ASX:TBN

Tamboran Resources Corp CDI

OPPORTUNISTIC BUY Analysis generated 2026-10-04 Market data as of 2026-11-13 Market data 2 days old AUD 0.20 Energy - Oil & Gas Exploration & ProductionAWAIT ENTRY

ACTIONABLEMethodology gates passed

Position levels

Currenttoday

AUD 0.20

Buy <=wait / entry

AUD 0.18

Trim >=take some off

AUD 0.24

Thesis breakThe investment thesis would be invalidated by a material delay or failure of fir...

Scenario-weighted conviction

	Probability	Score	Contribution
Bull case	25%	100 / 100	25.0
Base case	50%	62 / 100	31.0
Bear case	25%	10 / 100	2.5
Weighted conviction			59 / 100 - OPPORTUNISTIC BUY

Top risks

First gas sales from Beetaloo Basin generating royalties and supplying Northern Territory market
Transition to take-or-pay gas sales agreement for 40 terajoules per day
Sturt Plateau compression facility completed $9 million under budget

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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.