1 Sept 2025investor presentation● Neutral
Presentation for a site tour at the Shenandoah South wellpad, 31 Aug to 2 Sep 2025. Only the disclaimer is visible in the text provided, so no new information can be confirmed.
Announcements, explained
Each one in plain English, with the numbers worked through for a shareholder.
1 Sept 2025regulatory community update▲ GoodMajor
The NT Government approved sale of appraisal gas from the Shenandoah South Pilot, the first approval under its Beneficial Use of Gas law. The JV now holds all approvals for up to 40 TJ/d sales from mid-2026; SS-4H stimulation is planned for 4Q 2025.
13 Aug 2025regulatory community update▲ GoodMajor
Native Title Holders and the Northern Land Council consented to the Beetaloo JV selling up to 60 TJ/d of appraisal gas from EP 98 and EP 117 over three years. Ministerial approval is still needed before sales; first gas stays mid-2026.
13 Aug 2025substantial holder notice● Neutral
HITE Hedge Asset Management LLC disclosed a new substantial Tamboran Resources Corp shareholding (7.22% of votes).
11 Aug 2025flow test result▲ GoodMajor
The SS-2H ST1 well finished its 90-day test at a Beetaloo record 6.7 MMcf/d over a 5,483-foot lateral, with rates up ~2% over the final 30 days. The well was then suspended ahead of gas sales planned for mid-2026.
8 Aug 2025other● Neutral
Appendix 4A for July 2025: CDIs on issue rose 6,867,200 to 1,390,471,000 as holders moved between CDIs and NYSE common stock. Administrative filing.
6 Aug 2025director interest notice● Neutral
Phillip Z Pace became a Tamboran Resources Corp company insider (initial ownership filing).
6 Aug 2025director interest notice● Neutral
Scott D Sheffield became a Tamboran Resources Corp company insider (initial ownership filing).
28 July 2025director officer appointment● NeutralMajor
CEO and Managing Director Joel Riddle, in the role since 2013, stepped down. Chairman Dick Stoneburner became interim CEO while a permanent search begins. Scott Sheffield and Phillip Pace joined the board, John Bell Sr. left, and the Sheffield Group (~17.6%) agreed standstill and voting terms to 2028.
23 July 2025director interest notice● Neutral
Tamboran Resources Corp Chief Executive Officer Joel Lynn Riddle acquired 5,637 shares at $17.74 under a company stock plan.
23 July 2025director interest notice● Neutral
Tamboran Resources Corp Chief Financial Officer Eric Steven Dyer acquired 5,637 shares at $17.74 under a company stock plan.
23 July 2025director interest notice● Neutral
Tamboran Resources Corp insider Fredrick J Barrett acquired 8,456 shares at $17.74 under a company stock plan.
23 July 2025director interest notice● Neutral
Tamboran Resources Corp Chief Operating Officer Faron James Thibodeaux acquired 8,456 shares at $17.74 under a company stock plan.
23 July 2025director interest notice● Neutral
Tamboran Resources Corp insider Ryan Dalton acquired 5,000 shares at $17.74 under a company stock plan.
23 July 2025director interest notice● Neutral
Tamboran Resources Corp insider Jeffrey Lance Bellman acquired 5,637 shares at $17.74 under a company stock plan.
23 July 2025director interest notice● Neutral
Tamboran Resources Corp insider Bryan Sheffield bought 563,697 shares on the open market at $17.74.
23 July 2025securities registration● Neutral
Tamboran Resources Corp amended a filing by which it registered a securities offering with the SEC using its shelf eligibility.
23 July 2025director interest notice● Neutral
Tamboran Resources Corp insider Richard K Stoneburner acquired 5,640 shares at $17.74 under a company stock plan.
23 July 2025director interest notice● Neutral
Tamboran Resources Corp insider David N Siegel acquired 10,000 shares at $17.74 under a company stock plan.
22 July 2025capital raising announcement▲ Good
Following shareholder approval at a special meeting, the remaining tranche of the May 2025 private placement closed, completing the $55.4 million raise at $17.74/share.
22 July 2025other▲ Good
All special meeting resolutions carried, with roughly 90% in favour on each. This approves the second PIPE tranche, the ratification of tranche 1 and the related director and Formentera participation, clearing the way for the remaining funding.
18 July 2025agm notice● Neutral
Script for the 16-17 July special meeting of stockholders, covering votes on the May PIPE second tranche, ratification of tranche 1, director participation and shares for Macquarie. Procedural; results follow separately.
14 July 2025well test result▲ GoodMajor
SS-2H ST1 averaged a record 6.8 MMcf/d over 60 days, with the exit rate at 6.4 MMcf/d and low decline. The three-well Pilot drilling program began with the SS-4H spud, using the H&P rig, targeting first gas in mid-2026.
3 July 2025other● Neutral
Appendix 4A for June 2025: CDIs on issue fell 15,719,600 to 1,383,603,800 as holders moved to NYSE common stock. Administrative filing.
27 June 2025securities registration● Neutral
Tamboran Resources Corp registered a securities offering with the SEC using its shelf eligibility.
25 June 2025agm notice● Neutral
Tamboran issued a proxy statement for a virtual special meeting of stockholders on 16 July 2025. Holders were asked to approve the May 2025 PIPE financing, ratify the 2,180,515-share first tranche, and approve share issues to insiders and to Macquarie.
16 June 2025well test result▲ GoodMajor
SS-2H ST1 averaged a Beetaloo record 7.2 MMcf/d over 30 days from a 5,483 ft lateral, versus 3.2 MMcf/d for SS-1H. Normalised to 10,000 ft it is 13.2 MMcf/d, in line with the Marcellus average. This was the trigger for the RBC Phase 2 farm-down.
16 June 2025investor presentation● Neutral
Webcast presentation of the SS-2H ST1 IP30 result. The text provided is mostly the disclaimer and is truncated; it appears to repeat the 7.2 MMcf/d result released the same day.
11 June 2025securities registration● Neutral
Tamboran Resources Corp filed notice of an exempt private placement.
4 June 2025other● Neutral
Appendix 4A for May 2025: CDIs on issue rose 3.2M to 1,399,323,400 as holders moved between CDIs and NYSE common stock. Administrative filing.