8 Apr 2026other● Neutral
ASX paused trading in Tamboran securities pending a further announcement. Administrative; it precedes the equity raising announced the same day.
Announcements, explained
Each one in plain English, with the numbers worked through for a shareholder.
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.
7 Apr 2026securities registration● Neutral
Tamboran Resources Corp filed an automatic shelf registration, effective immediately as a well-known seasoned issuer.
7 Apr 2026securities registration● Neutral
Tamboran Resources Corp filed a prospectus supplement for an offering off its existing shelf.
7 Apr 2026securities registration● Neutral
Tamboran Resources Corp filed a prospectus supplement for an offering off its existing shelf.
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.
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.
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.
4 Mar 2026agm notice▲ Good
Shareholders approved all three resolutions at the 4 March special meeting, including the share issue for the Falcon acquisition (99.95% in favour). This clears Tamboran's own vote on the deal, with court approval still needed.
4 Mar 2026agm notice● Neutral
Agenda and script for the 3-4 March 2026 special meeting to vote on issuing 6,537,503 shares to Falcon for the acquisition, plus up to 147,508 shares for the remaining 1.9% of Falcon Australia. Agenda only; results are not shown.
17 Feb 2026director interest notice● Neutral
Tamboran Resources Corp insider Richard K Stoneburner received 25,271 shares as part of the equity award.
13 Feb 2026director interest notice● Neutral
Tamboran Resources Corp insider David N Siegel gifted 7,000 shares.
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 2026quarterly activities report▲ Good
December-quarter report: cash US$90.9M and drawn debt US$16.3M, after the US$32M PIPE closed in January. SPCF is 78% complete and first gas is now targeted for 3Q 2026. SS-6H IP30 results are expected in 2Q 2026; the other three wells await stimulation from 2Q.
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 2026substantial holder notice● Neutral
HITE Hedge Asset Management LLC disclosed a new substantial Tamboran Resources Corp shareholding (9.00% of votes).
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.
11 Feb 2026quarterly activities report▼ Bad
Tamboran Resources Corp reported quarterly revenue of $0 and a net loss of $6.6 million for the period ended 2025-12-31.
11 Feb 2026quarterly activities report▼ Bad
Tamboran filed an 8-K saying it issued an earnings presentation and press release for the quarter ended 31 December 2025, attached as exhibits. The filing itself gives no financial figures.
5 Feb 2026director interest notice● Neutral
Tamboran Resources Corp insider David N Siegel gifted 100,000 shares.
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.
29 Jan 2026securities registration● Neutral
Tamboran Resources Corp registered a securities offering with the SEC using its shelf eligibility.
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.