TBN

Over the past six months, Tamboran Resources Corp. (TBN) stock has seen a positive return of +21.3%, with the share price increasing by 18.25% to $33.18 as of October 1, 2026, from October 2, 2025. The stock experienced a significant daily move of +25.6% on March 27, 2026. Key events include the completion of the acquisition of Falcon Oil & Gas Ltd. subsidiaries on May 28, 2026, and the successful completion of the largest Beetaloo Basin stimulation program on July 20, 2026. On August 31, 2026, Tamboran locked in long-term Beetaloo gas sales and provided an investor presentation highlighting development progress, including the Shenandoah South Pilot Project, imminent first gas sales, a strong cash position of US$298 million, and extensive acreage. The company announced the commencement of Sturt Plateau Compression Facility (SPCF) commissioning activities on September 1, 2026, and delivered first gas sales from the Beetaloo Basin on September 8, 2026. On September 25, 2026, an auditor warning was issued over recurring losses in its 10-K filing, despite reporting $219.1 million in cash, and during the Q4 2026 earnings call, it was noted that gas had been flowing for 20 days with demand expected to grow. On September 29, 2026, an increase in shares outstanding reduced certain holders' ownership by over 1%.