BRN 3.66% 19.8¢ brainchip holdings ltd

Sean Hehir interview day after AGM, page-7

  1. 4,129 Posts.
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    Brilliant Interview. A 5-year plan It's a shame the NDA-bound comments equate to no visibility on what the actual tangible targets are in that plan.

    Basically, the way I heard it was no royalty revenue or traction in the next 12 months, but somewhere between 12 months and before 5 years.

    The best shareholders can hope for is maybe a few or a steady stream of new IP deals in the interim.

    I'd say in my view with that information, if there are no IP deals signed for a further 6-12months it wouldn't be unreasonable fore BRN's market valuation to halve again.

    IP deals incoming then theres a possibility of strong traction. As per usual I believe the chart tells the story, and presenlty its narrative is suggesting to be cautious. 20EMA and 50EMA above the share price and both pointing down. Short is in charge again.

    https://hotcopper.com.au/data/attachments/5301/5301029-3ecb06b38dcacbb75cb49627bf1fb229.jpg



 
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