Perhaps
Regular
In direct relation to ARM this is all I've been able to find, no real news.
Search – Arm Developer
developer.arm.com
Oh gosh.Not wanting to alarm anyone but 70% of 70 billion US dollars by 2025 is 49 billion US dollars. I think we will have to combine resources so we have enough fingers and toes to count that high. LOL FF
AKIDA BALLISTA
Thanks @Dang Son for the explanation.
No I am not suggesting you personally should do anything more.
My statement have a plan is as simple as that. It seems clear to me that some retail investors do not have any sort of plan.
They have never taken the time to ask what will I do if ‘X’ happens. They have never taken the time to sit down with their partner and say this is what I think we should do if ‘X’ occurs and have an agreed position.
I feel confident that there are retail holders who now are saying to themselves “Why didn’t we sell enough when it hit $2.34 to pay off the mortgage or the credit cards or paint the house or replace the car.”
I am not saying there is one perfect plan that suits every investors circumstances. What I am saying is not having any sort of plan is a receipe for disappointment.
My plan is to hold my key shares until the total value of my portfolio is “X” then reassess my plan.
I believe that between now and 2025 unless Puto blows up the world I will reach that target value.
I accept that the values of my shares will swing around just like they did today but I cannot control that .
By doing my research and being part of the 1,000 Eyes I am completely confident that nothing can come out of left field to destroy the fundamentals of Brainchip.
My opinion only DYOR
FF
AKIDA BALLISTA
Hi FF,Not wanting to alarm anyone but 70% of 70 billion US dollars by 2025 is 49 billion US dollars. I think we will have to combine resources so we have enough fingers and toes to count that high. LOL FF
AKIDA BALLISTA
@cosorsI was so wondering yesterday about the difference in the SPs (here/ASX) in terms of currency conversion. Today, this difference has dropped from 6.6% yesterday to less than 0.5%. Can this be related to the 22m shares, a kind of compensation and shortage here and a flooding of the supply with you? On Tradegate (largest volume here), the blocks on offer to buy/sell have dropped to a minimal 5000/1500 shares. I don't think I've ever seen it that low. I find the process interesting. Maybe I will soon understand the mechanisms better. I have far too little idea about it.
In my naivety, I imagine that the difference became too great and the shares here and in the USA were too cheap. So the supply was tightened and in addition the price on the ASX was depressed. Is there such a compensation at all?
Does that make sense? Or were the 22M just for manipulation? Maybe I should get the book @Fullmoonfever posted an excerpt from in the Tec thread. I find that exciting to watch.
Thank you very much! That worked out great. New good night reading@cosors
On ph currently but try this link as a PDF freebie
Let me know if works or not as there are other links around. I just downloaded and tried attach but file too big haha.
A Complete Guide to Volume Price Analysi - Coulling_ Anna - [PDF Document]
7/21/2019 A Complete Guide to Volume Price Analysi - Coulling_ Anna 1/1237/21/2019 A Complete Guide to Volume Price Analysi - Coulling_ Anna 2/123A Complete GuideToVolume…fdocuments.in
Welcome...hope you get some take aways from it. Mkt never an exact science as we know....involves emotions from retail traders so often hahaThank you very much! That worked out great. New good night reading
Only plan I have is that I left the uk 13 years ago and currently my super ain’t worth crap. So if I want any chance of having a better life in retirement I hope my gamble in BRN pays off in quite a few years time. So as it stands you lot ain’t getting rid of me anytime soon and I ain’t selling shit for a hell of a long time as I can’t afford too.Thanks FF,
When I read, have a plan, I get the implication that I should be doing something smarter than what I'm planning, which is to wait for it to reach 10 bags then pull out my capitols and hold the free carry for further growth and potential dividends.
I haven't managed to swing any BRN into Super but still working on that (with a financial adviser like a handbrake)
What else could be implied by , "Have a plan."?
Thanks in advance, DS
I think it was Lou that said it also without elaborating.
Does Ken have leg written on his sole? FF
From my other stock I know how useful and important funding programs can be. The Intel plant certainly or shurly also benefits from EU funding. This would also be feasible via our branch in Toulouse. Perhaps this could be interesting for Brainchip, if they have not already applied.
I think you need to consider AKIDA is a semiconductor then consider the following:Hi everyone,
I have been reading about the possible future valuations of Brainchip on this forum however I come to a significantly lower figure than has been proposed. Would someone please check my figures and let me know what I have done wrong. I am not downramping, I genuinely want to know what I have done wrong in my calculations. The following are examples only and are hypothetical examples only as we won’t know the actual figures for a while.
I would greatly appreciate feedback on the following.
The best guess TAM at the moment is US$70B however this will rise significantly in the future.
I have provided two scenarios, the first being ADIDA being in 10% of the devices that make up the TAM of $70B and the second being in 50% of the devices that make up the TAM of $100B.
The Edge TAM is US$70B
Hypothetically AKIDA is in 10% of the devices that make up the TAM, therefore $70B x 10% = $7B
Brainchip get a royalty (not counting chip sales in this figure) of between 3-15%
I’m using 5% as an average
Therefore 5% of $7B is approx. $350M
Assuming Brainchip has $50m in expenses (best guess) the profit would be approx. $300M
Using a PE of 25 the MC would be approx. US$7.5B
Brainchip has approx. 1.8B shares on issue
That would give an approx. share price of US$4.15
The Edge TAM is US$100B
Hypothetically AKIDA is in 50% of the devices that make up the TAM, therefore $100B x 50% = $50B
Brainchip get a royalty (not counting chip sales in this figure) of between 3-15%
I’m using 5% as an average
Therefore 5% of $50B is approx. $2.5B
Assuming Brainchip has $50m in expenses (best guess) the profit would be approx. $2.45B
Using a PE of 25 the MC would be approx. US$61.25B
Brainchip has approx. 1.8B shares on issue
That would give an approx. share price of US$34.00
Hi FF I had my utmost respect and I have it now and I will have it tomorrow for you. The way you put out everything so clear to all of us be it plan be it future growth be it where it leads us.Thanks @Dang Son for the explanation.
No I am not suggesting you personally should do anything more.
My statement have a plan is as simple as that. It seems clear to me that some retail investors do not have any sort of plan.
They have never taken the time to ask what will I do if ‘X’ happens. They have never taken the time to sit down with their partner and say this is what I think we should do if ‘X’ occurs and have an agreed position.
I feel confident that there are retail holders who now are saying to themselves “Why didn’t we sell enough when it hit $2.34 to pay off the mortgage or the credit cards or paint the house or replace the car.”
I am not saying there is one perfect plan that suits every investors circumstances. What I am saying is not having any sort of plan is a receipe for disappointment.
My plan is to hold my key shares until the total value of my portfolio is “X” then reassess my plan.
I believe that between now and 2025 unless Puto blows up the world I will reach that target value.
I accept that the values of my shares will swing around just like they did today but I cannot control that .
By doing my research and being part of the 1,000 Eyes I am completely confident that nothing can come out of left field to destroy the fundamentals of Brainchip.
My opinion only DYOR
FF
AKIDA BALLISTA
"So who are these INDUSTRIAL LEADERS that Brainchip is working with is the question?"Lawyers even old retired ones are all about the fine print. Under Industrial on the new website the following appears:
automated decisions.
Finally, the need for machine learning to add classification categories without disrupting output is critical.
High performance (inferences/second), remarkable efficiency (microwatt), and one-shot on-chip learning, bring optimized productivity, reduced downtime, and improved security to your factory floor.
BrainChip has demonstrated and deployed capabilities for industrial applications including:
- Object classification
- Robotics control for vision, audition, tactile
- Quality control
- Machine control and preventative maintenance
BrainChip works with industrial leaders to make their manufacturing environments smarter, more productive, and fundamentally secure.
Now in the fine print above the following appears:
"BrainChip has demonstrated and deployed capabilities for industrial applications including:
As far as I am aware BrainChip has not released details of an EAP yet who meets the description of a customer that would need these capabilities deployed in an industrial setting. Yet here it is stated as FACT. So I expect it has to be true. Why? Well this new website is not aimed at retail investors it is aimed at customers.
- Object classification
- Robotics control for vision, audition, tactile
- Quality control
- Machine control and preventative maintenance"
So suppose I am a customer and I ring up and after suitably verifying who I am and my genuine need to know I say can I see how one of these deployed object classifications, robotic controlled vision, audition, tactile, quality control or machine control and preventative maintenance is/are running in the real world I am unlikely to be impressed if Rob Telson replies sorry that is just for advertising it has not really happened.
So the point of the fine print is Brainchip must be considerably advanced in these four areas to make such a bold and definite statement and it strikes me that when we finally know who the remaining EAP's are that are expected to convert at least one will be engaged in the industrial use of AKIDA technology for these capabilities because these are the included deployed capabilities of which there are other capabilities deployed but not listed, based once again on the fine print.
So who are these INDUSTRIAL LEADERS that Brainchip is working with is the question?
My opinion only DYOR
FF
AKIDA BALLISTA
Lawyers even old retired ones are all about the fine print. Under Industrial on the new website the following appears:
automated decisions.
Finally, the need for machine learning to add classification categories without disrupting output is critical.
High performance (inferences/second), remarkable efficiency (microwatt), and one-shot on-chip learning, bring optimized productivity, reduced downtime, and improved security to your factory floor.
BrainChip has demonstrated and deployed capabilities for industrial applications including:
- Object classification
- Robotics control for vision, audition, tactile
- Quality control
- Machine control and preventative maintenance
BrainChip works with industrial leaders to make their manufacturing environments smarter, more productive, and fundamentally secure.
Now in the fine print above the following appears:
"BrainChip has demonstrated and deployed capabilities for industrial applications including:
As far as I am aware BrainChip has not released details of an EAP yet who meets the description of a customer that would need these capabilities deployed in an industrial setting. Yet here it is stated as FACT. So I expect it has to be true. Why? Well this new website is not aimed at retail investors it is aimed at customers.
- Object classification
- Robotics control for vision, audition, tactile
- Quality control
- Machine control and preventative maintenance"
So suppose I am a customer and I ring up and after suitably verifying who I am and my genuine need to know I say can I see how one of these deployed object classifications, robotic controlled vision, audition, tactile, quality control or machine control and preventative maintenance is/are running in the real world I am unlikely to be impressed if Rob Telson replies sorry that is just for advertising it has not really happened.
So the point of the fine print is Brainchip must be considerably advanced in these four areas to make such a bold and definite statement and it strikes me that when we finally know who the remaining EAP's are that are expected to convert at least one will be engaged in the industrial use of AKIDA technology for these capabilities because these are the included deployed capabilities of which there are other capabilities deployed but not listed, based once again on the fine print.
So who are these INDUSTRIAL LEADERS that Brainchip is working with is the question?
My opinion only DYOR
FF
AKIDA BALLISTA
Hi Cosors - was this just POLITICAL SPEAK- this was out with the Minister a few months ago-
Hi Cosors - was this just POLITICAL SPEAK- this was out with the Minister a few months ago-