BRN 10.2% 27.0¢ brainchip holdings ltd

New holder here :-) The quality of research and generosity of...

  1. 229 Posts.
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    New holder here The quality of research and generosity of sharing on the BRN forum is second to none. It has been invaluable for me already and allowed me to get up to speed quickly. So a big thank you.

    The writing is on the wall for BRN and the dots are being joined. The technology is of course the foundation of it all, but to commercialise it is another ball game. In my view, BRN has put together a very solid team with strong sales / BD experience and the right connections. Their commercial approach as outlined in the 2019 year end update (https://www.finnewsnetwork.com.au/archives/finance_news_network274977.html) as shared by @Fact Finder means they started building the relationships with key players a while back and kicked off the long process of design/build/test/optimise/etc, which should lead to further deals being closed in the short term. Working in the commercials space, I'm really quite impressed with their approach and them getting in with tier-1 companies at the right time whilst still developing the technology in parallel.

    I think a fair amount of people and investment professionals underestimate how big this can get / still don't quite get the company. $3B market cap is really only the very early beginning.
 
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