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ASX:TBN

Tamboran Resources Corp CDI

OPPORTUNISTIC BUY 2026-08-08 Data 35 days old AUD 0.23 Energy - Oil & Gas Exploration & ProductionAWAIT ENTRY
ACTIONABLEMethodology gates passed
59

Position levels

Currenttoday
AUD 0.23
Buy <=wait / entry
AUD 0.16
Trim >=take some off
AUD 0.24
Thesis breakA material slippage of the mid-2026 first-gas milestone under the NTGGSA into la...
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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

  • M&A activity via completion of Falcon Oil & Gas Ltd subsidiaries acquisition
  • A$24.8M capital raise through international CDI entitlement offer at A$0.25
  • Falcon deal termination date extended to mid-2026 with automatic extension to June 2026
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.