XRPNMEDIUM SIGNALMANAGEMENT10-Q

XRPN changed sponsors from Armada Sponsor II LLC to a new sponsor during the period, while the SPAC continues pre-revenue formation activities with improving operating losses.

The sponsor change represents a material development in the SPAC's leadership structure that could affect deal sourcing and execution capabilities. As a pre-revenue SPAC still seeking a business combination, management stability and sponsor quality are critical factors for eventual deal completion and investor returns.

Comparing 2026-02-13 vs 2025-08-11View on EDGAR →
FINANCIAL ANALYSIS

The company's operating performance improved meaningfully with operating losses declining from $2.9M to $974K between periods. However, the balance sheet shows some stress with current assets falling 39% to $272K while current liabilities increased 18.8% to $5.1M, indicating tightening liquidity as the SPAC continues its search for a suitable business combination target.

FINANCIAL STATEMENT CHANGES
Operating Income
P&L
+66.5%
-$2.9M-$974K

Operating leverage kicking in — revenue growth outpacing cost growth, a hallmark of scaling businesses.

Current Assets
Balance Sheet
-39%
$446K$272K

Current assets declined 39% — monitor working capital adequacy and short-term liquidity.

Current Liabilities
Balance Sheet
+18.8%
$4.3M$5.1M

Current liabilities rose 18.8% — increased short-term obligations, watch current ratio.

LANGUAGE CHANGES
NEW — 2026-02-13
PRIOR — 2025-08-11
ADDED
ii 1 http://fasb.org/srt/2025#ChiefExecutiveOfficerMember PART I - FINANCIAL INFORMATION Item 1.
II NOTES TO UNAUDITED CONDENSED FINANCIAL STATEMENTS DECEMBER 31, 2025 (Unaudited) NOTE 1.
II (hereinafter, the Company or the SPAC ) was incorporated as a Cayman Islands exempted company on October 3, 2024 .
As of December 31, 2025, the Company had not commenced any operations.
All activity for the period from October 3, 2024 (date of inception) through December 31, 2025, relates to the Company s formation activities in pursuit of completing a business combination and the Initial Public Offering.
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REMOVED
Financial Statements 1 Unaudited Condensed Balance Sheet as of June 30, 2025 1 Unaudited Condensed Statements of Operations for the Three Months ended June 30, 2025 and for the period from October 3, 2024 (Inception) through June 30, 2025 2 Unaudited Condensed Statement Shareholders Deficit for the period from October 3, 2024 (Inception) through June 30, 2025 3 Unaudited Condensed Statement of Cash Flows for the period from October 3, 2024 (Inception) through June 30, 2025 4 Notes to Unaudited Condensed Financial Statements 5 Item 2.
II NOTES TO UNAUDITED CONDENSED FINANCIAL STATEMENTS JUNE 30, 2025 (Unaudited) NOTE 1.
II (the Company ) was incorporated as a Cayman Islands exempted company on October 3, 2024 .
As of June 30, 2025, the Company had not commenced any operations.
All activity for the period from October 3, 2024 (date of inception) through June 30, 2025 relates to the Company s formation and the Initial Public Offering.
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