How’s their revenue going to increase if they haven’t signed any new IPs in the Dec qtr, and Edge Box was considered immaterial revenue? Only other revenue stream is Engineering services and royalties..
Royalties seem far flung at this point with a March Capital Call, zero new IPs for Gren 2 signed in 7 months availability, and BRN & customers all saying Gen 1 is a proof of concept chip..
It seems to me that the revenue guessing at present is redundant until other above boxes are ticked..
An IP new signing would be the only thing I’m interested in seeing as a Shareholder..
One thing BRN seems absolutely dismissive of clarifying is whether existing IP license holders have to purchase additional Gen 2 licenses.. That’s a fairly important piece of information when judging whether BRN is on track or not..
How’s their revenue going to increase if they haven’t signed any...
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| Open | High | Low | Value | Volume |
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| Last trade - 16.10pm 03/05/2024 (20 minute delay) ? |
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| Last updated 15.58pm 03/05/2024 ? | |||||
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