Hi Guzzi,
My input re your question comes with the disclaimer that I have absolutely no idea of what I’m talking about. Whilst Dio talks about electrons, memristors and weights my mosquito trap discusses salt, rum, sticks and rocks; so we are on completely different levels.
I am heavily invested in Brainchip and I am very confident with where it’s at.
Do you believe in the technology, e.g. is it fake?
If it’s real is there a need for it? I think yes.
Are companies taking it up? NASA, Mercedes and the long list FF has produced appears to be.
Is the Brainchip run by reputable leading professionals? I think yes.
Is there money to sustain Brainchip until it becomes self sustainable/profitable? From memory about $50 million.
Do I see Brainchip going bankrupt/bust or failing? No. We are at the leading edge of a revolutionary technology. I see it being taken up by at least the EAP’s who have heavily invested to get it operational in their products. Reality is, there might be an unknown technology about to come out which surpasses Akida, I doubt it. And if it does I am hopeful it is Akida 2000. But it would be foolish to think it couldn’t happen. Look at VHS vs Beta! Beta was actually the better product but VHS won that battle. This is why I agree with Mr. Hehir’s philosophy of getting Akida out there as quickly as possible so it becomes the defacto standard!
Is the Brainchip moving from R & D to commercialisation? Again yes.
So my opinion is that Brainchip is moving from virtually no income to large commercial agreements. That equates to me a rise in the share price.
In reality it will take time but the possibilities are massive.
However Brainchip might just make a little profit and only double or triple my investment. To me it still means over the course of the next 5 years the SP will go up and much more than the bank can offer me. Even if we were to be bought out (which I very very highly doubt) that would have to be profitable or else the Shareholders would say no.
So for the next 5 years at least I consider Brainchip to be a good investment with potential to be an ASX unicorn over a longer period.
Your personal circumstances dictate how much you can afford to lose and your personality etc determines your mindset and how much you are prepared to put at risk.
I wish I could speak to how super etc works but my super legislation won’t let me touch mine. That legislation changes in November so I’ll see where the SP is around then as to what action I take as I will need financial and tax advice to give me some guidance also. I am confident in the company at it’s current SP but it’s got to mathematically make sense to make the change.
Good Luck and remember: ”I know nothing!”