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Charles Mead

Senior Research Analyst specializing in Large Cap Exploration & Production at Johnson Rice & Company L.L.C.

Charles Meade is a Senior Research Analyst specializing in Large Cap Exploration & Production at Johnson Rice & Company L.L.C., focusing on oil and gas companies such as Devon Energy, APA Corporation, Berry Corporation, Murphy Oil, PHX Minerals, LandBridge, and Prairie Operating. Since joining Johnson Rice in 2008 after earlier roles at Energy Partners Ltd. and Capstone, Meade has developed a strong track record, posting a recommendation success rate between 55% and 65% with an average return of approximately 20-25%. He has documented over 44 price targets and ratings across 9 stocks, achieving notably high returns such as +157% on Devon Energy and is recognized by platforms including TipRanks, MarketBeat, and AnaChart as one of the firm’s top-performing analysts. Meade holds a BS in Civil Engineering from Stanford University, an MBA from MIT Sloan, and maintains active securities analyst credentials with FINRA.

Charles Mead's questions to Tamboran Resources (TBN) leadership

Question · Q4 2025

Charles Mead of Johnson Rice & Company L.L.C. inquired about the expected conclusion timeline for Tamboran Resources' ongoing farmout process, seeking clarification on whether the Q1 2026 target is for announcement or completion. He also asked for any new insights or explanations regarding the "strange but welcome" inclining production behavior observed in the SS2H well between days 60 and 90, specifically if a different sand source was a factor.

Answer

Dick Stoneburner, Chair & Interim CEO, indicated that Q1 2026 is a reasonable expectation for announcing a conclusion to the farmout process, acknowledging the variability in timing due to multiple parties involved. Regarding the SS2H well's unique production, Stoneburner dismissed sand source as a likely explanation. He suggested two primary factors: the unique geological fabric of the Beetaloo Basin's rocks (four times older than North American shales) and potential reservoir engineering explanations related to flowback, noting that more data from production would be needed to fully understand the decline profile.

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