I think the answer is that while the traditional AI industry has taken off 'like a rocket,' the AI at the Edge Industry is still preparing to fly out of the starting block. When it takes off, it really will fly.
I'm not bothered by a lack of offer to buy out BRN right now
Why would anyone make an offer for a company in an industry still in the starting blocks.
While it's expected that the industry will be huge, why would you start a bidding war when you do not know when payback will start. A bidding war would likely land a huge price.
There would also be the obvious 'anti trust' implications. For example, if NVIDIA won a bidding war, it would create a monopoly of AI at the Edge. It simply would not be allowed. The US has anti trust laws and uses them to break up monopolies or prevent them.
In contrast, BRN obviously sells AKIDA to anyone who wants it.
If a genuine competitor/s for BRN emerges, then IMO we can expect mouth watering bids from large players who do not want to be left behind.
While our research tells us the AI at the Edge industry will fly and BRN has 1st mover advantage, the 'when will it take off' creates a spec element in the market.
We are an enabler in that we enable AI at the Edge. No one else can offer true AI at the Edge right now. The explains IMO why no one would be allowed to take it for sole use as part of their larger product offerings.
- Forums
- ASX - By Stock
- Nvidia
I think the answer is that while the traditional AI industry has...
-
- There are more pages in this discussion • 2 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add BRN (ASX) to my watchlist
|
|||||
Last
17.0¢ |
Change
-0.010(5.56%) |
Mkt cap ! $333.6M |
Open | High | Low | Value | Volume |
18.0¢ | 18.5¢ | 17.0¢ | $2.303M | 13.21M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
149 | 3707748 | 17.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
17.5¢ | 1173238 | 17 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
145 | 3667006 | 0.170 |
65 | 2794625 | 0.165 |
85 | 1886768 | 0.160 |
23 | 1142051 | 0.155 |
81 | 2433337 | 0.150 |
Price($) | Vol. | No. |
---|---|---|
0.175 | 1173238 | 17 |
0.180 | 1264076 | 11 |
0.185 | 301500 | 13 |
0.190 | 748493 | 9 |
0.195 | 714555 | 8 |
Last trade - 16.10pm 27/08/2024 (20 minute delay) ? |
Featured News
BRN (ASX) Chart |
The Watchlist
SBW
SHEKEL BRAINWEIGH LTD
Dani Nadri, Country Manager Australia
Dani Nadri
Country Manager Australia
SPONSORED BY The Market Online