BRN brainchip holdings ltd

Where to from here?, page-8

  1. 1,692 Posts.
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    Given that BRN will be commercializing the Akida NSoC through both device sales and an asset-light IP licensing model with recurring royalty revenues and anticipated high gross margins.Valuation range of A$ 0.40-0.45 if Akida NSoC shows commercial viabilityLooking at where Akida currently is in its development/commercialization process.

    BRN’s share price does not accurately reflect the company’s commercialpotential described above.

    The company’s valuation could move towards levels seen for comparable companies, such as Nervana and Movidius that were acquired by Intel Corp (NASDAQ:INTC), i.e. equivalent to A$ 0.43 per fully diluted BRN SHARE provides a gauge to BRN’s potential valuation, given where AKP is positioned in its development process.

    In the near to medium term, BRN will first need to demonstrate commercial viability of the Akida NSoC by signing one or more commercial agreements that involve integration of Akida and/or components of the Akida IP stack into customers’ designs.

    Given the strong upside - Speculative Buy recommendation.
    DYOR Opinion only
 
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Last
19.5¢
Change
0.000(0.00%)
Mkt cap ! $394.9M
Open High Low Value Volume
19.5¢ 20.5¢ 19.0¢ $2.028M 10.28M

Buyers (Bids)

No. Vol. Price($)
24 1049824 19.5¢
 

Sellers (Offers)

Price($) Vol. No.
20.0¢ 791311 13
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Last trade - 16.11pm 08/07/2025 (20 minute delay) ?
BRN (ASX) Chart
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