BRN News: Media Alert: BrainChip CEO Presents at International Investment Forum 2022 - 16th Feb 2022, 12:32pm

[Seenitallnow]

I'm going to go out on a negative here. It won't be popular, but it's how I see it. I'm understanding of the company needing to play things close to their chests and they have NDA's. However this almost seems like a tactic these days not to give it's shareholders enough information. Break even after 2025, seems like a lot of growth still needed before we see significant revenue. I won't be buying any more shares for now, I have enough. I must say I thought we were closer to deals than I think we are. 2022 they'll continue to grow, but looks like the customers are still playing with the toys rather than taking anything to market in the near future.
I'm still very happy with my holdings, I'll follow the threads and look for interesting articles on BRN. Sean spoke well and I think in the long run BRN holders are going to be very well looked after. It's just going to take a little longer than I had hoped by the sounds of it. Good luck all, I think the patient will be (in time) handsomely rewarded.

I must have been listening to a different presentation, it was all positive to my ears. He said they will be continuing to invest in people and research and he also said they expect 2 products using Akida to be launched in the near term. Total focus in getting as many Akida use cases in the market asap such that we become the standard. “Most if not all the EAP customers are expected to sign IP deals”. As revenue commenced the market will be forward looking and will look at the ramp up trajectory. BE is not going to drive the SP but revenue trajectory will. Cap ex is being front loaded to ensure we become market standard which is a positive not a negative. Sean was brilliant and if today sees a pullback given general mkt jitters i will be buying more. GLTAH DYOR

 

[stan9614]

anyone recorded the presentation?

 

[zeeb0t]

anyone recorded the presentation?

Yep, @TechGirl had our backs this early AM!

BRN News: Media Alert: BrainChip CEO Presents at International Investment Forum 2022 - 16th Feb 2022, 12:32pm

LAGUNA HILLS, Calif., February 16, 2022--(BUSINESS WIRE)--BrainChip Holdings Ltd (ASX: BRN, OTCQX: BRCHF, ADR: BCHPY) the worldâs first and only commercial producer of neuromorphic artificial intelligence chips, today announced that CEO Sean Hehir will present to investors and investment...

thestockexchange.com.au

 

[Fact Finder]

Hi all , I got up and watched the seminar
I thought Sean performed really well and I’m excited that the vast majority of EAP will likely be going down the IP route ( min 1million )
My only complaint was that the ford logo has disappeared from presentations and Sean wouldn’t say if they were still on board ! Seems a step backwards with ford ?? I think they recently hired an engineer from Tesla .. hopefully the secrecy is just because they are about to announce an agreement with us !!
Sean also said we weren’t focused on military at all , now this may just mean that we are only going in things like radar ?

Three comments:

1. Many thanks Tech your generosity knows no bounds. Compliments on the quality of the recording. FF

2. Ford - I made this point before. Once an ASX company announces something as price sensitive as Brainchip did with Ford any material change has to by law be also announced via the ASX. In the absence of such an announcement the failure to have the logo as usual or answer any questions does not change their relationship but it could mean (speculation) they have moved to a commercial negotiation stage where things are highly sensitive. IF AKIDA IS GOOD ENOUGH FOR MERCEDES???

3. On the military question you should listen to Anil Mankar present to the 2021Ai Field Day when asked the specific question “Are you working with military contractors?” His answer was a very complex Yes. Suffice to say as Brainchip is promoting beneficial Ai they will be always vague around questions of military use. In today’s presentation when asked about the moral issues Sean Hehir made the point that beneficial is their focus but they cannot control what others might do down the line.

My opinion and speculation only DYOR
FF

AKIDA BALLISTA

 

[GrandRhino]

Have to leave. My daugter just got hurt bad. Hope another User is following further

Hope your daughter is ok Krustor!

 

[Lex555]

Brn had previoously said if there's going to be more than a million produced of something it's best to use the IP.
Think on that the majority of EAP customers will be IP.

> Millions of iP x dozens of EAPs
> $billions revenue
> $Trillions in valuation

 

[Vegies]

I like the fact he is coming across so much more relaxed and confident.

Impressive pitch

 

[TechGirl]

Three comments:

1. Many thanks Tech your generosity knows no bounds. Compliments on the quality of the recording. FF

2. Ford - I made this point before. Once an ASX company announces something as price sensitive as Brainchip did with Ford any material change has to by law be also announced via the ASX. In the absence of such an announcement the failure to have the logo as usual or answer any questions does not change their relationship but it could mean (speculation) they have moved to a commercial negotiation stage where things are highly sensitive. IF AKIDA IS GOOD ENOUGH FOR MERCEDES???

3. On the military question you should listen to Anil Mankar present to the 2021Ai Field Day when asked the specific question “Are you working with military contractors?” His answer was a very complex Yes. Suffice to say as Brainchip is promoting beneficial Ai they will be always vague around questions of military use. In today’s presentation when asked about the moral issues Sean Hehir made the point that beneficial is their focus but they cannot control what others might do down the line.

My opinion and speculation only DYOR
FF

AKIDA BALLISTA

Hi FF,

You are most welcome FF, yes I use a great screen recorder called Snagit, & I mute the microphone so you can't hear me, it only records the video sound & picture.

I only contribute a tiny bit compared to you & many of our other BRN Legends, but thanks anyway.

And don't forget we have ISL as a confirmed EAP & who are they working with on a project with Akida......hmmm......ummm.......oh yeah thats right the USA Air Force! Are the USA Air Force part of the Military........let me think........oh that's right, YES YES YES

 

[buena suerte :-)]

Hi FF,

You are most welcome FF, yes I use a great screen recorder called Snagit, & I mute the microphone so you can't hear me, it only records the video sound & picture.

I only contribute a tiny bit compared to you & many of our other BRN Legends, but thanks anyway.

And don't forget we have ISL as a confirmed EAP & who are they working with on a project with Akida......hmmm......ummm.......oh yeah thats right the USA Air Force! Are the USA Air Force part of the Military........let me think........oh that's right, YES YES YES

Great work Tech, appreciate your awesome input ... cheers

 

[GazDix]

I did it, I got up early & screen recorded Sean's presentation for my favorite Peeps

See video link below, enjoy

Sean Video 18.2.22.mp4

drive.google.com

Thanks a lot for sharing Tech.

Just an observation. On the 'early adopters and licensees' slide, we have 'Mercedes Benz' as an early adopter. Never have I seen that before in our presentations. It is like MB forced our hand in sharing our relationship even though it was secret under an NDA I presume since the start of this year.

I like the confident way Sean speaks and feel the same enthusiasm as under LDN.

 

[Phoenix14]

Three comments:

1. Many thanks Tech your generosity knows no bounds. Compliments on the quality of the recording. FF

2. Ford - I made this point before. Once an ASX company announces something as price sensitive as Brainchip did with Ford any material change has to by law be also announced via the ASX. In the absence of such an announcement the failure to have the logo as usual or answer any questions does not change their relationship but it could mean (speculation) they have moved to a commercial negotiation stage where things are highly sensitive. IF AKIDA IS GOOD ENOUGH FOR MERCEDES???

3. On the military question you should listen to Anil Mankar present to the 2021Ai Field Day when asked the specific question “Are you working with military contractors?” His answer was a very complex Yes. Suffice to say as Brainchip is promoting beneficial Ai they will be always vague around questions of military use. In today’s presentation when asked about the moral issues Sean Hehir made the point that beneficial is their focus but they cannot control what others might do down the line.

My opinion and speculation only DYOR
FF

AKIDA BALLISTA

Thanks for your reply FF .
That does put my mind at ease , I guess I was hoping for some sort of extra nugget and then found that Sean was kind of downplaying a few areas , which at 5am in the morning will play with the mind a little more , than when fully awake !
I guess these presentations are for new investors and as someone whom has been a shareholder for 2 years I pick up any nuanced difference in messaging .
The journey continues…

 

[Fact Finder]

Hi FF,

You are most welcome FF, yes I use a great screen recorder called Snagit, & I mute the microphone so you can't hear me, it only records the video sound & picture.

I only contribute a tiny bit compared to you & many of our other BRN Legends, but thanks anyway.

And don't forget we have ISL as a confirmed EAP & who are they working with on a project with Akida......hmmm......ummm.......oh yeah thats right the USA Air Force! Are the USA Air Force part of the Military........let me think........oh that's right, YES YES YES

Thanks again Tech and of course the US Airforce is military however Sean Hehir was correct they are working with ISL not the Airforce which was the gist of what Anil Mankar said. LOL

Staying on the beneficial Ai message just like those who worked on nuclear power, bomb what bomb, we only make electricity. Moving in we have a very nice morning tea ready… LOL

My opinion only DYOR
FF

AKIDA BALLISTA

 

[TechGirl]

Thanks a lot for sharing Tech.

Just an observation. On the 'early adopters and licensees' slide, we have 'Mercedes Benz' as an early adopter. Never have I seen that before in our presentations. It is like MB forced our hand in sharing our relationship even though it was secret under and NDA I presume since the start of this year.

I like the confident way Sean speaks and feel the same enthusiasm as under LDN.

Hi Gaz,

It was my pleasure.

Yes thats the first time we have had the Mercedes Benz logo & I thought it looked bloody Fantastic positioned next to the NASA Logo.

I think BrainChip removed the Ford logo & added Mercedes Logo as like you said Mercedes is happily shouting out our name from the roof tops at the moment & we added them to our slide to also return the favor to Mercedes & let them know that we are proud as punch to be able to have the Mercedes Logo on our Investor slides as we value them as a customer.

I think we removed the Ford Logo because they are not shouting our name out yet due to secrecy or maybe Ford will go through Renesas or MegaChips?

 

[skaggle]

I guess my question or statement, its bit of both, relates to questions about Nanose and Ford. Correct me if Im wrong, happens frequently, but Sean said to both questions he couldn't answer with an specifics due to NDAs. If we were no longer working with these companies then surely the NDA would have expired. I know that would be considered negative but surely that would be information shareholders would be entitled know. I enjoyed the video and feel very positive about BRNs future,And thanks TechGirl. This forums such a wealth of information.

 

[Adika]

I did it, I got up early & screen recorded Sean's presentation for my favorite Peeps

See video link below, enjoy

Sean Video 18.2.22.mp4

drive.google.com

Thanks for sharing TechGirl. This is one of the best interviews i've seen Sean give to date.

 

[Home101]

Three comments:

1. Many thanks Tech your generosity knows no bounds. Compliments on the quality of the recording. FF

2. Ford - I made this point before. Once an ASX company announces something as price sensitive as Brainchip did with Ford any material change has to by law be also announced via the ASX. In the absence of such an announcement the failure to have the logo as usual or answer any questions does not change their relationship but it could mean (speculation) they have moved to a commercial negotiation stage where things are highly sensitive. IF AKIDA IS GOOD ENOUGH FOR MERCEDES???

3. On the military question you should listen to Anil Mankar present to the 2021Ai Field Day when asked the specific question “Are you working with military contractors?” His answer was a very complex Yes. Suffice to say as Brainchip is promoting beneficial Ai they will be always vague around questions of military use. In today’s presentation when asked about the moral issues Sean Hehir made the point that beneficial is their focus but they cannot control what others might do down the line.

My opinion and speculation only DYOR
FF

AKIDA BALLISTA

Exactly the same thing i was thing about the Ford. Maybe we get to see a new contract sooner..

 

[TheDrooben]

Great presentation and Q&A. Thanks @TechGirl !!! Can't wait for the next presentation with a few new logos added to it......and then the next one and the next one.....I think Sean might need a few slides for the logos by then. Loved the fact that he thinks that most customers will use the IP in the future instead of royalties due to the expected number of applications. Big $$$$

Akida = the GOLD standard

TheDrooben

 

[Fact Finder]

I must have been listening to a different presentation, it was all positive to my ears. He said they will be continuing to invest in people and research and he also said they expect 2 products using Akida to be launched in the near term. Total focus in getting as many Akida use cases in the market asap such that we become the standard. “Most if not all the EAP customers are expected to sign IP deals”. As revenue commenced the market will be forward looking and will look at the ramp up trajectory. BE is not going to drive the SP but revenue trajectory will. Cap ex is being front loaded to ensure we become market standard which is a positive not a negative. Sean was brilliant and if today sees a pullback given general mkt jitters i will be buying more. GLTAH DYOR

I became annoyed reading the other poster but you have clearly a much better understanding about a growing business/enterprise.

If Brainchip is going to grow the way the new CEO Sean Hehir is predicting which involves the continuous development of the AKIDA technology and constant pursuit of market dominance to becoming the standard it in theory will never reach break even as its revenue will be constantly chasing after the growth that is running out in front.

Tesla is a perfect example of how this works.

If he had NOT presented this reality of what it is like in business to be hitched too a shooting star he would have lost complete credibility in my eyes.

Then the issue of Non Disclosure Agreements. What a complete load of misinformation and lack of understanding. Mercedes Benz was hidden behind an NDA since at least 2017.

The founders of the company Anil Mankar, Peter van der Made and Robert Mitro have suffered losses in the tens of millions of dollars because of capital raises diluting their holdings due to ridiculously low share prices.

These three men all knew about Mercedes and the 100 plus NDA’s but kept quite even though the absence of knowledge about these companies was destroying the value of their holdings permanently.

Why didn’t they just release these details. Any half intelligent wombat would know the reason. They were keeping faith with their customers who were and are seeking first to market advantage.

Quite frankly the failure of an individual to understand these basic principles of business should warn everyone that there opinion as to whether to invest in anything at all is completely valueless and should be ignored.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Terroni2105]

Thanks so much for recording @TechGirl

I like how Sean has switched up the presentation and made it his own. Starting off his presentation with BrainChip being the new standard is awesome. He is speaking confidently.

A lengthy Q&A which was good to listen to.

 

[ruselvis]

I did it, I got up early & screen recorded Sean's presentation for my favorite Peeps

See video link below, enjoy

Sean Video 18.2.22.mp4

drive.google.com

Legend!!