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Tamboran Resources Corp. Share Chat (TBN.US)

Tamboran Resources Corp. Information

Share Price Information for Tamboran Resources Corp. (TBN.US)

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30.93 0.00 (0.00%)

Bid:

30.70

Ask:

39.78

Spread: 9.08 (29.577%)

Market Cap: $2.49b

Last checked at -

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I am generally pretty negative on what may drive our share price. But I am hopeful the current three wells will bring validation and some of the better data to date. If we can produce three consecutive wells with normalized IP20 results above roughly 10 MMcf/d per 10,000 feet, it brings validation and some of the strongest technical data to date. It proves repeatability. If we manage to get close to 15 MMcf/d we will see world class numbers….though prob not going to see that with an IP20? In any event, I know TBN has said they plan to tie these next three wells into production but I suspect with at least one and perhaps all three wells they will provide an IP20. I cannot think of reason they would not want this data to get to market if its good news. The only thing I could think in not providing an IP20 is to save $$. But I think if TBN has three successfully full length producing wells I think it will push our share price higher unlike past IP rates. I think our share prices goes up in anticipation of the TBN reaching its goals. And even more after….and we are getting closer.

I mean with good numbers on the next three wells, gas going to market shortly (weather permitting I dont see a delay), and anticipation of a good farm down deal….how do you see valuation with TBN? I see it much higher than current valuation. And thats prior to a farm down deal. I hope they do take their time with a farm down deal. So a delay would not surprise me. No rush. Let’s get the best possible deal. But I dont see a delay with gas getting these next three wells done and getting gas to market. All of which I think will drive our share prices goes to higher valuations.

I have been here 9 years and this has not been the most exciting investment. It’s been terrible at times to be frank. But I also think now is the time to be in TBN. I still don’t have my shares from the buyout and can only assume it is a delay on FOG’s end because POQ can’t do much right. But it makes no difference because I plan to sit on these shares for several more years.

28 May 2026 - Falcon Oil & Gas Ltd. (FOLGF) (TSXV: FO, AIM: FOG) announces that it has completed the previously announced sale of all of its subsidiaries to Tamboran Resources Corporation (“Tamboran”) pursuant to a plan of arrangement under the Business Corporations Act (British Columbia) (the “Transaction”) following receipt of final court approval (the “Final Order”) from the Supreme Court of British Columbia (the “Court”). The grant of the Final Order by the Court was announced by the Company on 27 March 2026.

Shareholders of Falcon, excluding a shareholder that is subject to sanctions (the “Subject Shareholder”), are entitled to receive 0.00687 shares of Tamboran common stock (the “Share Consideration”) for each of their common shares of Falcon (“Falcon Shares”). Pursuant to the Final Order, the Subject Shareholder was deemed to have exercised its right to dissent in respect of the special resolution of Falcon’s shareholders approving the Transaction and, as a result, is entitled to receive the greater of cash consideration of US$23.7 million or the fair value of the Subject Shareholder’s Falcon Shares, as determined by the Court in accordance with Section 245 of the Business Corporations Act (British Columbia), which consideration will be remitted by Tamboran directly into an existing blocked account at a U.S. financial institution in the name of the Subject Shareholder.

Financial intermediaries that hold Falcon Shares on behalf of beneficial shareholders through CDS are required make an election through CDSX to receive the Share Consideration. The election will require financial intermediaries to confirm that they do not hold Falcon Shares on behalf of the Subject Shareholder. This election must be made by not later than 5:00 p.m. (Eastern Time) on June 12, 2026.

The Company released an announcement on 17 February 2026 which confirmed that the admission of the Falcon Shares to trading on AIM would be cancelled following completion of the Transaction (“Completion”) and set the anticipated timetable for Completion and subsequent delisting. As subsequently announced, that timetable was delayed owing to adjournment and rescheduling of Court hearings and the receipt of Court approval subject to certain amendments being made to the Plan of Arrangement relating to the treatment of Falcon shareholders that are subject to sanctions.

As Completion has now occurred, the existing directors and officers of Falcon have resigned from their respective positions and Doug Bailey has been appointed as the Sole Director & Chief Executive Officer of Falcon, effective immediately.

Accordingly, Falcon has requested the suspension of trading in the Falcon Shares on AIM concurrent with the release of this announcement and for the cancellation of admission of the Falcon Shares to trading on AIM at 7.00 a.m. (UK) on 1 June 2026. The Falcon Shares will be delisted from the TSX Venture Exchange in due course.

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Only showing the five most recent posts. Click here to view the whole thread.

Sorry for the typos. Hard with a phone. While the HC board is proffering its own tilt in the export tax debate, I thought I would post what I understands thus far. The current tax in place is called the Petroleum Resource Rent Tax (PRRT). It’s a profit based tax and not a production/export tax. Super profits are taxed at a 40% rate. The problems is, there are deductions a company can make for exploration costs, development costs, and operating costs. The costs can be “up lifted” annually so basically a million dollar in costs ten years ago becomes a two million dollar deductions today. So a project can take decades before paying a PRRT tax. Thus those upset say too little tax is collected. It allows companies to delay paying tax for too long. Companies can forward losses for many years. The uplift idea was designed to encourage risky investments but opposition says it’s too mature for generous deductions now.

On the other side of the argument, companies argue that without generous deductions projects will not happen and investors will go elsewhere where investment is encouraged. PRRT is designed to pay more once projects become highly profitable.

A flat tax or windfall tax would generate revenue immediately and be tied to high prices and not long term profits. At the moment, with high prices, the accusation is these companies are racking up record profits which they can avoid paying taxes on by claiming past deductions that have grown over time based on the current PRRT formula.

To be clear, an export tax would focus on volume or value. A windfall tax would focus on excess pricing like during a price spike. Basically, the question is should Australia have a system that promotes long term investment or move to something that captures revenue now. But that might be a little easy of an explanation.

So let’s assume the uplift rate is 10% under the current model (I could not figure out what it is exactly). But if a new company spends 20 billion in construction costs and 5 billion in exploration costs it will have a total starting costs of 25 billion. After ten years, that 25 billion can become 60 billion in deductions.

Let’s say annual profits after all is said and done is 7 billion. Part of the 60 billion can be used to write off the profit resulting in 0 taxable profit for years.

The reality is in this current environment where Australia is short on energy and cost of living/energy is very high, most people are very upset and feel like these companies are getting away without paying their fair share. Both sides appear to me to be correct.

Other countries have even higher taxes but have done this through partial state ownership of some of the projects and continue to see investment. However, there is a lot of reasons why it might work in those countries and not work in Australia unless there is a major reform. Norway is an example being thrown around in the debate right now but I think it

Long, I think have assumed that the reason for the raise was to project strength in the negotiation process and perhaps they were getting low-balled. That is, the big fish are aware that TBN had funding obligations that would soon come to fruition and thus had lower offers. But I think there are other factors at play here. I think the 25% export tax is a big issue looking over the negotiations and I cannot imagine any announcement until after that becomes clearer. It’s my understanding that will occur in early May. I think having secured funding could also give TBN the option of putting the farm out on pause while more wells are drilled and gas goes to market.

The drop in share price is typical for an equity offer. My understanding is the institutional offering went well and TBN got what they planned for. Now we are in the retail portion which is getting interesting because as I type this TBN just hit 35/share which where the retail offering was priced at. If it drops further, I think that is a bad sign because one could purchase shares cheaper on the open market. But maybe I am wrong. In any event, we will know more in about 1.5 weeks when the retail portion concludes.

From what I can glean, there is not going to be a 25% import tax. However, something will happen because there is immense pressure on the government regarding cost of living prices/energy prices. If I was a major who wanted to export the gas I would want to know how this playout. My guess it the export tax falls around 10%.

There also seems to be a pressure campaign from Inpex and Japan about cutting some of the “red and green” tape so development can speed up. Even to the point of Japan saying if this does not happen, we will go elsewhere there is less red and green tape. So…my take is the politics around this will become a large catalyst behind the stock price. Hence, why I found it odd to do the raise now in the mist of the foggy political landscape. However, if it was done to show strength in negotiating the farm-out process, that would make sense to me. I am a layperson so this is a none AI uniformed theory. I also agree about BS….def to his benefit to let TBN prove up the asset then to do anything with his acres at this time (other than the piolet well area).

Thanx Newt, always appreciate your thoughts.

805 -- this ridiculous proposed windfall tax could be a major headache for Tamboran and many others. There have been comments in the Aussie press that up to $70 billion in proposed expansions by the existing LNG producers in Australia (Santos, Woodside, Chevron and Shell) could be cancelled or severely curtained if the idiots in Canberra go ahead with this proposed tax.

From the Guardian newspaper today:

"Bosses of Santos, Woodside, Chevron and Shell asked to give evidence to Greens-led gas tax inquiry

Labor is under pressure to impose a new 25% export tax amid soaring prices from the global fuel shock"

The Japanese Ambassador to Australia (on March 25th) gave a very stern speech that the Aussie gov't could risk major shifts in Japanese and Aussie relations if this tax goes ahead, and the Japanese Prime Minister is now expected in Canberra before any vote on this tax takes place in May.

I am not sure how this would be affecting the current Farm Down negotiations, but it certainly can't be helping. Even though the war with Iran has altered the future sources for LNG away from the Gulf -- it would certainly help deflect this windfall tax if the Hormuz gets open and both oil and LNG begin to move through the Hormuz -- before any vote on this tax takes place. Australia only has enough gas and diesel for another month - and this is driving some of the windfall tax popularity, but Albanese said yesterday that 73 tankers (from America and Singapore I believe) are on route to Australia -- so that might help deflect this stupid tax as well??

Longknife: -- I don't think this massive fund raise by TBN (which is already close to 90% complete) was totally about this proposed windfall tax. I am fairly sure it was more about hitting the markets while the stock was HOT ($50 US) and getting the underwriters to guarantee the placements in exchange for a huge price drop of $15 per share?? The consensus seems to be more about removing any risk of funds running out later this year and now moving that funding through into 2028. This will give TBN more than enough funds to cover the south Pilot zone drilling of the SSH7 and SSH8, along with the Santos 25% obligations, and further exploration in the Eastern checkerboard zone that could eventually lead to a second TBN Farm Down.