Obsidian Energy (OBE.TO) Buy, Sell or Hold

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Obsidian Energy (OBE.TO)

14.11

+0.85 (6.41%)

as of Jul 21, 2026, 8:00:00 pm Market Open.

124 watching

Investor Insights

Jul 21, 2026, 12:00 am

This summary was created by AI, based on 1 opinions in the last 12 months.

Obsidian Energy (OBE-T) has been described as having a somewhat contentious CEO, which may raise concerns among potential investors regarding leadership and decision-making. Despite these issues, the company has reported fairly good well results, indicating some level of operational efficiency and potential for growth. However, the overall market cap of Obsidian Energy is considered too small to attract significant attention from institutional investors, making it less relevant in their portfolios. Many experts suggest that there are better investment opportunities available, which may pose a challenge for the company in gaining traction in a competitive market. Overall, while there are some positive facets to the company's operations, the leadership and market positioning raise questions about its attractiveness as an investment option.

Consensus

Negative

Valuation

Overvalued

Similar

CPO,CPG

DON'T BUY

Cut distribution by about 40%. Have always had problems with their capital efficiencies compared to their peers. Started farming out some of their massive land holdings, which helps, but until he can this demonstrated he wn’t own.

BUY

Fantastic lands and management that is a little cautious. The more they can farm out properties and get them developed quicker would be good for them.

HOLD

It’s a great strategy that they have with China and Mitsubishi. In both cases the partner is picking up more than half the cost. This name he rates a hold because it is quite large (5’th). Everything is looking good but they have not given any clarity as to what will happen post-conversion.

BUY

Latest quarter was in line with expectations. It is one of the larger of the energy producer trusts. Thinks it will do quite well. Post change, distribution will be between $1.20 to $1.40.

BUY

$1.8 billion investment by the China Investment Corp. Deal is structured to develop the oil sands play, Seal and they pay almost all the costs up front and Penn West gets 55% of the cash flow and/or oil from future development.

HOLD

Have huge land holdings. Will either sell some off or get taken out. May not be able to maintain payout when they go corporate.

WAIT

Has had a chequered past in terms of being able to deliver on expectations. Would rather wait until he sees signs of a turnaround. Chinese have invested but he thinks this is more of a passive investment.

DON'T BUY

Traditionally had problems with capital efficiencies, replacing barrels they lost through natural decline. Made an interesting deal with a Chinese company to exploit some of their land that they couldn't handle. Expecting a cut in distributions when they convert. Would like to see them improve profitability and capital efficiencies.

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BUY

(Market Call Minute.) One of the more dominant trusts in its field. Well priced and the yield is reasonable.

BUY

(Market Call Minute.) Has a tremendous menu of drilling targets.

SELL

China Investment Corp. made an investment, spending over $300 million in Peace River Arch area to bring it into production for 45% of production. (Penn West gets 55% at no cost.) Also, CIC has bought a 5% interest in Penn West. Thinks this will be a long-term trend. Putting disparate pieces together in their more conventional assets has been a challenge. Just announced a cut in distributions. If you own for income, there are better opportunities.

WEAK BUY

Non-core holding. Great assets and reasonable yield but development of assets is slow. Thinks they should bring in partners.

SELL

Have been pounding the table on their drilling in the Cardium. They are very big so have to find a lot more oil/gas to keep the production needle moving higher. Prefers Suncor (SU-T). If you own, he would be tempted to Sell this and buy Suncor. (See Top Picks.)

BUY

Has entered into a strategic agreement with the Chinese company. This was a vote of confidence. With the cash infusion, they get a strong financial partner and allows them to pay some of their debt off. Have a lot of great assets. Very diverse. 9% yield.

DON'T BUY

Wrestled with sizable decline rates with higher than average debt levels. Did a pretty decent job of asset sales recently so have a little bit more flexibility. Production dropped from about 200,000 BOE's to 165,000. Have some excellent assets. Questions how the transition from a growth oriented E&P company going to take place when they convert to a corporation.

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Obsidian Energy (OBE.TO)