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Tamboran Resources Corporation filed a shelf registration under Form S-3 to register a range of securities including common stock, preferred stock, warrants, purchase contracts, units and rights for possible future offerings from time to time. The prospectus describes the shelf mechanics, book-entry treatment and distribution methods.
The company states its common stock trades on the New York Stock Exchange under the symbol TBN, its CHESS Depositary Interests trade on the Australian Securities Exchange with a ratio of 200 CDIs per one share, and discloses a last reported NYSE sale price of $42.94 per share as of April 6, 2026. The prospectus incorporates by reference periodic reports and identifies risk factors, use-of-proceeds treatment to be specified in prospectus supplements, and an Ernst & Young going-concern explanatory paragraph referenced in the audited financial statements.
Tamboran Resources Corporation disclosed that it entered into an Amending Agreement with its subsidiaries and Falcon Oil & Gas Ltd. to modify their existing Arrangement Agreement.
The amendment extends the transaction’s termination date from March 30, 2026 to April 30, 2026, with an automatic extension to June 30, 2026 if required governmental or regulatory approvals or an amended license from the U.S. Office of Foreign Assets Control are still pending while all other closing conditions are satisfied or capable of being satisfied. All other terms of the original Arrangement Agreement remain unchanged.
Tamboran Resources Corporation announced that subsidiary Tamboran (Beetaloo) Pty Limited has signed a Farm-In Agreement with Daly Waters Energy covering about 10,000 acres across the Shenandoah North and South pilot areas and the Beetaloo Central Development Area in Australia’s Beetaloo Basin.
The agreement provides a staged earn-in of up to approximately US$28.5 million for Tamboran through carry and milestone payments, including Phase 1 and Phase 2 work program carries and a potential additional milestone carry. Royalties on the farmed-down working interests will be based on Falcon Oil & Gas Australia Limited royalties allocated pro rata.
Completion depends on Tamboran obtaining a 98.1% interest in Falcon Oil & Gas Australia Limited via a Plan of Arrangement with Falcon Oil & Gas Limited and on conditions tied to Daly Waters Energy’s joint venture with INPEX and the closing of Tamboran’s Falcon acquisition.
Tamboran Resources Corporation updated key agreements tied to its Beetaloo Basin gas project. A deed of addendum to its Second Amended and Restated Joint Venture and Shareholders Agreement reshapes the Dev A++ Area, increases it by 100,000 acres, and rebrands it as the Phase 2 Development Area. Upon conditions including completion of the Falcon Transaction, Daly Waters Energy and Tamboran (West) Pty Limited will realign portions of their beneficial interests in specified blocks and strategic development areas.
A separate addendum to the Beetaloo Acreage Asset Sale Agreement modifies Elliott Energy I Pty Ltd’s non-operating, non-controlling interest linked to 100,000 acres for $15 million, limiting it to the Dev A++ Area to support a retention license over the enlarged Phase 2 Development Area. The addendum removes escrow provisions and extends the Dev A++ End Date to December 31, 2026 and the C10 End Date to December 31, 2027, while extensive risk factors highlight the early-stage nature of the business, the need for substantial capital, and recurring losses that raise substantial doubt about the company’s ability to continue as a going concern.
Tamboran Resources Corporation reported that stockholders approved key share issuances tied to its planned acquisition of Falcon Oil & Gas interests. Investors backed issuing 6,537,503 shares of common stock to Falcon and up to 147,508 shares to minority holders of Falcon Oil & Gas Australia under a plan of arrangement.
As of the January 23, 2026 record date, 22,639,513 shares were outstanding, and 12,923,245 shares were represented at the March 3, 2026 special meeting, constituting a quorum. The stock issuance and related ASX capacity proposals each received over 12.9 million votes in favor, with minimal opposition or abstentions.
STONEBURNER RICHARD K reported acquisition or exercise transactions in this Form 4 filing.
Tamboran Resources Corp director Richard K. Stoneburner received an equity award in the form of common stock. On 12/05/2025, he was granted 25,271 shares of fully vested restricted stock at a price of $0 per share. Following this award, he beneficially owned 90,919 shares of Tamboran common stock directly. In addition, 14,724 shares are reported as indirectly owned through his spouse.
Tamboran Resources Corporation major shareholder Bryan Sheffield and affiliated entities filed Amendment No. 5 to update their beneficial ownership of common stock. They report aggregate beneficial ownership of 3,257,256 shares, or 14.4% of Tamboran’s common stock, based on 22,639,513 shares outstanding as of February 1, 2026.
The amendment notes the reported greater than 1% decrease in certain reporting persons’ ownership was due solely to Tamboran’s increased shares outstanding, not to significant share sales. The group structure is detailed, with Sheffield Holdings and Daly Waters as record holders and several Delaware entities and Bryan Sheffield deemed to share beneficial ownership through control relationships and a family trust.
Tamboran Resources Corp director David N. Siegel reported a bona fide gift of 7,000 shares of common stock on February 4, 2026. The transfer was coded as a gift and recorded at a price of $0 per share, and the shares are held indirectly "By Son." Following this transaction, Siegel is reported as indirectly holding 120,000 shares and directly holding 346,621 shares of Tamboran common stock.
HITE Hedge Asset Management and related filer Robert Matt Niblack reported beneficial ownership of Tamboran Resources Corporation common stock on a Schedule 13G as of 12/31/2025.
The group holds 2,036,603 shares of common stock, representing 9% of the class, with shared voting and shared dispositive power over all reported shares and no sole voting or dispositive power. The filers certify the position was acquired and is held in the ordinary course of business and not for the purpose of changing or influencing control of Tamboran Resources.
Tamboran Resources Corporation reported another pre-revenue quarter as it continues early-stage gas exploration in Australia’s Beetaloo Basin. For the three months ended December 31, 2025, it generated no revenue and recorded a net loss of $7.6 million, with $6.6 million attributable to common stockholders.
Total assets rose to $600.6 million, driven by higher unproved natural gas properties of $415.6 million and SPCF construction assets of $47.8 million. Cash, cash equivalents and restricted cash increased to $98.4 million, supported by equity raises and new debt, while long-term debt reached $32.6 million.
Management highlights substantial doubt about the company’s ability to continue as a going concern over the next 12 months due to ongoing losses, significant planned spending and lack of operating revenue. Mitigating actions include equity offerings, a syndicated facility for the Sturt Plateau Compression Facility, Final Investment Decision on the Shenandoah South Pilot Project targeting first gas sales from the second half of 2026, and the agreed Falcon Acquisition involving 6,537,503 shares plus $23.7 million in cash.