Tamboran Resources Corporation · NYSE:TBN
Tamboran Resources — Q4 2025 Earnings Presentation
10 slides from Tamboran Resources's earnings presentation, Sep 25, 2025
Slide 1: 4Q FY25 Result Presentation
NYSE: TBN, ASX: TBN 4Q FY25 Result Presentation Mr. Dick Stoneburner – Chairman & Interim CEO North America: September 25, 2025 | Australia: September 26, 2025
Slide 2: Disclaimer
Disclaimer The information in this presentation includes “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended (the “Securities Act”), and Section 21E of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), which include statements
Slide 3: 4Q FY25 highlights
Tamboran Resources Corporation (NYSE: TBN, ASX: TBN) 4Q FY25 highlights Delivered record Beetaloo Basin IP90 Commenced first batch drilling program in Received historic approval from Native flow rates of 6.7 MMcf/d(1) from the SS-2H the Beetaloo Basin to date. SS-4H and -5H Title Holders and Norther
Slide 4: Shenandoah South 2H ST1 IP90 flow test results
Shenandoah South 2H ST1 IP90 flow test results Record Beetaloo Basin IP90 test of 6.7 MMcf/d(1) | Increasing lateral length delivering higher flow rates IP90 Flow Rates − Record Beetaloo Basin IP90 flow 10.0 rate of 6.7 MMcf/d(1) 9.0 − 2% increase in flow rate during final 30 days, which may indicat
Slide 5: Proposed drilling update
Proposed SS Pilot Project drilling update Successfully reached TD on SS-4H and -5H wells with 10,000-foot horizontal sections in the Mid Velkerri B Tamboran-operated Beetaloo Basin Wells − Commenced batch drilling of three wells with the - H&P super-spec FlexRig® Flex 3 rig in July 2025, incorporati
Slide 6: Proposed first gas on schedule for mid-2026
Proposed SS Pilot Project first gas on schedule for mid-2026(1) Compression and pipeline infrastructure delivered to Australia ahead of the commencement of construction in 2H 2025 Sturt Plateau Compression Facility (SPCF) Sturt Plateau Pipeline (SPP) − Secured Northern Territory Government approval
Slide 7: Pro forma cash position provides pathway to proposed first production
Pro forma cash position provides pathway to proposed SS Pilot Project first production Total cash and receivables of US$71.1 million at June 30, 2025 4Q FY25 Change in Cash Balance − Cash and receivables of US$71.1 million at June 30, 2025 − Cash outflow used to fund SS-2H ST1 stimulation and succes
Slide 8: Upcoming catalysts
Upcoming catalysts Progressing towards production from proposed 40 TJ/d (~39 MMcf/d) SS Pilot Project in mid-2026 4Q 2025 Reach FID on proposed Pilot Project 4Q 2025 Complete drilling of SS-6H Pilot well 4Q 2025 Stimulate SS-4H well with Liberty Energy equipment Early 2026 Complete construction of t
Slide 9: Q&A
Q&A
Slide 10: Tamboran Resources
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