Daily Ideas·Analysis·TBN.AX·2025年4月21日

CYN-tillating? Key Holdings: Tamboran Resources Corporation

TBN.AX (holding update): $75M AUD gas co with 1.9M acres in Beetaloo Basin, focused on low CO2 gas for net-zero transition in Asia-Pacific. Key assets: 38.75% operator stake in EPs 98/117/76, 100% in EP 136, 25% non-op in EP 161. Developing Shenandoah South Pilot & NT LNG. Revenue start 2026.

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