Stockle - the stock oracle

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.

2 Sept 2026material agreement▲ Good

Non-binding MOU with Liberty Energy to extend its fracture stimulation services for Tamboran's Beetaloo work for three years from 1 Sep 2026, with a two-year option to 2031. Not yet binding; definitive documents still need to be agreed. Builds on the July 178-stage campaign.

Discuss in chat

2 Sept 2026production update▲ GoodMajor

Gas commissioning has begun at the Sturt Plateau Compression Facility using gas from the Shenandoah South 2 pad, with all five wells tied in. First sales of up to 40 TJ/d to the NT Government are described as imminent. Construction remains on schedule within the A$141M budget.

Discuss in chat

31 Aug 2026investor presentation● Neutral

Presentation for a 31 August to 1 September 2026 site tour at the Shenandoah South wellpad. The visible text is only the disclaimer, so no new figures can be taken from it.

Discuss in chat

13 Aug 2026substantial holder notice● Neutral

HITE Hedge Asset Management LLC disclosed a new substantial Tamboran Resources Corp shareholding (8.27% of votes).

Discuss in chat

7 Aug 2026other● Neutral

Appendix 4A for July 2026: CDIs on issue 1,368,367,000, down 46,065,000 on net transfers to NYSE common stock. Administrative filing.

Discuss in chat

29 July 2026director interest notice● Neutral

Tamboran Resources Corp insider Bryan Sheffield received 339,500 shares as part of the equity award.

Discuss in chat

20 July 2026drilling progress report▲ GoodMajor

Stimulation of SS-3H, -4H and -5H finished: 178 stages over ~30,000 ft, the basin's largest campaign, and first local Beetaloo Red sand placed in SS-4H. Drilling of SS-7H, -8H and -9H has begun; first gas to the NT Government still targeted 3Q 2026. No flow results yet.

Value this in the calculator →Discuss in chat

7 July 2026other● Neutral

Appendix 4A for June 2026: CDIs on issue 1,399,051,000, down 67,556,200 on net transfers to NYSE common stock. Administrative filing.

Discuss in chat

5 June 2026other● Neutral

Appendix 4A for May 2026: CDIs on issue 1,464,690,400, down 141,151,800 on net transfers to NYSE common stock. Administrative filing.

Discuss in chat

3 June 2026director interest notice● Neutral

Tamboran Resources Corp insider David N Siegel received 2,975 shares as part of the equity award.

Discuss in chat

3 June 2026director interest notice● Neutral

Tamboran Resources Corp insider Andrew John Robb received 2,975 shares as part of the equity award.

Discuss in chat

3 June 2026director interest notice● Neutral

Tamboran Resources Corp insider Patrick James Dymock Elliott received 2,975 shares as part of the equity award.

Discuss in chat

3 June 2026director interest notice● Neutral

Tamboran Resources Corp insider Richard K Stoneburner received 2,975 shares as part of the equity award.

Discuss in chat

3 June 2026director interest notice● Neutral

Tamboran Resources Corp insider Fredrick J Barrett received 2,975 shares as part of the equity award.

Discuss in chat

3 June 2026director interest notice● Neutral

Tamboran Resources Corp insider Phillip Z Pace received 2,975 shares as part of the equity award.

Discuss in chat

3 June 2026director interest notice● Neutral

Tamboran Resources Corp insider Jeffrey Lance Bellman received 2,975 shares as part of the equity award.

Discuss in chat

3 June 2026director interest notice● Neutral

Tamboran Resources Corp insider Ryan Dalton received 2,975 shares as part of the equity award.

Discuss in chat

3 June 2026director interest notice● Neutral

Tamboran Resources Corp insider Scott D Sheffield received 2,975 shares as part of the equity award.

Discuss in chat

29 May 2026asset acquisition disposition▲ GoodMajor

Tamboran completed the Falcon Oil & Gas acquisition after final BC court approval, issuing 6,537,503 shares and lifting its holding to ~2.8 million net prospective acres from ~1.9M. Pro forma market cap is about US$1.2B. One dissenting Falcon shareholder is paid cash instead of shares.

Discuss in chat

28 May 2026director interest notice● Neutral

Tamboran Resources Corp insider Andrew John Robb received 1,813 shares as part of the equity award.

Discuss in chat

28 May 2026director interest notice● Neutral

Tamboran Resources Corp insider Ryan Dalton received 3,933 shares as part of the equity award.

Discuss in chat

28 May 2026director interest notice● Neutral

Tamboran Resources Corp insider Scott D Sheffield received 3,011 shares as part of the equity award.

Discuss in chat

28 May 2026director interest notice● Neutral

Tamboran Resources Corp insider David N Siegel received 3,625 shares as part of the equity award.

Discuss in chat

28 May 2026director interest notice● Neutral

Tamboran Resources Corp insider Phillip Z Pace received 3,318 shares as part of the equity award.

Discuss in chat

28 May 2026director interest notice● Neutral

Tamboran Resources Corp insider Fredrick J Barrett received 1,813 shares as part of the equity award.

Discuss in chat

28 May 2026director interest notice● Neutral

Tamboran Resources Corp insider Patrick James Dymock Elliott received 1,813 shares as part of the equity award.

Discuss in chat

28 May 2026asset acquisition disposition▲ GoodMajor

Tamboran completed its acquisition of all of Falcon Oil & Gas's subsidiaries, including about 98.1% of Falcon Australia. It paid 6,537,503 shares of common stock plus $23,663,080 in cash.

Discuss in chat

28 May 2026director interest notice● Neutral

Tamboran Resources Corp insider Richard K Stoneburner received 5,407 shares as part of the equity award.

Discuss in chat

28 May 2026director interest notice● Neutral

Tamboran Resources Corp insider Jeffrey Lance Bellman received 3,318 shares as part of the equity award.

Discuss in chat

14 May 2026substantial holder notice● Neutral

HITE Hedge Asset Management LLC disclosed a new substantial Tamboran Resources Corp shareholding (8.10% of votes).

Discuss in chat