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TSE:OBE

Obsidian Energy (OBE.TO)

15.85
-0.51 (3.12%)
as of Aug 28, 2026, 8:00:00 pm Market Open.
127 watching
0
Investor Insights
star iconAug 30, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

Obsidian Energy (OBE-T) is currently a focus for several analysts, primarily due to its substantial exposure to oil and gas, with a favorable mix of approximately 70% oil and 30% gas. The market has shown enthusiasm this summer regarding its Clearwater exposure, suggesting potential for growth. Furthermore, the company possesses significant tax pools, implying that it may avoid tax payments for a decade, adding to its investment appeal. However, some experts highlight that the company's CEO is somewhat contentious, and despite reasonable well results, its small market cap renders it less relevant for institutional investors. This creates a conflicting perspective on whether it's a worthwhile investment, with some suggesting cautious holding for existing investors.

consensus icon
Consensus
Hold
valuation icon
Valuation
Undervalued
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COMMENT
The slump in the market is the main reason for the slowdown in the stock. Looking at this one. Price to cash flow, roughly 4.2 is more attractive than his current holdings.
BUY
Aggregated a lot of assets through a few big takeovers in the last 5 years. This will give them a lot of upside. Their problem has been all the acquisitions which they haven’t properly digested. Operationally have been letting their guard down over the last few years. Things are getting better in the last year or so. Pays a good yield.
DON'T BUY
In the past, have had problems executing. There will be a transition with the new CEO. There has been a lot of noise lately, particularly with production. Shut 40,000 barrels a day down in the summer. For a 70,000 barrels a day company, that is a lot. Misguided their 2012 production numbers.
HOLD
Goes up and down with energy prices. Have great properties but management is not too aggressive. 6.5% yield is safe..
DON'T BUY
Had a harder time developing newer resources and bringing them on. They have lots of opportunity. You wont get hurt in it but he prefers baytex or vermilion. Right area, wrong name.
PAST TOP PICK
(A Top Pick Oct 8/10. Total return 22.37%.) Sold most of his holdings in February.
PAST TOP PICK
(Top Pick Sep 21/10, Down 12.89%) He made a profit on it when he sold. They did some innovated deals.
WAIT
They own a lot of land with a lot of resource potential. She sold after 2009 because it went up so much and will get back in to it in the future.
BUY
Oil needs to test the low $70s before distributions get cut. Good diversifier. He prefers many other yielding names. You won’t stub your toe buying it if you get it below $20. Might prefer some others.
BUY
Has been cheap for a number of years. Have great properties but depends on how quickly they bring them on to production. The more joint ventures they can do to speed up the process, the better it is for shareholders.
BUY
Maintains it as outperform but just lowered his estimate. Not a bad play. At this price it is very cheap.
BUY
He lightened up his positions anytime they got close to $30. Management has a fantastic land position but can't seem to benefit from it but it makes him a great takeover target. He is looking at adding back some of his holdings.
COMMENT
Suffering because of oil price declines. Oil is very undervalued relative to its inflated value of 1980. If you are optimistic about the market for the next two years, this is a great buy.
SELL
Doesn’t see what the catalyst is to drive it over the next 6 months. Is a big company and is doing the right things.
DON'T BUY
Has not done that well. A little worse than most oil players. prefers oily stocks still. This one has a very good land position but has not translated into production growth.
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