Listened to/viewed the presentation. Well worth watching if you access the replay later, My brief notes are:
Technical
- Sean’s intro was similar to his recent interview on Pro... (can't remember full name…)
- He provided a good explanation of conventional vs Edge AI- He explained neuromorphic computing well (using the example of a human recognising a face)
- Sean mentioned we have a solution to the global IOT power consumption problem
- He spoke about the importance of software automating conversion (perhaps @uiux can elaborate on what that means)- He talked about power saving being important for the world as well as particular use cases
Commercial
- Sean emphasised IP licensing for our revenue model – this brings revenue from multiple sources – royalties are “margin rich”.
- We have 15 EAP customers
- Renesas will build our IP into their products to sell to the market
- Sean referred to Mercedes as a “customer”
- “demand will shift from cloud-dependent AI devices to solutions where data is captured on the device”
My take on Sean
- He knows the company’s history and where we are going
- He clearly understands the technology and the market for it
- He spoke fluently throughout and his presentation and speaking flowed very well
- I have confidence in Sean being the main voice for our company. Very easy to listen to.
- Forums
- ASX - By Stock
- BRN
- BRN at Virtual Investor Conference
BRN at Virtual Investor Conference, page-15
- There are more pages in this discussion • 4 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
(20min delay)
|
|||||
Last
27.0¢ |
Change
0.005(1.89%) |
Mkt cap ! $501.1M |
Open | High | Low | Value | Volume |
26.5¢ | 27.8¢ | 26.3¢ | $2.219M | 8.205M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
5 | 240631 | 27.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
27.5¢ | 954801 | 13 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
3 | 142150 | 0.270 |
12 | 1163838 | 0.265 |
9 | 206629 | 0.260 |
15 | 636710 | 0.255 |
49 | 965358 | 0.250 |
Price($) | Vol. | No. |
---|---|---|
0.275 | 159178 | 8 |
0.280 | 1637372 | 33 |
0.285 | 628870 | 16 |
0.290 | 1021449 | 27 |
0.295 | 816635 | 23 |
Last trade - 16.10pm 24/05/2024 (20 minute delay) ? |
|
|||||
Last
27.0¢ |
  |
Change
0.005 ( 2.20 %) |
|||
Open | High | Low | Volume | ||
27.0¢ | 27.8¢ | 26.0¢ | 5382161 | ||
Last updated 15.59pm 24/05/2024 ? |
Featured News
BRN (ASX) Chart |