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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
10 since 2024
Last event
28 May 2026

Announcements, explained

Each one in plain English, with the numbers worked through for a shareholder.

16 Apr 2026director interest notice● Neutral

Tamboran Resources Corp insider Scott D Sheffield acquired 28,545 shares at $35.00 under a company stock plan.

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16 Apr 2026director interest notice● Neutral

Tamboran Resources Corp insider Richard K Stoneburner acquired 8,403 shares at $35.00 under a company stock plan.

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16 Apr 2026director interest notice● Neutral

Tamboran Resources Corp insider Bryan Sheffield acquired 50,000 shares at $35.00 under a company stock plan.

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16 Apr 2026director interest notice● Neutral

Tamboran Resources Corp Chief Operating Officer Faron James Thibodeaux acquired 7,143 shares at $35.00 under a company stock plan.

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16 Apr 2026director interest notice● Neutral

Tamboran Resources Corp Chief Financial Officer Eric Steven Dyer acquired 1,829 shares at $35.00 under a company stock plan.

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15 Apr 2026director interest notice● Neutral

Tamboran Resources Corp insider Phillip Z Pace bought 10,000 shares on the open market at $36.99.

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14 Apr 2026capital raising announcement▲ GoodMajor

Tamboran raised further capital across multiple channels: an A$37.1 million institutional entitlement offer to non-U.S. shareholders, an additional $14.7 million from underwriters exercising their option on the prior public offering, and a registered direct institutional entitlement offer.

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14 Apr 2026securities registration● Neutral

Tamboran Resources Corp filed a prospectus supplement for an offering off its existing shelf.

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10 Apr 2026director interest notice● Neutral

Tamboran Resources Corp insider Scott D Sheffield bought 6,990 shares on the open market at $36.02.

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10 Apr 2026securities registration● Neutral

Tamboran Resources Corp filed a prospectus supplement for an offering off its existing shelf.

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9 Apr 2026securities registration● Neutral

Tamboran Resources Corp filed a prospectus supplement for an offering off its existing shelf.

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9 Apr 2026securities registration● Neutral

Tamboran Resources Corp filed a prospectus supplement for an offering off its existing shelf.

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7 Apr 2026securities registration● Neutral

Tamboran Resources Corp filed an automatic shelf registration, effective immediately as a well-known seasoned issuer.

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7 Apr 2026securities registration● Neutral

Tamboran Resources Corp filed a prospectus supplement for an offering off its existing shelf.

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7 Apr 2026securities registration● Neutral

Tamboran Resources Corp filed a prospectus supplement for an offering off its existing shelf.

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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.

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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.

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17 Feb 2026director interest notice● Neutral

Tamboran Resources Corp insider Richard K Stoneburner received 25,271 shares as part of the equity award.

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13 Feb 2026director interest notice● Neutral

Tamboran Resources Corp insider David N Siegel gifted 7,000 shares.

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12 Feb 2026substantial holder notice● Neutral

HITE Hedge Asset Management LLC disclosed a new substantial Tamboran Resources Corp shareholding (9.00% of votes).

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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.

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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.

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5 Feb 2026director interest notice● Neutral

Tamboran Resources Corp insider David N Siegel gifted 100,000 shares.

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29 Jan 2026securities registration● Neutral

Tamboran Resources Corp registered a securities offering with the SEC using its shelf eligibility.

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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.

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22 Jan 2026capital raising announcement▲ Good

The October 2025 Sheffield-family-led private placement closed, ultimately raising about $32 million.

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21 Jan 2026director interest notice● Neutral

Tamboran Resources Corp insider Richard K Stoneburner acquired 23,808 shares at $21.00 under a company stock plan.

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21 Jan 2026director interest notice● Neutral

Tamboran Resources Corp insider Ryan Dalton acquired 23,809 shares at $21.00 under a company stock plan.

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21 Jan 2026director interest notice● Neutral

Tamboran Resources Corp insider Scott D Sheffield acquired 181,274 shares at $21.00 under a company stock plan.

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21 Jan 2026director interest notice● Neutral

Tamboran Resources Corp Chief Operating Officer Faron James Thibodeaux acquired 35,714 shares at $21.00 under a company stock plan.

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