BRN Discussion Ongoing

[Stable Genius]

morning fellow brners
ok I have a theory (one of many mind you) right,
With Arms ipo when that lifts off all the major players will buy a piece of the pie. Now, brn is in that pie so heres my theory... Nvidia wanted to buy arm but couldn't, sooo Nvidia like the others buys shares in Arm (with brn in their), SOFTBANK who ultimately owns Arm will offer to buy Brn at say no less then $6 or give shareholders or option to convert their shares into Arm shares and hey presto Brn is sold and joins the Arm forces becoming one big major ip ecosystem!
Now if my theory is correct who would sell at
(A) $6 and who would
(B) convert to arm shares (or their may also be a combo
(C) $4 and arm shares)
hmmmm my answer if this theory was correct i would unfortunately fold at $6 and watch arm double or we hit double digits and fly along side of Arm helping each others success as seperate necessary ip working together.

just a theory.

Hi @MDhere

I have time on my side and am more than willing to wait for this edge AI Industrial Revolution to kick in. It’s only just starting and I anticipate a strong growth trajectory for the next ten years.

If even half our known ecosystem partners starts producing revenue in the next 2-3 years $8 will be cheap.

I suspect within 6 months anyone who has bought in prior to now will be in the green. It’s much easier and less stressful to hold green than red.

I expect for example that when Renesas starts producing revenue for us that alone will be sufficient to become a going concern. No more revenue raising required! I think we still have to finish our current contract this year unfortunately

MB (and Valeo) will start adding cream on top!

There is so much in the pipeline I won’t be selling a Jatz cracker until July 25. Even then it’ll be too soon to maximise profits as I think we have a long growth trajectory however I want to live a little too!

I feel for those that are on a tighter timeframe or have other budgeting considerations but I’m seeing this through.

Good luck to everyone else.

 

[TopCat]

Morning all, has anyone ever come across Bascom Hunter before? A supplier to the U.S department of defence

Digital Products

Brain-inspired processors - accelerating machine learning at the edge. Ruggedized to meet the warfighter’s needs.

bascomhunter.com

BH Tech supplies the defense market with class-leading advanced electronics for applications in artificial intelligence (AI), signal intelligence, resilient communications, and signal processing. We provide highly customized solutions expertly designed for the challenges facing our warfighters. Product lines within BH Tech include RF Systems, RF Components, Neuromorphic Processors and Photonics. BH Tech delivers next-generation capabilities to our customers by leveraging our expertise in semiconductor technologies, RF circuits, integrated photonics, software, digital electronics and neural networks.

 

[Esq.111]

Good Morning TopCat,

Yep, Quadrojos posted something on them on 27.3.2022.

I cannot recall what it was but it warranted a place amoungst my notes.

Sorry I'm not much help.

Regards,
Esq.

 

[TopCat]

Good Morning TopCat,

Yep, Quadrojos posted something on them on 27.3.2022.

I cannot recall what it was but it warranted a place amoungst my notes.

Sorry I'm not much help.

Regards,
Esq.

You have the best note keeping system. Love it

 

[Diogenese]

Good Morning TopCat,

Yep, Quadrojos posted something on them on 27.3.2022.

I cannot recall what it was but it warranted a place amoungst my notes.

Sorry I'm not much help.

Regards,
Esq.

You'd think they'd come up with an app to do that!

 

[Labsy]

Bought more today.... just saying.

 

[keyeat]

Bought more today.... just saying.

i bought yesterday .... should have waited

 

[Boab]

Dot, Dot.

Driving PyTorch* and AI Everywhere – Intel Joins the PyTorch Foundation - Edge AI and Vision Alliance

Intel is honored to join the PyTorch* Foundation as a Premier member, and we look forward to engaging with other industry leaders to collaborate on the open source PyTorch framework and ecosystem. We believe that PyTorch holds a pivotal place accelerating AI—it allows for fast application...

www.edge-ai-vision.com

From the Forbes article 6th March 2023 talking about Akida 2nd Generation
Conclusions
While BrainChip has been vocal in the past about the partnerships it has forged, such as with MegaChips and Renesas, commercial growth has been slower, possibly a function of the IP model taking longer to ramp. With the inclusion of 8-bit operations, the Vision Transformer, temporal convolutions (TENN models), and the ability to run models like ResNet-50 completely on the Akida Neural processor with minimal CPU dependencies, we believe the company is laying the foundation to turn the corner and land some bigger design wins. A key factor may be the software, which is currently TensorFlow based but will soon support PyTorch as well, an essential addition given the current development landscape.

 

[Fullmoonfever]

Probs posted previously as it is a July article and we have somewhat contracted since then but it is more about the value of Patent grants.

Hopefully we see some more sooner than later

BrainChip’s Rise: Harnessing Intellectual Property for Skyrocketing Valuations

Explore how BrainChip Holdings Ltd's rise in the stock market underscores the crucial role of intellectual property in business valuation. Learn why a robust patent portfolio can signal a company's innovative potential, boost its stock price, and drive growth in today's competitive tech landscape.

www.ipcg.com

BrainChip’s Rise: Harnessing Intellectual Property for Skyrocketing Valuations​

Published On - July 24, 2023
Seth Cronin

In the frenetic world of the stock market, investors and businesses are increasingly finding value not just in the tangible, but also in the intangible. BrainChip Holdings Ltd (BRN.AX), an Australian AI chipmaker, serves as a testament to the significant influence of intellectual property (IP) on the market.

After receiving a US patent grant for one of its revolutionary neuromorphic processors, BrainChip experienced a surge in shares by nearly 11%. This boon brought the company to its highest level since mid-June, outperforming all others on the ASX 200 benchmark index.
What does this phenomenon signify? It underscores the immense value of patents in demonstrating a company’s innovative potential and capacity for disruption. BrainChip’s 17 issued patents and about 30 pending applications worldwide present a compelling signal to investors of the company’s dedication to pioneering technology and promising prospects in the fiercely competitive AI industry.

This is not an isolated incident where patents have catalyzed investment. Recall the late 90s technology boom when Microsoft’s stock price skyrocketed 900% due significantly to their rapidly expanding patent portfolio. It propelled them to a leadership position in tech innovation. Similarly, in the early 2010s, ‘smartphone patent wars’ between giants like Apple and Samsung highlighted the crucial role of IP rights. These instances validate that a robust patent portfolio can be a substantial factor in determining a company’s valuation.

What should companies eyeing an IPO draw from this? The worth of your patents could be equally, if not more, important than the value of your physical assets. Developing an IP portfolio sends a robust signal to the market about your company’s innovative potential, leading to an enhanced stock price and company valuation.

For businesses eager to accelerate the patent application process, the USPTO’s Track One program is a viable option. This program fast-tracks the examination process for non-provisional utility or plant patent applications, enabling faster patent grants.

The secret is out. A strong IP portfolio is indispensable in influencing business valuations. Companies preparing for an IPO should prioritize their patent applications and make use of the Track One filing when possible. As BrainChip and other successful tech innovators have proven, the rewards can be considerable, marked by substantial capital influx from public and private investment rounds.

So it’s time to shift gears, where intellectual property becomes the driving force of business growth. Secure your patents, build your portfolio, and showcase your innovations to the world. In this marketplace of ideas, those with patents pave the way to the future.

These guys are:

ipCapital Group (ipCG) is an intellectual property (IP) and innovation consulting firm, serving clients since 1998.

ipCG has delivered over 800 successful innovation and IP engagements, including to over 10% of the Fortune 500, in a wide range of industries. Our interdisciplinary team of consultants and advisors are focused on maximizing clients’ financial results. We combine our world-class human capital with our proprietary tools and methodologies around innovation, invention, and IP.

 

[keyeat]

anyone have any idea why we down 5% today ?

 

[jla]

anyone have any idea why we down 5% today ?

May have something to do with overall market being down 100 points.

 

[robsmark]

Incredibly frustrated with our SP. Realistically when (and that’s not a given) are we going to see a turning of the tides? Looking at this company rationally it has all the makings of something special, I just cannot understand how we haven’t progressed on a commercial scale… Are we early? Is the product looking for a solution to a problem that doesn’t exist? Is big tech worried about or size/value? What is it? We’ve become a toy mouse for the feral cats on the ASX and they’re fully in control now. Every milestone (I’ve been in this for over 4 years continually so there’s been a lot of them) I think to myself ‘Ahh here we go’, and then we take a dive further the following weeks. I feel like it’s hopeless today and I’m struggling with it - apologies for the rant, I’ve had a fucked week/month/year and this shit isn’t helping

 

[Dozzaman1977]

anyone have any idea why we down 5% today ?

Yes........
The price per share has dropped from 37.5 cents to 35.5 cents which equals a 5% drop..........
Hopefully that answers your question

 

[DerAktienDude]

Incredibly frustrated with our SP. Realistically when (and that’s not a given) are we going to see a turning of the tides? Looking at this company rationally it has all the makings of something special, I just cannot understand how we haven’t progressed on a commercial scale… Are we early? Is the product looking for a solution to a problem that doesn’t exist? Is big tech worried about or size/value? What is it? We’ve become a toy mouse for the feral cats on the ASX and they’re fully in control now. Every milestone (I’ve been in this for over 4 years continually so there’s been a lot of them) I think to myself ‘Ahh here we go’, and then we take a dive further the following weeks. I feel like it’s hopeless today and I’m struggling with it - apologies for the rant, I’ve had a fucked week/month/year and this shit isn’t helping

I hope you'll be better soon. Just like you, I'm extremely frustrated with the progress on the commercial side.
Even though our company is nothing but a cue ball for shorters for quite some time now, we can be certain that times will be better.
Realistically speaking, does the second generation have the potential for some new license agreements. I wouldn't be surprised if the second gen will path the way for success. Maybe it'll even catch some shorters off guard.

 

[Xhosa12345]

Incredibly frustrated with our SP. Realistically when (and that’s not a given) are we going to see a turning of the tides? Looking at this company rationally it has all the makings of something special, I just cannot understand how we haven’t progressed on a commercial scale… Are we early? Is the product looking for a solution to a problem that doesn’t exist? Is big tech worried about or size/value? What is it? We’ve become a toy mouse for the feral cats on the ASX and they’re fully in control now. Every milestone (I’ve been in this for over 4 years continually so there’s been a lot of them) I think to myself ‘Ahh here we go’, and then we take a dive further the following weeks. I feel like it’s hopeless today and I’m struggling with it - apologies for the rant, I’ve had a fucked week/month/year and this shit isn’t helping

Feeling ya Robs.

Shorters still about 7.5%

Annual reports due out in the next week or so, im looking forward to reverse engineering the report compared to the December report, and compared to the last 4C to see what the TRUE sales were for the quarter (vs just cash received from previous debtors)

ill post as soon it comes out (my interpretation anyway)

Definitely a lot of mentions and commentary on it being 2025 for traction vs what was originally Xmas 2022 / early this year- so with a market cap about $650M i can understand why the needle is not moving.

Was hoping shareman not posting on HC anymore was going to be indication the SP should start moving forward, but not the case.... lol

Wishing everyone a good day otherwise!

Go MATILDAS!

 

[keyeat]

Yes........
The price per share has dropped from 37.5 cents to 35.5 cents which equals a 5% drop..........
Hopefully that answers your question

no it doesn't answer the question ... but thanks for taking the time to reply , very helpful

 

[Bravo]

Incredibly frustrated with our SP. Realistically when (and that’s not a given) are we going to see a turning of the tides? Looking at this company rationally it has all the makings of something special, I just cannot understand how we haven’t progressed on a commercial scale… Are we early? Is the product looking for a solution to a problem that doesn’t exist? Is big tech worried about or size/value? What is it? We’ve become a toy mouse for the feral cats on the ASX and they’re fully in control now. Every milestone (I’ve been in this for over 4 years continually so there’s been a lot of them) I think to myself ‘Ahh here we go’, and then we take a dive further the following weeks. I feel like it’s hopeless today and I’m struggling with it - apologies for the rant, I’ve had a fucked week/month/year and this shit isn’t helping

Patience will be rewarded @robsmark. I'm going to save a spot for you at the $2 hot tub party! Remember, percent no allowed!

 

[wilzy123]

anyone have any idea why we down 5% today ?

You fishing for material for your next fool article?

 

[HopalongPetrovski]

Incredibly frustrated with our SP. Realistically when (and that’s not a given) are we going to see a turning of the tides? Looking at this company rationally it has all the makings of something special, I just cannot understand how we haven’t progressed on a commercial scale… Are we early? Is the product looking for a solution to a problem that doesn’t exist? Is big tech worried about or size/value? What is it? We’ve become a toy mouse for the feral cats on the ASX and they’re fully in control now. Every milestone (I’ve been in this for over 4 years continually so there’s been a lot of them) I think to myself ‘Ahh here we go’, and then we take a dive further the following weeks. I feel like it’s hopeless today and I’m struggling with it - apologies for the rant, I’ve had a fucked week/month/year and this shit isn’t helping

Hang in there Bud.
The way my balls are itchin' and the increasing amount of press and positive reinforcement of neuromorphic/edge processing/eco system building stuff that's now coming out weekly and often daily.....................it's gotta be close now.
We are all "hanging on" to some extent, knowing in our bones or in our water that big share price moving announcements are in the pipeline.
For now, we just have to do as Sgt Barnes tells us and, 'take the pain'.
We're all short now, but the countdown has already started somewhere, and soon we'll all be on that big plane bound for juicy steaks and GOGO girls. (or whatever floats your boat, that money can buy)

 

[Fullmoonfever]

Hang in there Bud.
The way my balls are itchin' and the increasing amount of press and positive reinforcement of neuromorphic/edge processing/eco system building stuff that's now coming out weekly and often daily.....................it's gotta be close now.
We are all "hanging on" to some extent, knowing in our bones or in our water that big share price moving announcements are in the pipeline.
For now, we just have to do as Sgt Barnes tells us and, 'take the pain'.
We're all short now, but the countdown has already started somewhere, and soon we'll all be on that big plane bound for juicy steaks and GOGO girls. (or whatever floats your boat, that money can buy)

Ya know you can get a cream for that itch hey