Tamboran Resources Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
45.2%projected annual EPS growth
Analyst Coverage
6analysts covering
FY Revenue (est.)
$1.7Mnext fiscal year
FY EPS (est.)
-$1.10next fiscal year
Monitoring Framework
Key Performance Indicators
Sturt Plateau Compression Facility (SPCF) Construction Progress Quarterly88.0Target: 100% (Commissioning)
Shenandoah South Pilot Project First Gas Sales Volume Quarterly0.0Target: 40 MMcf/d
Pro Forma Cash Liquidity Quarterly298MTarget: Funded through 2027 growth and appraisal activities
Watch Items
- First Gas Sales Timeline from Shenandoah South Pilot ProjectTrigger: Delay beyond Calendar Q3 2026Action: Re-evaluate capital expenditure runway, project funding requirements, and compliance with the Northern Territory Government Gas Sales Agreement.
- Capital Expenditure and Dilution RiskTrigger: Additional capital requirement exceeding US$130 - $150 million for Phase 2Action: Monitor farm-out arrangements (such as the Daly Waters Energy carry) and evaluate potential equity dilution or debt restructuring.
- Well Flow Rates and Decline ProfilesTrigger: IP90 or long-term flow rates falling significantly below commercial thresholdsAction: Review stimulation design, lateral lengths, and frac stage counts in future drilling phases (e.g., SS-7H and SS-8H).
Research as of 19 Jun 2026