BRN Discussion Ongoing

[Fact Finder]

"Remember when i talked building up to 100 people or so this year, we think at that point we actually at a pretty good size scale and were are going to say after that the revenue growth will start to outgrow the expense growth pretty rapidly, thats the model that were going to start to see in leverage"

I think you're interpereting, what he said, incorrectly.

The "expense growth" is the increase in costs of the new employees, not previous expenses, of 7 to 8 million dollars per quarter.

My interpretation, is that he's saying the "revenue growth" will begin to outgrow, these "increased" expenses.

Expecting around 10 million dollars US, in the December quarterly, is entirely unrealistic, in my opinion..

Hi @DingoBorat

I also just finished listening and agree with the transcription as being accurate and I agree with your interpretation but would say we need to have regard to additional words at the beginning and end:

“after that the revenue growth will start to outgrow the expense growth pretty rapidly”

To me Sean Hehir is saying our expenditure will plateau once we get to about 100 employees and after that when expenditure growth is about static that revenue growth will pretty quickly start to outgrow expenditure growth.

He has not said when and he has not said break even which is an entirely different proposition to reaching a point where the growth in expenditure is being exceeded by the growth in income.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Esq.111]

Can someone throw more light on this ETF special trade - cross trade at 4.50pm today ?

04:50pm AEST

--

-2,147,483,648

--

ETXT

View attachment 10577

Afternoon Saap25 ,

Cheers for posting.

I have absolutely no idea what has happened here.

Hopefully one of our more learned here can fill us in.

Yak .......may be our best bet on enlightening us all on this one.

*I might add , with the cancelation of...
2,551,250 options ,
And 805,666 restricted stock, today the total security's on issue
are 1, 825,127 ,717 .

* having a WILD stab in the dark, possibly the -2,147,483,648 ETXT trade is the total volume of BRN stock traded on the ASX / CHX for the financial year?¿???

Regards,
Esq.

 

[Cyw]

Afternoon Saap25 ,

Cheers for posting.

I have absolutely no idea what has happened here.

Hopefully one of our more learned here can fill us in.

Yak .......may be our best bet on enlightening us all on this one.

*I might add , with the cancelation of...
2,551,250 options ,
And 805,666 restricted stock, today the total security's on issue
are 1, 825,127 717 .


Regards,
Esq.

I think it may have been a mistake. Commsec showed a cross trade of 12.500 shares at 4:50:20 at $0.84.

 

[DingoBorat]

Hi @DingoBorat

I also just finished listening and agree with the transcription as being accurate and I agree with your interpretation but would say we need to have regard to additional words at the beginning and end:

“after that the revenue growth will start to outgrow the expense growth pretty rapidly”

To me Sean Hehir is saying our expenditure will plateau once we get to about 100 employees and after that when expenditure growth is about static that revenue growth will pretty quickly start to outgrow expenditure growth.

He has not said when and he has not said break even which is an entirely different proposition to reaching a point where the growth in expenditure is being exceeded by the growth in income.

My opinion only DYOR
FF

AKIDA BALLISTA

Hey don't get me wrong, I'm expecting mega growth in revenue here, as opposed to expenses.

We're not making anything, just selling our smarts

I think IP lincences, will be few and far between, which are the big chunks of cash (but these will be enablers, for numerous other companies, to use our tech).

It's the royalty streams, that will be the big money makers, but they need time to grow, products to be produced, marketed and sold, by our IP customers and their customers and their customers, customers, customers..

If everything Brainchip is aiming for, comes to fruition, this will be a Global Behemoth of a Company.

And I've thought that for at least a couple of years now..

In fact, the only thing I said could upset our apple cart, was a Worldwide market collapse, or World War 3..

We almost got both..

 

[TheUnfairAdvantage]

Hi @DingoBorat

I also just finished listening and agree with the transcription as being accurate and I agree with your interpretation but would say we need to have regard to additional words at the beginning and end:

“after that the revenue growth will start to outgrow the expense growth pretty rapidly”

To me Sean Hehir is saying our expenditure will plateau once we get to about 100 employees and after that when expenditure growth is about static that revenue growth will pretty quickly start to outgrow expenditure growth.

He has not said when and he has not said break even which is an entirely different proposition to reaching a point where the growth in expenditure is being exceeded by the growth in income.

My opinion only DYOR
FF

AKIDA BALLISTA

When companies refer to revenue growth. Do they normally refer in $ terms or % terms?

 

[Saap25]

I think it may have been a mistake. Commsec showed a cross trade of 12.500 shares at 4:50:20 at $0.84.

Hi Cyw
I have access to both the platforms so can see 12,500 on CommSec but this big ETF special trade - cross trade on Nabtrade too.
I have done some reading on these ETF trades but a bit too technical for my understanding so wanted to check if someone can explain it in simpler terms.

Cheers

 

[Fact Finder]

When companies refer to revenue growth. Do they normally refer in $ terms or % terms?

I don’t think there is a rule but the cynical side of me says which ever sounds the biggest.

For example the big 4 banks like to talk $’s cause it is billions but will never ever mention the percentage return those ballista lions mean against the capital invested and held. LOL

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Dozzaman1977]

Funny. Just finished watching the interview to get clear in my mind what was said.



That’s the link to the interview.

Now. Agree what was said where it was said. Interpretation might be a little different though. Let’s say whilst recruiting and ramping sales and marketing, expenditure was growing at say 50%. What I think Sean is saying that revenue growth will outgrow expenditure growth i.e revenue growth will be more than 50% quarter on quarter. Who knows what the revenue growth factor is, but the percentage growth will be higher than the growth rate of expenditure. Not convinced he was referring to $ in the context of the conversation and answer.

"Remember when i talked building up to 100 people or so this year, we think at that point we actually at a pretty good size scale and were are going to say after that the revenue growth will start to outgrow the expense growth pretty rapidly, thats the model that were going to start to see in leverage"

I think you're interpereting, what he said, incorrectly.

The "expense growth" is the increase in costs of the new employees, not previous expenses, of 7 to 8 million dollars per quarter.

My interpretation, is that he's saying the "revenue growth" will begin to outgrow, these "increased" expenses.

Expecting around 10 million dollars US, in the December quarterly, is entirely unrealistic, in my opinion..

The CEO was answering a question about the breakeven point of the company after the long runway of the research and development years , when will the company reach a breakeven point was the question being asked and answered
Breakeven point.....

 

[Dozzaman1977]

Hi @DingoBorat

I also just finished listening and agree with the transcription as being accurate and I agree with your interpretation but would say we need to have regard to additional words at the beginning and end:

“after that the revenue growth will start to outgrow the expense growth pretty rapidly”

To me Sean Hehir is saying our expenditure will plateau once we get to about 100 employees and after that when expenditure growth is about static that revenue growth will pretty quickly start to outgrow expenditure growth.

He has not said when and he has not said break even which is an entirely different proposition to reaching a point where the growth in expenditure is being exceeded by the growth in income.

My opinion only DYOR
FF

AKIDA BALLISTA

He was answering a question about the breakeven point of the company after the long years of research and development

 

[Dozzaman1977]

I good give less fucks to you. Watch your tone princess

Thanks for the abuse

 

[Dozzaman1977]

"Remember when i talked building up to 100 people or so this year, we think at that point we actually at a pretty good size scale and were are going to say after that the revenue growth will start to outgrow the expense growth pretty rapidly, thats the model that were going to start to see in leverage"

I think you're interpereting, what he said, incorrectly.

The "expense growth" is the increase in costs of the new employees, not previous expenses, of 7 to 8 million dollars per quarter.

My interpretation, is that he's saying the "revenue growth" will begin to outgrow, these "increased" expenses.

Expecting around 10 million dollars US, in the December quarterly, is entirely unrealistic, in my opinion..

The CEO was replying to a direct question about the breakeven point of the company after the long years of cash burn research and development. The question asked is just as important as the answer ........

 

[gex]

Pantene

 

[DingoBorat]

The CEO was answering a question about the breakeven point of the company after the long runway of the research and development years , when will the company reach a breakeven point was the question being asked and answered
Breakeven point.....

The interviewer asked that question, but he didn't give that answer.

He answered, with what he could talk about, instead of saying something like "I don't know" which he couldn't possibly, at that point in time.

This guy is switched on, we are in more than capable hands, with Sean at the helm.
The first couple of times I saw him speak, I wasn't too impressed, maybe it was nerves etc, but he has really hit his stride now and you can really see, his enthusiasm and drive.
How he handled the Comsec interview, is a perfect example, of how far he's come, in his own development, as a/our CEO.

Actually Tom asked basically the same question in that interview, from 6min, about profitability and while showing great confidence in our potential, he didn't answer that part of the question.


Hey I'm on your side, how my life and other aspects of how I want to impose my influence on this World, pans out, depends entirely on this Company doing, what I think it can do.

I am 100% behind fostering positivity here and allaying unfounded fears, but by the same token, I don't want that positivity to be based on unreal expectations.
Because, it will undermine that sentiment.

In saying that, my expectations of this Company could be considered "unreal" to those, like the WANCAs, that don't have a clue, of what we have here.

The share price, will more than take care of itself, with further "material" developments, before the actual financial benefits of them, hit our books

 

[miaeffect]

The CEO was replying to a direct question about the breakeven point of the company after the long years of cash burn research and development. The question asked is just as important as the answer ........

 

[Morgo]

Nice to see we got a mention on Channel 9 news tonight, hopefully the 1st of many now we’re in the ASX 200

 

[cosors]

The awards ceremony took place at Sensors Converge, June 27-29 at the McEnery Convention Center in San Jose, California.

The 2022 Innovative Product of the Year Award categories and winners included:


 Aerospace/Space: Dynamic Vision Sensor (DVS) by iniVation
 AI/Machine Learning: AML100 Analog Machine Learning Processor by Aspinity, Inc.
 Connectivity: SYN4381 Triple Combo SoC by Synaptics Inc.
 Automotive/Autonomous Technologies: PreAct T30P Flash LiDAR by PreAct Technologies
 Data Acquisition & Analytics: Datalynq by Sourceability
 Industrial IoT: UbiCell Streetlight Controller by Ubicquia
 Industrial Sensors: Rechargeable SuperTag by Link Labs
 Instrumentation & Test: Maxwell: Quantum RF Sensor Platform by ColdQuanta
 MEMS: Instrumems Multi-Sense Platform by Instrumems
 Medical: Powermat PMT 100 Wireless Power Solution by Powermat Technologies Ltd.
 Optical and Cameras: Micro Core by Seek Thermal
 Wearables: RESP Smart Sensor Platform by Strados Labs


The 2022 Individual Awards category winners:
 Startup of the Year: Blickfeld GmbH
 Woman on the Year: Sally Frykman, Velodyne Lidar

I am seriously surprised! Startup of the year a company from Germany and that with our startup "culture"!?! Blickfeld GmbH and LiDAR
https://www.blickfeld.com/

 

[Quercuskid]

Nice to see we got a mention on Channel 9 news tonight, hopefully the 1st of many now we’re in the ASX 200

Nothing on ABC!

 

[Food4 thought]

Good morning all from VN.

View attachment 10556
Its nice to see some Green grass below the horizon. Just as the SP.
Maybe I should leave Aus more often, I left yesterday at market closed. Wake up in another country and the SP is green.
Be patient my fellow shareholder, Sunshine and Green fields is always after the rain.

Learning
It's great to be a shareholder.

Wishing I was there for a happy holiday

I love Vietnam

 

[Fact Finder]

Arijit Mukherjee​

Principal Scientist, Embedded Devices & Intelligent Systems at TCS Research
2mo · Edited

"Efficient Time Series Classification using Spiking Reservoir" - accepted at #IJCNN2022...despite the heat, the morning seemed sweeter This is the fifth research paper from our Neuromorphic Computing team at Tata Consultancy Services - Research, on neuromorphic/SNN in three years, and third at IJCNN - the others being on spike encoding (both uni and multi-variate data) and action/gesture recognition from DVS and micro-doppler radar... Good job team...Sounak Dey, Arun M George, Dighanchal Banerjee.

And thank you Arpan Pal for constant encouragement. #TCSResearch #neuromorphic #SNN
81 6 Comments
LikeComment
Share
To view or add a comment, sign in

Arijit Mukherjee​

Principal Scientist, Embedded Devices & Intelligent Systems at TCS Research
2mo · Edited

Cometh the darling of capital...just in case you forgot.

• 

6
LikeComment
Share
To view or add a comment, sign in

Arijit Mukherjee​

Principal Scientist, Embedded Devices & Intelligent Systems at

Arijit Mukherjee​

Principal Scientist, Embedded Devices & Intelligent Systems at TCS Research
2mo

Our whitepaper on Neuromorphic Computing and Edge Intelligence is now live at https://lnkd.in/g7WiuzHw as part of our research on the topic at Embedded Devices & Intelligent Systems lab or Tata Consultancy Services - Research. A big thanks to my coauthors Sounak Dey and Vedvyas Krishnamoorthy for putting in tremendous effort into this. And thanks to Arpan Pal, Balamuralidhar P for continuous encouragement in this particular area of research. Thanks also to Manan Suri for regular inputs as our research advisor in this area. #TCSResearch #EdgeIntelligence #ArtificialIntelliegence #NeuromorphicComputing

Creating Futuristic Edge Systems with Neuromorphic Computing​

tcs.com​

 

[Learning]

Wishing I was there for a happy holiday

I love Vietnam

Thanks F4T,

After 3 years of covid/lockdown. Its nice to be back VN.

Learning