Past year: ▲ 26%(18.5c – 31.0c AUD)
Each one in plain English, with the numbers worked through for a shareholder.
2 Sept 2026material agreement▲ Good
Non-binding MOU with Liberty Energy to extend its fracture stimulation services for Tamboran's Beetaloo work for three years from 1 Sep 2026, with a two-year option to 2031. Not yet binding; definitive documents still need to be agreed. Builds on the July 178-stage campaign.
2 Sept 2026production update▲ GoodMajor
Gas commissioning has begun at the Sturt Plateau Compression Facility using gas from the Shenandoah South 2 pad, with all five wells tied in. First sales of up to 40 TJ/d to the NT Government are described as imminent. Construction remains on schedule within the A$141M budget.
31 Aug 2026investor presentation● Neutral
Presentation for a 31 August to 1 September 2026 site tour at the Shenandoah South wellpad. The visible text is only the disclaimer, so no new figures can be taken from it.
7 Aug 2026other● Neutral
Appendix 4A for July 2026: CDIs on issue 1,368,367,000, down 46,065,000 on net transfers to NYSE common stock. Administrative filing.
20 July 2026drilling progress report▲ GoodMajor
Stimulation of SS-3H, -4H and -5H finished: 178 stages over ~30,000 ft, the basin's largest campaign, and first local Beetaloo Red sand placed in SS-4H. Drilling of SS-7H, -8H and -9H has begun; first gas to the NT Government still targeted 3Q 2026. No flow results yet.
7 July 2026other● Neutral
Appendix 4A for June 2026: CDIs on issue 1,399,051,000, down 67,556,200 on net transfers to NYSE common stock. Administrative filing.
5 June 2026other● Neutral
Appendix 4A for May 2026: CDIs on issue 1,464,690,400, down 141,151,800 on net transfers to NYSE common stock. Administrative filing.
29 May 2026asset acquisition disposition▲ GoodMajor
Tamboran completed the Falcon Oil & Gas acquisition after final BC court approval, issuing 6,537,503 shares and lifting its holding to ~2.8 million net prospective acres from ~1.9M. Pro forma market cap is about US$1.2B. One dissenting Falcon shareholder is paid cash instead of shares.
28 May 2026asset acquisition disposition▲ GoodMajor
Tamboran completed its acquisition of all of Falcon Oil & Gas's subsidiaries, including about 98.1% of Falcon Australia. It paid 6,537,503 shares of common stock plus $23,663,080 in cash.
14 May 2026investor presentation● Neutral
Third-quarter results presentation accompanying the quarterly report. The visible text is only the disclaimer; the substance is covered in the quarterly activities report.
5 May 2026other● Neutral
Appendix 4A for April 2026: CDIs on issue 1,506,467,200, up 4,700,400 on net transfers with NYSE common stock. Common stock outside CDIs is 27,822,034, up 7,248,186. Administrative filing.
4 May 2026capital raising announcement▲ Good
A retail entitlement offer to existing shareholders raised a further A$24.8 million, completing the entitlement-offer round begun in April.
30 Apr 2026capital raising announcement▲ GoodMajor
The retail entitlement offer closed raising about A$24.8M at A$0.25 per CDI, a ~25% take-up with sub-underwriters covering most of the rest. This completes the ~US$197.8M equity raise, including the underwriters' option exercise, begun in April at US$35.00 per share.
28 Apr 2026other● Neutral
Tamboran scheduled its third-quarter earnings release and webcast for 13 May 2026 US time (14 May in Sydney), hosted by CEO Todd Abbott. Administrative notice.
14 Apr 2026capital raising announcement▲ GoodMajor
Tamboran raised further capital across multiple channels: an A$37.1 million institutional entitlement offer to non-U.S. shareholders, an additional $14.7 million from underwriters exercising their option on the prior public offering, and a registered direct institutional entitlement offer.
14 Apr 2026admin correction● Neutral
Appendix 4A for March 2026 corrects the common stock figure notified on 10 April, now 15,899,997 shares not in CDIs, up 1,477,938. CDIs on issue stayed at 1,649,547,000. Administrative correction.
13 Apr 2026capital raising announcement● Neutral
The retail entitlement offer booklet was released and the offer opened, closing 27 April. The institutional offer issued 1,012,840 shares and 142,841,389 CDIs. The underwritten offering netted US$97.3M after costs. Administrative step in the raising.
13 Apr 2026capital raising announcement● Neutral
Letter telling ineligible securityholders, such as those outside Australia, NZ, Luxembourg, South Korea, Switzerland and the UK, that they cannot join the 1-for-10 retail entitlement offer at A$0.25 per CDI and will receive no value for their entitlements. Administrative.
10 Apr 2026other● Neutral
Appendix 4A for March 2026: CDIs on issue fell 296,088,600 to 1,353,458,400, reflecting transfers between CDIs and NYSE common stock. Administrative filing.
9 Apr 2026capital raising announcement▲ GoodMajor
The US$103M underwritten offering at US$35.00 and the institutional entitlement offer (~US$60M, 22% take-up by existing holders) are complete. A retail offer of up to A$27M opens 13 April; the company says funds support activity through to 2028. CDIs resume trading on ASX.
8 Apr 2026other● Neutral
ASX paused trading in Tamboran securities pending a further announcement. Administrative; it precedes the equity raising announced the same day.
8 Apr 2026capital raising announcement● NeutralMajor
Tamboran launched a ~US$198M equity raise at US$35.00 per share (A$0.25 per CDI), a 22.8% discount to the last close: US$103.5M underwritten offering plus up to ~US$79M entitlement offer (1 for 10). Issues ~5.7M shares, ~25% of existing, for drilling and development.
8 Apr 2026investor presentation● Neutral
Presentation supporting the 8 April equity raising. The text provided is mainly the disclaimer and risk factors, including the going-concern doubt and the pending Falcon deal; no new figures can be drawn from it.
8 Apr 2026capital raising announcement● Neutral
Tamboran launched an underwritten public offering of 2,956,602 shares, with a 30-day option for 443,491 more, via RBC and Wells Fargo. Proceeds are for Pilot Area drilling, Orion and BCDA delineation, EP 161 drilling and working capital. Price was set in a later release.
8 Apr 2026capital raising announcement● Neutral
The underwritten public offering priced at US$35.00 per share for 2,956,602 shares, gross proceeds about US$103.5M, closing 9 April. Underwriters hold a 30-day option on 443,491 more shares.
8 Apr 2026capital raising announcement● Neutral
Press release launching the registered direct institutional entitlement offer, run alongside a separate underwritten public offering of 2,956,602 shares. Proceeds are for Pilot Area drilling, Orion and BCDA delineation, EP 161 drilling and working capital. Detail is in the other raising releases.
6 Apr 2026business combination● Neutral
Tamboran and Falcon Oil & Gas pushed back the deadline to close their acquisition agreement by one month, from March 30 to April 30, 2026.
2 Apr 2026flow test result▲ GoodMajor
SS-6H, the well shut in for soaking in January, averaged 10.3 MMcf/d over 20 days from an 8,635-foot lateral (11.9 per 10,000 ft). Stable rate at test end was 8.8 MMcf/d. Testing stopped early; stimulation of SS-3H/-4H/-5H is planned to start in 2Q.
31 Mar 2026farm in farm out agreement▲ GoodMajor
Tamboran farms down about 10,000 acres across the Pilot Area and Beetaloo Central Development Area to Daly Waters Energy (DWE), for a staged earn-in of up to ~US$28.5M (US$11.6M Pilot carry, US$11.6M BCDA carry, up to US$5.3M milestone). Follows DWE's INPEX venture; needs conditions and Falcon closing.
27 Mar 2026business combination● NeutralMajor
The British Columbia court approved the Falcon acquisition but required amendments on how sanctioned Falcon shareholders are treated. The companies are weighing the impact and plan to extend the outside date, so the earlier 6 March closing target has slipped.
