20 Mar 2026material agreement▲ Good
Tamboran and Daly Waters Energy amended their Beetaloo joint-venture agreement again, reshaping and expanding the designated development area by 100,000 acres.
Announcements, explained
Each one in plain English, with the numbers worked through for a shareholder.
6 Mar 2026other● Neutral
Appendix 4A for February 2026: CDIs on issue rose 9,334,800 to 1,649,547,000, reflecting transfers between CDIs and NYSE common stock. Administrative filing.
12 Feb 2026investor presentation● Neutral
CEO Todd Abbott's 2Q FY26 results presentation. The text provided is only the disclaimer, so no new information can be drawn from it.
12 Feb 2026half year report▼ Bad
Half-year report to 31 December 2025 with no revenue. EY's review again flags a material uncertainty about going concern, as in Feb 2025, though its conclusion is not modified. Cash was US$83.4M plus US$15.0M restricted; the financial statements were reviewed, not audited.
12 Feb 2026half year report● Neutral
Appendix 4D and Form 10-Q for the half year to 31 December 2025: no revenue and a loss of US$14.8M versus US$20.1M a year earlier. Repeats the financials in the half-year report; 22,639,513 shares were outstanding at 1 February 2026.
4 Feb 2026other● Neutral
Appendix 4A for January 2026: CDIs on issue rose 768,000 to 1,640,212,200, reflecting transfers between CDIs and NYSE common stock. Administrative filing.
28 Jan 2026business combination● NeutralMajor
Tamboran filed the final proxy statement for the Falcon deal and set a special shareholder meeting for March 3, 2026 (March 4 in Sydney) to vote on issuing 6,537,503 shares to Falcon, an ASX capacity approval and an adjournment proposal. The deal terms are unchanged from the draft ($23,663,080 cash plus the shares), but the stated post-deal ownership shifted: Tamboran holders would own about 77.6% and Falcon holders about 22.4%, versus 76.3% and 23.7% in the January 14 draft. The filing does not explain the change. The board unanimously recommends voting for all three proposals, and an abstention counts as a vote against.
22 Jan 2026capital raising announcement▲ Good
The October 2025 Sheffield-family-led private placement closed, ultimately raising about $32 million.
15 Jan 2026other● Neutral
Tamboran will release second-quarter earnings after NYSE close on 11 February 2026, with a webcast hosted by Chairman Stoneburner and new CEO Todd Abbott. Scheduling notice only; no results.
14 Jan 2026business combination● NeutralMajor
Tamboran filed a preliminary proxy statement asking its shareholders to vote on the Falcon Oil & Gas deal agreed on September 30, 2025: it would issue 6,537,503 new shares and pay $23,663,080 in cash to Falcon for Falcon's Hungary, Ireland and South Africa entities and 98.1% of Falcon Australia, with the remaining 1.9% to be compulsorily acquired afterwards. This draft leaves the meeting date blank and says Tamboran holders would own about 76.3% of the combined company after closing, with Falcon holders about 23.7%. The board unanimously recommends voting for the share issuance, an ASX capacity approval and an adjournment proposal.
12 Jan 2026director officer appointment▲ GoodMajor
Todd Abbott, formerly COO of Seneca Resources, becomes CEO from 15 January 2026, resolving the CEO search that began when Riddle stepped down in July 2025. Base salary is US$550,000; Stoneburner remains Chairman.
12 Jan 2026other● Neutral
Appendix 4A for December 2025: CDIs on issue rose 4,368,800 to 1,639,444,200, reflecting transfers between CDIs and NYSE common stock. Administrative filing.
6 Jan 2026business combination▲ Good
Falcon Australia's minority shareholders approved the sale of Falcon's 98.1% stake to Tamboran. Shareholder votes are now expected in February-March 2026, with target closing 6 March 2026, later than the earlier 1Q 2026 estimate.
15 Dec 2025well test result● NeutralMajor
SS-6H stimulation is complete: 58 stages over 10,009 feet. An equipment issue means only about 86% (8,635 feet) of the lateral is expected to flow unimpeded. A 30-day flow test is planned for 1Q 2026; SPCF is about 74% complete, with first gas still targeted for mid-2026.
4 Dec 2025other● Neutral
Appendix 4A for November 2025: CDIs on issue rose 4,000,000 to 1,625,913,200, reflecting transfers between CDIs and NYSE common stock. Administrative filing.
25 Nov 2025capital raising announcement▲ Good
A share purchase plan aimed at existing Australian shareholders raised A$17.4 million through CHESS Depositary Interests.
25 Nov 2025capital raising announcement● NeutralMajor
The CDI share purchase plan raised about A$17.42M (107,558,800 new CDIs at A$0.162), well short of the A$46M target. The US$32.0M PIPE (1,524,377 shares at US$21.00) still needs shareholder approval.
What it means for a shareholder
108m new shares at A$0.162 to raise about A$17.4m. That's 86% dilution: every existing holder's slice gets 86% smaller. If you held A$1,000 of shares (6,173 at the issue price), your slice goes from 0.0346% to 0.00492% of the company. To keep it you'd need 37,257 more shares - about A$6,036 at the issue price.
Create a free account to see this worked out for your own holding.
14 Nov 2025investor presentation● Neutral
First-quarter FY26 results presentation by interim CEO Stoneburner. Text is mostly the disclaimer and is truncated, so no new figures are visible here; it appears to accompany the 14 November quarterly report (cash US$39.6M).
14 Nov 2025capital raising announcement● Neutral
Reminder that the CDI share purchase plan closes 5pm Sydney time on 20 November 2025. Holders can apply for up to A$30,000 of CDIs at A$0.162. No new terms.
7 Nov 2025other● Neutral
Appendix 4A for October 2025: CDIs on issue rose by 10,975,800 to 1,514,354,400, reflecting transfers between CDIs and NYSE common stock. Administrative filing.
30 Oct 2025capital raising announcement● Neutral
The CDI share purchase plan opened, letting eligible holders apply for up to A$30,000 of new CDIs at A$0.162, a 19.84% discount to the 5-day VWAP. It targets up to A$46M, is not underwritten, and closes 20 November 2025.
29 Oct 2025other● Neutral
Notice that first-quarter FY26 earnings and an operations update will be released on 13 November 2025 US time, with a webcast hosted by interim CEO Stoneburner. Scheduling notice with no new substance.
27 Oct 2025capital raising announcement▲ GoodMajor
Tamboran raised US$56.1M at US$21.00 per share (2,673,111 shares, including the underwriters' option), with US$10M from new partner Baker Hughes. Also a PIPE of up to US$29.3M, needing shareholder approval, and a planned CDI share purchase plan of up to US$30M.
What it means for a shareholder
2.7m new shares at about US$20.99 to raise about US$56.1m. That's 13% dilution: every existing holder's slice gets 13% smaller. If you held US$1,000 of shares (48 at the issue price), your slice goes from 0.000267% to 0.000233% of the company. To keep it you'd need 7 more shares - about US$147 at the issue price.
Create a free account to see this worked out for your own holding.
24 Oct 2025material agreement▲ GoodMajor
Tamboran raised roughly $80 million in two simultaneous deals: a related-party private placement of up to $29 million with insiders including largest shareholder Bryan Sheffield and director Scott Sheffield, and a separate underwritten public offering (led by RBC Capital Markets and Wells Fargo) that closed with about $52.5 million in net proceeds.
23 Oct 2025capital raising announcement● Neutral
Tamboran launched an underwritten US public offering of 2,324,445 common shares, with a 30-day option for 348,666 more, to fund its development plan and working capital. Price not yet set; bookbuild under way.
15 Oct 2025drilling result▲ GoodMajor
Tamboran finished its three-well batch drilling program (SS-4H, -5H, -6H), the largest in the Beetaloo, each with a 10,000-foot lateral. Average 26.7 days spud to TD, within the 35-day forecast. SS-4H stimulation is planned for 4Q 2025, the other wells in 1H 2026.
7 Oct 2025other● Neutral
Appendix 4A for September 2025: CDIs on issue fell by 112,907,600 to 1,390,471,000 as holders moved between CDIs and NYSE common stock. Administrative filing.
3 Oct 2025material agreement▲ GoodMajor
A joint-venture entity half-owned by Tamboran secured an A$179.8 million syndicated project-finance facility from Macquarie Bank and Alpha Wave Credit to build the Sturt Plateau Compression Facility, backed by an Australian Northern Territory Government guarantee of up to A$75 million and a guarantee from 50% JV partner Formentera Australia Fund.
30 Sept 2025material agreement▲ GoodMajor
The Beetaloo Joint Venture took final investment decision on the Shenandoah South Pilot, with first gas sales on track for mid-2026. Tamboran secured up to A$179.8M for the SPCF compression facility, and the 40 TJ/d NT Government gas sales agreement is now unconditional. Drilling finishes early 4Q 2025.
30 Sept 2025investor presentation● Neutral
Presentation on the Falcon acquisition. Only the disclaimer is visible in the text provided, so no new information can be confirmed beyond the same-day announcement.