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ASX:TBN

Tamboran Resources Corp CDI

OPPORTUNISTIC BUY 2026-08-01 Updated today AUD 0.24 Energy - Oil & Gas Exploration & ProductionREDUCE ZONE
59

Position levels

Currenttoday
AUD 0.24
Buy <=wait / entry
AUD 0.16
Trim >=take some off
AUD 0.22
Thesis breakA dry-hole or sub-commercial flow test result at Shenandoah South, a further mat...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case25%100 / 10025.0
Base case50%62 / 10031.0
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • Completed acquisition of Falcon Oil & Gas Ltd subsidiaries
  • Raised A$24.8M via international CDI entitlement offer at A$0.25
  • Extended Falcon Arrangement Agreement termination date to mid-2026 with automatic extension option
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.