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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.

21 Jan 2026director interest notice● Neutral

Tamboran Resources Corp insider Jeffrey Lance Bellman acquired 4,761 shares at $21.00 under a company stock plan.

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21 Jan 2026director interest notice● Neutral

Tamboran Resources Corp Chief Financial Officer Eric Steven Dyer acquired 4,761 shares at $21.00 under a company stock plan.

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21 Jan 2026director interest notice● Neutral

Tamboran Resources Corp insider Bryan Sheffield acquired 133,655 shares at $21.00 under a company stock plan.

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21 Jan 2026director interest notice● Neutral

Tamboran Resources Corp insider David N Siegel acquired 16,000 shares at $21.00 under a company stock plan.

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21 Jan 2026director interest notice● Neutral

Tamboran Resources Corp insider Phillip Z Pace 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 Fredrick J Barrett acquired 9,523 shares at $21.00 under a company stock plan.

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20 Jan 2026director interest notice● Neutral

Tamboran Resources Corp Chief Executive Officer Todd Christopher Abbott received 156,234 shares as part of the equity award.

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20 Jan 2026director interest notice● Neutral

Todd Christopher Abbott became a Tamboran Resources Corp Chief Executive Officer and company insider (initial ownership filing).

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14 Jan 2026business combination● NeutralMajor

Tamboran filed a preliminary proxy statement asking its shareholders to vote on the Falcon Oil & Gas deal agreed on September 30, 2025: it would issue 6,537,503 new shares and pay $23,663,080 in cash to Falcon for Falcon's Hungary, Ireland and South Africa entities and 98.1% of Falcon Australia, with the remaining 1.9% to be compulsorily acquired afterwards. This draft leaves the meeting date blank and says Tamboran holders would own about 76.3% of the combined company after closing, with Falcon holders about 23.7%. The board unanimously recommends voting for the share issuance, an ASX capacity approval and an adjournment proposal.

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7 Jan 2026substantial holder notice● Neutral

Helmerich & Payne, Inc. reported a Tamboran Resources Corp shareholding of 4.97% of votes in a periodic institutional filing.

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8 Dec 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).

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25 Nov 2025capital raising announcement▲ Good

A share purchase plan aimed at existing Australian shareholders raised A$17.4 million through CHESS Depositary Interests.

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25 Nov 2025director interest notice● Neutral

Tamboran Resources Corp insider Phillip Z Pace bought 2,000 shares on the open market at $23.50.

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24 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).

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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.

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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.

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13 Nov 2025substantial holder notice● Neutral

HITE Hedge Asset Management LLC disclosed a new substantial Tamboran Resources Corp shareholding (8.63% of votes).

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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).

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28 Oct 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).

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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.

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24 Oct 2025securities registration● Neutral

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

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22 Oct 2025securities registration● Neutral

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

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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.

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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.

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13 Aug 2025substantial holder notice● Neutral

HITE Hedge Asset Management LLC disclosed a new substantial Tamboran Resources Corp shareholding (7.22% of votes).

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6 Aug 2025director interest notice● Neutral

Phillip Z Pace became a Tamboran Resources Corp company insider (initial ownership filing).

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6 Aug 2025director interest notice● Neutral

Scott D Sheffield became a Tamboran Resources Corp company insider (initial ownership filing).

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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.

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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.

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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.

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