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Tamboran Resources Limited (AU:TBN)
ASX:TBN
Australian Market
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Tamboran Resources Limited (TBN) Price & Analysis

49 Followers

TBN Stock Chart & Stats

AU$0.24
>-AU$0.01(-2.04%)
At close: 4:00 PM EDT
AU$0.24
>-AU$0.01(-2.04%)

Bulls Say, Bears Say

Bulls Say
Commercialization MilestoneFirst gas sales demonstrate that Tamboran has moved beyond pure exploration toward operating commercial infrastructure and serving customers. This milestone can establish production credibility, support future offtake discussions, and create a foundation for recurring revenue as commissioning progresses.
Funding And LiquidityThe strengthened liquidity position gives Tamboran greater capacity to fund appraisal, drilling, and development while advancing commercialization. Cash reserves and undrawn debt also provide flexibility to pursue its multi-year program before operating cash flow becomes self-sustaining.
Contracted Revenue FrameworkA take-or-pay structure can improve revenue visibility once the agreement enters its supply period, because the contracted quantity provides a baseline commercial framework even if the buyer does not take all nominated gas. This supports planning for development and infrastructure investment.
Bears Say
Persistent UnprofitabilityTamboran remains an early-stage developer without an established revenue base or positive earnings stream. Continued losses reduce internal funding capacity and leave future profitability dependent on successful production growth, commercialization, and execution across the development portfolio.
Negative Cash GenerationOngoing operating and free-cash-flow deficits mean Tamboran is not yet financially self-sustaining and must continue relying on external capital to fund operations and investment. Persistent cash burn can constrain development choices and increase financing dependence during the commercialization period.
Limited Production VisibilityShort production histories make it difficult to assess sustainable well performance, decline rates, and ultimate recoveries across the resource. Until more operating data is available, Tamboran faces uncertainty in forecasting volumes, planning development scale, and supporting long-term infrastructure commitments.

Tamboran Resources Limited News

TBN FAQ

What was Tamboran Resources Limited’s price range in the past 12 months?
Tamboran Resources Limited lowest share price was AU$0.17 and its highest was AU$0.34 in the past 12 months.
    What is Tamboran Resources Limited’s market cap?
    Tamboran Resources Limited’s market cap is AU$1.52B.
      When is Tamboran Resources Limited’s upcoming earnings report date?
      Tamboran Resources Limited’s upcoming earnings report date is Nov 13, 2026 which is in 17 days.
        How were Tamboran Resources Limited’s earnings last quarter?
        Tamboran Resources Limited released its earnings results on Sep 25, 2026. The company reported -AU$0.058 earnings per share for the quarter, beating the consensus estimate of -AU$0.096 by AU$0.039.
          Is Tamboran Resources Limited overvalued?
          According to Wall Street analysts Tamboran Resources Limited’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Tamboran Resources Limited pay dividends?
            Tamboran Resources Limited does not currently pay dividends.
            What is Tamboran Resources Limited’s EPS estimate?
            Tamboran Resources Limited’s EPS estimate for its next earnings report is not yet available.
            How many shares outstanding does Tamboran Resources Limited have?
            Tamboran Resources Limited has 6,992,001,500 shares outstanding.
              What happened to Tamboran Resources Limited’s price movement after its last earnings report?
              Tamboran Resources Limited reported an EPS of -AU$0.058 in its last earnings report, beating expectations of -AU$0.096. Following the earnings report the stock price went down -1.923%.
                Which hedge fund is a major shareholder of Tamboran Resources Limited?
                Currently, no hedge funds are holding shares in AU:TBN
                What is the TipRanks Smart Score and how is it calculated?
                Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                  Tamboran Resources Limited Stock Smart Score

                  4
                  Neutral
                  1
                  2
                  3
                  4
                  5
                  6
                  7
                  8
                  9
                  10

                  Technicals

                  SMA
                  Negative
                  20 days / 200 days
                  Momentum
                  -0.52%
                  12-Months-Change

                  Fundamentals

                  Return on Equity
                  -8.80%
                  Trailing 12-Months
                  Asset Growth
                  144.50%
                  Trailing 12-Months
                  Learn more about TipRanks Smart Score

                  Company Description

                  Tamboran Resources Limited

                  Tamboran Resources Limited is an Australian natural gas company specializing in the development of unconventional gas reserves. Its portfolio includes significant stakes in exploration licenses within the Northern Territory's Beetaloo Sub-basin. These comprise EP 161, spanning around 10,500 square kilometers, and EP 136, covering approximately 4,230 square kilometers, alongside EP 143 and an active application for EP(A) 197. Founded in 2009, the company maintains its headquarters in Manly, Australia.

                  Tamboran Resources Limited (TBN) Earnings & Revenues

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