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- **Pilot Project On Track**: Shenandoah South Pilot Project 68% complete, targeting 40M cf/day gas sales in mid-2026. 
- **$100M+ Near-Term Liquidity**: Public offer + PIPE transaction secures $100M+ cash inflows. 
- **Proppant Intensity Optimization**: Testing 2,250 lbs/ft vs. 2,800 lbs/ft designs to balance cost/performance. 
- **Strategic Acreage Expansion**: 500,000-acre farm-out expected Q1 2026, solidifying Tamboran's 92% stake in Phase Two area.

**【CEO Summary Section】**
- **Pilot Project Milestones**: Sanctioned Shenandoah South Pilot Project for mid-2026 gas sales, with SPCF construction 68% complete on budget. 
- **Operational Efficiency**: Drilling campaign completed 20% ahead of schedule, with 3 wells drilled and cemented in mid-Velkerri B Shale. 
- **Strategic Acquisitions**: Completed Falcon Oil & Gas transaction (22.5% Beetaloo Basin acreage) and raised $56M via public offer at $21/share. 
- **Funding Strength**: $39.6M cash balance + $100M near-term inflows from public offer and PIPE transaction. 
- **Partnerships**: Baker Hughes invested $10M for oilfield services partnership, supporting cost optimization.

**【CFO Financial Commentary】**
- **Public Offer Proceeds**: Raised $56.1M (pre-fees) and $32M via PIPE transaction, with shareholder vote scheduled for Q1 2026. 
- **Debt Facility**: Secured $118M for SPCF construction, backed by $75M NT Government guarantee. 
- **R&D Rebates**: Potential $10M+ R&D tax rebates pending approval for FY24-26.

**【Q&A Key Highlights】**
- **Capital Spend Timeline**: $70M Tamboran share of pilot project costs, with SPCF on track for mid-2026 commissioning. 
- **Stimulation Design**: Testing 2,250 lbs/ft proppant intensity vs. 2,800 lbs/ft, with focus on water management. 
- **Farm-Out Progress**: 500,000-acre Phase Two Development Area farm-out expected Q1 2026, with 92% Tamboran retention. 
- **Local Sand Solution**: Testing in-basin sand with tracer technology to validate performance equivalence to frac sand.

Tamboran Resources Corp (TBN) Q1 2026 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

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Other Comprehensive Income

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Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

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Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

TBN

TBN fundamentals

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