BRN 0.00% 23.0¢ brainchip holdings ltd

Quarterly Investor Podcast Q1 2023, page-155

  1. 171 Posts.
    lightbulb Created with Sketch. 38
    If your not treating this stock as a High Risk in for the long haul (or an opportunist Shorter) then I think your in the wrong stock. BHP is good for you I'm told.

    So Episode 1 - Investor podcast.

    Hmmmm.
    Thank goodness they finally realise this is needed.
    Delivery and content somewhat below par, but I hope they treated this as a practice round.
    Content, a few interesting mildly useful bits but not a great deal.
    Some huge mis-steps - comment re Shorters....

    some content that outlines where the company is at. Number of partnerships by market sector by Company Tier (1,2,3...)
    Age of Partnerships (showing engagement activities)
    Number of competitive wins

    As we know the level of activity in the sales space is the forward indicator of sales. We have ZERO information to work with here.

    Shareholders are an equal Stakeholder.

    and using the ARM IP sales model? don't mind at all if the end game for BRN is the same but thank goodness they have a model and are not just dreaming up a maybe lets try model.

    I would also like to see HotCopper develop an analytical Sentiment indicator so I can see the sentiment of an article with out have to read.






 
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