News Imminent?, page-352

I'm pretty sure that an Apple, Intel, Microsoft etc are NOT going to sign a licensing agreement for a product to be commercialized years from now. This industry is fast moving. It makes poor business sense sit on this technology and then use it when it may be superseded.


As for the chap who thinks that the next unknown announcement is priced in (which is a strange thought in itself) - Once the next milestone drops in, it will derisk the technology and investments in BRN significantly:

1. As management would be delivering on goals in a timely manner, there will be no reason to be sceptical of further claims. All other milestones will be considered achievable.

2. A licensing deal will validate the technology and the market will be justified in extrapolating this deal across other sectors. I'm sure this is when we will begin to see research reports promoting the deep value play here.

It's an easy trap to fall into to have the perceived upside in this stock limited by the boundaries of our understanding.

All IMO