a good thing, was an injustice to the long-term holders. The real winners were the traders who took money off the table at its pinnacle, and those buying options when the price declined. I still think that Mercedes may be using Akida's technology. If I remember correctly, it was mentioned that Cerence was the company behind the voice technology in the concept vehicle that used BrainChip's tech. While BrainChip has been very tight-lipped about its customers, the radio silence Mercedes exhibits may have been due to the fallout of that slip during CES.

I also tend to think that people are now less enthusiastic about the hype and approach any new news that doesn't translate into rivers of revenue with a healthy dose of skepticism. While increasing revenue will pique the interest of those looking at the technicals, I think any announcement from a mainstream technology with a large footprint or association with a significant brand will also be enough to move the needle. At that point, I think demand will start driving the price up again.

It's a waiting game, but I believe BrainChip is in a better position now than five years ago.

 

[JDelekto]

In assessing a pre-revenue tech company, it is important to take account of the technical and marketing progress of the company as well as its financials. Buying into a pre-revenue tech startup cannot be based on the financials. It can only be based on the perceived market potential. That can be problematic where there is no established market for the tech. Basically all you have to go on is the company press releases, potential customer reactions, and the assessment of commentators experienced in the field. The comments of ananymous blog posters should be taken heavily salted. By the same token, using financials as the primary assessment tool for pre-revenue startups will always yield the same result, but consistency does not equate to accuracy.

The annual "losses" are investments in the company's future. Most of the money goes on R&D and marketing and the necessary management and support.

I believe this is spot on. The financial gurus will count on the technical analysis of BrainChip's stock, while those with a technical background will see the potential in BrainChip's technology. Until we see more event-driven sensors become available (cameras are the big thing right now), people may not have the vision to see what Akida's true capabilities can be.

I dream of an Akida architecture orchestrating a multi-sensor system capable of learning and recognizing new things out in the field, sharing what it's learned with other Akida-based hardware autonomously, without needing any cloud-based resources. It can be nightmare fuel for some, but a great opportunity for others.

 

[yogi]

Happy Holidays Every one hope you all have wonderful Christmas with your loved one.
And Yes who is this making so much noise lately out of the blue

 

[DingoBorat]

I do have a significant holding, but I think the top 20 have surpassed me. I'm unsure what the threshold is for the bottom 50, but they may have also outpaced me. My last BRN purchase was in April of this year, so come tax time next year, all of my holdings will be long. I have my holdings spread across three types of accounts: one for investment and two for retirement. I have not taken any shares off the table since I began accumulating shares.

I don't know if Australia has something similar to US tax-advantaged accounts that allow you to contribute only a small amount post-tax each year, and only if you fall within a specific adjusted gross income. With these accounts, the bet is that the amount of tax you pay now will be less than the amount of tax at the time distributions are taken. The best part of these accounts is that the money taken out during retirement doesn't count as income, and it is not taxed. That also includes capital gains and, it is not unheard of for people to make a windfall using that instrument.

I think the Mercedes announcement, while perceived as a good thing, was an injustice to the long-term holders. The real winners were the traders who took money off the table at its pinnacle, and those buying options when the price declined. I still think that Mercedes may be using Akida's technology. If I remember correctly, it was mentioned that Cerence was the company behind the voice technology in the concept vehicle that used BrainChip's tech. While BrainChip has been very tight-lipped about its customers, the radio silence Mercedes exhibits may have been due to the fallout of that slip during CES.

I also tend to think that people are now less enthusiastic about the hype and approach any new news that doesn't translate into rivers of revenue with a healthy dose of skepticism. While increasing revenue will pique the interest of those looking at the technicals, I think any announcement from a mainstream technology with a large footprint or association with a significant brand will also be enough to move the needle. At that point, I think demand will start driving the price up again.

It's a waiting game, but I believe BrainChip is in a better position now than five years ago.

"I also tend to think that people are now less enthusiastic about the hype and approach any new news that doesn't translate into rivers of revenue with a healthy dose of skepticism"

That's the short and curlies, of investment interest in BrainChip at the moment, JDelekto..

Although it seems the pot may have been stirred somewhat..

Always games being played though, so not easy to tell.


There are capital gains benefits to holding shares for over a year here too, but I'm not up to speed on retirement loophole wranglings and they can decide to change the rules, at basically anytime anyway..

 

[rgupta]

Thanks for replying to me, it gave me the chance to repost my post that was moderated in a way that should be more acceptable to the moderator

Mate at least you’re the one person who gives a decent reply here, not like some here above your post with comments involving tears

The reason I came here is because the so called moderator of the threads here (and of companies I own) allowed a known troll to come over here from hot crapper and infest himself on the threads of a company I own that’s been fighting corruption from major Chinese companies trying to take us over for the last two years.

A lot of shareholders there have cancelled their TSE membership and left the thread and are no longer sharing info (me included) so I’ve come here.

As far as BRN, I personally don’t care whether the SP goes up or down, I’m beyond caring about that. I held 200,000 BRN shares when the SP hit $2.00 so I have seen the highs and the lows and I have only sold down to 170,000 shares over the last year to pay the bills.

The reason I came to this forum is for the reasons I mentioned, not for the reasons some chippers here think, and I’ll be staying here until I feel like leaving.

……………

Now to reply to you @HopalongPetrovski
I don’t take glee in any of it. The troll on the other company I own is the one who is taking all the glee and if the moderator allows it I’ll just post over here.

I’ve told you about me, I’m a BRN holder and I rather stick to making comments about the company anyway.

Chipper’s banding together is fine, if you think karma will come my way that’s fine too. What I’m doing is raising awareness about companies I own and now that the moderator has warned me I’ll be more careful. You chipper’s are probably lucky you have never had to deal with the corruption shareholders in the other company have for the last two years.

Now that you seem to suggest all sorts of things about me personally, perhaps we get back to BRN and you could comment on these BRN share based expenses

2019 - US$ 1.63 million
2020 - US$ 1.43 million
2021 - US$ 4.36 million
2022 - US$ 9.14 million
2023 - US$11.35 million

And why BRN deserves a market cap of half a billion when revenue is virtually non existent

View attachment 74646

Dave you have fair points, but there are a few questions here
1. If you think MC is too high for a loss making company why you are keeping holding your positions even when you have a opportunity to encash @$2 a share approx 6.5 times of present valuation.

2. Regarding expenses per year I assume brainchip is operating at the least expensive company as compared to peers. When you are trying to engage 60-70 ecosystem partners, have a new technology. Most of the technology companies either sell products or technology which can go well with an existing technologies, that is why their time to market is very short. Brainchip is trying to change the entire market and that is why it is taking a lot longer.
You can see brainchip is touching all sectors and all the segments of market, working on a global scale etc. I donot say it will succeed but expenses wise it is one of the lowest spender in the similarly field.
3. Yes product to market is very long and it always happen with new technologies and you not have to beat the existing technologies, but the market power and politics of those big companies.
4. Right now space looks very attractive for brainchip and as on date we are moving ahead much faster than any other new technology.
5. We are getting noticed in defence as well.
6. If we can get some consumer goods sector, I assume thearket cap is too low for such a technology.
End of the day only time will tell where we will be but early results are looking promising.
Dyor

 

[Jimmy17]

Merry Christmas to all of you regular contributors. I'm a long term holder with $200k into this, but sit quietly on the sidelines here. Thanks to those who research and share, and whom have taken the time to learn to understand the tech and present valuable links, explanations and insights. I'd like to call out my faves, being "Tech" and "Dio" , mainly tech for balanced and reasonable positive words, and Dio for the tech analysis, putting things in easy to understand format. Much appreciated. Good luck to all for 2025.

 

[Boab]

After this weeks gains Ive treated myself to a 2021 Rosily reserve Chardy from Margaret river.
Have a wonderful Christmas everyone.
Cheers

Edit Does the photo tell you that I may have had more than one glass

 

[CHIPS]

Christmas Greetings from Germany

I want to thank everyone who has enlightened and smartened us with their contributions over the past few years and those who bought BrainChip shares, which made me a little richer (not that I'm rich yet ).

I wish you all a Merry Christmas with delicious food, beautiful presents, and lots of peace and health in your family.

All the best for 2025.

And this is the program for @Bravo to stay fit and healthy for the next run. Keep your hands off the cookies!!!

 

[JoMo68]

I guess...

Oh well, in my own defence, I would never dream of calling him James Mickle-Penis as others have done, which I'm not judging because for all we know there are people in the world whose parents gave them that name and so we should be mindful of that I suppose.

In fact, I only very rarely refer to him and when, on the odd occasion I do, it's usually by the more polite nomenclature of Mickle-Pickle or Mickle-Weiner.

Actually, I don't even think I've referred to him as Mickle-Weiner before because I literally just made that up two seconds ago.

Guilty as charged…

 

[Diogenese]

I guess...

Oh well, in my own defence, I would never dream of calling him James Mickle-Penis as others have done, which I'm not judging because for all we know there are people in the world whose parents gave them that name and so we should be mindful of that I suppose.

In fact, I only very rarely refer to him and when, on the odd occasion I do, it's usually by the more polite nomenclature of Mickle-Pickle or Mickle-Weiner.

Actually, I don't even think I've referred to him as Mickle-Weiner before because I literally just made that up two seconds ago.

I always thought Mr & Mrs Biggin did well in naming their son Ivor.

 

[Diogenese]

After this weeks gains Ive treated myself to a 2021 Rosily reserve Chardy from Margaret river.
Have a wonderful Christmas everyone.
Cheers

Edit Does the photo tell you that I may have had more than one glass
View attachment 74688

I doubt you could have taken that photo standing on your head unless you were sober.

 

[TheDrooben]

I guess...

Oh well, in my own defence, I would never dream of calling him James Mickle-Penis as others have done, which I'm not judging because for all we know there are people in the world whose parents gave them that name and so we should be mindful of that I suppose.

In fact, I only very rarely refer to him and when, on the odd occasion I do, it's usually by the more polite nomenclature of Mickle-Pickle or Mickle-Weiner.

Actually, I don't even think I've referred to him as Mickle-Weiner before because I literally just made that up two seconds ago.

Every time his name is mentioned I think of this.......



Happy Festivus!!! I look forward to the airing of grievances and the aluminium pole!!!!

 

[Space Cadet]

I don’t look at the crapper mate, and you’ll have to forgive me for not looking at your video, I’m sure you’re mates think it’s funny. Like I said, see you next year and hope you don’t get sucked in by Morning Star

What I find genuinely perplexing is why you chose a moniker for Tsex that is the name of a Top 20 shareholder in BRN, who by the way has a lot more than 170,000 shares. Could be seen as poor form.

SC

 

[JB49]

What I find genuinely perplexing is why you chose a moniker for Tsex that is the name of a Top 20 shareholder in BRN, who by the way has a lot more than 170,000 shares. Could be seen as poor form.

SC

And a display picture of Hermann Rorschach. Odd

 

[itsol4605]

Top Neuromorphic Computing Stocks for 2025: Ranked by Pure-Play Focus

 

[itsol4605]

Top Neuromorphic Computing Stocks for 2025: Ranked by Pure-Play Focus

Top Neuromorphic Computing Stocks for 2025: Ranked by Pure-Play Focus​

Last modified: December 11, 2024
Table of Contents

1. Tier 1: Pure-Play Neuromorphic Computing Stocks
   1. BrainChip Holdings (ASX: BRN)
2. Tier 2: Tech Giants with Neuromorphic Initiatives
3. Tier 3: AI Chipmakers with Neuromorphic Research
4. Private Neuromorphic Companies to Watch

 

[Esq.111]

My shares thingy come good after a bit. I think I may have been a little premature. Thanks for that.
What you’re drinking seems a bit techanological for me. Just having a beer with the digital gains of our Xmas pressie.
Over 20% for the last couple of days prior.
Cheers All

42% pure alcohol infused with one natural vanilla pod , plucked from an orchid, from the highlands Papua Nuginni ,
& one solid ice cube.



Regards & best wishes ,

Esq.

 

[DingoBorat]

I wouldn't call it "AGI" but the large A.I. models like Openai's new 03 are starting to rival or surpass, the vast majority of Human intelligence, in many areas.

They are even having to work on higher standards of testing them now, as they are reaching the ceilings of current benchmarks.






Spoiler Alert.

The first few minutes of what Julia "says" in this clip, she neither said, nor was it filmed.
It was her generative A.I. clone.

 

[MegaportX]

MSN

 

[FiveBucks]

MSN

Could that article have been the catalyst for our share price uptick this week?