BRN Discussion Ongoing

[Diogenese]

I think they could still repost the posts just like anyone else does.
BrainChip definitely needs to up their own promotion of their products and tech.

Maybe they are reluctant to be seen using IBM's trade mark/reputation for self-promotion, especially if there's something going on under the NDA covers.

 

[HopalongPetrovski]

Of course I'd like the share price to be sitting somewhere over $2 by now.
I'd be much more comfortable in my skin than I am with it being depressed down here at 13 cents.

Most of us here have put our money where our mouth's are and backed BrainChip in the expectation that we will be rewarded financially for both our provision of capital and/or our purchase at market, demonstrating our faith in both the product and the company's ability to sell it in the market place.

Though these last 4 years since the MB spike have been a long hard slog, technical progress, eco system development, much more validation from potential partners and technical journals and articles has shown the growing relevance of our particular type of tech in an ever evolving landscape.

We are getting contracts and seeing interest in niche's within the demanding and critical arenas of both space and defence.

We are seeing interest in wearables, medical devices, cyber security and general inferencing applications across a broad and growing spectrum at the edge, and, more recently, as an easily implemented, fast, reliable and cost effective filter, closer to the traditional heavy lifting data centres.

Whilst these are all welcome, from an investors point of view, not much of it has had a particularly positive impact on the fundamental indicator most dear to our hearts.

It's coming up on Sean's 5 year plan anniversary, I think around November this year (Is that right?), which has been both endorsed and backed by the BOD, and if he hasn't been able to show us reasonable commercial success or let us in on an amended version which makes sense to me, he and they will likely lose both my confidence and backing.

I know that is already the case for many of you.

But until that time, management retain my support because it seems stupid to me to be knocking something I want to succeed, and which, in doing so, will benefit me.
If and when I lose faith in a company here on the ASX I either sell and take the loss, hold until I can exit even or with profit and just shut up, particularly once I have left.
I don't start white anting it out of spite or some sick requirement for revenge.

Of course, I'm not interested in trying to manipulate other holders mind set's into acting contrary to their own benefit and entirely with mine in mind, such as we see exemplified over on the crapper.
The traders who praise whilst encouraging increase to maximise their margin at sale, and then disparage with torrents of Fear, Uncertainty, Doubt whilst trying to drive the price down for another entry.
Personally I find such behaviour distasteful.

Hopefully we get commercial traction soon with contracts and revenue.
GLTAgenuineHolders.

 

[smoothsailing18]

Champee

https://www.technology.org/2026/02/19/neuromorphic-computing-for-mobile-apps/

 

[TheDrooben]

Of course I'd like the share price to be sitting somewhere over $2 by now.
I'd be much more comfortable in my skin than I am with it being depressed down here at 13 cents.

Most of us here have put our money where our mouth's are and backed BrainChip in the expectation that we will be rewarded financially for both our provision of capital and/or our purchase at market, demonstrating our faith in both the product and the company's ability to sell it in the market place.

Though these last 4 years since the MB spike have been a long hard slog, technical progress, eco system development, much more validation from potential partners and technical journals and articles has shown the growing relevance of our particular type of tech in an ever evolving landscape.

We are getting contracts and seeing interest in niche's within the demanding and critical arenas of both space and defence.

We are seeing interest in wearables, medical devices, cyber security and general inferencing applications across a broad and growing spectrum at the edge, and, more recently, as an easily implemented, fast, reliable and cost effective filter, closer to the traditional heavy lifting data centres.

Whilst these are all welcome, from an investors point of view, not much of it has had a particularly positive impact on the fundamental indicator most dear to our hearts.

It's coming up on Sean's 5 year plan anniversary, I think around November this year (Is that right?), which has been both endorsed and backed by the BOD, and if he hasn't been able to show us reasonable commercial success or let us in on an amended version which makes sense to me, he and they will likely lose both my confidence and backing.

I know that is already the case for many of you.

But until that time, management retain my support because it seems stupid to me to be knocking something I want to succeed, and which, in doing so, will benefit me.
If and when I lose faith in a company here on the ASX I either sell and take the loss, hold until I can exit even or with profit and just shut up, particularly once I have left.
I don't start white anting it out of spite or some sick requirement for revenge.

Of course, I'm not interested in trying to manipulate other holders mind set's into acting contrary to their own benefit and entirely with mine in mind, such as we see exemplified over on the crapper.
The traders who praise whilst encouraging increase to maximise their margin at sale, and then disparage with torrents of Fear, Uncertainty, Doubt whilst trying to drive the price down for another entry.
Personally I find such behaviour distasteful.

Hopefully we get commercial traction soon with contracts and revenue.
GLTAgenuineHolders.

Larry is giving Sean until the AGM in May to deliver his $9M in "bookings". From watching and listening to Antonio at last year's AGM, and quite frankly no one has heard of him since, he comes across as an arrogant, brash, typical US executive flog who needs to go (NOTED!!!). As far as Sean goes, every investor needs to ask themselves what the SP (therefore the market) would do if he was voted against at the next AGM. At the moment Larry is thinking the SP would go up if this happened.

Larry bought more last week.......but yeah that's absolutey all I am willing to invest

Happy as Larry

 

[Guzzi62]

Larry is giving Sean until the AGM in May to deliver his $9M in "bookings". From watching and listening to Antonio at last year's AGM, and quite frankly no one has heard of him since, he comes across as an arrogant, brash, typical US executive flog who needs to go (NOTED!!!). As far as Sean goes, every investor needs to ask themselves what the SP (therefore the market) would do if he was voted against at the next AGM. At the moment Larry is thinking the SP would go up if this happened.

Larry bought more last week.......but yeah that's absolutey all I am willing to invest

View attachment 95291

Happy as Larry

As much as I don't like the slimy ell either (The CoB), changing the CEO will be a bad idea IMO.

He now knows the products, customers and other potential customers very well, how far they are in informal talks and so on.

I don't think if we had another CEO back then when he was appointed that it would have changed anything as to where we are now.

Remember, the CEO answer to the BoD and if they are not happy with him, they can boot him out.

However, saying: watch us now (The CEO) and nothing happens isn't doing himself any favours seen by shareholders, they are entitled to know the truth without any lipstick.
I don't think announcements on the ASX is lacking.
Just because a high ranking IBM person buys a M2 card from DigiKey don't justify one IMO.

Let's see, he still got a little time getting the 9 mill in bookings, or he is in for a stormy AGM!

https://www.digikey.com/en/products/detail/brainchip/AKD1000M2BM/27563149?s=N4IgjCBcoLQCxVAYygMwIYBsDOBTANCAG4B2aWehA9lANrhxgCcArAgLqEAOALlCCAC%2BwoA

 

[White Horse]

Don't blame the company for not getting things right, if we can't get right ourselves.
Kevin has made three video posts.
And he's not finished yet.!!

No 1.
https://www.linkedin.com/posts/acti...p&rcm=ACoAADDiEIwBjYqxVppXuQtYvrrz7uvUft3uTeU

No 2.
https://www.linkedin.com/posts/acti...p&rcm=ACoAADDiEIwBjYqxVppXuQtYvrrz7uvUft3uTeU

No 3.
https://www.linkedin.com/posts/acti...p&rcm=ACoAADDiEIwBjYqxVppXuQtYvrrz7uvUft3uTeU

 

[TheDrooben]

Of course I'd like the share price to be sitting somewhere over $2 by now.
I'd be much more comfortable in my skin than I am with it being depressed down here at 13 cents.

Most of us here have put our money where our mouth's are and backed BrainChip in the expectation that we will be rewarded financially for both our provision of capital and/or our purchase at market, demonstrating our faith in both the product and the company's ability to sell it in the market place.

Though these last 4 years since the MB spike have been a long hard slog, technical progress, eco system development, much more validation from potential partners and technical journals and articles has shown the growing relevance of our particular type of tech in an ever evolving landscape.

We are getting contracts and seeing interest in niche's within the demanding and critical arenas of both space and defence.

We are seeing interest in wearables, medical devices, cyber security and general inferencing applications across a broad and growing spectrum at the edge, and, more recently, as an easily implemented, fast, reliable and cost effective filter, closer to the traditional heavy lifting data centres.

Whilst these are all welcome, from an investors point of view, not much of it has had a particularly positive impact on the fundamental indicator most dear to our hearts.

It's coming up on Sean's 5 year plan anniversary, I think around November this year (Is that right?), which has been both endorsed and backed by the BOD, and if he hasn't been able to show us reasonable commercial success or let us in on an amended version which makes sense to me, he and they will likely lose both my confidence and backing.

I know that is already the case for many of you.

But until that time, management retain my support because it seems stupid to me to be knocking something I want to succeed, and which, in doing so, will benefit me.
If and when I lose faith in a company here on the ASX I either sell and take the loss, hold until I can exit even or with profit and just shut up, particularly once I have left.
I don't start white anting it out of spite or some sick requirement for revenge.

Of course, I'm not interested in trying to manipulate other holders mind set's into acting contrary to their own benefit and entirely with mine in mind, such as we see exemplified over on the crapper.
The traders who praise whilst encouraging increase to maximise their margin at sale, and then disparage with torrents of Fear, Uncertainty, Doubt whilst trying to drive the price down for another entry.
Personally I find such behaviour distasteful.

Hopefully we get commercial traction soon with contracts and revenue.
GLTAgenuineHolders.

SP at time of announcement $0.60 (agree affected by the MB news)

BrainChip appoints Sean Hehir as New Chief Executive Officer

Sean Hehir, a proven technology executive with significant experience in driving explosive revenue growth

brainchip.com

Just for clarity Larry has continued to buy over the last 5 years and never sold a single share.....but

I would like Sean to admit he got it wrong with the IP only strategy. It's obvious that it has failed. If the $9M doesn't come through then Sean should be told he is on his last legs. Peter has a major vote so not sure what he is thinking if he revisited the announcement from 5 years ago.

Yeah Happy as Larry

 

[TheDrooben]

Larry can't even seriously remember the name of the PR company we employed after Antonio "noted" our concerns and contracted a PR company to do what he said he was going to do. Basically Kevin is our new head of PR........thanks Kevin....fuck off Antonio and the "apparent" PR company. Larry will just check LinkedIn for news

 

[7für7]

Larry can't even seriously remember the name of the PR company we employed after Antonio "noted" our concerns and contracted a PR company to do what he said he was going to do. Basically Kevin is our new head of PR........thanks Kevin....fuck off Antonio and the "apparent" PR company. Larry will just check LinkedIn for news

 

[TheDrooben]

As much as I don't like the slimy ell either (The CoB), changing the CEO will be a bad idea IMO.

He now knows the products, customers and other potential customers very well, how far they are in informal talks and so on.

I don't think if we had another CEO back then when he was appointed that it would have changed anything as to where we are now.

Remember, the CEO answer to the BoD and if they are not happy with him, they can boot him out.

However, saying: watch us now (The CEO) and nothing happens isn't doing himself any favours seen by shareholders, they are entitled to know the truth without any lipstick.
I don't think announcements on the ASX is lacking.
Just because a high ranking IBM person buys a M2 card from DigiKey don't justify one IMO.

Let's see, he still got a little time getting the 9 mill in bookings, or he is in for a stormy AGM!

https://www.digikey.com/en/products/detail/brainchip/AKD1000M2BM/27563149?s=N4IgjCBcoLQCxVAYygMwIYBsDOBTANCAG4B2aWehA9lANrhxgCcArAgLqEAOALlCCAC%2BwoA

"I don't think if we had another CEO back then when he was appointed that it would have changed anything as to where we are now".....

Would a different CEO have gone down the IP only route?? As far as SP performance how can that even be argued that it was wrong?



"Let's see, he still got a little time getting the 9 mill in bookings, or he is in for a stormy AGM!"

Happy as Larry

 

[Diogenese]

Of course I'd like the share price to be sitting somewhere over $2 by now.
I'd be much more comfortable in my skin than I am with it being depressed down here at 13 cents.

Most of us here have put our money where our mouth's are and backed BrainChip in the expectation that we will be rewarded financially for both our provision of capital and/or our purchase at market, demonstrating our faith in both the product and the company's ability to sell it in the market place.

Though these last 4 years since the MB spike have been a long hard slog, technical progress, eco system development, much more validation from potential partners and technical journals and articles has shown the growing relevance of our particular type of tech in an ever evolving landscape.

We are getting contracts and seeing interest in niche's within the demanding and critical arenas of both space and defence.

We are seeing interest in wearables, medical devices, cyber security and general inferencing applications across a broad and growing spectrum at the edge, and, more recently, as an easily implemented, fast, reliable and cost effective filter, closer to the traditional heavy lifting data centres.

Whilst these are all welcome, from an investors point of view, not much of it has had a particularly positive impact on the fundamental indicator most dear to our hearts.

It's coming up on Sean's 5 year plan anniversary, I think around November this year (Is that right?), which has been both endorsed and backed by the BOD, and if he hasn't been able to show us reasonable commercial success or let us in on an amended version which makes sense to me, he and they will likely lose both my confidence and backing.

I know that is already the case for many of you.

But until that time, management retain my support because it seems stupid to me to be knocking something I want to succeed, and which, in doing so, will benefit me.
If and when I lose faith in a company here on the ASX I either sell and take the loss, hold until I can exit even or with profit and just shut up, particularly once I have left.
I don't start white anting it out of spite or some sick requirement for revenge.

Of course, I'm not interested in trying to manipulate other holders mind set's into acting contrary to their own benefit and entirely with mine in mind, such as we see exemplified over on the crapper.
The traders who praise whilst encouraging increase to maximise their margin at sale, and then disparage with torrents of Fear, Uncertainty, Doubt whilst trying to drive the price down for another entry.
Personally I find such behaviour distasteful.

Hopefully we get commercial traction soon with contracts and revenue.
GLTAgenuineHolders.

Hi Hoppy,

While commercial progress is almost imperceptible, there are several engagements/partnerships which seem like genuine prospects.

However there are other measures by which BRN outshines the competition.

I know we were forced down the IP only path by financial constraints, and that that set us back a couple of years as far as market recognition is concerned. At the time we knew Akida 2 was in the pipeline, and thought that was the reason for jettisoning the Akida 1 baby with the bathwater. What we did not know at the time was that TENNs was in the pipeline.

If we had a technical scorecard, with Akida 1 as 10, then Akida 2 was at least 15, and TENNs at least 25*. We are offering all 3 products, so I put our technical scorecard at 50+ compared with 10 for Akida 1, ... and there are still improvements in the pipeline - solid state comms mesh replacing packet switched mesh, undisclosed memory data movement efficiencies ...

Along with the recent Arquimea/Prophesee DVS news, our technology has opened up 2 entirely new potential markets - see-in-the-dark radar and real-time cybersecurity.


* @TheDrooben I've curbed my enthusiasm with a 25 rating for TENNs.

 

[White Horse]

SP at time of announcement $0.60 (agree affected by the MB news)

BrainChip appoints Sean Hehir as New Chief Executive Officer

Sean Hehir, a proven technology executive with significant experience in driving explosive revenue growth

brainchip.com

Just for clarity Larry has continued to buy over the last 5 years and never sold a single share.....but

I would like Sean to admit he got it wrong with the IP only strategy. It's obvious that it has failed. If the $9M doesn't come through then Sean should be told he is on his last legs. Peter has a major vote so not sure what he is thinking if he revisited the announcement from 5 years ago.

View attachment 95296

Yeah Happy as Larry

Hi TD (Larry)
I think you will find that the IP path was not Seans idea.
The idea came from PVM and the preponderance of ex ARM people involved.
Sean is controlled by the board.
As far as I can see, he has done what he was employed to do, and that is to grow an ecosystem.
The ongoing bullshit with the ASX, is what it is. And we certainly are not alone in running the gauntlet those arseholes.

 

[TheDrooben]

Hi Hoppy,

While commercial progress is almost imperceptible, there are several engagements/partnerships which seem like genuine prospects.

However there are other measures by which BRN outshines the competition.

I know we were forced down the IP only path by financial constraints, and that that set us back a couple of years as far as market recognition is concerned. At the time we knew Akida 2 was in the pipeline, and thought that was the reason for jettisoning the Akida 1 baby with the bathwater. What we did not know at the time was that TENNs was in the pipeline.

If we had a technical scorecard, with Akida 1 as 10, then Akida 2 was at least 15, and TENNs at least 25*. We are offering all 3 products, so I put our technical scorecard at 50+ compared with 10 for Akida 1, ... and there are still improvements in the pipeline - solid state comms mesh replacing packet switched mesh, undisclosed memory data movement efficiencies ...

Along with the recent Arquimea/Prophesee DVS news, our technology has opened up 2 entirely new potential markets - see-in-the-dark radar and real-time cybersecurity.


* @TheDrooben I've curbed my enthusiasm with a 25 rating for TENNs.

Larry is officially nominating @Diogenese to sit in the bathtub and be our PR officer....the SP would be $100......seriously @Diogenese your contributions here are next level and are highly appreiciated

Happy as Larry

 

[TheDrooben]

Hi TD (Larry)
I think you will find that the IP path was not Seans idea.
The idea came from PVM and the preponderance of ex ARM people involved.
Sean is controlled by the board.
As far as I can see, he has done what he was employed to do, and that is to grow an ecosystem.
The ongoing bullshit with the ASX, is what it is. And we certainly are not alone in running the gauntlet those arseholes.

Ok so if what you are saying is correct then Peter and the board were wrong for the past five years....?? Sean repeatedly said he had a five year plan if I am not mistaken?? Larry apologises if he got it wrong. If that's the board's five year plan then they should all stand up at the AGM and explain......but I bet they won't

 

[IloveLamp]

Worth a read everyone. There's also a 19min audio recording

https://www.firstpost.com/opinion/how-ai-is-reshaping-modern-warfare-india-13982218.html

 

[Frangipani]

CES 2026 Partner Spotlight:
Real-Time Visual Detection at the Edge, a demo by BrainChip partner Deep Perception, who specialise in video streaming. They were using an AKD1500 chip on an M.2 board connected to a Raspberry Pi 5, running at only 298 milliwatts - very useful for visual wake applications.

Readers of the BrainChip monthly newsletter may already be familiar with this demo, as the latest edition of that newsletter - published ten days ago - contained a link to the unlisted YouTube video:
https://thestockexchange.com.au/threads/brn-discussion-ongoing.1/post-482322

#ces2026 | BrainChip

𝐏𝐚𝐫𝐭𝐧𝐞𝐫 𝐒𝐩𝐨𝐭𝐥𝐢𝐠𝐡𝐭: 𝐑𝐞𝐚𝐥-𝐓𝐢𝐦𝐞 𝐕𝐢𝐬𝐮𝐚𝐥 𝐃𝐞𝐭𝐞𝐜𝐭𝐢𝐨𝐧 𝐚𝐭 𝐭𝐡𝐞 𝐄𝐝𝐠𝐞 🎥 Next in our #CES2026 partner series: the Deep Perception team showcasing what's possible when neuromorphic AI meets video streaming at the edge. By leveraging Akida™ technology, their GStreamer-based platform runs YOLOv2 person and...

www.linkedin.com

 

[smoothsailing18]

Ok so if what you are saying is correct then Peter and the board were wrong for the past five years....?? Sean repeatedly said he had a five year plan if I am not mistaken?? Larry apologises if he got it wrong. If that's the board's five year plan then they should all stand up at the AGM and explain......but I bet they won't

At the end of the day Sean is doing the right thing with both paths now viable so there is no reason we won't be extremely successful as brainchip is a brilliant architecture that the world needs, end of story.
2026 is going to blow up IMO with all that the company has achieved behind closed doors.
Those whom have been with the company along time know we are on a great thing being shareholders.
Go brainchip

 

[7für7]

Sorry already posted

#ces2026 | BrainChip

𝐏𝐚𝐫𝐭𝐧𝐞𝐫 𝐒𝐩𝐨𝐭𝐥𝐢𝐠𝐡𝐭: 𝐑𝐞𝐚𝐥-𝐓𝐢𝐦𝐞 𝐕𝐢𝐬𝐮𝐚𝐥 𝐃𝐞𝐭𝐞𝐜𝐭𝐢𝐨𝐧 𝐚𝐭 𝐭𝐡𝐞 𝐄𝐝𝐠𝐞 🎥 Next in our #CES2026 partner series: the Deep Perception team showcasing what's possible when neuromorphic AI meets video streaming at the edge. By leveraging Akida™ technology, their GStreamer-based platform runs YOLOv2 person and...

www.linkedin.com