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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.
Tamboran Resources Corporation reports second-quarter FY26 operational progress for the quarter ended December 31, 2025, focused on its Beetaloo Basin gas developments.
The company completed a three-well, 10,000-foot horizontal drilling program at Shenandoah South, fully stimulated the SS‑6H well with 58 stages, and advanced plans to stimulate three additional 10,000-foot wells and drill two backfill wells in 2Q 2026. Construction of the Sturt Plateau Compression Facility reached 78% completion and remains on budget, while the connecting Sturt Plateau Pipeline was built and successfully pressure tested.
Tamboran strengthened liquidity, ending the quarter with a cash balance of US$90.9 million and total expected near-term cash and inflows of about US$137.9 million, supported by a US$56.1 million public offer, an US$11.3 million share purchase plan, and a US$32.0 million PIPE. The company had drawn debt of US$16.3 million and US$42.0 million undrawn for compression facility funding.
Operationally, Tamboran is targeting first gas sales from the SS Pilot Project in 3Q 2026, subject to weather and approvals, and plans additional drilling in EP 161. Governance developments include the appointment of Todd Abbott as Chief Executive Officer, bringing over two decades of upstream experience.
Tamboran Resources Corp director David N. Siegel reported an update to his shareholdings and a family transfer of stock. On January 20, 2026, he reported a transaction coded "G," reflecting a gift of 100,000 shares of Common Stock at a price of $0 per share to his son, which is shown as indirect ownership of 113,000 shares held "By Son" after the transaction. The filing also shows that Siegel directly holds 346,621 shares of Common Stock following the correction. A footnote explains that his previous filings had erroneously understated the number of shares beneficially owned, and the amount in Column 5 of Table I has been corrected in this Form 4.
Tamboran Resources Corporation has filed a resale registration allowing selling securityholders to offer up to 1,524,377 shares of common stock from time to time using a shelf registration statement. These are outstanding shares issued in a prior private placement.
The company will not receive any proceeds from sales under this prospectus; all cash goes to the selling securityholders. Tamboran is an early-stage natural gas exploration and production company focused on the Beetaloo Basin in Australia, with a strategy to develop gas for the Australian East Coast and select Asian markets with net zero Scope 1 and 2 emissions.
The prospectus incorporates Tamboran’s SEC reports by reference, including audited financial statements where the independent auditor has highlighted substantial doubt about the company’s ability to continue as a going concern due to recurring losses and negative cash flows. As of January 29, 2026, 22,639,513 shares of common stock were outstanding. The common stock trades on the NYSE under “TBN,” and CDIs trade on the ASX, with 200 CDIs representing one share.