BRN (ASX) 2020 BRN Discussion

Originally posted by Fact Finder: ↑

There are some interesting facts about present world wide economics as they apply to BRN:

1. Interest rates around the world are extremely low and unlikely to rise in the medium term.

2. All economies have been affected by Covid-19 and unemployment is increasing.

3. Personal spending has reduced and savings are rising in Australia.

4. The rental markets in Australia’s major cities are under pressure and rents are falling affecting investor interest in the property market.

5. The trend in earnings amongst Australia’s major businesses in the current reporting season is down affecting in due course dividend income.

These factors combined create a dilemma for investors as to where to invest for appropriate returns as all the traditional areas to invest offer little to no return at the moment and with no plan for when the world will exit Covid-19 this situation will continue indefinitely.

The investment capital that exists around the world will come to the realisation that the best place to be is in the future because the present has nothing to offer.

That capital will look to identify businesses that are going to thrive in the future. Amazon is a perfect example of a business model based on the future. If you look at Amazon and how it does business you can easily identify other businesses that will be part of its future.

Smart factories and distribution systems involving robotics and autonomous vehicles are obvious examples. Any business activity that can be replaced by an intelligent machine provides opportunity for capital.

The large numbers of health care workers who have been infected by coming into direct contact with patients when this was not necessary and could have been avoided by tele or remote medicine will accelerate the adoption of technology that makes this possible.

The simple fact is that BRN has no income on its books all its current valuation is based on the future potential of its technology. This was the situation yesterday and it’s the same today.

The day to day movement on Nasdaq or the ASX is not changing any of the above.

The future has not been changed by the sell off of tech stocks on NASDAQ. Covid-19 has not become more deadly nor has it been eradicated by this event. Interest rates have not jumped up to match inflation.

The future value of BRN remains exactly the same as it has been since 2015 except now 2021 when the full commercialisation of AKD1000 will commence is only 12 months away.

The future is crying out for Ai to protect people and industry from Covid-19 and the next pandemic.

Unless your investment in BRN was a completely random event over which you had no control nothing has changed.

So ignore all but your own personal circumstances and take advice from someone you know trust and respect not some completely anonymous poster such as myself in HC.

My opinion only DYOR.

Expand

Good post FF and 100% agree
In the positive side may I add also the one effect that leads to increased asset prices.
We live in a world that is inflationary. We do not want deflation and manipulate the world to get inflation. Right now inflation is low due to low interest rates, but there is still inflation. This guarantees over time that assets will compound and inflate. The system will inflate, not particularly one stock.
My take has always been to look long term and rely on this inflationary concept that the world wants and capitalism needs.

One poster just said never lose what you can’t afford.
I agree with that also.

Thanks again .. good penmanship and great post

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0.205	1015791	23
0.210	1064366	27
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(20min delay)
Last 19.5¢		Change 0.005(2.63%)		Mkt cap ! $361.9M

Open	High	Low	Value	Volume
19.5¢	20.0¢	19.0¢	$661.1K	3.388M

2020 BRN Discussion, page-8531

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