v3.25.4
Stockholders’ Equity
6 Months Ended
Dec. 31, 2025
Equity [Abstract]  
Stockholders’ Equity Note 8 – Stockholders’ Equity
Movement in Common Stock
(in thousands, except share numbers and per
share amounts)
Date
Tamboran
common stock 
Fair market
value at time
of issuance
Details
Cumulative net
proceeds
Balance at July 1, 2025
16,717,289
$450,437
Issuance of common stock pursuant to
Subscription Agreement
July 2025
940,729
$17.74
$10,966
Issuance of common stock as prepayment of
Facility Fee
July 2025
112,740
$19.41
$2,188
Issuance of common stock as termination
payment
September 2025
50,000
$19.75
$988
Issuance of common stock under public offering
October 2025
2,673,111
$21.00
$56,135
Issuance of common stock under share purchase
plan
November 2025
537,794
$20.93
$11,255
Issuance of shares against vested equity awards
December 2025
38,500
$21.73
$837
Issuance of shares against vested equity awards
December 2025
7,650
$21.73
$166
Issuance of shares against vested equity awards
December 2025
2,309
$20.99
$48
Issuance of shares against vested equity awards
December 2025
5,002
$19.99
$100
Issuance of shares against vested equity awards
December 2025
30,012
$19.99
$600
Less: Transaction costs
$(4,889)
78,394
Balance at December 31, 2025
21,115,136
$528,831
July 2025 Issuance of Common Stock Pursuant to Subscription Agreement
On July 23, 2025, the Company issued 940,729 shares of common stock pursuant to subscription agreements entered
into on May 12, 2025, for $17.74 per share. Total proceeds from this issuance was $16.7 million out of which $5.7 million
was received in May 2025. The Company incurred $1.4 million in transaction expenses related to this issuance, out of
which $0.4 million was incurred and recognized during the fiscal year ended June 30, 2025.
July 2025 Issuance of Common Stock as Prepayment of Facility Fee
On July 23, 2025, the Company issued 112,740 shares of Common Stock at a price of $19.41 per share to Macquarie
Bank Limited as prepayment of facility fees that will become due under the Performance Bond Facility Agreement
between Tamboran (West) Pty Limited, as borrower, Tamboran Resources Pty Ltd, as guarantor, and Macquarie Bank
Limited, as lender, dated December 19, 2024 (Refer Note 12).
September 2025 Issuance of Common Stock as Termination Payment
On July 28, 2025, the employment of Joel Riddle, the former Chief Executive Officer (“CEO”). and board member
of the Company, was terminated and consequently Mr. Riddle resigned from the board of directors (the Board). The
Company issued 50,000 shares of common stock at a price of $19.75 per share to Mr. Riddle as a part of his termination
payment package.
October 2025 Issuance of Common Stock under Public Offering
On October 27, 2025, the Company issued 2,673,111 shares of common stock for $21.00 per share under a public
offering. Total proceeds from the issuance was $56.1 million. The Company incurred $3.9 million in transaction expenses
related to this issuance.
November 2025 Share Purchase Plan
On November 24, 2025, the Company issued 107,558,800 CDIs at a price of A$0.162 per CDI, the equivalent of
537,794 shares of common stock at a price of $20.93 per share, pursuant to the Share Purchase Plan opened by the
Company on October 30, 2025. Total proceeds from the Share Purchase Plan was $11.3 million (A$17.4 million).
December 2025 Issuance of Common Stock Against Vested Equity Awards
On December 4, 2025, the Company issued 7,700,000 CDIs at a price of $0.109 per CDI the equivalent of 38,500
shares of common stock at a price of $21.73 per share upon the conversion of RSUs granted to certain eligible employees
of the Group.
On December 9, 2025, the Company issued 7,650 shares of common stock at a price of $21.73 per share upon
conversion of RSUs granted to certain eligible employees of the Group.
On December 12, 2025, the Company issued 2,309 shares of common stock at a price of $20.99 per share and 5,002
shares of common stock at a price of $19.99 per share upon conversion of RSUs granted to a member of the Board.
On December 15, 2025, the Company issued 30,012 shares of common stock at a price of $19.99 per share upon
conversion of RSUs granted to eligible directors, approved June 17, 2024.