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Registered number: 09966213













VORTEXA LTD

ANNUAL REPORT AND FINANCIAL STATEMENTS

FOR THE 11 MONTHS ENDED 31 DECEMBER 2024


 
VORTEXA LTD
 

 
COMPANY INFORMATION


Directors
Fabio Kuhn 
Patrick Norris 
Caio Bolognesi 
Emilio Umeoka 
David A Smolen 
Lincoln Isetta 
Neal Goldman (appointed 29 February 2024)




Chairman
Neal Goldman



Registered number
09966213



Registered office
Tower 42
25 Old Broad Street

London

EC2N 1HQ




Independent auditors
Warrener Stewart
Chartered accountants & statutory auditors

Harwood House

43 Harwood Road

London

SW6 4QP






 
VORTEXA LTD
 


CONTENTS



Page
Group Strategic Report
 
1 - 2
Directors' Report
 
3 - 4
Independent Auditors' Report
 
5 - 7
Consolidated Statement of Comprehensive Income
 
8
Consolidated Balance Sheet
 
9
Company Balance Sheet
 
10
Consolidated Statement of Changes in Equity
 
11
Company Statement of Changes in Equity
 
12
Consolidated Statement of Cash Flows
 
13 - 14
Consolidated Analysis of Net Debt
 
14
Notes to the Financial Statements
 
15 - 36



 
VORTEXA LTD
 

 
GROUP STRATEGIC REPORT
FOR THE 11 MONTHS ENDED 31 DECEMBER 2024

Introduction
 
The Directors present their group strategic report for the period ended 31 December 2024.

Business review
 
The Group achieved a satisfactory operating performance during the year, in line with the Directors' expectations.
Following a successful equity raise in the latter part of 2024, the Group is in a strong position to deliver on its further growth and development strategy.

Principal risks and uncertainties
 
The Data Science team at Vortexa has solved many challenging problems at the core of our business, which has allowed us to offer an unprecedented view of the markets to our clients. Among them we highlight the following:
 
Anywhere Freight Pricing Model
LNG Boil-Off Gas Estimation
Ship-to-Ship Transfer Detection Model
Anywhere Everything Forecasting
AIS Signals Normalisation
Generative AI Approaches to Maritime Data Parsing.

However, in common with most businesses the Group is exposed to geopolitical and general economic risks. The Board has a policy of continuous identification and review of key business risks and uncertainties. It oversees the development of processes to ensure that these risks are managed appropriately, and operational management is delegated with the task of implementing these processes and reporting to the Board on their outcomes. 

Financial key performance indicators
 
Performance is monitored by reference to internal forecasts, cashflows and industry statistics across each of its operational areas. These indicators are considered sufficient to provide an overview of business performance relative to expectations and market trends.

Page 1


 
VORTEXA LTD
 


GROUP STRATEGIC REPORT (CONTINUED)
FOR THE 11 MONTHS ENDED 31 DECEMBER 2024

Other key performance indicators
 
The Directors of Vortexa Ltd consider that they have fulfilled their individual and collective duty under section 172(1) of the Companies Act 2006 to act in the way they consider, in good faith, would be most likely to promote the success of the Company and the Group for the benefit of the shareholders as a whole.
This has been achieved through strong systemic controls; investment in our staff through training and incentives; and a focus on high standards of customer service. All share classes have had representation at Board level and the Board is committed to a strategy that will drive long term value for the equity holders in the business.


This report was approved by the Board and signed on its behalf.





Fabio Kuhn
Director

Date: 18 September 2025

Page 2


 
VORTEXA LTD
 

 
DIRECTORS' REPORT
FOR THE 11 MONTHS ENDED 31 DECEMBER 2024

The Directors present their report and the financial statements for the 11 months ended 31 December 2024.

Directors

The Directors who served during the 11 months were:

Fabio Kuhn 
Patrick Norris 
Caio Bolognesi 
Emilio Umeoka 
David A Smolen 
Lincoln Isetta 
Neal Goldman (appointed 29 February 2024)

Directors' responsibilities statement

The Directors are responsible for preparing the Group Strategic Report, the Directors' Report and the consolidated financial statements in accordance with applicable law and regulations.
 
Company law requires the Directors to prepare financial statements for each financial year. Under that law the Directors have elected to prepare the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice), including Financial Reporting Standard 102 ‘The Financial Reporting Standard applicable in the UK and Republic of Ireland'. Under company law the Directors must not approve the financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the Company and the Group and of the profit or loss of the Group for that period.

 In preparing these financial statements, the Directors are required to:


select suitable accounting policies for the Group's financial statements and then apply them consistently;

make judgments and accounting estimates that are reasonable and prudent;

prepare the financial statements on the going concern basis unless it is inappropriate to presume that the Group will continue in business.

The Directors are responsible for keeping adequate accounting records that are sufficient to show and explain the Company's transactions and disclose with reasonable accuracy at any time the financial position of the Company and the Group and to enable them to ensure that the financial statements comply with the Companies Act 2006They are also responsible for safeguarding the assets of the Company and the Group and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Results and dividends

The loss for the 11 months, after taxation, amounted to $16,241,727 (2024 - loss $13,798,050).

The loss for the year will be added to the accumulated deficit on reserves.

Future developments

The Board intends to continue to focus the Group on the transition from its developmental stage to revenue generation and anticipates achieving recurring profitability in the medium term.

Page 3


 
VORTEXA LTD
 

 
DIRECTORS' REPORT (CONTINUED)
FOR THE 11 MONTHS ENDED 31 DECEMBER 2024

Disclosure of information to auditors

Each of the persons who are Directors at the time when this Directors' Report is approved has confirmed that:
 
so far as the Director is aware, there is no relevant audit information of which the Company and the Group's auditors are unaware, and

the Director has taken all the steps that ought to have been taken as a Director in order to be aware of any relevant audit information and to establish that the Company and the Group's auditors are aware of that information.

Post balance sheet events

In June 2025, the Group finalised a further $15.425 million financing round, strengthening its working capital resource.
There have been no other significant events affecting the Group since the year end.

Auditors

The auditorsWarrener Stewartwill be proposed for reappointment in accordance with section 485 of the Companies Act 2006.

This report was approved by the Board and signed on its behalf.
 





Fabio Kuhn
Director

Date: 18 September 2025

Page 4


 
VORTEXA LTD
 

 
INDEPENDENT AUDITORS' REPORT TO THE MEMBERS OF VORTEXA LTD

Opinion

We have audited the financial statements of Vortexa Ltd (the 'parent Company') and its subsidiaries (the 'Group') for the 11 months ended 31 December 2024, which comprise the Consolidated Statement of Comprehensive Income, the Consolidated Balance Sheet, the Company Balance Sheet, the Consolidated Statement of Cash Flows, the Consolidated Statement of Changes in Equity, the Company Statement of Changes in Equity and the related notes, including a summary of significant accounting policiesThe financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102 ‘The Financial Reporting Standard applicable in the UK and Republic of Ireland' (United Kingdom Generally Accepted Accounting Practice).

In our opinion the financial statements:

give a true and fair view of the state of the Group's and of the parent Company's affairs as at 31 December 2024 and of the Group's loss for the 11 months then ended;
have been properly prepared in accordance with United Kingdom Generally Accepted Accounting Practice; and
have been prepared in accordance with the requirements of the Companies Act 2006.

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditors' responsibilities for the audit of the financial statements section of our report. We are independent of the Group in accordance with the ethical requirements that are relevant to our audit of the financial statements in the United Kingdom, including the Financial Reporting Council's Ethical Standard and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Conclusions relating to going concern

In auditing the financial statements, we have concluded that the Directors' use of the going concern basis of accounting in the preparation of the financial statements is appropriate.

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the Group's or the parent Company's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.

Our responsibilities and the responsibilities of the Directors with respect to going concern are described in the relevant sections of this report.

Other information

The other information comprises the information included in the Annual Report other than the financial statements and our Auditors' Report thereon. The Directors are responsible for the other information contained within the Annual ReportOur opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon. Our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the course of the audit, or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact.

We have nothing to report in this regard.

Page 5


 
VORTEXA LTD
 

 
INDEPENDENT AUDITORS' REPORT TO THE MEMBERS OF VORTEXA LTD (CONTINUED)

Opinion on other matters prescribed by the Companies Act 2006

In our opinion, based on the work undertaken in the course of the audit:

the information given in the Group Strategic Report and the Directors' Report for the financial 11 months for which the financial statements are prepared is consistent with the financial statements; and
the Group Strategic Report and the Directors' Report have been prepared in accordance with applicable legal requirements.

Matters on which we are required to report by exception

In the light of the knowledge and understanding of the Group and the parent Company and its environment obtained in the course of the audit, we have not identified material misstatements in the Group Strategic Report or the Directors' Report.

We have nothing to report in respect of the following matters in relation to which the Companies Act 2006 requires us to report to you if, in our opinion:

adequate accounting records have not been kept by the parent Company, or returns adequate for our audit have not been received from branches not visited by us; or
the parent Company financial statements are not in agreement with the accounting records and returns; or
certain disclosures of Directors' remuneration specified by law are not made; or
we have not received all the information and explanations we require for our audit.

Responsibilities of directors

As explained more fully in the Directors' Responsibilities Statement set out on page 3, the Directors are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the Directors determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, the Directors are responsible for assessing the Group's and the parent Company's ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the Directors either intend to liquidate the Group or the parent Company or to cease operations, or have no realistic alternative but to do so.

Auditors' responsibilities for the audit of the financial statements

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an Auditors' Report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these Group financial statements.

Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below:

To identify risks of material misstatement associated with fraud we assessed events or conditions that could indicate incentive or pressure to commit fraud. The company has controls in place including:
 
a high level of review of key performance and similar indicators;
a high level of informed individuals within senior and finance management; and
a strong control environment across the financial and operational functions.
 

 
Page 6


 
VORTEXA LTD
 

 
INDEPENDENT AUDITORS' REPORT TO THE MEMBERS OF VORTEXA LTD (CONTINUED)


Some of the specific procedures performed to detect irregularities, including fraud, are detailed below:
 
enquiries made with key management;
a review of policies and procedures in respect of fraud prevention and detection;
a high-level analytical review of financial data; and
a review of ledgers and adjustments for any indications of fraud or management override.
 
Because of the inherent limitations of an audit, there is a risk that we will not detect all irregularities, including those leading to a material misstatement in the financial statements or non-compliance with regulation. This risk  increases the more that compliance with a law or regulation is removed from the events and transactions reflected in the financial statements, as we will be less likely to become aware of instances of non-compliance.  The risk is also greater regarding irregularities occurring due to fraud rather than error, as fraud involves intentional concealment, forgery, collusion, omission or misrepresentation. 

A further description of our responsibilities for the audit of the financial statements is located on the Financial Reporting Council's website at: www.frc.org.uk/auditorsresponsibilities. This description forms part of our Auditors' Report.

Use of our report

This report is made solely to the Company's members, as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006Our audit work has been undertaken so that we might state to the Company's members those matters we are required to state to them in an Auditors' Report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the Company and the Company's members, as a body, for our audit work, for this report, or for the opinions we have formed.




Colin Edney (Senior Statutory Auditor)
  
for and on behalf of
Warrener Stewart
 
Chartered accountants
statutory auditors
  
Harwood House
43 Harwood Road
London
SW6 4QP

 
Date: 
18 September 2025
Page 7


 
VORTEXA LTD
 

 
CONSOLIDATED STATEMENT OF COMPREHENSIVE INCOME
FOR THE 11 MONTHS ENDED 31 DECEMBER 2024

11 months ended
31 December
Year ended
31 January
2024
2024
Note
$
$

  

Turnover
 4 
11,668,763
9,303,293

Cost of sales
  
(2,356,211)
(2,063,479)

Gross profit
  
9,312,552
7,239,814

Administrative expenses
  
(26,517,518)
(21,664,209)

Other operating income
 5 
1,575,504
1,500,730

Operating loss
 6 
(15,629,462)
(12,923,665)

Interest receivable and similar income
 10 
580,779
92,316

Interest payable and similar expenses
 11 
(1,193,044)
(966,701)

Loss before taxation
  
(16,241,727)
(13,798,050)

Tax on loss
  
-
-

Loss for the financial 11 months
  
(16,241,727)
(13,798,050)

  

Foreign exchange movements
  
(201,801)
850,919

Total comprehensive income for the 11 months
  
(16,443,528)
(12,947,131)

Attributable to owners of the parent Company
  
(16,241,727)
(13,798,050)



The notes on pages 15 to 36 form part of these financial statements.

Page 8


 
VORTEXA LTD
REGISTERED NUMBER:09966213


CONSOLIDATED BALANCE SHEET
AS AT 31 DECEMBER 2024

31 December
31 January
2024
2024
Note
$
$

Fixed assets
  

Tangible assets
 13 
182,817
109,076

  
182,817
109,076

Current and long-term assets
  

Debtors: amounts falling due within one year
 15 
6,108,724
4,842,038

Cash at bank and in hand
 16 
10,077,240
18,216,452

  
16,185,964
23,058,490

Creditors: amounts falling due within one year
 17 
(10,839,390)
(11,306,715)

Net current assets
  
 
 
5,346,574
 
 
11,751,775

Total assets less current liabilities
  
5,529,391
11,860,851

Creditors: amounts falling due after more than one year
 18 
(15,000,000)
(5,243,384)

Provisions for liabilities
  

Net (liabilities)/assets
  
(9,470,609)
6,617,467


Capital and reserves
  

Called up share capital 
 22 
8,042
8,042

Share premium account
 23 
58,358,204
58,358,204

Foreign exchange reserve
 23 
881,562
1,083,363

Other reserves
 23 
2,055,223
1,699,771

Profit and loss account
 23 
(70,773,640)
(54,531,913)

Equity attributable to owners of the parent Company
  
(9,470,609)
6,617,467


The financial statements were approved and authorised for issue by the board and were signed on its behalf by: 




Fabio Kuhn
Director

Date: 18 September 2025

Page 9


 
VORTEXA LTD
REGISTERED NUMBER:09966213


COMPANY BALANCE SHEET
AS AT 31 DECEMBER 2024

31 December
31 January
2024
2024
Note
$
$

Fixed assets
  

Tangible assets
 13 
158,404
101,298

Investments
 14 
7,349
7,349

  
165,753
108,647

Current and long-term assets
  

Debtors: amounts falling due after more than one year
 15 
5,013,446
3,732,971

Debtors: amounts falling due within one year
 15 
5,246,941
3,929,611

Cash at bank and in hand
 16 
8,632,441
17,816,136

  
18,892,828
25,478,718

Creditors: amounts falling due within one year
 17 
(7,915,662)
(8,722,466)

Net current assets
  
 
 
10,977,166
 
 
16,756,252

Total assets less current liabilities
  
11,142,919
16,864,899

  

Creditors: amounts falling due after more than one year
 18 
(15,000,000)
(5,243,384)

  

Net (liabilities)/assets
  
(3,857,081)
11,621,515


Capital and reserves
  

Called up share capital 
 22 
8,042
8,042

Share premium account
 23 
58,358,204
58,358,204

Foreign exchange reserve
 23 
941,593
1,100,259

Other reserves
 23 
1,856,606
1,561,282

Profit and loss account
  
(65,021,526)
(49,406,272)

  
(3,857,081)
11,621,515


The financial statements were approved and authorised for issue by the board and were signed on its behalf by: 


Fabio Kuhn
Director

Date: 18 September 2025

Page 10


 
VORTEXA LTD
 


CONSOLIDATED STATEMENT OF CHANGES IN EQUITY
FOR THE 11 MONTHS ENDED 31 DECEMBER 2024


Called up share capital
Share premium account
Foreign exchange reserve
Share based payment reserve
Profit and loss account
Total equity

$
$
$
$
$
$


At 1 February 2023 (as previously stated)
5,849
29,880,888
232,444
1,343,380
(39,329,996)
(7,867,435)

Prior year adjustment
-
-
-
92,840
(1,403,867)
(1,311,027)


At 1 February 2023 (as restated)
5,849
29,880,888
232,444
1,436,220
(40,733,863)
(9,178,462)


Comprehensive income for the year

Loss for the year
-
-
-
-
(13,798,050)
(13,798,050)

Foreign exchange reserve movement in the year
-
-
850,919
-
-
850,919

Shares issued during the year
2,193
28,477,316
-
-
-
28,479,509

Transfer on awards in the year
-
-
-
263,551
-
263,551



At 1 February 2024
8,042
58,358,204
1,083,363
1,699,771
(54,531,913)
6,617,467


Comprehensive income for the 11 months

Loss for the 11 months
-
-
-
-
(16,241,727)
(16,241,727)

Foreign exchange reserve movement in the year
-
-
(201,801)
-
-
(201,801)
Total comprehensive income for the 11 months
-
-
(201,801)
-
(16,241,727)
(16,443,528)

Transfer on awards in the year
-
-
-
355,452
-
355,452


At 31 December 2024
8,042
58,358,204
881,562
2,055,223
(70,773,640)
(9,470,609)


Page 11


 
VORTEXA LTD
 


COMPANY STATEMENT OF CHANGES IN EQUITY
FOR THE 11 MONTHS ENDED 31 DECEMBER 2024


Called up share capital
Share premium account
Foreign exchange reserve
Share based payment reserve
Profit and loss account
Total equity

$
$
$
$
$
$


At 1 February 2023 (as previously stated)
5,849
29,880,888
273,528
1,311,027
(35,079,537)
(3,608,245)

Prior year adjustment
-
-
-
-
(1,311,026)
(1,311,026)


At 1 February 2023 (as restated)
5,849
29,880,888
273,528
1,311,027
(36,390,563)
(4,919,271)



Loss for the year
-
-
-
-
(13,015,709)
(13,015,709)

Foreign exchange reserve movement in the year
-
-
826,731
-
-
826,731

Shares issued during the year
2,193
28,477,316
-
-
-
28,479,509

Transfer on awards in the year
-
-
-
250,255
-
250,255



At 1 February 2024
8,042
58,358,204
1,100,259
1,561,282
(49,406,272)
11,621,515



Loss for the 11 months
-
-
-
-
(15,615,254)
(15,615,254)

Foreign exchange reserve movement in the year
-
-
(158,666)
-
-
(158,666)

Transfer on awards in the year
-
-
-
295,324
-
295,324

Contributions by and distributions to owners


At 31 December 2024
8,042
58,358,204
941,593
1,856,606
(65,021,526)
(3,857,081)


Page 12


 
VORTEXA LTD
 


CONSOLIDATED STATEMENT OF CASH FLOWS
FOR THE 11 MONTHS ENDED 31 DECEMBER 2024

11 months ended
31 December
Year ended
31 January
2024
2024
$
$

Cash flows from operating activities

Loss for the financial 11 months
(16,241,727)
(13,798,051)

Adjustments for:

Depreciation of tangible assets
70,678
76,647

Loss on disposal of tangible assets
3,875
-

Government grants
(1,575,504)
(1,500,730)

Interest paid
1,193,044
966,701

Interest received
(580,779)
(92,316)

(Increase) in debtors
(1,217,762)
(1,046,192)

Increase in creditors
2,981,037
1,480,704

Transfers to foreign exchange reserve
(201,801)
850,919

Transfers to share based payments reserve
355,452
263,551

Net cash generated from operating activities

(15,213,487)
(12,798,767)


Cash flows from investing activities

Purchase of tangible fixed assets
(158,656)
(59,622)

Sale of tangible fixed assets
10,362
-

Government grants received
1,526,581
2,405,107

Interest received
580,779
92,316

Net cash from investing activities

1,959,066
2,437,801
Page 13


 
VORTEXA LTD
 


CONSOLIDATED STATEMENT OF CASH FLOWS (CONTINUED)
FOR THE 11 MONTHS ENDED 31 DECEMBER 2024

11 months ended
31 December
Year ended
31 January

2024
2024

$
$



Cash flows from financing activities

Issue of ordinary shares
-
20,258,625

Other new loans
15,000,000
9,615,016

Repayment of other loans
(8,691,747)
(1,577,391)

Interest paid
(1,193,044)
(966,701)

Net cash used in financing activities
5,115,209
27,329,549

Net (decrease)/increase in cash and cash equivalents
(8,139,212)
16,968,583

Cash and cash equivalents at beginning of 11 months
18,216,452
1,247,869

Cash and cash equivalents at the end of 11 months
10,077,240
18,216,452


Cash and cash equivalents at the end of 11 months comprise:

Cash at bank and in hand
10,077,240
18,216,452



CONSOLIDATED ANALYSIS OF NET DEBT
FOR THE 11 MONTHS ENDED 31 DECEMBER 2024




At 1 February 2024
Cash flows
At 31 December 2024
$

$

$

Cash at bank and in hand

18,216,452

(8,139,212)

10,077,240

Debt due within 1 year

(3,448,363)

3,448,363

-

Debt due after 1 year

(5,243,384)

(9,756,616)

(15,000,000)


9,524,705
(14,447,465)
(4,922,760)

Page 14


 
VORTEXA LTD
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE 11 MONTHS ENDED 31 DECEMBER 2024

1.


General information

Vortexa Limited is a limited company incorporated and domiciled in England and Wales. The Company's registered office is Tower 42, 25 Old Broad Street, London, England, EC2N 1HQ. 
The Company's principal activity is to develop a product that will provide analysis and information about the energy industry, primarily targeting companies in the sector as well as investment/financial institutions. 

2.Accounting policies

 
2.1

Basis of preparation of financial statements

The financial statements have been prepared under the historical cost convention unless otherwise specified within these accounting policies and in accordance with Financial Reporting Standard 102, the Financial Reporting Standard applicable in the UK and the Republic of Ireland and the Companies Act 2006.

The preparation of financial statements in compliance with FRS 102 requires the use of certain critical accounting estimates. It also requires Group management to exercise judgment in applying the Group's accounting policies (see note 3).

The Company has taken advantage of the exemption allowed under section 408 of the Companies Act 2006 and has not presented its own Statement of Comprehensive Income in these financial statements.

The following principal accounting policies have been applied:

 
2.2

Basis of consolidation

The consolidated financial statements present the results of the Company and its own subsidiaries ("the Group") as if they form a single entity. Intercompany transactions and balances between group companies are therefore eliminated in full.
The consolidated financial statements incorporate the results of business combinations using the purchase method. In the Balance Sheet, the acquiree's identifiable assets, liabilities and contingent liabilities are initially recognised at their fair values at the acquisition date. The results of acquired operations are included in the Consolidated Statement of Comprehensive Income from the date on which control is obtained. They are deconsolidated from the date control ceases.
In accordance with the transitional exemption available in FRS 102, the Group has chosen not to retrospectively apply the standard to business combinations that occurred before the date of transition to FRS 102, being 31 January 2017.

Page 15


 
VORTEXA LTD
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE 11 MONTHS ENDED 31 DECEMBER 2024

2.Accounting policies (continued)

 
2.3

Going concern

The Company remains in the developmental stage of operations and continues to make planned losses. The Company has net assets and enjoys considerable shareholder support.
Forward projections demonstrate that revenues should increase over the next twelve months.  However in the mean time, the Company: 
Received significant commercial finance in September 2024 and finalised a substantial equity investment in October 2023.
The combination of the above should be sufficient to enable the Company to meet its debts as they fall due for a period of at least twelve months from the date of these financial statements.
Accordingly the Directors consider the Company will remain in existence for the foreseeable future and the going concern basis is applicable for the preparation of the financial statements.

 
2.4

Foreign currency translation

Functional and presentation currency

The Company's functional and presentational currency is USD.

Transactions and balances

Foreign currency transactions are translated into the functional currency using the spot exchange rates at the dates of the transactions.

At each period end foreign currency monetary items are translated using the closing rate. Non-monetary items measured at historical cost are translated using the exchange rate at the date of the transaction and non-monetary items measured at fair value are measured using the exchange rate when fair value was determined.

Foreign exchange gains and losses resulting from the settlement of transactions and from the translation at period-end exchange rates of monetary assets and liabilities denominated in foreign currencies are recognised in profit or loss except when deferred in other comprehensive income as qualifying cash flow hedges.

Foreign exchange gains and losses that relate to borrowings and cash and cash equivalents are presented in the Consolidated Statement of Comprehensive Income within 'finance income or costs'. All other foreign exchange gains and losses are presented in profit or loss within 'other operating income'.

On consolidation the results of overseas operations are translated into Dollars at rates approximating to those ruling when the transactions took place. All assets and liabilities of overseas operations are translated at the rate ruling at the reporting date. Exchange differences arising on translating the opening net assets at opening rate and the results of overseas operations at actual rate are recognised in other comprehensive income.

Page 16


 
VORTEXA LTD
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE 11 MONTHS ENDED 31 DECEMBER 2024

2.Accounting policies (continued)

 
2.5

Revenue

Revenue is recognised to the extent that it is probable that the economic benefits will flow to the Group and the revenue can be reliably measured. Revenue is measured as the fair value of the consideration received or receivable, excluding discounts, rebates, value added tax and other sales taxes. The following criteria must also be met before revenue is recognised:

Rendering of services

Revenue from a contract to provide services is recognised in the period in which the services are provided in accordance with the stage of completion of the contract when all of the following conditions are satisfied:
the amount of revenue can be measured reliably;
it is probable that the Group will receive the consideration due under the contract;
the stage of completion of the contract at the end of the reporting period can be measured reliably; and
the costs incurred and the costs to complete the contract can be measured reliably.

 
2.6

Operating leases: the Group as lessee

Rentals paid under operating leases are charged to profit or loss on a straight-line basis over the lease term.

Benefits received and receivable as an incentive to sign an operating lease are recognised on a straight-line basis over the lease term, unless another systematic basis is representative of the time pattern of the lessee's benefit from the use of the leased asset.

 
2.7

Research and development

In the research phase of an internal project it is not possible to demonstrate that the project will generate future economic benefits and hence all expenditure on research shall be recognised as an expense when it is incurred. Intangible assets are recognised from the development phase of a project if and only if certain specific criteria are met in order to demonstrate the asset will generate probable future economic benefits and that its cost can be reliably measured. The capitalised development costs are subsequently amortised on a straight-line basis over their useful economic lives, which range from 3 to 6 years.
If it is not possible to distinguish between the research phase and the development phase of an internal project, the expenditure is treated as if it were all incurred in the research phase only.

 
2.8

Government grants

Grants are accounted under the accruals model as permitted by FRS 102. Grants relating to expenditure on tangible fixed assets are credited to profit or loss at the same rate as the depreciation on the assets to which the grant relates. The deferred element of grants is included in creditors as deferred income.
Grants of a revenue nature are recognised in the Consolidated Statement of Comprehensive Income in the same period as the related expenditure.

Page 17


 
VORTEXA LTD
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE 11 MONTHS ENDED 31 DECEMBER 2024

2.Accounting policies (continued)

 
2.9

Interest income

Interest income is recognised in profit or loss using the effective interest method.

 
2.10

Finance costs

Finance costs are charged to profit or loss over the term of the debt using the effective interest method so that the amount charged is at a constant rate on the carrying amount. Issue costs are initially recognised as a reduction in the proceeds of the associated capital instrument.

 
2.11

Borrowing costs

All borrowing costs are recognised in profit or loss in the 11 months in which they are incurred.

 
2.12

Pensions

Defined contribution pension plan

The Group operates a defined contribution plan for its employees. A defined contribution plan is a pension plan under which the Group pays fixed contributions into a separate entity. Once the contributions have been paid the Group has no further payment obligations.

The contributions are recognised as an expense in profit or loss when they fall due. Amounts not paid are shown in accruals as a liability in the Balance Sheet. The assets of the plan are held separately from the Group in independently administered funds.

 
2.13

Share-based payments

Where share options are awarded to employees, the fair value of the options at the date of grant is charged to profit or loss over the vesting period using the Black-Scholes model. Non-market vesting conditions are taken into account by adjusting the number of equity instruments expected to vest at each balance sheet date so that, ultimately, the cumulative amount recognised over the vesting period is based on the number of options that eventually vest. 
Market vesting conditions are factored into the fair value of the options granted. The cumulative expense is not adjusted for failure to achieve a market vesting condition.
The value of options granted in each reporting period, as adjusted for the matters described above, is charged as an expense in the Consolidated Statement of Comprehensive Income and transferred to a Share Based Payment Reserve.

 
2.14

Tangible fixed assets

Tangible fixed assets under the cost model are stated at historical cost less accumulated depreciation and any accumulated impairment losses. Historical cost includes expenditure that is directly attributable to bringing the asset to the location and condition necessary for it to be capable of operating in the manner intended by management.

Page 18


 
VORTEXA LTD
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE 11 MONTHS ENDED 31 DECEMBER 2024

2.Accounting policies (continued)


2.14
Tangible fixed assets (continued)

Depreciation is charged so as to allocate the cost of assets less their residual value over their estimated useful lives, using the straight-line method.

Depreciation is provided on the following basis:

Long-term leasehold property
-
10
years straight line
Office equipment
-
3
years straight line

The assets' residual values, useful lives and depreciation methods are reviewed, and adjusted prospectively if appropriate, or if there is an indication of a significant change since the last reporting date.

Gains and losses on disposals are determined by comparing the proceeds with the carrying amount and are recognised in profit or loss.

 
2.15

Valuation of investments

Investments in subsidiaries are measured at cost less accumulated impairment.

 
2.16

Debtors

Short-term debtors are measured at transaction price, less any impairment. Loans receivable are measured initially at fair value, net of transaction costs, and are measured subsequently at amortised cost using the effective interest method, less any impairment.

 
2.17

Cash and cash equivalents

Cash is represented by cash in hand and deposits with financial institutions repayable without penalty on notice of not more than 24 hours. Cash equivalents are highly liquid investments that mature in no more than three months from the date of acquisition and that are readily convertible to known amounts of cash with insignificant risk of change in value.

In the Consolidated Statement of Cash Flows, cash and cash equivalents are shown net of bank overdrafts that are repayable on demand and form an integral part of the Group's cash management.

 
2.18

Creditors

Short-term creditors are measured at the transaction price. Other financial liabilities, including bank loans, are measured initially at fair value, net of transaction costs, and are measured subsequently at amortised cost using the effective interest method.

 
2.19

Financial instruments

The Group has elected to apply the provisions of Section 11 “Basic Financial Instruments” of FRS 102 to all of its financial instruments.

The Group has elected to apply the recognition and measurement provisions of IFRS 9 Financial Instruments (as adopted by the UK Endorsement Board) with the disclosure requirements of Sections 11 and 12 and the other presentation requirements of FRS 102.

Financial instruments are recognised in the Group's Balance Sheet when the Group becomes party
Page 19


 
VORTEXA LTD
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE 11 MONTHS ENDED 31 DECEMBER 2024

2.Accounting policies (continued)


2.19
Financial instruments (continued)

to the contractual provisions of the instrument.

Financial assets and liabilities are offset, with the net amounts presented in the financial statements, when there is a legally enforceable right to set off the recognised amounts and there is an intention to settle on a net basis or to realise the asset and settle the liability simultaneously.

Basic financial assets

Basic financial assets, which include trade and other debtors, cash and bank balances, are initially measured at their transaction price (adjusted for transaction costs except in the initial measurement of financial assets that are subsequently measured at fair value through profit and loss) and are subsequently carried at their amortised cost using the effective interest method, less any provision for impairment, unless the arrangement constitutes a financing transaction, where the transaction is measured at the present value of the future receipts discounted at a market rate of interest.

Discounting is omitted where the effect of discounting is immaterial. The Group's cash and cash equivalents, trade and most other debtors due with the operating cycle fall into this category of financial instruments.

Other financial assets

Other financial assets, which includes investments in equity instruments which are not classified as subsidiaries, associates or joint ventures, are initially measured at fair value, which is normally the recognised transaction price. Such assets are subsequently measured at fair value with the changes in fair value being recognised in the profit or loss. Where other financial assets are not publicly traded, hence their fair value cannot be measured reliably, they are measured at cost less impairment.

Impairment of financial assets

At the end of each reporting period financial assets measured at amortised cost are assessed for objective evidence of impairment. If an asset is impaired the impairment loss is the difference between the carrying amount and the present value of the estimated cash flows discounted at the asset’s original effective interest rate. The impairment loss is recognised in profit or loss. 

Financial assets are impaired when events, subsequent to their initial recognition, indicate the estimated future cash flows derived from the financial asset(s) have been adversely impacted. The impairment loss will be the difference between the current carrying amount and the present value of the future cash flows at the asset(s) original effective interest rate.

If there is a favourable change in relation to the events surrounding the impairment loss then the impairment can be reviewed for possible reversal. The reversal will not cause the current carrying amount to exceed the original carrying amount had the impairment not been recognised. The impairment reversal is recognised in the profit or loss.

Financial liabilities

Financial liabilities and equity instruments are classified according to the substance of the contractual arrangements entered into. An equity instrument is any contract that evidences a residual interest in the assets of the Group after the deduction of all its liabilities.

Page 20


 
VORTEXA LTD
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE 11 MONTHS ENDED 31 DECEMBER 2024

2.Accounting policies (continued)


2.19
Financial instruments (continued)

Basic financial liabilities, which include trade and other creditors, bank loans, other loans and loans due to fellow Group companies are initially measured at their transaction price (adjusting for transaction costs except in the initial measurement of financial liabilities that are subsequently measured at fair value through profit and loss). When this constitutes a financing transaction, whereby the debt instrument is measured at the present value of the future payments discounted at a market rate of interest, discounting is omitted where the effect of discounting is immaterial.

Debt instruments are subsequently carried at their amortised cost using the effective interest rate method.

Trade creditors are obligations to pay for goods and services that have been acquired in the ordinary course of business from suppliers. Trade creditors are classified as current liabilities if the payment is due within one year. If not, they represent non-current liabilities. Trade creditors are initially recognised at their transaction price and subsequently are measured at amortised cost using the effective interest method. Discounting is omitted where the effect of discounting is immaterial.

Other financial instruments

Derivatives, including forward exchange contracts, futures contracts and interest rate swaps, are not classified as basic financial instruments. These are initially recognised at fair value on the date the derivative contract is entered into, with costs being charged to the profit or loss. They are subsequently measured at fair value with changes in the profit or loss.

Debt instruments that do not meet the conditions as set out in FRS 102 paragraph 11.9 are subsequently measured at fair value through the profit or loss. This recognition and measurement would also apply to financial instruments where the performance is evaluated on a fair value basis as with a documented risk management or investment strategy.

Page 21


 
VORTEXA LTD
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE 11 MONTHS ENDED 31 DECEMBER 2024

2.Accounting policies (continued)

 
2.20

Convertible debt

On issuance of a convertible instrument the Company assesses the substance of the contractual obligations of the underlying instrument to determine whether the instrument is required to be classified as debt or equity.  Where the instrument meets the definition of a financial liability (primarily a contractual obligation to deliver cash, another financial asset or a variable number of equity instruments) the instrument is classified as such in the financial statements, otherwise the instrument is classified as an equity instrument.  In some instances, such an assessment results in the recognition of a compound financial instrument (one containing both an equity and debt components).

The proceeds received on issue of the Group's convertible debt are allocated into their liability and equity components and presented separately in the Balance Sheet.

The amount initially attributed to the debt component equals the discounted cash flows using a market rate of interest that would be payable on a similar debt instrument that did not include an option to convert.

The difference between the net proceeds of the convertible debt and the amount allocated to the debt component is credited direct to equity and is not subsequently remeasured. On conversion, the debt and equity elements are credited to share capital and share premium as appropriate.

Transaction costs that relate to the issue of the instrument are allocated to the liability and equity components of the instrument in proportion to the allocation of proceeds.

  
2.21

Equity instruments

Equity instruments are recorded at the fair value of consideration received on the date of issuance and are not subsequently remeasured.

 
2.22

Dividends

Dividends are recognised when they become legally payable. Where bonus share issues are made as payment of the Company's preference dividend, (as defined in note 21) these are recognised when the associated shares are issued.


3.


Judgments in applying accounting policies and key sources of estimation uncertainty

The preparation of the financial statements requires management to make judgements, estimates and assumptions that affect the application of policies and reported amounts of assets and liabilities, income and expenses. The estimates and associated assumptions are based on historical experience and various other factors that are believed to be reasonable under the circumstances.
Actual results may differ from these estimates. The estimates and underlying assumptions are reviewed on an on-going basis. Revisions to accounting estimates are recognised in the year in which the estimate is revised if the revision affects only that year or in the year of revision and future years if the revision affects both current and future years.
Management considers the key estimates and judgements made in the financial statements to be related to:
Page 22


 
VORTEXA LTD
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE 11 MONTHS ENDED 31 DECEMBER 2024

Share based payments

The value of outstanding options is a key area of judgement and can be affected by many variables including the valuation model adopted, current interest rates and external economic matters that might influence the eventual value of the  Company's shares.
The risk associated with the above judgement is mitigated by engaging external experts who advise on the most appropriate valuation model and apply that model to the Company's option pool. 


Financial instruments

The Company's Series C shares have certain conversion rights attached to to them.  In determining the most appropriate classification of the Series C shares, management has made the judgement that, due to the number of ordinary shares delivered on conversion of the Series C shares only varying with the passage of time, they should be wholly classified as equity within the financial statements.  
At any given time, the Company can calculate the number of ordinary shares required to be delivered on an immediate conversion and therefore management has determined the Company does not have a contractual obligation to deliver a variable number of equity instruments.  Management has therefore determined that the equity classification of the instrument most appropriately reflects the substance of the shares.


4.


Turnover

An analysis of turnover by class of business is as follows:


11 months ended
31 December
Year ended
31 January
2024
2024
$
$

Data and analytics services
11,668,763
9,303,293


No disclosure of turnover by geographic destination is provided as the Company considers this commercially sensitive information.


5.


Other operating income

11 months ended
31 December
Year ended
31 January
2024
2024
$
$

Government grants receivable
1,575,504
1,500,730


Page 23


 
VORTEXA LTD
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE 11 MONTHS ENDED 31 DECEMBER 2024

6.


Operating loss

The operating loss is stated after charging/(crediting):

11 months ended
31 December
Year ended
31 January
2024
2024
$
$

Research & development charged as an expense
2,784,605
3,167,385

Exchange differences
(210,801)
850,919

Other operating lease rentals
425,365
460,358


7.


Auditors' remuneration

During the 11 months, the Group obtained the following services from the Company's auditors:


11 months ended
31 December
Year ended
31 January
2024
2024
$
$

Fees payable to the Company's auditors for the audit of the consolidated and parent Company's financial statements
41,100
18,000

Fees payable to the Company's auditors in respect of:

Taxation compliance services
13,145
7,200

All non-audit services not included above
20,880
12,000

Page 24


 
VORTEXA LTD
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE 11 MONTHS ENDED 31 DECEMBER 2024

8.


Employees

Staff costs, including Directors' remuneration, were as follows:


Group
31 December
Group
31 January
2024
2024
$
$


Wages and salaries
16,308,393
13,815,504

Social security costs
1,811,248
1,536,812

Cost of defined contribution scheme
168,594
156,151

18,288,235
15,508,467


The average monthly number of employees, including the Directors, during the 11 months was as follows:


  11 months ended
     31 December
       Year ended
       31 January
        2024
        2024
            No.
            No.







Directors
7
7



Employees
150
83

157
90

Page 25


 
VORTEXA LTD
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE 11 MONTHS ENDED 31 DECEMBER 2024

9.


Directors' remuneration

11 months ended
31 December
Year ended
31 January
2024
2024
$
$

Directors' emoluments
246,103
250,530

Group contributions to defined contribution pension schemes
1,548
1,648

247,651
252,178


During the 11 months retirement benefits were accruing to 1 Director (2024 - 1) in respect of defined contribution pension schemes.

The highest paid Director received remuneration of $246,103 (31 January 2024 - $250,530).


10.


Interest receivable

11 months ended
31 December
Year ended
31 January
2024
2024
$
$


Bank interest receivable
580,779
92,316


11.


Interest payable and similar expenses

11 months ended
31 December
Year ended
31 January
2024
2024
$
$


Other loan interest payable
1,193,044
966,701

Page 26


 
VORTEXA LTD
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE 11 MONTHS ENDED 31 DECEMBER 2024

12.


Taxation



Factors affecting tax charge for the 11 months/year

No charge to corporation tax arises due to the loss for the year. Research and development relief has been claimed in the UK and this is included as under other operating income, as grants receivable.


Factors that may affect future tax charges

The group has tax losses of approximately $34.8 million available to carry forward against future trading profits.

Page 27


 
VORTEXA LTD
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE 11 MONTHS ENDED 31 DECEMBER 2024

13.


Tangible fixed assets

Group








Long-term leasehold property
Office equipment
Total

$
$
$



Cost or valuation


At 1 February 2024
45,554
398,114
443,668


Additions
11,088
147,568
158,656


Disposals
(45,095)
(3,280)
(48,375)



At 31 December 2024

11,547
542,402
553,949



Depreciation


At 1 February 2024
23,799
310,793
334,592


Charge for the 11 months on owned assets
4,147
66,531
70,678


Disposals
(27,578)
(6,560)
(34,138)



At 31 December 2024

368
370,764
371,132



Net book value



At 31 December 2024
11,179
171,638
182,817



At 31 January 2024
21,755
87,321
109,076




The net book value of land and buildings may be further analysed as follows:


31 December
31 January
2024
2024
$
$

Long leasehold
11,179
21,755


Page 28


 
VORTEXA LTD
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE 11 MONTHS ENDED 31 DECEMBER 2024

           13.Tangible fixed assets (continued)


Company









Long-term leasehold property
Office equipment
Total

$
$
$

Cost or valuation


At 1 February 2024
45,554
356,739
402,293


Additions
11,088
112,903
123,991


Disposals
(45,095)
-
(45,095)



At 31 December 2024

11,547
469,642
481,189



Depreciation


At 1 February 2024
23,799
277,196
300,995


Charge for the 11 months on owned assets
4,147
45,221
49,368


Disposals
(27,578)
-
(27,578)



At 31 December 2024

368
322,417
322,785



Net book value



At 31 December 2024
11,179
147,225
158,404



At 31 January 2024
21,755
79,543
101,298





The net book value of land and buildings may be further analysed as follows:


31 December
31 January
2024
2024
$
$

Long leasehold
11,179
21,755


Page 29


 
VORTEXA LTD
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE 11 MONTHS ENDED 31 DECEMBER 2024

14.


Fixed asset investments

Company








Investments in subsidiary companies

$



Cost or valuation


At 1 February 2024
7,349



At 31 December 2024
7,349





Subsidiary undertakings


The following were subsidiary undertakings of the Company:

Name

Registered office

Class of shares

Holding

Vortexa Inc.
USA
Ordinary
100%
Vortexa Asia PTE Ltd
Singapore
Ordinary
100%
Vortexa SA
Switzerland
Ordinary
100%
Vortexa ME

UAE
Ordinary
100%

The aggregate of the share capital and reserves as at 31 December 2024 and the profit or loss for the 11 months ended on that date for the subsidiary undertakings were as follows:

Name
Aggregate  deficit of share capital and reserves
Loss
$
$

Vortexa Inc.
2,349,850
112,824

Vortexa Asia PTE Ltd
3,027,097
83,489

Vortexa SA
127,897
185,907

Vortexa ME

76,689
76,689

Page 30


 
VORTEXA LTD
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE 11 MONTHS ENDED 31 DECEMBER 2024

15.


Debtors

Group
31 December
Group
31 January
Company
31 December
Company
31 January
2024
2024
2024
2024
$
$
$
$

Due after more than one year

Amounts owed by group undertakings
-
-
5,013,446
3,732,971


Group
31 December
Group
31 January
Company
31 December
Company
31 January
2024
2024
2024
2024
$
$
$
$

Due within one year

Trade debtors
1,989,767
2,026,661
1,414,998
1,189,959

Other debtors
919,637
425,731
886,678
418,610

Prepayments and accrued income
1,635,542
863,065
1,381,487
794,461

Tax recoverable
1,563,778
1,526,581
1,563,778
1,526,581

6,108,724
4,842,038
5,246,941
3,929,611



16.


Cash and cash equivalents

Group
31 December
Group
31 January
Company
31 December
Company
31 January
2024
2024
2024
2024
$
$
$
$

Cash at bank and in hand
10,077,240
18,216,452
8,632,441
17,816,136


Page 31


 
VORTEXA LTD
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE 11 MONTHS ENDED 31 DECEMBER 2024

17.


Creditors: Amounts falling due within one year

Group
31 December
Group
31 January
Company
31 December
Company
31 January
2024
2024
2024
2024
$
$
$
$

Other loans
-
3,448,363
-
3,448,363

Trade creditors
1,809,309
1,360,507
1,681,486
1,248,990

Amounts owed to group undertakings
-
-
777,442
-

Other taxation and social security
460,522
432,136
440,330
432,136

Other creditors
76,078
51,874
39,466
33,104

Accruals and deferred income
8,493,481
6,013,835
4,976,938
3,559,873

10,839,390
11,306,715
7,915,662
8,722,466



18.


Creditors: Amounts falling due after more than one year

Group
31 December
Group
31 January
Company
31 December
Company
31 January
2024
2024
2024
2024
$
$
$
$

Other Loans
15,000,000
5,243,384
15,000,000
5,243,384


Interest is charged on the loan at 4% over the Term Secured Overnight Financing Rate.

Page 32


 
VORTEXA LTD
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE 11 MONTHS ENDED 31 DECEMBER 2024

19.


Loans


Analysis of the maturity of loans is given below:


Group
31 December
Group
31 January
Company
31 December
Company
31 January
2024
2024
2024
2024
$
$
$
$

Amounts falling due within one year

Other loans
-
3,448,363
-
3,448,363

Amounts falling due 1-2 years

Other loans
500,000
5,243,384
500,000
5,243,384

Amounts falling due 2-5 years

Other loans
14,500,000
-
14,500,000
-


15,000,000
8,691,747
15,000,000
8,691,747


During the period, the Group's loan facilities were refinanced with a long term facility.  The entire amount is secured by a debenture over the business undertaking.


20.


Financial instruments

Group
31 December
Group
31 January
Company
31 December
Company
31 January
2024
2024
2024
2024
$
$
$
$

Financial assets

Financial assets measured at amortised cost
10,077,240
18,216,452
8,632,441
17,816,136


Financial liabilities

Other financial liabilities measured at amortised cost
15,000,000
8,691,747
15,000,000
8,691,747


Financial assets measured at fair value through profit or loss comprise cash and cash equivalents.


Other financial liabilities measured at amortised cost comprise other loans.

.

Page 33


 
VORTEXA LTD
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE 11 MONTHS ENDED 31 DECEMBER 2024

21.


Share-based payments

Share options are exercisable in the event of a sale of the Company, an equivalent transaction, or other vesting event. If options remain unexercised after a period of 10 years from the date of grant, the options expire. Options are forfeited if the employee leaves the Group before a vesting event, unless otherwise agreed by the Board.

31 December
31 December
31 January
31 January
Weighted average exercise price (USD)
2024
Number
2024
Weighted average exercise price
(USD)
2024
Number
2024

Outstanding at the beginning of the year

9.58

877,581

9.12
 
859,889
 
Granted during the year

18.75

276,237

14.29
 
104,187
 
Forfeited during the year

11.88

(13,302)

9.06
 
(32,124)
 
Exercised during the year


-

10.00
 
(54,371)
 
Outstanding at the end of the year
11.73

1,140,516

9.58
 
877,581
 

The equity value of the Group was determined and a pricing model has been used to allocate the equity value of the Group among the various investors taking into account the preferred shareholders’ liquidation preferences, participation rights, dividend policy, and conversion rights to determine how proceeds from a liquidity event shall be distributed among the various ownership classes at a future date.
The fair value of the shares under option was then derived using the Black-Scholes Option Pricing Model.




Page 34


 
VORTEXA LTD
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE 11 MONTHS ENDED 31 DECEMBER 2024

22.


Share capital

31 December
31 January
2024
2024
$
$
Allotted, called up and fully paid



1,488,484 (2024 - 1,488,484) Ordinary shares shares of $0.00127 each
1,890
1,890
1,366,380 (2024 - 1,366,380) Seed shares shares of $0.00127 each
1,735
1,735
1,541,650 (2024 - 1,541,650) Series B shares shares of $0.00127 each
1,958
1,958
1,333,333 (2023 - 1,333,333) Series C1 shares of $0.00127 each
1,693
1,693
295,126 (2023 - 295,126) Series C2 shares of $0.00127 each
375
375
307,666 (2023 - 307,666) Series C3 shares of $0.00127 each
391
391

8,042

8,042

Rights and restrictions

The Ordinary shares carry full voting rights, joint second dividend rights and capital distribution rights following priority payments set out below.
The Seed shares and Series B shares also carry full voting rights and joint second dividend rights. The two classes of shares carry equal capital distribution rights ahead of the Ordinary shares but after those of the Series C shares.
All classes of Series C shares carry voting rights and rank equally with the Company's equity shares. The Series C shares have a priority ranking in the case of a return of capital, liquidation or on a share sale or asset sale. All the Series C shares in issue are mandatorily convertible into the Company's ordinary shares at the request of the holder at any time or on the occurrence of a qualifying event on a 1:1 basis.
The holders of the Series C shares are entitled to an annual dividend in the form of additional Series C shares (the "preference dividend"). The preference dividend is calculated at an annual rate of 10% per Series C share based on the original purchase price of the relevant Series C1 shares, C2 shares or C3 shares issued on 6 November 2023. The preference dividend accrues quarterly and the dividend shares are issued on 31 December each year. 
Up to and including the year ended 31 December 2024, no preference dividend has been issued to the Series C shareholders. Any such dividend is expected to take the form of a bonus issue and as a result management has determined, based on the equity classification, that it would not be appropriate to record such dividend until the bonus issue has taken place. The amount of dividend accruing to the Series C shareholders in relation to the year ending 31 December 2024 is $3,955,295 (2023: $717,974).


Page 35


 
VORTEXA LTD
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE 11 MONTHS ENDED 31 DECEMBER 2024

23.


Reserves

Share premium account

The share premium account is credited with the difference between the price at which shares are issued and their nominal value.

Foreign exchange reserve

The foreign exchange reserve represents permanent currency differences arising on initial consolidation of all Group undertakings.

Share based payment reserve

Where options over the Company's shares are granted, the fair value of the options is charged to the profit and loss account and transferred to the share based payment reserve. Options are revalued annually with any change in value being transferred to or from the reserve.

Profit and loss account

The profit and loss account represents accumulated post-tax profits net of dividend payments made by the Group and Company.


24.


Prior year adjustment

The prior year adjustment at 31 January 2024 arose on accounting for share based payments and foreign currency differences on certain financial instruments.  There was no prior year adjustment at December 2024.


25.


Pension commitments

The Group operates defined contribution pension schemes for its employees. The assets of the schemes are held separately from those of the Group in independently administered funds. The pension cost charge represents contributions payable by the Group to the funds and amounted to $312,640 (Jan 2024: $257,962).

 
Page 36