{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-063490","form_type":"8-K","ticker":"TBN","cik":"0001997652","company_name":"Tamboran Resources Corp","filed_at":"2026-09-25T10:06:14+00:00","discovered_at":"2026-09-25T10:10:01.145811+00:00","generated_at":"2026-10-12T13:17:29.188900+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Tamboran reports first Beetaloo gas sales; 178-stage stimulation; SPCF US$9M under budget","bullets":["First gas sales from Beetaloo Basin into NT network began early September 2026; NT Government nominating 25 TJ/d, ramping to contracted plateau 40 TJ/d.","BJV completed largest Beetaloo stimulation: 178 stages across three ~10,000-ft laterals using Liberty Energy fleet; averaged 6.7 stages/day and hit record 12 stages in one day.","SPCF construction completed August 2026 on time and ~US$9M below forecast; commissioning to finish in 4Q 2026; expansion to up to 100 TJ/d decision planned mid-2027.","SS1-4H and SS1-6H reached TD with 9,329-ft and 9,505-ft laterals; SS1-2H drilling ongoing; JS-1H in EP 161 spudded early September 2026, ~5,600 ft MD.","Acquired Falcon Oil & Gas in May 2026 via subsidiaries after BC court approval; issued 6,537,503 shares; cash US$225M, net drawn debt US$30M, undrawn debt US$31M."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-063490","json":"https://secwatch.observer/filing/0001628280-26-063490.json","markdown":"https://secwatch.observer/filing/0001628280-26-063490.md","text":"https://secwatch.observer/filing/0001628280-26-063490.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1997652/000162828026063490/0001628280-26-063490-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1997652/000162828026063490/trc-20260925.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-10-12T13:17:29.188900+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}