Past year: ▲ 26%(18.5c – 31.0c AUD)
Each one in plain English, with the numbers worked through for a shareholder.
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.
14 Nov 2025quarterly activities report● Neutral
September quarter report: cash US$39.6M at 30 September, with ~US$100M of near-term inflows expected from the offering, PIPE and DWE sale. A coil tubing issue led to SS-6H being stimulated first, from early November, with IP30 testing in 1Q 2026. PIPE now up to US$32.0M.
13 Nov 2025quarterly activities report▼ Bad
Tamboran filed an 8-K furnishing its earnings presentation and press release for the quarter ended 30 September 2025. The filing itself gave no financial figures.
13 Nov 2025quarterly activities report▼ Bad
Tamboran Resources Corp reported quarterly revenue of $0 and a net loss of $8.2 million for the period ended 2025-09-30.
13 Nov 2025substantial holder notice● Neutral
HITE Hedge Asset Management LLC disclosed a new substantial Tamboran Resources Corp shareholding (8.63% of votes).
12 Nov 2025agm notice● Neutral
Tamboran Resources Corp shareholders approved the routine matters put to a vote at the company's annual meeting (director elections, auditor ratification, and the executive-pay advisory vote).
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.
28 Oct 2025agm notice● Neutral
Tamboran filed its proxy statement for the 4 December 2025 annual meeting. Holders were asked to elect three Class II directors, ratify Ernst & Young as auditor, and approve share issues to Stoneburner, Sheffield, Pace and Bellman in lieu of fees.
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.
24 Oct 2025securities registration● Neutral
Tamboran Resources Corp filed a prospectus supplement for an offering off its existing shelf.
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.
22 Oct 2025securities registration● Neutral
Tamboran Resources Corp filed a prospectus supplement for an offering off its existing shelf.
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.
30 Sept 2025business combination▲ GoodMajor
Tamboran agreed to acquire Falcon Oil & Gas's subsidiaries for 6,537,503 shares plus US$23.7M cash (C$239M value), taking acreage to ~2.9M net acres. Lifts Phase 2 interest to 80.62% ahead of the farmout. Falcon holders would own ~26.8%; close expected 1Q 2026, needing shareholder approvals.
30 Sept 2025business combination▲ GoodMajor
Tamboran agreed to acquire all of Falcon Oil & Gas Ltd.'s subsidiaries - including Falcon's 22.5% Beetaloo Basin joint-venture stake plus assets in Hungary, Ireland and South Africa - for about 6.54 million Tamboran shares plus $23.66 million cash, consolidating full ownership of its core Australian gas project.
26 Sept 2025other● Neutral
FY2025 Corporate Governance Statement against ASX principles. Notes 48 full-time employees at 30 June 2025 and no women on the board. Governance disclosure with no new business developments.
26 Sept 2025annual report● Neutral
Form 10-K for the year ended 30 June 2025, the US annual report. Shares outstanding were 17,820,758 at 24 September 2025. Only the cover and contents are visible, so financial results cannot be confirmed from this text.
26 Sept 2025quarterly activities report▲ Good
June quarter report: cash US$45.2M at 30 June, with ~US$26M more expected from PIPE tranche 2 and the DWE acreage sale. SS-4H and SS-5H reached target depth in ~27 days each, with SS-6H next; programme is said to be on timeline and budget.
26 Sept 2025investor presentation● Neutral
Fourth-quarter FY25 results presentation by interim CEO Stoneburner, 25-26 September 2025. Only the disclaimer is visible in the text provided, so no new information can be confirmed; it likely repeats the quarterly report.
26 Sept 2025other● Neutral
Appendix 4G, the ASX checklist confirming where the FY25 corporate governance statement can be found (company website), approved by the board on 25 September 2025. Administrative filing with no new business information.
15 Sept 2025other● Neutral
Notice that fourth-quarter earnings and an operations update will be released on 25 September 2025 US time, with a webcast hosted by interim CEO Stoneburner. Administrative scheduling notice with no new substance.
15 Sept 2025investor presentation● Neutral
North American non-deal roadshow presentation, September 2025. Only the disclaimer is visible in the text provided, so no new information can be confirmed.
