Key Highlights

  • 2.71 billion is the USD Market Value listed for Cosan S.A. (NYSE:CSAN), first among the five, followed by Almonty at USD 2.32 billion, Twenty One Capital at USD 1.82 billion and Americas Gold at USD 1 billion.
  • 0.04 is the consensus EPS estimate for Almonty and Americas Gold alike, Inhibrx has a projected loss of 2.35, and Cosan and Twenty One Capital have no EPS estimate listed.
  • 413.5 million is the USD loss Twenty One Capital booked last quarter, compared with BRL 320 million at Cosan, USD 36.7 million at Inhibrx and USD 5.0 million at Americas Gold.
  • 43.0 million is Almonty's CAD Revenue for the latest quarter, a rise of 498%, beside USD 46.3 million at Americas Gold, up 71%, and BRL 10.8 billion of sales at Cosan.

Cosan S.A. (NYSE:CSAN): Biggest by Value, No EPS Estimate, Reporting After the Close

Cosan S.A. (NYSE:CSAN) ranks first among the five on valuation, at USD 2.71 billion in the screener snapshot. It will release third quarter 2026 results once trading ends on November 13, 2026. No consensus EPS estimate appears, so readers have no Earnings yardstick. In the latest quarter, the conglomerate booked a loss of BRL 320 million that included a BRL 233 million impairment, alongside BRL 10.8 billion of sales revenue, Gross Profit of BRL 4.0 billion (up 12%) and BRL 7.3 billion in cash. Management pointed to BRL 1.3 billion to BRL 1.8 billion of expected Dividend receipts and aims for coverage of Debt servicing between 0.8x and 1.2x by December 2026, versus 0.2x trailing. It is also cutting general and administrative expenses, which dropped BRL 49 million over the first half. Cosan S.A. (NYSE:CSAN) additionally faces a reported proposal to pull its ADSs off the NYSE, and it books Raizen at nil, with expanded net debt standing at BRL 9.2 billion.

Almonty Industries Inc. (NASDAQ:ALM): 0.04 Estimate Following Non-Cash Gains

Almonty Industries Inc. (NASDAQ:ALM) will publish third quarter 2026 results when markets close on November 13, 2026. The consensus EPS estimate is 0.04 and the market value is USD 2.32 billion, according to the screener snapshot. That estimate sits well under basic EPS of CAD 0.64 for the quarter just reported, a figure lifted by derivative gains that involved no cash, so the 0.04 reading looks out of the ordinary. Quarterly revenue reached CAD 43.0 million (up 498%), Net Income came to CAD 181.8 million, and adjusted EBITDA was CAD 17.6 million, swinging from a CAD 4.8 million loss. Cash climbed to roughly CAD 1.2 billion, up from CAD 268.4 million on December 31, 2025. Management offered no numeric outlook, although Sangdong Phase I is aimed at 640,000 tonnes of ore yearly. A July 14, 2026 amendment to the GTP offtake lengthened it by six years and lifted pricing by about 6.3%. Almonty Industries Inc. (NASDAQ:ALM) matches Americas Gold on the 0.04 estimate, but its earnings lean heavily on accounting items.

Twenty One Capital, Inc. (NYSE:XXI): Bitcoin Losses, No EPS Estimate

Twenty One Capital, Inc. (NYSE:XXI) will release third quarter 2026 results ahead of the opening bell on November 13, 2026. The snapshot shows no EPS estimate and a USD 1.82 billion valuation. Quarterly loss was USD 413.5 million, after USD 859.7 million earlier in the year, with operating expenses of USD 10.7 million; revenue was not disclosed. Bitcoin holdings were carried at USD 2.55 billion as of June 30, 2026, alongside USD 106.1 million in cash and USD 484.5 million in convertible notes. Raphael Zagury took over as chief executive in July 2026, and management stated that Liquidity covers at least a year, though no numeric outlook was located. By calculation, the snapshot valuation equals roughly 71.4% of the bitcoin holdings, even though the dates do not match. Twenty One Capital, Inc. (NYSE:XXI) stands alone among the five in that its headline loss could stem from bitcoin Revaluation instead of Business operations.

Inhibrx Biosciences, Inc. (NASDAQ:INBX): Projected Loss of 2.35 Before FDA Milestones

Inhibrx Biosciences, Inc. (NASDAQ:INBX) is due to report third quarter 2026 results following the close on November 13, 2026. Analysts expect a loss of 2.35 per share, while the screener snapshot lists a valuation of USD 1.33 billion. The latest quarterly loss totalled USD 2.34 per share, or USD 36.7 million, across about 15.7 million weighted shares alongside R&D spending of USD 23.9 million and zero revenue, compared with USD 1.3 million a year before. Cash stood at USD 133.3 million on June 30, 2026, and rose to USD 219.5 million by August 6, 2026 after a USD 100.0 million Loan draw. Long-term debt, net came to USD 176.3 million, versus a loan balance of USD 175.0 million. The FDA goal date for ozekibart is April 14, 2027, and a colorectal cancer meeting with the agency is scheduled during the last quarter of the year. Inhibrx Biosciences, Inc. (NASDAQ:INBX) disclosed a stockholders' Deficit of USD 53.0 million, and published coverage did not turn up the INBRX-106 trial outcome.

Americas Gold and Silver Corporation (NYSEAMERICAN:USAS): 0.04 Estimate Plus Cost Outlook

Americas Gold and Silver Corporation (NYSEAMERICAN:USAS) will announce third quarter 2026 results ahead of the opening bell on November 13, 2026. The consensus EPS estimate is 0.04 and the valuation is USD 1 billion, per the snapshot. The latest quarter brought a USD 5.0 million loss, or USD 0.02 per share, which means the forecast points to a return to profit. Revenue of USD 46.3 million rose 71%, silver output reached 664,971 ounces and the realized silver price was near USD 67 an ounce, compared with USD 34. Outlook figures include silver output of 3.2 million to 3.6 million ounces, sustaining costs of USD 30 to USD 35 an ounce and capital spending of USD 90 million to USD 120 million. Americas Gold and Silver Corporation (NYSEAMERICAN:USAS) posted sustaining costs of USD 40.63 per ounce and USD 88.9 million in cash, and it carries a material uncertainty about continuing as an operating business. Working Capital totalled USD 48.6 million, and settling obligations to Sprott and Royal Gold eliminated over USD 76 million in metal-linked debt.

Where Things Stand

For Canadian readers weighing the group: Cosan S.A. (NYSE:CSAN) shows no EPS estimate and a USD 2.71 billion valuation. Almonty Industries Inc. (NASDAQ:ALM) has a 0.04 estimate and about CAD 1.2 billion in cash. Twenty One Capital, Inc. (NYSE:XXI) shows no estimate and USD 106.1 million in cash. Inhibrx Biosciences, Inc. (NASDAQ:INBX) has a projected loss of 2.35 and USD 219.5 million in cash as of August 6, 2026. Americas Gold and Silver Corporation (NYSEAMERICAN:USAS) has a 0.04 estimate and an outlook of 3.2 million to 3.6 million ounces of silver. Timing splits the group. Cosan, Almonty and Inhibrx report once trading ends, while Twenty One Capital and Americas Gold report ahead of the open. This piece is informational only.