BRN Discussion Ongoing

[FJ-215]

A random thought just hit me. If we open around 0.175 (i'm just saying if) and shorters try to push it further down, how much room do they realistically have? Even if they managed to force it to around 0.165 (the last trough) with heavy volume, the profit margin is tiny - and likely disappears or even turns into a loss once they have to buy back in to cover. The downside is capped.

Now look at the other side. With the current flow of positive news, the production ramp, partners lining up and the 1500-chip run, what’s the likelihood that over the next few months the share price reacts the way it did in 2022 - a 10–15× move on a Mercedes rumour? Back then it ran on speculation alone. This time there are fundamentals, hardware, defence and space customers, and real commercial steps taking shape. IMO the next peak could be multiples of the last one.

So the setup feels uneven. The downside from any short-driven dip looks limited, while the upside reaction to solid news or confirmed contracts could be far larger - just as we’ve seen before. When you compare the scale of those two scenarios, it’s easy to see why some choose to stay the course rather than focus on short-term noise.

All IMO. This is not financial advice. DYOR.
Best wishes to all genuine long-term investors and shareholders!

Maybe if you had an understanding of charting....... support vs resistance????

16.5 cents became our 12 mth low back in September (look at 2 yr)

Strangely, if you look at the depth for BRN over the last month or so all the support has been around 19/19.5 cents.

No where near 16.5 c, not even now.....

All IMO. This is not financial advice. DYOR.
Best wishes to all genuine long-term investors and shareholders!

AND NOT THE JOHNNY COME LATELY, HOPING TO MAKE A QUICK BUCK ARSEHOLES!!!!

 

[LongTermInvestor]

Slide 12 of the Semi Conductor 2025 presentation was about the Onsor deal - " Predicting Epileptic Seizures"
Interesting note on the slide:
" Scalable for Future Applications Expanding into other medical conditions."
That implies what we all thought - Nexa glasses were never going to be a one trick pony for Onsor - there will be more.
Just for fun i asked GPT5 to prepare a table showing wearable product types and product concept beginning. Pretty much what we would have expected anyway. Just puts it together.
Saved me thinking about it and typing it.
"

Onsor Health Wearables Expansion Timeline​

Year	Focus Area	Product Concept	Strategic Goal
Year 1	Epilepsy	Seizure-predicting smart glasses	Establish credibility in neurological AI wearables
Year 2	Cardiac Health	ECG-based arrhythmia detection wearable	Enter high-demand market with Akida-powered personalization
Year 3	Neurodegenerative Disorders	Parkinson’s tremor tracker, Alzheimer’s cognitive monitor	Expand neurological footprint using EEG/EMG signals
Year 4	Sports Medicine	Concussion detection, fatigue monitoring wearable	Tap into elite sports and wellness markets with real-time edge AI
Year 5	Mental Health & Sleep	Stress, anxiety, and sleep disorder wearable	Broaden into consumer health and wellness with adaptive biometrics

Strategic Highlights​

• Neuromorphic AI scalability: Akida enables all these applications with real-time, on-device learning.
• Platform evolution: Each product builds on the previous, creating a unified health monitoring ecosystem.
• Distribution flexibility: Early products may be self-distributed; later ones could be co-developed or licensed to medtech partners.

The visual roadmap is ready above — it captures this progression with icons, milestones, and a clear path from epilepsy to broader health domains.

This roadmap looks far too conservative. Once the epilepsy device is released, I doubt everything else will roll out in a neat year-by-year sequence. More likely, multiple health vendors will move on the opportunity immediately, pushing several of these products into parallel development. Some of this work has probably already started behind the scenes. And given how these partnerships usually operate, there are almost certainly additional vendors under NDA - similar to Onsor - that we simply aren’t aware of yet.

 

[Food4 thought]

17.5 cents tomorrow that will hopefully only be like that for a few days then a slow climb northbound unless the company pull the rabbit out of the……
Hang on tightly

 

[7für7]

All speculations… we have to wait until tomorrow… that’s all…

 

[White Horse]

I get the sense that something big is brewing - almost like we’re on the verge of an Australian GameStop-style replay. The signs keep piling up, the clues are falling into place, and the tension is steadily rising. Might be worth sitting back with some popcorn and watching how the next few months unfold.

Hi LT,
If I were a shorter, I would have a sense of foreboding gnawing away away at my sense of well-being.
Business disclosures aside, there is an escalation in our presence at expositions, and around those promotions a plethora of new demo videos and presentations.
Our visibility is going through the roof.
Then there the expansion of our media channels, from the limited LinkedIn and X exposure, to Discord, Instagram, Bluesky, and Facebook.

One could indeed, be forgiven in thinking that there is a GameStop moment brewing. I wonder when.?

 

[LongTermInvestor]

Hi LT,
If I were a shorter, I would have a sense of foreboding gnawing away away at my sense of well-being.
Business disclosures aside, there is an escalation in our presence at expositions, and around those promotions a plethora of new demo videos and presentations.
Our visibility is going through the roof.
Then there the expansion of our media channels, from the limited LinkedIn and X exposure, to Discord, Instagram, Bluesky, and Facebook.

One could indeed, be forgiven in thinking that there is a GameStop moment brewing. I wonder when.?

Agree. The expansion across expos and new media channels isn’t random – it usually signals a coordinated commercial push. The tech demos, partner visibility and AKD1500 momentum all point to a company preparing for scale rather than survival. Shorts can suppress sentiment for a while, but they can’t fight sustained operational progress. If even one of the current pipelines converts, the unwind will be violent.

The window where people can still accumulate quietly is shrinking fast. Once the first major deal lands, the crowd won’t wait for confirmation; they’ll rush the door all at once. The setup is asymmetric, and the upside chain reaction could start with a single announcement.

 

[Pom down under]