Time to summarize the summaries of the surmises?
IMO
Louis would be happy to get back to playing with his grandkids soonish.
Louis would not like one of his last corporate acts, his record for posterity, to be that he completely fluffed his lines and was cornered into a CR at a 52 week low.
Louis would take a credible ($.5b?) takeover in a heartbeat.
Peter would love nothing more than to get his beloved baby, Brainchip, into reality (=dedicated silicon) while he is still in charge of the development process.
Peter will be heavily influenced by EVERYONE around him (well, maybe not Anil). So 6 in the senior management team = 4 votes to sell, 2 to continue. Other board member don’t matter. Yes, Peter has a blocking holding, but at his stage of life, how strong is his will to resist and re-calibrate?
Peter HAS got dedicated silicon Akida on the record now, but how will it be funded?
So I think we have a very real and very imminent fork in the road:
Down the fairytale path Qualcomm (with their 14 citations obviously still very interested, relevant and closely following every move) places the magic order which triggers M4, Akida is funded and everyone lives happily ever after.
Or, perhaps any day now, an M&A proposal arises, Peter retires rich-but-unfulfilled, etc, etc
I acknowledge this scenario is drawn with an optimism bias, but I just cannot conceive that Louis would have allowed himself to be cornered for a second low CR.
DYOR
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