BRN 3.23% 16.0¢ brainchip holdings ltd

Ken Scarince Presentation at International Investment Forum, page-75

  1. 437 Posts.
    lightbulb Created with Sketch. 285
    He said “worth a few billion”

    but he references other acquisitions by the big players as a guide as to value

    if you look at intel acquisitions and think about those companies and project out BRN’s value while it might be a few billion in coming years it’s the 5-10 year timeline that will really unlock value as iOT becomes prolific

    remember that we have conservative execs so I think a few means in the 5b range in a couple of years, hence his assertion of a rerate when chip is in market and EAP customer contracts start getting announced over next year or two, and IP royalties kick in

    All IMHO

    DYOR


    Not financial advice obviously!
 
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