Ann: Investor, page-139

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11/06/21

16:08

Post #: 53799287
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Originally posted by Fact Finder: ↑

Again agree this is a confusing paragraph but if I start with the unequivocal words of Tony Dawe all chips are pre - sold there is a way through this paragraph when you take into account Peter van der Mades two recent pre recorded presentations and Anil Mankar's AI Filed Day.

Clearly the first production run numbers are not precisely known so that makes it a little difficult to run an analysis based on usual product numbers.

What is known is that the AKD1000 chips will be tested as the first step following which:

The second step is that each of the first batch of USB sticks will get an AKD1000 chip reference both Peter van der Made and Anil Mankar statements;

The third step is that each of the modules for plugging in to rasberry pi will get an AKD 1000 chip see above;

Fourthly we know that somewhere in all of this is the AKD500 which if I understood Peter van der Made correctly it is also expected in August (not totally convinced I am correct as to August as the date) and that these chips are going into fridges so I expect these are sold; and

Fifthly, we know from repeated statements from Brainchip as well as Peter van der Made and Anil Mankar chips are going to their engineering partners and my understanding is that these chips have been sold.

Taking the statement that all chips are sold then this statement is correct because the other products that is the USB stick and the plug in modules are not strictly speaking chips.

The above logic of course is hinged on the reliability of the statement by Tony Dawe that all "chips" are sold and when you talk about chips in the semiconductor world it is not interchangeable with the terms USB stick and module.

It of course could be like one of those statements "All Cretans are liars." However this is my logic and allows for all parties to be telling the truth at the end of the day.

My opinion only DYOR
FF

AKIDA Ballista

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In the podcast the interviewer asks are the chips sold Peter answers not a huge number.
This is in line with the asx announcment. By the way I am totally fine with this and the strategy.

I have posted official info to back up my comments perhaps if people disagree they can do the same.

Hear say, unofficial announcements and muddying the water with all due respect as I am sure I don't need to tell you means nothing.

BRN Price at posting: 56.0¢ Sentiment: Buy Disclosure: Held
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Ann: Investor, page-139

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