v3.26.1
Investor Warrants
9 Months Ended
Jan. 31, 2026
Investor Warrants  
Investor Warrants

Note 15 - Investor Warrants

 

Pre-Funded Warrants

 

On August 5, 2025, the Company issued Pre-Funded Warrants exercisable for 7,750,510 shares of Common Stock in conjunction with the PIPE Transaction. The Pre-Funded Warrants are exercisable for a nominal consideration of $0.00001 per share, are exercisable immediately and may be exercised at any time until all of the Pre-Funded Warrants issued in the Private Placement are exercised in full. The fair value of the Pre-Funded Warrants was determined based on the fair value of the underlying Common Stock on the issuance date given the nominal exercise price.

 

 

Stapled Warrants

 

On August 5, 2025, the Company issued Stapled Warrants exercisable for 49,504,988 shares of Common Stock in conjunction with the PIPE Transaction. The Stapled Warrants are exercisable immediately and may be exercised at any time until three years from issuance for an exercise price of $15.15 per share. The warrants contain a mandatory exercise right for the Company to force exercise of the warrants if the volume-weighted average price (“VWAP”) of the common stock exceeds $20.20 for 20 out of 30 trading days. Stapled Warrants are classified as liability as they are not considered indexed to the Company equity shares in accordance with ASC 815-40 due to certain adjustments to settlement amount on events that are not within the control of the Company. The following table provides a summary of changes in fair value of the Company’s warrant liability:

 

   Amount 
Fair value at issuance  $304,950,726 
Change in fair value during the period   (244,879,854)
Fair value as of January 31, 2026  $60,070,872 

 

The Company used the Monte-Carlo option model to compute the fair value of the Stapled Warrants. The following table summarizes the level 3 inputs used in the valuation of the Stapled Warrants:

 

  

August 5, 2025

  

January 31, 2026

 
         
Stock price  $17.77   $4.99 
Expected volatility   70%   95%
Simulated trading days   754    632 
Risk-free interest rate   3.60%   3.53%
Dividend yield   -    - 
Holding period (years)   3.00    2.51 

 

During the period from June 7, 2025 to January 31, 2026, a total of 119,535 warrants were exercised on a cashless basis resulting in the issuance of 17,582 shares of common stock.

 

The following table summarizes information about warrants outstanding as of January 31, 2026:

 

   Grant date  Warrants outstanding   Exercise price 
Stapled warrants  Aug-25   49,504,988   $15.15 
Pre-funded warrants  Aug-25   7,750,510   $0.00 
Investor warrants  Feb-22   472,590   $60.00 
2022 Underwriter warrants  Feb-22   24,213   $61.95