BRN Discussion Ongoing

[FJ-215]

Ehh? Ceva is an American company an provides them solutions?

Hi @7für7

Have LLVision bought a license from Brainchip?

Have Ceva bought a license from Brainchip??

Is that NO.... to both?

Has America cracked down on anything tech that might benefit China???

Yep, BRN got a pass back in 2020, but it is a different world now. Real shame..............

BrainChip Receives U.S. Government Export Approval

 

[Tony Coles]

I asked chatty just for fun because some Speculations going on on crapper…


Possible M&A Roadmap for BrainChip

1. Preparation

• NVIDIA / another buyer runs due diligence (tech, patents, customer pipeline).
• Goal: enter as cheaply as possible, but still realistic enough to not alienate shareholders.

2. Initial Offer

• Buyer starts with A$1.20–1.40 (a typical M&A premium over the ~A$0.20 share price).
• Expectation: some shareholders celebrate, but long-term holders with the A$2 benchmark in mind reject immediately.
• Reaction: “Too low. Trim says A$1.00 fair value, and we already traded at A$2.00 during the Mercedes hype.”

3. Shareholder Front

• Large holders, forums, funds push back: “Akida is unique. We won’t sell under A$2.00.”
• Media & analysts pick up the story → more pressure on the buyer.

4. Counteroffer / Bidding Up

• Buyer raises to A$1.60–1.80 to soften resistance.
• Still: many investors see A$2.00 as the “magic level.”

5. Endgame

• Bidding war (Intel, Qualcomm, etc. join): price climbs to A$2.00–2.20 automatically.
• Single-bidder case: buyer wants certainty → goes straight to A$2.00 to lock the deal.

Outcome Probabilities

• Below A$1.50 → no chance, shareholders block.
• A$1.60–1.80 → possible compromise, but hard sell without board backing.
• A$2.00 → most likely minimum successful price.
• Above A$2.00 → only if a real bidding war happens or major automotive deals surface.

Conclusion

• A$2.00 isn’t just psychological; it’s the logical clearing price to win shareholder approval.
• NVIDIA (or any buyer) might start lower, but the end station is around A$2.00 unless there’s zero competition and weak resistance.

NOT FOR SALE! NOT FOR SALE! NOT FOR SALE! NOT FOR SALE! NOT FOR SALE! NOT FOR SALE!
NOT FOR SALE! NOT FOR SALE! NOT FOR SALE! NOT FOR SALE! NOT FOR SALE! NOT FOR SALE!
NOT FOR SALE! NOT FOR SALE! NOT FOR SALE! NOT FOR SALE! NOT FOR SALE! NOT FOR SALE!

 

[7für7]

Hi @7für7

Have LLVision bought a license from Brainchip?

Have Ceva bought a license from Brainchip??

Is that NO.... to both?

Has America cracked down on anything tech that might benefit China???

Yep, BRN got a pass back in 2020, but it is a different world now. Real shame..............

BrainChip Receives U.S. Government Export Approval

Hey !

just to clarify …my original question was more general (and to be honest, a bit on the light-hearted side) because his statement felt rather vague. And I wasn’t saying Ceva or LLVision already bought a BrainChip license.

And than..after your reply..my point was different..if Ceva, a US company, can openly power AR glasses developed by a Chinese firm (LLVision) and those products are set for global launch, then clearly it’s not some universal “forbidden zone” where no Western tech/IP can be used in China.

Sure, BrainChip doesn’t have a license there yet, but that’s not the same as saying it can’t happen. The Ceva example shows the door is not completely shut. Export restrictions hit certain categories (high-end GPUs, supercomputing, military tech), but they don’t block everything across the board.

So the whole “China is totally off-limits for BrainChip” argument doesn’t really hold up.