Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

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
review icon
Similar
CrescentPoint, CPG
DON'T BUY
Believes that when they convert to a corporation, they will continue as a high dividend-paying corporation. Incorporates too much financial leverage for him. They have some interesting assets.
COMMENT
Has been a disappointment. The positive is their huge oil/gas land position. Unless they raise more capital or sell more assets, they are a little tight and he is concerned about distributions.
HOLD
Positioning itself for the transition into a Corp with a 5%-8% dividend yield and a modest growth rate. This one is actively on his Watch list.
BUY
5th largest production in Canada. How do you get growth in a company this large but lately have been looking at Pembina Cardium using horizontal drilling as applied to oil. If projections are correct, they could move the needle significantly.
HOLD
This is a solid hold. You want to own reserves in politically safe areas.
DON'T BUY
Mixture of oil/gas. Some great assets in the Pembina area. Expects distribution will come down when it changes to a corporation. Likes but hasn't performed as well as others. Will take a lot of capital to keep the company growing.
TOP PICK
Largest landholder in Pembina Cardium, largest base of oil assets in Canada. Using horizontal fraqing and water flood technologies (gas technique) in oil that could possibly increase recoveries by 15%-20%, which would double reserves. 9% yield. Good tax pools for protection in 2011.
SELL
Had got into a situation where they were growing for the sake of growing. Got to 200,000 BOE is a day, which was very difficult to sustain and as a result there was a significant decline. Starting to address their issues. Have some good resource plays. Expect they will cut their distribution going forward.
HOLD
(Market Call Minute.) Not his favourite one but not so bad either. Reasonable play in the sector.
TOP PICK
Have struggled with some issues but thinks they are getting these solved. Distribution is sustainable so the stock is undervalued.
HOLD
5th largest oil/gas producer in the country with about 170,000 daily barrels of oil. Has struggled lately but is now focusing on horizontal drilling on the oil side.
DON'T BUY
The trust is over soon. The company is gearing up for post-tax-protection. These companies are all in a transition phase and this is a risk. It’s going from an income investor to an equity investor. Many of these companies will have to cut back or eliminate distributions.
TRADE
Trying to build up its oil presence. It is working on becoming a growth stock. May not continue to pay out a high yield.
HOLD
Have substantial tax pools so you can hope that they can defer taxes out until 2012-2013. Good company. 11% yield.
DON'T BUY
Excellent resource base with some very promising properties including Seal. Running against a pretty steep decline curve, so every year have to replace about 40,000 barrels a day of production. Trying to do it with the balance sheet, which is fairly stretched.
Showing 256 to 270 of 599 entries