BRN 2.94% 17.5¢ brainchip holdings ltd

Ann: Appendix 4C and Quarterly Activities Report, page-19

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    September quarterly commentary:

    https://hotcopper.com.au/data/attachments/5008/5008009-97cc6fdd2f98b92c9f9fcd5074296bc0.jpg

    December quarterly commentary:
    https://hotcopper.com.au/data/attachments/5008/5008012-10d61d63796a6b8195985a55f89c4a05.jpg

    The situation is starting to become more apparent. The technology is no doubt impressive but where is the customer demand, to substantiate a $1.1B market cap? Perhaps they’re just too early?

    The query about where the rest of the US$2.5M in receivables has gone is fair.
 
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