BRN are facing increasing competition in an AI market segment that is moving beyond their GenIII Akida release and doing so fast ( check out Tenstorrent / Jim Keller as case in point) - AI accelerator chips are challenging GPU's and replacing them - its is a struggle to see where brn will smash a hole in a now flooded market segment today and going forward that will significantly drive value in the company/SP
just my opinion of course
WBT will offer to a customer a cheaper alternative to their current volatile memory application, that will deliver superior performance at a cheaper price point
That price elasticity will allow the customer to win by volume on sales - you win by volume you win market share =$$$$$
you win market share in a new market segment (reram)where there is minimal to zero competition and you secure your position across the uptake adoption of the product across new and existing integrated circuits - current sp represents great value imo -win win win situation
Pitt Street Research Valuation of $9.56 per share, page-10
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Last
$2.33 |
Change
-0.070(2.92%) |
Mkt cap ! $440.1M | |||
| Open | High | Low | Value | Volume |
| $2.39 | $2.39 | $2.30 | $1.157M | 496.6K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 19191 | $2.31 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.34 | 2874 | 1 |
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| Last trade - 16.10pm 19/07/2024 (20 minute delay) ? |
| WBT (ASX) Chart |