Competitive landscape, page-30

First 30 Last

Share
Profile

Follow
Georgesriver10

1,196 Posts.

53

25/06/21

16:39

Post #: 54078127
Share

Originally posted by Fact Finder: ↑

Basically what you are saying is the world is full of naughty people who have no qualms about stealing other peoples property. There can be absolutely no argument with that proposition. I could actually qualify as an expert witness on subject of the innate dishonesty of people.

The thing is that if Brainchip are able to conquer 10 percent of the addressable market at the edge leaving aside the other areas where scaled up AKIDA technology will eventually find a home and the other 90% is stolen by unethical companies and individuals happy to ignore patents shareholders will still be very well off.

Luis Vuitton in 2013 had a market capital of $US28.4 billion and Gucci in 2020 had a market capital of $US17.63 billion.

These two industry giants must be the most hacked companies in the world with China and other less diligent Asian nations allowing their brands to be stolen twenty four hours a day fifty two weeks a year.

Brainchip with just 10% of the market at the edge will be turning over 5 to 6 billion US dollars a year. They will have the financial reserves then to prosecute the easy marks for patent breaches who have lots of money to pay them damages with and they can let the rest go to you know where.

Personally though trying to steal Brainchip technology will not be as easy as setting up a sweat shop and providing a bit of leather to sow up and make a few handbags so the numbers of places able to produce their chips in sufficient quantities are going to be insignificant by comparison.

They have Renesas chip maker tied up and TSMC the largest chip producer in the world is also on the hook so I am not sure who is going to turn out the chips that the thieves are copying in such large numbers as to steal 90% of the edge market. If they steal 50% and Brainchip has 40% then Brainchip will turn over 20 to 28 billion US dollars. I am allowing 10 percent to be captured by other honest companies.

Anyway my opinion only DYOR
FF

AKIDA Ballista

Expand

With those statistics this share will be a 40 dollar plus share easily

BRN Price at posting: 53.5¢ Sentiment: Hold Disclosure: Held
7 Upvote

0 Great analysis

Reply

There are more pages in this discussion • 3,781 more messages in this thread...

First 30 Last

Add BRN (ASX) to my watchlist

(20min delay)
Last 27.3¢		Change -0.003(0.91%)		Mkt cap ! $510.3M

Open	High	Low	Value	Volume
27.5¢	28.5¢	26.5¢	$720.7K	2.636M

Buyers (Bids)

No.	Vol.	Price($)
15	407208	27.0¢

Sellers (Offers)

Price($)	Vol.	No.
27.5¢	538376	22

View Market Depth

No.	Vol.	Price($)
15	407208	0.270
39	1017285	0.265
42	1160286	0.260
19	470768	0.255
67	2341105	0.250

Price($)	Vol.	No.
0.275	538376	22
0.280	1104497	17
0.285	1291243	16
0.290	1476951	23
0.295	832262	25

Last trade - 12.10pm 15/05/2024 (20 minute delay)


Last 27.0¢		Change -0.003 ( 1.82 %)
Open	High	Low	Volume
28.0¢	28.5¢	26.5¢	2147038
Last updated 12.19pm 15/05/2024 ?

BRN (ASX) Chart

Competitive landscape, page-30

Featured News

Calmer Co clocks $150K in sales of its kava-based health drinks at Coles

Breaking barriers in cancer treatment: Race Oncology pioneers a new era with bisantrene

Raiden inches closer to Andover South drilling as heritage report clears land

Magnum to raise US$210M to advance Saudi green pig iron plant

BHP fails to secure second takeover offer to Anglo American

Buyers (Bids)

Sellers (Offers)

Featured News

Competitive landscape, page-30

Featured News

Top Stories

Calmer Co clocks $150K in sales of its kava-based health drinks at Coles

Breaking barriers in cancer treatment: Race Oncology pioneers a new era with bisantrene

Raiden inches closer to Andover South drilling as heritage report clears land

Magnum to raise US$210M to advance Saudi green pig iron plant

BHP fails to secure second takeover offer to Anglo American

Buyers (Bids)

Sellers (Offers)

Featured News