BRN 0.00% 21.5¢ brainchip holdings ltd

Speaking for LTHs, if I may, I guess none of us feel at ease atm...

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    Speaking for LTHs, if I may, I guess none of us feel at ease atm with the lack of revenue and the perceived lack of progress going on. I liken it to being a passenger in a taxi (haven’t done Uber yet) where you don’t quite trust the driver is taking you in the direction you think you should be going. For many that hasn’t been helped by management dipping their hands in early (like the driver adding a couple of bucks to the fair at the beginning of the ride) but I think for LTHs not feeling in control of the journey has made BRN a hard gig. IMO though the particular journey we are on with BRN hasn’t been travelled before (least not on the ASX). The new ground being covered has made it difficult for management to forecast how long things are going to take and for LTHs, having more reassurance we’re still on the right track wouldn’t go astray - helping alleviate the anxiety.


    So what am I getting at here - I think above all we have to keep the faith in the tech, that it is revolutionary and is an edge we have and will keep for a while yet. I think we also need to keep faith with the current management, they are world class in experience for this kind of commercialisation (at least for anything that has come before that could resemble it). I don’t think any rabbits will be pulled at this quarterly, although I think revenue will be up on last quarter. I am a little concerned about the Akida FPGA - taking longer, I  think there must actually be a problem that needs sorting - hopefully it’s not too far away.

 
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