BRN Discussion Ongoing

[Esq.111]

Up 15 percent overnight.

Announcement that we are selling t shirts again Monday?

Morning Chippers,

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Regards,
Esq.

 

[Esq.111]

Up 15 percent overnight.

Announcement that we are selling t shirts again Monday?

Morning Chippers,

Conversion = AU$0.2654376 per share.

Hopefully mooving on up.

Regards,
Esq.

 

[ArtGonzo]

Morning Chippers,

Conversion = AU$0.2654376 per share.

Hopefully mooving on up.

Regards,
Esq.

The chart does look bullish...

 

[manny100]

Sounds like an excuse not to release.
Could fuzz out dace pics of sudience

I tried to ask but T only Dawe is on holidays atm or away from the office and not answering

I believe BRN commissioned the report.
The report was for Wholesale Investors and not Retail Investors - see Disclaimer section at the end. That is why it seems terribly complicated.
There are a number of different valuations depending on what methodology you prefer.
They settle on $1 which is the weighted average of the Bull/Base/Bear case. That is not my preffered method.

 

[7für7]

Morning Chippers,

Conversion = AU$0.2654376 per share.

Hopefully mooving on up.

Regards,
Esq.

I don’t know @Esq.111 …. I don’t trust aftermarkets

 

[manny100]

The Trim report is intended for the Wholesale Market and not the retail market (see the last page Disclaimers etc).
Wholesale individuals are high worth and are assumed to have expertise therefore they do not have the same legal protection as retailers. They do however enjoy access to opportunities that retailers do not get. See link below.
The report being aimed at wholesale funds is complex in some areas and can be difficult for some retailers to understand.
Obviously BRN is trying to get Wholesale funds to get high net worth individuals on the Register.
In relation to the report see page 18 for their acquisition value of $A0.93 cents using the Acquisition Valuation method.
See page 19 for their Real Options value of $US1.32 which is $A2.07.
If you are a bull then they value the SP at $US1.22 or $1.93 per share - see page 15.
Trim settled on a $A1.00 SP value using a weighted average of the bull/base/bear case valuations so its just an average target price. This is certainly not my preferred method of valuation.
I prefer to use the lowest value methodology (Acquisition Valuation) of 93 cents because the events they based it on actually occurred and not estimates of cash flows/revenue etc..
Then Trim give Wholesalers a wonderful table of complicated SP values based on sensitivity analysis.
Everyone will have their own preferred valuation method.

https://westbridgefunds.com.au/articles/retail-vs-wholesale-investor/

 

[Space Cadet]

The Trim report is intended for the Wholesale Market and not the retail market (see the last page Disclaimers etc).
Wholesale individuals are high worth and are assumed to have expertise therefore they do not have the same legal protection as retailers. They do however enjoy access to opportunities that retailers do not get. See link below.
The report being aimed at wholesale funds is complex in some areas and can be difficult for some retailers to understand.
Obviously BRN is trying to get Wholesale funds to get high net worth individuals on the Register.
In relation to the report see page 18 for their acquisition value of $A0.93 cents using the Acquisition Valuation method.
See page 19 for their Real Options value of $US1.32 which is $A2.07.
If you are a bull then they value the SP at $US1.22 or $1.93 per share - see page 15.
Trim settled on a $A1.00 SP value using a weighted average of the bull/base/bear case valuations so its just an average target price. This is certainly not my preferred method of valuation.
I prefer to use the lowest value methodology (Acquisition Valuation) of 93 cents because the events they based it on actually occurred and not estimates of cash flows/revenue etc..
Then Trim give Wholesalers a wonderful table of complicated SP values based on sensitivity analysis.
Everyone will have their own preferred valuation method.

https://westbridgefunds.com.au/articles/retail-vs-wholesale-investor/

My valuation method will be whatever I decide to sell at.

SC

 

[Pom down under]

Up 15 percent overnight.

Announcement that we are selling t shirts again Monday?

I think we might do better selling tablecloths than t shirts

 

[Fullmoonfever]

Can't come soon enough for mine...get it right and could be a pretty "cool" product in a pretty "hot" space

 

[Pom down under]

Morning Chippers,

Conversion = AU$0.2654376 per share.

Hopefully mooving on up.

Regards,
Esq.

 

[Mazewolf]

The Trim report is intended for the Wholesale Market and not the retail market (see the last page Disclaimers etc).
Wholesale individuals are high worth and are assumed to have expertise therefore they do not have the same legal protection as retailers. They do however enjoy access to opportunities that retailers do not get. See link below.
The report being aimed at wholesale funds is complex in some areas and can be difficult for some retailers to understand.
Obviously BRN is trying to get Wholesale funds to get high net worth individuals on the Register.
In relation to the report see page 18 for their acquisition value of $A0.93 cents using the Acquisition Valuation method.
See page 19 for their Real Options value of $US1.32 which is $A2.07.
If you are a bull then they value the SP at $US1.22 or $1.93 per share - see page 15.
Trim settled on a $A1.00 SP value using a weighted average of the bull/base/bear case valuations so its just an average target price. This is certainly not my preferred method of valuation.
I prefer to use the lowest value methodology (Acquisition Valuation) of 93 cents because the events they based it on actually occurred and not estimates of cash flows/revenue etc..
Then Trim give Wholesalers a wonderful table of complicated SP values based on sensitivity analysis.
Everyone will have their own preferred valuation method.

https://westbridgefunds.com.au/articles/retail-vs-wholesale-investor/

Yes, a weighted average. Yet my intuition says it's either going to boom or bust, rather than sit at the average scenario. Just a matter of when.

 

[CHIPS]

Up 15 percent overnight.

Announcement that we are selling t shirts again Monday?

What day was it then? Friday or Saturday? Is the ASX open on Saturdays?

 

[manny100]

Yes, a weighted average. Yet my intuition says it's either going to boom or bust, rather than sit at the average scenario. Just a matter of when.

Agree, I think it's more likely the Bull case scenario. My opinion only.
We have the US AFRL interested, Lockheed - Martin cybersecurity and the Navy Edge transition with Bascom Hunter.
That is encouraging.

 

[Food4 thought]

Maybe BRN released the Trim report to make it look like we are not doing to well , and then they turn around and suddenly surprise everyone
Including the shorters

We can only live in hope
Come on BRN

 

[manny100]

Can't come soon enough for mine...get it right and could be a pretty "cool" product in a pretty "hot" space

View attachment 84670

I like the "coming soon" both Edge LLM and Edge VLM.
Covers both text based tasks as well as well as vision and lanuage.

 

[Bennysmadness]

Soon enough we'll be moving the decimal point to the right two spots

 

[Fullmoonfever]

Can't come soon enough for mine...get it right and could be a pretty "cool" product in a pretty "hot" space

View attachment 84670

Though I suppose "soon" is a relative word....maybe sometime from now to 12 mths I guess.

Good to see the evolution from a narrower band of functionality to a much broader spread of capabilities and thus use cases and more interest.

 

[smoothsailing18]

Question please,,what is VLM ?
Is it video language model ?

 

[TheDon]

Question please,,what is VLM ?
Is it video language model ?

Vandermade Language Model

TheDon

 

[Pom down under]

So is this the 2nd time it’s been discussed about listing away from the ASX as I found this article from 2017

BrainChip confirms discussions around US listing

But artifical intelligence player rejects reports it plans to take company private.

thewest.com.au