Hi Tech , thanks for ongoing considered posts .
I’m curious about your comment suggesting ( in your opinion) we will be well rewarded from January 2025 , is this based around anything in particular , or just a rough timeline you have set for your investment ?
Do you not expect any products from renasas or Mercedes Benz between now and 2025 ?
Thanks
Good morning from the top of New Zealand, where the rain/showers keep on coming over the Tasman Sea from Australia, turn the
tap off please !
First off, you hit the nail on the head with (in your opinion), last year I reassessed my position with Brainchip and changed my entire
mindset to take the so-called pressure off myself as the months kept ticking by with virtually no revenue to be seen, you have to stop
and ask yourself, what income streams is the company looking at moving forward, the CEO has presented a 5 year plan to the Board
who apparently approved it, he is only 1.5 years into this plan.
Yes we know that AKD 1500 and AKD 2.0 are progressing well, and even expected (maybe) slightly earlier than first thought, AKD 3.0
is underway, to what stage we aren't privy to that information as yet, Renesas plans on releasing (mass?) product/s anytime now (not
a fact) who else is doing what or what stage they are up to is anybody's guess.
Back to revenue, IP License Fees, On-going Royalty Fees, provided the product/s make their mark through volume sales, Engineering
Service Fees if and when required by clients and finally in-house sales of Development Kits, Boards and so on.
I gave "myself" 8 quarters to see some steady upward movement in all revenue streams mentioned above, I think my "personal" review
of Brainchip's position by around January 2025 was and still is a very fair and responsible time frame to make a judgement call on my
holding or to put it another way, whether I lighten my parcel somewhat....by then 10 years with only a modest return isn't or wouldn't be
considered a very good investment over that timespan, so as you can see, I have no special reason to mention January 2025, except that
I personally think it's a fair position to hold at present.
We all hold a stock that could just explode one week and we never look back, I also think Sean's upcoming review of the 2nd quarter with
Tony could well deliver some positive update/s...try to remain positive.
Regards.....Tech
