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Tamboran Resources Corp

NYSE:TBNASX:TBN
US$34.43Close 7 Oct 2026 · delayed

Past year: ▲ 26%(18.5c – 31.0c AUD)

Market cap
A$1.70bn
Shares on issue
35.0m
In-ground value
A$403m
Risked multiple
0.11×
Story beats
109 since 2021
Last event
2 Sept 2026

Announcements, explained

Each one in plain English, with the numbers worked through for a shareholder.

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.

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14 May 2026quarterly activities report▲ Good

March-quarter report: cash US$95M and net drawn debt US$23M at 31 March; pro forma cash US$298M after the April raise, said to fund 2026-27 programs. Compression facility 88% complete by end April; first gas still targeted 3Q 2026. Repeats the SS-6H and DWE farm-down news.

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13 May 2026quarterly activities report▼ Bad

Tamboran filed an 8-K furnishing its earnings presentation and press release for the quarter ended March 31, 2026, dated May 13, 2026. The filing itself gives no financial figures.

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13 May 2026quarterly activities report▼ Bad

Tamboran Resources Corp reported quarterly revenue of $0 and a net loss of $9.4 million for the period ended 2026-03-31.

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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.

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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.

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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.

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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.

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16 Apr 2026director interest notice● Neutral

Tamboran Resources Corp insider Jeffrey Lance Bellman acquired 1,541 shares at $35.00 under a company stock plan.

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16 Apr 2026director interest notice● Neutral

Tamboran Resources Corp insider Fredrick J Barrett acquired 5,714 shares at $35.00 under a company stock plan.

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16 Apr 2026director interest notice● Neutral

Tamboran Resources Corp insider Phillip Z Pace acquired 2,581 shares at $35.00 under a company stock plan.

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16 Apr 2026director interest notice● Neutral

Tamboran Resources Corp insider David N Siegel acquired 7,500 shares at $35.00 under a company stock plan.

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16 Apr 2026director interest notice● Neutral

Tamboran Resources Corp insider Ryan Dalton acquired 4,632 shares at $35.00 under a company stock plan.

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16 Apr 2026director interest notice● Neutral

Tamboran Resources Corp insider Scott D Sheffield acquired 28,545 shares at $35.00 under a company stock plan.

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16 Apr 2026director interest notice● Neutral

Tamboran Resources Corp insider Richard K Stoneburner acquired 8,403 shares at $35.00 under a company stock plan.

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16 Apr 2026director interest notice● Neutral

Tamboran Resources Corp insider Bryan Sheffield acquired 50,000 shares at $35.00 under a company stock plan.

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16 Apr 2026director interest notice● Neutral

Tamboran Resources Corp Chief Operating Officer Faron James Thibodeaux acquired 7,143 shares at $35.00 under a company stock plan.

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16 Apr 2026director interest notice● Neutral

Tamboran Resources Corp Chief Financial Officer Eric Steven Dyer acquired 1,829 shares at $35.00 under a company stock plan.

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15 Apr 2026director interest notice● Neutral

Tamboran Resources Corp insider Phillip Z Pace bought 10,000 shares on the open market at $36.99.

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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.

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14 Apr 2026securities registration● Neutral

Tamboran filed a supplement to its April 7, 2026 prospectus supplement solely to add the filing fee exhibit for the underwriters' over-allotment option. The offering was 2,956,602 shares, or 3,400,093 if the option is fully exercised.

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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.

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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.

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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.

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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.

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10 Apr 2026director interest notice● Neutral

Tamboran Resources Corp insider Scott D Sheffield bought 6,990 shares on the open market at $36.02.

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10 Apr 2026securities registration● Neutral

Tamboran Resources Corp filed a prospectus supplement for an offering off its existing shelf.

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9 Apr 2026securities registration● Neutral

Tamboran Resources Corp filed a prospectus supplement for an offering off its existing shelf.

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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.

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9 Apr 2026securities registration● Neutral

Tamboran Resources Corp filed a prospectus supplement for an offering off its existing shelf.

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