BRN 1.72% 28.5¢ brainchip holdings ltd

I have read both arguments for and against the company and I can...

  1. 1,272 Posts.
    lightbulb Created with Sketch. 505
    I have read both arguments for and against the company and I can say its been a slow progressive move to commercial success which many expect and I myself do to.

    From my point of view there was too much hype and belief that we would see huge revenue over night.
    Let's keep to some facts and for the moment ignore market pricing which causes too much emotion and anger.

    1. The company for the first time has given some guidance on dollars 820K now this is not earth shattering but a better performance then what we have seen for the last 2 years. Remember The company is unlikely going to forcaste any revenue unless a PO is issued so from this B2B sale its limited to the transactions that are 100% graunteed or close to as certian as possible. When forecasting revenues we only forecast the approved PO never the proposals cause if you fall short well its bad.

    This is pre planned revenue not wishful thinking of new deals so this has beennsigned and forcasted.

    2. There are alot of loose ends with Renesas and Megachips still no revenue or is that forecast $$ from them?

    3. Valeo would they be using software for the operations of scala 3? Is that the revenue stream timing aligns with their release?

    I do suggest to reach out to those that promote akida outside of The BRN organisation and you will get an appreciation for the technology and what it does and how the industry views it.

    Awarness has increase folds from the last 2 years so we can see this as progress but the Investor is waiting on the $$ which is why we are where we are in value and the algorithms play games.

 
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