Tamboran Resources Corporation (TBN) Q4 2026 Earnings Call Transcript

Tamboran Resources Corporation ( TBN ) Q4 2026 Earnings Call September 25, 2026 8:00 AM EDT

Company Participants

Todd Abbott - Chief Executive Officer

Eric Dyer - Chief Financial Officer

Conference Call Participants

Scott Hanold - RBC Capital Markets, Research Division

Leo Mariani - ROTH Capital Partners, LLC, Research Division

Jeffrey Grampp - Northland Capital Markets, Research Division

Charles Meade - Johnson Rice & Company, L.L.C., Research Division

Paul Diamond - Citigroup Inc., Research Division

Anish Kapadia - Hannam & Partners (Advisory) LLP, Research Division

Presentation Operator

Greetings, and welcome to the Tamboran Resources Fourth Quarter Fiscal Year 2026 Earnings Call. [Operator Instructions]

As a reminder, this conference is being recorded. [Operator Instructions]

It's now my pleasure to turn the call over to Todd Abbott, Chief Executive Officer. Todd, please go ahead.

Todd Abbott Chief Executive Officer

Hello, everyone, and welcome to Tamboran Resources Financial Year 2026 Fourth Quarter Earnings Presentation.

My name is Todd Abbott, and I'm the Chief Executive Officer of Tamboran Resources.

I'm joined here today by Chief Financial Officer, Eric Dyer; and VP, Investor Relations and Corporate Development, Chris Morbey.

I'll start by reviewing delivery against the commitments we made 12-months ago, then cover production and commissioning as we build towards plateau rates and contracted supply.

I will also discuss what our latest well results and operating improvements mean for our performance and cost as we continue to derisk our asset.

I will then review our funding position and close with the next development milestones before we take your questions.

Moving to Slide 2, you can see our disclaimer, which relates to forward-looking statements within the presentation.

I encourage you to review those at your convenience.

On Slide 3.

The last few months have been a pivotal period for Tamboran and the Betaloo Basin as we have delivered on a key commitment and