BRN Discussion Ongoing

[langeo]

Great video between Microsoft and Edge Impulse guys

a couple of Akida easter eggs in there as well

 

[Colorado23]

Happy Easter all. Think I'll take a leaf out of FF book and switch off for a while. The suspense is slowly killing me.

 

[Steve10]

RBA rate cuts on the way.

Markets have July pencilled in for US Fed rate cut.

BRN getting very expensive to short now at 16.01% pa borrow rate. Many other stocks are priced at 2-3% pa borrow rate.

Some BRN shorters are pro funds. There are three of them from USA:

Allspring Global Long/Short Equity Funds
Multi-Manager Directional Alternative Strategies Fund
PACE Alternative Strategies Investments

Most likely local funds would be doing the same.

Here is a list of offshore funds with BRN holdings. (Pasted not good) All numbers have to be moved across in table. ie. 11,030,277 under Type column should be in Shares column.

File Date	Source	Investor		Type	Avg Share Price Paid (Est)	Shares	Shares Changed (%)	Reported Value ($1000)	Value Changed (%)	Port Allocation (%)
2023-03-31	NP	VGTSX - Vanguard Total International Stock Index Fund Investor Shares		11,030,277	0.00	4,988	10.31
2023-03-31	NP	VFSNX - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares		3,056,876	0.00	1,382	10.30
2023-03-31	NP	VT - Vanguard Total World Stock Index Fund ETF Shares		407,392	0.00	184	10.84
2023-03-31	NP	VPACX - Vanguard Pacific Stock Index Fund Investor Shares		1,211,011	0.00	548	10.28
2023-03-29	NP	SCZ - iShares MSCI EAFE Small-Cap ETF		6,529,890	4.23	2,953	14.95
2023-03-29	NP	ASGCX - Allspring Global Long/Short Equity Fund Class C	Short	-4,672,762		-2,113
2023-03-29	NP	IXUS - iShares Core MSCI Total International Stock ETF		2,473,545	8.61	1,119	19.83
2023-03-29	NP	IDEV - iShares Core MSCI International Developed Markets ETF		1,590,377	29.58	719	42.94
2023-03-29	NP	IEFA - iShares Core MSCI EAFE ETF		8,265,542	0.00	3,738	10.30
2023-03-29	NP	IPAC - iShares Core MSCI Pacific ETF		319,314	-21.42	144	-13.25
2023-03-28	NP	CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class	Short	-575,449		-260
2023-03-27	NP	FSISX - Fidelity SAI International Small Cap Index Fund		396,368	-8.03	179	1.13
2023-03-27	NP	PASIX - PACE Alternative Strategies Investments Class A	Short	-218,136		-99
2023-03-27	NP	FTIHX - Fidelity Total International Index Fund		504,172	0.00	228	9.13
2023-03-24	NP	TLTD - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund		89,100	0.00	40	8.33
2023-03-01	NP	EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA		148,556	2.59	75	-6.25
2023-03-01	NP	VTMGX - Vanguard Developed Markets Index Fund Admiral Shares		6,291,494	0.00	3,161	-8.00
2023-03-01	NP	EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA		48,090	0.00	24	-7.69
2023-02-28	NP	GWX - SPDR(R) S&P(R) International Small Cap ETF		634,324	0.45	320	-9.35
2023-02-28	NP	SSGVX - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio		253,070	0.00	128	-7.97
2023-02-28	NP	SPDW - SPDR(R) Portfolio Developed World ex-US ETF		1,699,178	12.16	858	1.30
2023-02-28	NP	WTAI - WisdomTree Artificial Intelligence and Innovation Fund NA		24,295	-18.95	12	-25.00
2023-02-28	NP	SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF		78,491	3.95	40	-7.14
2023-02-27	NP	QCSTRX - Stock Account Class R1		1,615,007	-8.93	811	-16.22
2023-02-22	NP	ROBT - First Trust Nasdaq Artificial Intelligence and Robotics ETF		2,534,905	23.29	1,286	14.43
2023-01-27	NP	VSGX - Vanguard ESG International Stock ETF ETF Shares		130,435		67
2023-01-26	NP	SCHC - Schwab International Small-Cap Equity ETF		1,543,302		754
2023-01-25	NP	GINN - Goldman Sachs Innovate Equity ETF		494,475	51.49	242	14.22
2022-11-29	NP	FDTS - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund		30,433	-19.65	17	-20.00

 

[Gemmax]

RBA rate cuts on the way.

View attachment 33776


Markets have July pencilled in for US Fed rate cut.

BRN getting very expensive to short now at 16.01% pa borrow rate. Many other stocks are priced at 2-3% pa borrow rate.

Some BRN shorters are pro funds. There are three of them from USA:

Allspring Global Long/Short Equity Funds
Multi-Manager Directional Alternative Strategies Fund
PACE Alternative Strategies Investments

Most likely local funds would be doing the same.

Here is a list of offshore funds with BRN holdings. (Pasted not good) All numbers have to be moved across in table. ie. 11,030,277 under Type column should be in Shares column.

File Date	Source	Investor		Type	Avg Share Price Paid (Est)	Shares	Shares Changed (%)	Reported Value ($1000)	Value Changed (%)	Port Allocation (%)
2023-03-31	NP	VGTSX - Vanguard Total International Stock Index Fund Investor Shares		11,030,277	0.00	4,988	10.31
2023-03-31	NP	VFSNX - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares		3,056,876	0.00	1,382	10.30
2023-03-31	NP	VT - Vanguard Total World Stock Index Fund ETF Shares		407,392	0.00	184	10.84
2023-03-31	NP	VPACX - Vanguard Pacific Stock Index Fund Investor Shares		1,211,011	0.00	548	10.28
2023-03-29	NP	SCZ - iShares MSCI EAFE Small-Cap ETF		6,529,890	4.23	2,953	14.95
2023-03-29	NP	ASGCX - Allspring Global Long/Short Equity Fund Class C	Short	-4,672,762		-2,113
2023-03-29	NP	IXUS - iShares Core MSCI Total International Stock ETF		2,473,545	8.61	1,119	19.83
2023-03-29	NP	IDEV - iShares Core MSCI International Developed Markets ETF		1,590,377	29.58	719	42.94
2023-03-29	NP	IEFA - iShares Core MSCI EAFE ETF		8,265,542	0.00	3,738	10.30
2023-03-29	NP	IPAC - iShares Core MSCI Pacific ETF		319,314	-21.42	144	-13.25
2023-03-28	NP	CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class	Short	-575,449		-260
2023-03-27	NP	FSISX - Fidelity SAI International Small Cap Index Fund		396,368	-8.03	179	1.13
2023-03-27	NP	PASIX - PACE Alternative Strategies Investments Class A	Short	-218,136		-99
2023-03-27	NP	FTIHX - Fidelity Total International Index Fund		504,172	0.00	228	9.13
2023-03-24	NP	TLTD - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund		89,100	0.00	40	8.33
2023-03-01	NP	EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA		148,556	2.59	75	-6.25
2023-03-01	NP	VTMGX - Vanguard Developed Markets Index Fund Admiral Shares		6,291,494	0.00	3,161	-8.00
2023-03-01	NP	EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA		48,090	0.00	24	-7.69
2023-02-28	NP	GWX - SPDR(R) S&P(R) International Small Cap ETF		634,324	0.45	320	-9.35
2023-02-28	NP	SSGVX - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio		253,070	0.00	128	-7.97
2023-02-28	NP	SPDW - SPDR(R) Portfolio Developed World ex-US ETF		1,699,178	12.16	858	1.30
2023-02-28	NP	WTAI - WisdomTree Artificial Intelligence and Innovation Fund NA		24,295	-18.95	12	-25.00
2023-02-28	NP	SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF		78,491	3.95	40	-7.14
2023-02-27	NP	QCSTRX - Stock Account Class R1		1,615,007	-8.93	811	-16.22
2023-02-22	NP	ROBT - First Trust Nasdaq Artificial Intelligence and Robotics ETF		2,534,905	23.29	1,286	14.43
2023-01-27	NP	VSGX - Vanguard ESG International Stock ETF ETF Shares		130,435		67
2023-01-26	NP	SCHC - Schwab International Small-Cap Equity ETF		1,543,302		754
2023-01-25	NP	GINN - Goldman Sachs Innovate Equity ETF		494,475	51.49	242	14.22
2022-11-29	NP	FDTS - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund		30,433	-19.65	17	-20.00

Nice work Steve.
BRN volume so far today is extremely small.

 

[Steve10]

Nice work Steve.
BRN volume so far today is extremely small.

About 20% of normal daily volume is very low. Everybody must have knocked off early & gone on Easter break.

 

[Violin1]

Nice work Steve.
BRN volume so far today is extremely small.

Was just looking at that. Less than 4 million (or as FF used to report "less than a quarter of one percent of the shares outstanding").
Lowest since the last Christian religious festival in December. At the moment for BRN holders the score is Lions 4: Christians Nil, so I'm hoping the festival will turn our fortunes around lol.

Have a wonderful few days everyone, whatever your beliefs.

 

[FabricatedLunacy]

So say if BRN were to capture 1% of market, then US $800 million. That would be US $444, so say PE of 20 = US $8888 then convert to AUS =$13226 per share. Just saying.....

I guess I could make it work at 13k per share… it be an “ok” life I guess

 

[FabricatedLunacy]

I guess I could make it work at 13k per share… it be an “ok” life I guess

Just read it was undervalued by 10x…

I mean. Sure. One less day in baked beans and dry bread .

On my current holdings that would 1.6 Billion in my personal kitty and 7.1 in super… how would I survive…

Full disclosure. I don’t ever think it’ll go there. But dreams are nice

 

[Space Cadet]

Good morning,

I do self invest with QSuper and have just been notified that Self Invest is closing to new investors as of the 1 July 2023.

Just thinking that this might have something to do the superannuation changes to tax concessions, and tax to be paid on unrealised capital gains that Treasurer Jim Chalmers wants to bring in. Maybe the funds are thinking along the lines that the changes will be to hard to manage with regards to implementing tax paid on unrealised capital gains.

I would be interested to know if anyone else has received any such notification from the super funds with the ceasing of accepting any new members to direct invest within their funds.

Regards
Meetupsoon.

I also self invest with QSuper and haven't been notified. How did you get notified? Email?

SC

 

[Zedjack33]

I also self invest with QSuper and haven't been notified. How did you get notified? Email?

SC

Dear ……

You currently have some of your money invested in our Self Invest option. From 1 July 2023 the Self Invest option will no longer be offered to new investors. For existing investors like you, there’s no change.

 

[Meetupsoon]

I also self invest with QSuper and haven't been notified. How did you get notified? Email?

SC

Good evening,
Yes, I was notified by email of this change on Tuesday, 4 April 2023.

I quote in part as follows:-

You currently have some of your money invested in our Self Invest option. From 1 July 2023 the Self Invest option will no longer be offered to new investors. For existing investors like you, there’s no change.

There’s no change to your investments​

Because you already have money in Self Invest, you won’t notice any change. As long as you keep at least $500 in your Self Invest transaction account and meet the ongoing balance requirements,1 you can continue to move money into the Self Invest option and buy and sell online in real time across the wide range of shares, term deposits, and exchange-traded funds (ETFs) available. Maybe you could contact QSuper to enquire why you weren’t notified. Hope this information helps. Kind Regards

 

[Easytiger]

Lucky you didn't get dreddb0tted twice @skutza, because your reply was actually off-topic too, truth be told. from Bra-b0tt.

I'm just going to squeeze this here so that I don't get in twuble too. I've been wondering about the possibility of our integration into Qualcomm's Flex SOC which due to enter the market in early 2024. I personally think there's a pretty reasonable prospect of that happening IMO.

View attachment 33771

We are either in this or the claim to be 3 years ahead of competitors is questionable

 

[Easytiger]

Assume makes as …

 

[IloveLamp]

Good morning,

I do self invest with QSuper and have just been notified that Self Invest is closing to new investors as of the 1 July 2023.

Just thinking that this might have something to do the superannuation changes to tax concessions, and tax to be paid on unrealised capital gains that Treasurer Jim Chalmers wants to bring in. Maybe the funds are thinking along the lines that the changes will be to hard to manage with regards to implementing tax paid on unrealised capital gains.

I would be interested to know if anyone else has received any such notification from the super funds with the ceasing of accepting any new members to direct invest within their funds.

Regards
Meetupsoon.

I got notified too, i assume it's to do with the recent merger...

My whole fruit basket is in brn anyhoo at this point, and it's staying there for a very long time

 

[IloveLamp]

We are either in this or the claim to be 3 years ahead of competitors is questionable

The first one

 

[Easytiger]

Qualcomm is promoting similarl technology to ours.
Only time will tell how it is related.
1st time it was discussed here without involving Qualcomm when Francois from Merc make a tweet that he just authenticate something without the involvement of brn. The properties of io were same as brn quoted.
Then Qualcomm promoted on chip processing, on device optimization without cloud, processing on the edge etc
So there is no doubt Qualcomm will be our friend number 1 or our competitor no. 1
But everying is hiding under NDAs or with time.

3 years ahead must be friend?

 

[IloveLamp]

3 years ahead must be friend?

Yup. Qualcomm loves us like a fat kid loves cake

Imo dyor ()

 

[Easytiger]

Nice to see exposure reach, even if a little late to the Ann.

https://www.securityworldmarket.com/uk/News/Business-News/intellisense-improves-cognitive-communication-with-brainchip

Toggle navigation

05/04/2023

Intellisense improves cognitive communication with Brainchip​

Laguna Hills, Ca (USA)​

Intellisense Systems Inc. has selected Brainchip's neuromorphic technology to improve the cognitive communication capabilities on size, weight and power (SWaP) constrained platforms (such as spacecraft and robotics) for commercial and government markets.
Intellisense’s intelligent radio frequency (RF) system solutions enable wireless devices and platforms to sense and learn the characteristics of the communications environment in real time, providing enhanced communication quality, reliability and security. By integrating Brainchip’s Akida neuromorphic processor, Intellisense can deliver even more advanced, yet energy efficient, cognitive capabilities to its RF system solutions.
One such project is the development of a new Neuromorphic Enhanced Cognitive Radio (NECR) device to enable autonomous space operations on platforms constrained by size, weight and power (SWaP). Intellisense’s NECR technology provides NASA numerous applications and can be used to enhance the robustness and reliability of space communication and networking, especially cognitive radio devices. Smart sensing algorithms will be implemented on neuromorphic computing hardware, including Akida, and then integrated with radio frequency modules as part of a Phase II prototype.
“We are excited to partner with Brainchip and leverage their state-of-the-art neuromorphic technology,” said Frank T. Willis, President and CEO of Intellisense. “By integrating Brainchip’s Akida processor into our cognitive radio solutions, we will be able to provide our customers with an unparalleled level of performance, adaptability and reliability.”
Brainchip’s Akida processor offers a revolutionary computing architecture that is designed to process neural networks and machine learning algorithms at ultra-low power consumption, making it ideal for edge computing applications. By utilising this cutting-edge technology, Intellisense will be able to deliver cognitive radio solutions that are faster, more efficient and more reliable than before.
“Intellisense provides advanced sensing and display solutions and we are thrilled to be partnering with them to deliver the next generation of cognitive radio capabilities,” said Sean Hehir, CEO of Brainchip. “Our Akida processor is uniquely suited to address the demanding requirements of cognitive radio applications and we look forward to continue partnering with Intellisense to deliver cutting-edge embedded processing with AI on-chip to their customers.”
Email: Lcoello@brainchip.com
Website: www.brainchip.ai
Read more about BrainChip Holdings Ltd.

Revenue?

 

[Meetupsoon]

I am with QSuper and also got that notification. Pretty disappointing really and I too wondered if other funds are doing the same.
I am not sure how the change will go down with people who want flexibility to have some control of their super investments but don’t have the time to do a smsf.

Thanks for your thoughts.

Likewise, I was also disappointed.

I have found that the call centre staff at QSuper are not very well trained in providing information regarding self invest, and I can only see this getting worst now, with less members being able to access this facility.

I was thinking a lot of the funds might start denying access to this platform, maybe because it might be just to difficult to administer with the new Super tax changes that may soon be implemented.

Maybe they wish to deny new members the option of being able to make more money via Self invest. This strategy is far more successful at growing your Super than managed funds. The government seems think the SMSF ect hold too much $$$.

Kind Regards

 

[Dhm]

I’m sure this has been discussed before, but with the progress of time, are we believing this is a serious dot join? Google using the RISK-V based Si-Five X280 processor. The underlined parts below help with the optimism. If this is real, I will be one very happy shareholder.