Past year: ▲ 26%(18.5c – 31.0c AUD)
Each one in plain English, with the numbers worked through for a shareholder.
5 Nov 2024agm notice● Neutral
Agenda and script for the 4 November 2024 annual meeting. Items include electing three directors, ratifying Ernst & Young, ratifying 489,088 shares issued to H&P on note conversion, 312,500 shares to Daly Waters Energy, and director share issues to Ryan Dalton. Results are not in the extract.
25 Oct 2024substantial holder notice● Neutral
Helmerich & Payne International Holdings, LLC, Helmerich & Payne, Inc disclosed a new substantial Tamboran Resources Corp shareholding (7.20% of votes).
18 Oct 2024annual report● Neutral
2024 Annual Report for the year to 30 June 2024. The chairman's letter restates the 2 Bcf/d production ambition by end-2030 and that Liberty's frac fleet will complete SS-2H and SS-3H in Q4 2024. The extract is truncated, so no financials are available.
17 Oct 2024agm notice● Neutral
Tamboran mailed its proxy statement for the 4 November 2024 virtual annual meeting. Stockholders were asked to elect three Class I directors, ratify Ernst & Young, and approve share issues to H&P, Daly Waters Energy and Ryan Dalton.
7 Oct 2024agm 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).
23 Sept 2024other● Neutral
2024 Corporate Governance Statement against ASX principles, noting the June 2024 NYSE listing led to updated charters and policies. Administrative; no new substantive events.
23 Sept 2024annual report● Neutral
Form 10-K annual report for the year ended 30 June 2024, the first as a US-listed company. 14,224,274 shares were outstanding at 20 September 2024. The extract is truncated, so financials are not available.
23 Sept 2024other● Neutral
Appendix 4G governance checklist for FY ended 30 June 2024, board-approved 23 September 2024, pointing to the governance statement on the website. Administrative filing with no substance.
23 Sept 2024investor presentation● Neutral
Fourth quarter and annual presentation dated 20 September 2024, hosted by the CEO. Visible text is only disclaimers; the remainder is truncated, so no new figures can be reported.
18 Sept 2024director interest notice● Neutral
Tamboran Resources Corp Chief Financial Officer Eric Steven Dyer received 45,000 shares as part of the equity award.
18 Sept 2024director interest notice● Neutral
Tamboran Resources Corp Chief Executive Officer Joel Lynn Riddle received 100,000 shares as part of the equity award.
18 Sept 2024director interest notice● Neutral
Tamboran Resources Corp Chief Operating Officer Faron James Thibodeaux received 55,000 shares as part of the equity award.
12 Sept 2024other● Neutral
Notice that Tamboran will release fourth quarter and FY24 earnings on 20 September 2024 with a CEO webcast. Administrative scheduling notice with no results.
4 Sept 2024director interest notice● Neutral
Tamboran Resources Corp insider Bryan Sheffield bought 12,424 shares on the open market at $20.12.
30 Aug 2024drilling spud▲ GoodMajor
Tamboran spudded Shenandoah South 2H in EP 98, the first of two ~10,000-foot wells (SS-2H, then SS-3H) for the 40 MMcf/d Pilot, about 30 days each. Liberty's frac fleet is mobilised; flow results are expected Q1 2025, with first production H1 2026.
31 July 2024quarterly activities report▲ Good
June quarter report: IPO proceeds of about US$82M (including over-allotment) are to fund the two-well 2024 drilling program; drilling starts Q3 2024, flow results Q1 2025. Cash was A$111.6M. Tamboran also received a Middle Arm exclusivity agreement to end-2027.
31 July 2024quarterly activities report▲ Good
June quarter cash flow report: cash rose to A$111.6M from A$38.9M after A$113.2M of equity proceeds (IPO), against A$22.7M exploration spend and A$8.8M operating outflow. No debt; 3.54 quarters of funding estimated at current spend.
30 July 2024capital raising announcement▲ Good
IPO underwriters partly exercised their over-allotment option for 308,750 more shares at US$24.00, about US$7.4M gross. Tamboran says it will fund Shenandoah South Pilot drilling, adding to the June US$75M IPO (the option was for up to 468,750 shares).
12 July 2024investor presentation● Neutral
July 2024 investor presentation, the first since the NYSE listing. The visible text is only disclaimers and forward-looking statement warnings; the rest is truncated, so no new figures can be reported.
8 July 2024director interest notice● Neutral
Tamboran Resources Corp Chief Operating Officer Faron James Thibodeaux bought 15,000 shares on the open market at $24.00.
8 July 2024substantial holder notice● Neutral
Liberty Oilfield Services LLC, Liberty Energy Inc disclosed a new substantial Tamboran Resources Corp shareholding (6.30% of votes).
8 July 2024director interest notice● Neutral
Tamboran Resources Corp insider Richard K Stoneburner bought 8,300 shares on the open market at $24.00.
8 July 2024director interest notice● Neutral
Tamboran Resources Corp Chief Financial Officer Eric Steven Dyer bought 150 shares on the open market.
8 July 2024director interest notice● Neutral
Tamboran Resources Corp Chief Financial Officer Eric Steven Dyer bought 500 shares on the open market at $24.00.
5 July 2024other● Neutral
Amended and restated bylaws of the Delaware parent, covering stockholder meetings and procedures. Administrative governance document, probably adopted for the US listing (inference); the extract is truncated, so no specific changes are identified.
5 July 2024other● Neutral
Monthly statement of CDIs on issue for June 2024: CDIs unchanged at 2,060,287,200, plus 3,125,000 shares of common stock outside the CDI system after the IPO. Administrative.
2 July 2024director interest notice● Neutral
Tamboran Resources Corp Chief Financial Officer Eric Steven Dyer received 45,000 shares as an equity award and bought 2,500 shares on the open market.
2 July 2024director interest notice● Neutral
Tamboran Resources Corp insider Bryan Sheffield bought 500,000 shares on the open market at $24.00.
2 July 2024director interest notice● Neutral
Tamboran Resources Corp Chief Operating Officer Faron James Thibodeaux received 55,000 shares as an equity award and bought 17,000 shares on the open market.
2 July 2024director interest notice● Neutral
Tamboran Resources Corp insider Ryan Dalton bought 12,500 shares on the open market at $24.00.
