Key Highlights
- 0.04 is the consensus EPS figure shown for both Almonty and Talon Metals, whereas Inhibrx Biosciences, Inc. (NASDAQ:INBX) shows -2.35, Immix -0.19 and Cosan nothing, with every release scheduled once trading ends on November 13, 2026.
- 2.71 billion is the USD market Capitalization of Cosan S.A. (NYSE:CSAN) in the screener data, topping the USD 2.32 billion at Almonty, USD 1.33 billion at Inhibrx, USD 810.42 million at Talon and USD 717.94 million at Immix.
- 232.1 million is the USD cash balance Immix Biopharma, Inc. (NASDAQ:IMMX) held on June 30, 2026, set beside USD 219.5 million at Inhibrx on August 6, 2026 and USD 46.6 million at Talon on June 30, 2026.
- 181.8 million is the CAD Net Income Almonty Industries Inc. (NASDAQ:ALM) posted for the second quarter, largely non-cash, while Talon booked USD 51.5 million of Revenue plus USD 3.2 million in net income across that same period.
Cosan S.A. (NYSE:CSAN): No EPS Estimate, USD 2.71 Billion Market Value
Cosan S.A. (NYSE:CSAN) stands alone in this set without any consensus EPS estimate, which leaves the screener data lacking an Earnings yardstick for the third quarter 2026 release due once trading ends on November 13, 2026. Its USD 2.71 billion valuation is the biggest of the five. During the second quarter of 2026 the company recorded a BRL 320 million net loss, including a BRL 233 million Impairment tied to Port Sao Luis, while net Operating Revenue reached BRL 10.8 billion, a gain of 3%. Expanded net Debt dropped to BRL 9.2 billion, 47% lower than a year before. Management at Cosan S.A. (NYSE:CSAN) aims for a ratio of 0.8x to 1.2x for debt service coverage by December 2026, from 0.2x measured over the trailing period, and pointed toward BRL 1.3 billion to BRL 1.8 billion of expected dividends received. Possible additional impairments, execution of asset sales, plus a reported intention to remove its ADSs from the NYSE all weigh as risks.
Almonty Industries Inc. (NASDAQ:ALM): EPS Estimate 0.04, USD 2.32 Billion Market Value
Almonty Industries Inc. (NASDAQ:ALM) has a consensus EPS estimate of 0.04 and a USD 2.32 billion valuation, with third quarter results slated for once trading ends on November 13, 2026. That figure sits well under second quarter basic EPS of CAD 0.64, which got lifted by CAD 173.1 million worth of non-cash gains on Derivatives and warrants, so the screener number looks out of line. Second-quarter revenue reached CAD 43.0 million, 498% above CAD 7.2 million, with adjusted EBITDA at CAD 17.6 million. No numeric guidance was offered, though Sangdong Phase I is designed for 640,000 tonnes of ore annually and Phase II for as much as 1.2 million tonnes. Cash at Almonty Industries Inc. (NASDAQ:ALM) stood near CAD 1.2 billion on June 30, 2026, once USD 800 million of 2.25% convertible notes due 2031 had closed. Risks centre on the Sangdong ramp-up, swings in tungsten prices and earnings Volatility from derivative revaluations.
Inhibrx Biosciences, Inc. (NASDAQ:INBX): EPS Estimate -2.35, USD 1.33 Billion Market Value
Inhibrx Biosciences, Inc. (NASDAQ:INBX) shows the deepest per-share loss estimate of the five, a consensus of -2.35, alongside a USD 1.33 billion valuation and a release set for once trading ends on November 13, 2026. Its net loss for the second quarter came to USD 36.7 million, or USD 2.34 per share, versus USD 28.7 million and USD 1.85 in the prior-year period, with no revenue booked. Research and Development outlay was USD 23.9 million, while general and administrative outlay was USD 8.3 million. Cash totalled USD 133.3 million on June 30, 2026 and USD 219.5 million by August 6 after drawing USD 100.0 million on a loan. Regarding Inhibrx Biosciences, Inc. (NASDAQ:INBX), the FDA assigned a PDUFA goal date of April 14, 2027 to ozekibart, and management pointed to a fourth quarter FDA meeting about colorectal cancer. Long-term debt, net of USD 176.3 million and a stockholders' Deficit of USD 53.0 million make servicing that debt a risk.
Talon Metals Corp. (OTCQX:TLOFF): EPS Estimate 0.04, USD 810.42 Million Market Value
Talon Metals Corp. (OTCQX:TLOFF) carries a consensus EPS estimate of 0.04 and a USD 810.42 million valuation, and its third quarter release is marked for once trading ends on November 13, 2026. That estimate doubles second quarter basic EPS of 0.02 (calculated). Revenue of USD 51.5 million for the second quarter compares with nil a year ago, since Eagle Mine has been consolidated from January 9, 2026 onward, and adjusted EBITDA reached USD 12.6 million. Liquidity totalled USD 46.6 million on June 30, 2026, alongside USD 61.3 million of working capital. Management at Talon Metals Corp. (OTCQX:TLOFF) offered no numerical guidance, yet a US Department of Energy selection for a USD 114.8 million grant supporting the Beulah Facility still awaits finalization. Because the shares change hands over the counter, trading can run shallow, while moves in nickel plus copper prices and permitting timelines add risk. Selection falls short of final grant approval, and no share count appeared in that quarterly release.
Immix Biopharma, Inc. (NASDAQ:IMMX): EPS Estimate -0.19, USD 717.94 Million Market Value
Immix Biopharma, Inc. (NASDAQ:IMMX) has a consensus EPS estimate of -0.19, compared with a 0.24 per-share loss in the prior-year period, plus a USD 717.94 million valuation, and its results are due once trading ends on November 13, 2026. The operating loss over the second quarter was USD 12.5 million, 85% higher than a year earlier, split between USD 5.33 million of research outlay and USD 7.12 million of administrative outlay. Liquidity was USD 232.1 million on June 30, 2026 without any debt, and management points to cash lasting until roughly mid-2028. For Immix Biopharma, Inc. (NASDAQ:IMMX), the NEXICART-2 trial produced complete response in 19 of 20 evaluable patients, while a BLA filing is signalled for the opening half of 2027. Dilution following two rounds of equity financing, burn of cash and no product revenue stand as risks. About 71.5 million shares were outstanding, and the valuation moves along with price.
Where Things Stand
Five companies deliver results once trading ends on November 13, 2026, and consensus estimates span -2.35 to 0.04 per share. Cosan S.A. (NYSE:CSAN) has none and gets judged on its BRL 9.2 billion net debt load. Almonty Industries Inc. (NASDAQ:ALM) needs to demonstrate that tungsten pricing flows into its results. Inhibrx Biosciences, Inc. (NASDAQ:INBX) heads toward an April 14, 2027 FDA goal date. Talon Metals Corp. (OTCQX:TLOFF) draws attention for Eagle Mine production. Immix Biopharma, Inc. (NASDAQ:IMMX) should update its outlays relative to USD 232.1 million of cash. Readers should treat this piece as general information and not as a recommendation to buy or sell.


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