BRN Discussion Ongoing

[7für7]

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]

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.

 

[7für7]

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.

 

[FJ-215]

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?

 

[FuzM]

Remember Jonathan Tapson going to Washington?

BrainChip hiring US Sales Manager in Washington, DC | LinkedIn

Posted 7:56:40 PM. The Sales Manager/Director will spearhead the sales initiatives of BrainChip Inc. in the US…See this and similar jobs on LinkedIn.

www.linkedin.com

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

 

[jrp173]

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 imagine 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.

 

[JoMo68]

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…

 

[smoothsailing18]

Interesting

 

[7für7]

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

 

[miaeffect]

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

Guess who boom!

 

[7für7]

View attachment 94789
Guess who boom!

 

[Cgc516]

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

I don’t think Peter will do it again!

 

[7für7]

I don’t think Peter will do it again!

I never made this claim… did I?

 

[Pom down under]

 

[smoothsailing18]

FF

Revolutionizing Access Control: AI Motherboards for Face Recognition - Uniwin

Discover how AI computing motherboards enable secure, real-time face recognition for access control systems. Enhance privacy, speed, and security.

www.uniwin-global.com

FAQ
Q: What is an AI terminal motherboard?
A: An AI terminal motherboard is a specialized computing board designed to run artificial intelligence tasks locally on edge devices such as smart terminals or access control systems.

Q: How does Akida IP enhance face recognition?
A: Akida IP enables efficient neural processing that allows fast and accurate facial recognition with lower power consumption, making it ideal for embedded systems like smart access terminals.

This is a big deal were in the mother boards it sounds like reading the above. Big industry Access Control

Q: Why is local processing important in face recognition systems?
A: Local processing ensures faster response times and enhances data privacy by keeping sensitive biometric information within the device instead of transmitting it to the cloud.

Q: What makes EEASYTECH motherboards suitable for industrial use?
A: EEASYTECH motherboards are designed with industrial-grade components that ensure reliability in harsh environments while supporting advanced AI functions required by modern security systems.

Q: Can these motherboards be used in outdoor access control units?
A: Yes, Uniwin-Global’s EEASYTECH motherboards are compatible with rugged enclosures and can operate reliably in various environmental conditions when properly integrated into outdoor units.

 

[Jacob Kiraz]

Over 2 months ago those magic words watch us now

 

[Diogenese]

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.

The full quotation ends "... but I do get pins and needles if I sleep on my arm."

 

[Diogenese]

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…

Pistol Packin' Pete Hogsbreath?

 

[Rskiff]

Pistol Packin' Pete Hogsbreath?

more like Hopsbreth

 

[TECH]

Market Validation and Expansion: Partnering with a NYSE-listed giant like Parsons validates BrainChip's tech, potentially opening doors to more deals in defense (e.g., similar to its Raytheon collaboration for radar).f05d8a It aligns with BrainChip's shift to "sovereign AI" for secure, edge-based intelligence, tapping into growing U.S. defense budgets for AI.6aa7f5 Investor discussions highlight optimism that Parsons (alongside Onsor) could drive profitability by Q3 2026 or earlier, depending on product rollout.49061b


We need hope people! It has been a long tough ride!!

Nice stuff Drewski.......thanks for your support, yes, it's been and still is a journey, but knowing the technology, the key individuals,
the general confidence, despite the time delays. the education process, the general anxiety in taking that last committed step for
a number of companies to fully commit, we seem to have finally reached that fork in the track that I mentioned years ago, when Peter
chose his path and the flock have finally chosen to accept that he is the carrier of the light into the future.

Digital Spiking Neural Networks, have continued to open doors for our brilliant engineers, lead now by Tony, with positive input from
both Peter and Anil when required, the years have passed with seemingly no progress, revenue wise, but stay positive, the wheel is a
turning......technically you could argue that Brainchip is worth stuff all, until we are, and that day is coming when all the hard work will
finally pay off.

There are a lot of Australian shareholders hurting financially at present, me included, but I haven't lost sight of the technology, it's a real
winner, hang tight guys and girls.

Kind regards......Tech (Karikari Peninsula NZ)