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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.
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 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 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 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.
Tamboran Resources Corporation is asking stockholders to approve a business combination with Falcon Oil & Gas Ltd. and related stock issuances at an online special meeting on March 3, 2026. Through U.S. and Australian subsidiaries, Tamboran will acquire Falcon’s international operating entities and 98.1% of Falcon Oil & Gas Australia.
Falcon will receive $23,663,080 in cash and 6,537,503 shares of Tamboran common stock, with an additional up to 147,508 shares potentially issuable to Falcon Australia minority holders. After closing, Tamboran stockholders are expected to own about 77.6% and Falcon shareholders about 22.4% of the combined company, or 77.2% and 22.8% if all Falcon Australia minorities take stock.
Tamboran Resources Corporation is asking stockholders to approve a business combination with Falcon Oil & Gas Ltd. and related stock issuances at an online special meeting on March 3, 2026. Through U.S. and Australian subsidiaries, Tamboran will acquire Falcon’s international operating entities and 98.1% of Falcon Oil & Gas Australia.
Falcon will receive $23,663,080 in cash and 6,537,503 shares of Tamboran common stock, with an additional up to 147,508 shares potentially issuable to Falcon Australia minority holders. After closing, Tamboran stockholders are expected to own about 77.6% and Falcon shareholders about 22.4% of the combined company, or 77.2% and 22.8% if all Falcon Australia minorities take stock.
Tamboran Resources Corporation completed a previously agreed private investment in public equity (PIPE). The company raised approximately $32 million by selling 1,524,377 shares of common stock at $21.00 per share to institutional investors.
Stockholders approved the share sales at a special meeting on January 13, 2026, satisfying a key condition for certain investors. The PIPE financing then closed on January 16, 2026, providing new capital to the company in exchange for newly issued shares, which were sold under private offering exemptions from registration.
Tamboran Resources Corporation completed a previously agreed private investment in public equity (PIPE). The company raised approximately $32 million by selling 1,524,377 shares of common stock at $21.00 per share to institutional investors.
Stockholders approved the share sales at a special meeting on January 13, 2026, satisfying a key condition for certain investors. The PIPE financing then closed on January 16, 2026, providing new capital to the company in exchange for newly issued shares, which were sold under private offering exemptions from registration.
Tamboran Resources Corp's Chief Financial Officer, Eric Steven Dyer, reported acquiring additional common stock of the company. On January 16, 2026, he acquired 4,761 shares of Tamboran Resources common stock at a price of $21 per share, as shown by transaction code "A" for an acquisition. Following this transaction, he beneficially owns 67,080 common shares, held in direct ownership. This filing reflects an update to his personal stake in the company rather than any change to the company’s operations or financial results.
Tamboran Resources Corp's Chief Financial Officer, Eric Steven Dyer, reported acquiring additional common stock of the company. On January 16, 2026, he acquired 4,761 shares of Tamboran Resources common stock at a price of $21 per share, as shown by transaction code "A" for an acquisition. Following this transaction, he beneficially owns 67,080 common shares, held in direct ownership. This filing reflects an update to his personal stake in the company rather than any change to the company’s operations or financial results.
Tamboran Resources Corp director Phillip Z. Pace reported acquiring 23,809 shares of common stock on January 16, 2026, at $21 per share. Following this transaction, he beneficially owned 25,809 shares held directly. This filing is a routine insider ownership update showing an increase in his equity stake in the company.
Tamboran Resources Corp director Phillip Z. Pace reported acquiring 23,809 shares of common stock on January 16, 2026, at $21 per share. Following this transaction, he beneficially owned 25,809 shares held directly. This filing is a routine insider ownership update showing an increase in his equity stake in the company.
Tamboran Resources Corp director Barrett Fredrick J reported a new stock acquisition. On January 16, 2026, he acquired 9,523 shares of Tamboran common stock at $21 per share through a joint account, reported as indirect ownership. Following this transaction, he beneficially owns 32,228 shares indirectly by joint account and 29,996 shares directly in Tamboran Resources Corp.
Tamboran Resources Corp director Barrett Fredrick J reported a new stock acquisition. On January 16, 2026, he acquired 9,523 shares of Tamboran common stock at $21 per share through a joint account, reported as indirect ownership. Following this transaction, he beneficially owns 32,228 shares indirectly by joint account and 29,996 shares directly in Tamboran Resources Corp.