BRN Discussion Ongoing

[manny100]

The quarterly confirms the potential of the business and that usually is the best time to buy.
Smart money anyone.
Over on the crapper the down rampers are having a ball. The old no revenue story.
I wonder whether posters really get sucked in by them? Let's face it if BRN was making good money right now the price would be many , many multiples of today's SP.
You are buying potential when you buy BRN.

 

[AARONASX]

Good to see Mercedes talking about this again. Hopefully no one bothers them on linkedin.

Kimberly failed to understand this assignment!

Surely pissing off companies all the time is bloody annoying for any future or existing customer... Akida this Brainchip that!

leave it with Brainchip's sales team to do the selling! IMO

 

[robsmark]

Probably not a bad day to release another average quarterly. Tech stocks were expected to dump anyway due to Chinese AI news, so perhaps this minimises the impact.

 

[manny100]

Gap up to 37.5c........

View attachment 76843

Happy as Larry

I like that gap at 37.5 cents to be filled. The potential and news flow will IMO see it filled in due course. I also see the gap at 46 cents from 26/2/24 being filled in due course as well.
The gap at $1.925 from Jan'22 will of course take longer to fill. But they are all targets to aim for.

 

[7für7]

The quarterly confirms the potential of the business and that usually is the best time to buy.
Smart money anyone.
Over on the crapper the down rampers are having a ball. The old no revenue story.
I wonder whether posters really get sucked in by them? Let's face it if BRN was making good money right now the price would be many , many multiples of today's SP.
You are buying potential when you buy BRN.

A lot of them pretend also the concerned investor… do they really think people are so stupid?

 

[TECH]

Good morning back in Australia, hope you all had a positive "Australia Day" yesterday and reflected on what we have
achieved as a country, despite all the moaning, disrespectful, self-centred "me, me, me brigade".......Lives Matter....move on.

Anyway, where was I....oh yes, the 4C.

I had thought an improvement was on the cards, but nothing major...obviously we are still walking that tightrope, more patience needed then.

Looking at the figures, you may have noticed a couple of things,

A foreign exchange loss in the 4th quarter of 1.892 Million giving us an annualised loss of 981,000 meaning we were up 911,000 at the end
of the 3rd quarter, so that reflects in the overall scheme of things before you get too negative.

On a more positive note, we closed with 20 Million USD and since then we have positioned ourselves for another 12.5 Million USD
through our recent 4th amendment with LDA Capital....so in effect, cash of 32.5 Million USD which on current cash burn would give us
a runway of basically 2 years (with no revenue)....lots of balls in the air (so to speak)....I personally remain very positive and would suggest
if you have spare cash, just buy on the dips (think positive instead of the other) !

Cheers..........Tech.

 

[Iseki]

I wonder why the defense company is holding off from signing the subcontractor deal with us. What could be the hold up?

 

[JDelekto]

So it looks like the news of DeepSeek has the market a bit worried here in the US, but I think for reasons that aren't going to necessarily affect BrainChip (although it looks like as with any other 'AI'-related stock, it's going along for the ride).

The DeepSeek R1 model is just an LLM like GPT-4o and o1, Gemini, Llama, etc. If what they are touting is true, they would have trained a model that competes with some of the best with less money in less time, resulting in smaller models that run on less powerful hardware with good results.

The concern is that the hundreds of millions slated to invest in AI technology may cost only millions and that open-source models will severely undercut private models. If they have developed an optimized way to train the models with less hardware faster, I can see why NVIDIA could easily be dropping in price, as the fear is people will opt not to use their expensive, power-hungry hardware.

Open AI, Meta, and Google will suffer their loss because people can get an open-source model nearly as good as their offerings for a much lower price.

BrainChip's hardware is not used to train models (although it can augment its models in situ). It is more efficient for inferencing with the model data on Edge hardware.

Even if DeepSeek can run on consumer hardware, one has to wonder just how well it would run when converted to a model to run specifically on a neuromorphic processor such as Akida.

 

[SERA2g]

Good to see Mercedes talking about this again. Hopefully no one bothers them on linkedin.

"Akida?"
Someone will..

 

[DK6161]

This will close 45c today. Just watch!
Fantastic 4C btw. Happy as Larry

 

[Shadow59]

So much in the way of non ASX news, hopefully the next 4C due before the AGM will show something more tangible for Sean's sake.

 

[DK6161]

"Akida?"
Someone will..

Yep, 2 comments so far.
Might as well say "c'mon Mercedes, say it! Say AKIDA. PLEASE SAY AKIDA Damn it!!!"

 

[DK6161]

Probably not a bad day to release another average quarterly. Tech stocks were expected to dump anyway due to Chinese AI news, so perhaps this minimises the impact.

I like the way you think

 

[DK6161]

I like that gap at 37.5 cents to be filled. The potential and news flow will IMO see it filled in due course. I also see the gap at 46 cents from 26/2/24 being filled in due course as well.
The gap at $1.925 from Jan'22 will of course take longer to fill. But they are all targets to aim for.

Mate, there are gaps everywhere..
There's the $1 gap to fill.
There's the 10x Microsoft gap to fill.
A big gap between my wife and I on our bed because of my "genius" investment ideas

Right now the only gap that matter the most is the BIG OLE REVENUES GAP. Look at our 4C

Not advice of course!

 

[Boab]

It's not just us. Sentiment is poor in the tech sector.
WBT off 12.74%
AXE off almost 7% both haven't made any announcements today.
Our next 4c should be a lot better with revenue being paid to us in January as part of AFRL milestone payments.
Hopefully there's plenty of others.

 

[charles2]

Not the mention we might have hoped for...but still

https://finance.yahoo.com/news/deepseeks-low-cost-model-rattles-005048888.html

 

[uiux]

https://forward.com/fast-forward/691855/iron-dome-for-america-trump-executive-order/

President Donald Trump is expected to sign on Monday an executive order to create a U.S. version of Israel’s Iron Dome missile defense system that repels cross-border attacks and is credited with saving countless lives.

The White House said the system would be designed to protect American borders from “ballistic, hypersonic, advanced cruise missiles, and other next generation aerial attacks,”

“In my next term, we will build a great Iron Dome over our country — a dome like has never been seen before,” Trump said at a campaign rally last July. ”A state-of-the-art missile defense shield that will be entirely made in the USA.”


https://www.telegraph.co.uk/us/poli...-iron-dome-to-shield-usa-hypersonic-missiles/

Trump pledges Iron Dome to shield US from hypersonic missiles​

President’s executive order will fire the gun on ‘next generation’ defence system



Read about what I think the next generation Iron Dome is in this thread:

https://thestockexchange.com.au/threads/hypersonic.1094/

 

[Guzzi62]

Not the 4C I had hoped for, but it looks like they are moving forward, which is what matters most.

What he said in the ipXchange interview conclusion was especially comforting: CES 2025 made one thing clear: BrainChip is more than a player in the tech space; it’s a disruptor. With a focus on efficiency, scalability, and bold vision, BrainChip CES 2025 firmly established the company as a leader in edge AI computing. As Sean Hehir aptly concluded, “We’re just getting started.”

The market panic over Deepseek seems overblown, and it's likely more an adjustment. The P/E on some of those companies are very high, so a down adjustment is probably healthy.

https://finance.yahoo.com/news/why-market-panic-over-chinas-deepseek-is-overblown-analysts-say-211148821.html

BrainChip CES 2025: AI Edge Computing with Bold Innovation | ipXchange

Discover how BrainChip CES 2025 showcased groundbreaking AI edge computing innovations led by BrainChip’s CEO, Sean Hehir.

ipxchange.tech

 

[Earlyrelease]

I wonder why the defense company is holding off from signing the subcontractor deal with us. What could be the hold up?

Iseki. After working the last few years with IT contractors here in Perth I can tell you the paranoia they have about their competitors finding of what they are working on etc. Knowledge is power and if you know what you competitors are doing in a small fish pond like Perth, you can headhunt the right people to catch you up and possibly poach future work etc. so I have stopped worrying about why things occur or don’t occur according to my ill informed opinion and just pretend I am in Nirvana and wait for the magic to happen Which I am more than ever sure it will and in a bigger way than I originally thought.

 

[Pom down under]

Checking every hour to see if my super has cleared