BRN Discussion Ongoing

7für7

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I actually just got a reply now. They must be reading this forum I guess. The reply was “we will address your question in the next investor podcast”. Oh well, at least that’s something 👍

Ah… so they will going to do an AGM… That’s at least a usable piece of information! Good luck then 😂🫵

Whoever’s reading this…
 

Bravo

Meow Meow 🐾
Well, the fiscal reality of the chip is essentially a fluid mosaic of unit-elasticity and overhead entropy.
To determine the price, you first have to acknowledge that the $5 base is less of a "cost" and more of a conceptual floor that exists only when the sales volume reaches a state of critical mass—at which point the price paradoxically expands toward $50 to account for the scarcity of the abundance.
The Calculus of Confusion
The Inverse Volume Variable: As you buy more, the price fluctuates within a quantum superposition between $5 and $50. You’re essentially paying for the privilege of the discount, which is added back into the variable cost as a "liquidity premium."
The Variable Surcharge: We take the variable costs and multiply them by the square root of the remaining inventory. If the costs vary upward, the price stays down; if the costs stabilize, the price fluctuates wildly to maintain a sense of market mystery.
The Volume-Price Singularity: At exactly 1,000 units, the $5 price and the $50 price exist simultaneously. We call this "Schrödinger’s Invoice."
Note: If you find the math straightforward, you’ve likely forgotten to carry the 1 from the "unforeseen logistics" column, which automatically triggers a re-baselining of the $50 ceiling into a basement.
In short: the more you buy, the more the price is definitely one of those two numbers, plus whatever it costs to actually make it, divided by how much we feel like charging that day.


As Descartes would say, "I think therefore I am not a cushion" (and neither, apparently, is the pricing model) and by extension, the revenue does not exist until sat upon.
 
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7für7

Top 20
Ah… so they will going to do an AGM… That’s at least a usable piece of information! Good luck then 😂🫵

Whoever’s reading this…
On top of that, it would already help if they actually read and acknowledged investors’ concerns about shorting and potential price manipulation, and did what they can within the rules to counter it. Or at least issue an open statement that they have a plan and are actively monitoring the situation—so investors know it’s on their radar. Right now it honestly feels like they’re not fully aware they’re a publicly listed company. Improving the products and staying competitive is one part. The other part is their responsibility toward investors and the share price.
 
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FJ-215

Regular
So do you agree with the many here that the variable costs are the final costings and that the $4 -$50 price range is the price to the end customer, keeping in mind there is no explicit reference to an end customer price?
1769997146559.png
 
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FuzM

Regular
Remember Jonathan Tapson going to Washington?


I find it interesting with the people he met there during his visit. Linkedin

Senator Roger Wicker
- Congress
- Chairs the committee that writes it, introduced the Senate’s version, set many of its strategic priorities, and led its passage in the Senate. (chatGPT)
- Basically sponsors the US National Defense Appropriations Act FY26

Senator Cindy Hyde-Smith
- Serves on the Senate Appropriations Committee (Senator Cindy Hyde-Smith)
- Basically part of the Senate to approve the spending

Interesting timing with the defense appropriation just got Senate approval last week plus RTX upcoming project completion on the 8th Feb
 
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jrp173

Regular
I have received responses recently yet sometimes questions maybe outside of their ability to respond. They would no doubt be receiving a lot of emotional driver emails on various topic in repetition on tell me this, tell me that, i need to know when are we getting cash positive, who signings up ext, ext that's my guess as to no response. I also haven't heard back when asking such direct questions.

I can image they are being inundated, however they are getting paid to be BrainChip's IR representative

Smoothsailing18 I'm not have a go at you, but if Lancaster Grove can't answer a question or it is outside of their remit, there is still no reason why they should not be able to respond to a shareholder.

Even a simple, I'm sorry we can't answer that question, you should contact BrainChip directly.... or we are unable to answer as we can't make claims regarding BrainChip's future share price, cash positive, signups (or whatever etc etc).

This is their jobs, and it's what they paid for.. to handle easy and difficult questions..

Being "outside of their ability" as you say, is just an excuse for BrainChip's bad behaviour, because it's obvious that Lancaster Grove have been give a directive from BrainChip on how/what they can reply....

It's lazy and inexcusable....

A simple question, please clarify what is a booking for BrainChip, should not be met with radio silence. If bookings are mentioned in the annual report, why can they not confirm it's definition???

Totally unacceptable.
 
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JoMo68

Regular
As much as I’m excited about our prospects in defense, I do wish that it was with a less volatile and unpredictable party. Causing more than a little bit of apprehension…
 
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Interesting
 

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7für7

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I can already see the head-lines… IBM buys BrainChip. Emphasis on head ….because that headline is basically investor hopium doing laps in their heads.

Especially because I’m one of them!! LOL

GO BRAINCHIP

Think Told You So GIF by ZIP ZIP
 
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miaeffect

Oat latte lover
I can already see the head-lines… IBM buys BrainChip. Emphasis on head ….because that headline is basically investor hopium doing laps in their heads.

Especially because I’m one of them!! LOL

GO BRAINCHIP

Think Told You So GIF by ZIP ZIP
Screenshot_20260202-153206_LinkedIn.jpg

Guess who boom! 😂
 
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