TBN 3.45% 15.0¢ tamboran resources corporation

It’s a team effort. Writing your investment thesis and findings...

  1. 872 Posts.
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    It’s a team effort. Writing your investment thesis and findings along the way is a good discipline. ‘No brainers’ don’t exist, risk and uncertainty is constantly there.

    Assuming the US money gets raised any day now, the next 12 months should be a helluva ride. We need to watch events unfold with a close eye, especially looking out for goal alignment. I doubt Sheffield & Co will screw us having brought on board so many US followers. He has huge upside through his project level ownership and control and his 2.3% royalty.

    It’s all about swift execution now - quick efficient drilling, strong flow rates, pipe connection to Darwin - to create the momentum to achieve full lift off.
 
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