TSE:OBE

Obsidian Energy (OBE.TO)

15.01
-1.12 (6.94%)
as of Jun 9, 2026, 8:00:00 pm Market Open.
124 watching
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Investor Insights
star iconJun 9, 2026, 12:00 am

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

Obsidian Energy, represented by the ticker symbol OBE-T, is a company facing mixed reviews from analysts. The CEO has been described as somewhat contentious, which raises concerns about leadership stability. Despite this, the company has demonstrated fairly good well results, indicating that operational performance may be on a positive trajectory. However, the market capitalization of Obsidian Energy is characterized as small, rendering it irrelevant to most institutional investors who prefer larger, more stable options. Consequently, experts suggest that there are better alternatives to consider in the market, which raises questions about the attractiveness of investing in Obsidian Energy at this time.

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Consensus
Negative
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Valuation
Overvalued
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HOLD
This is a company that was a large successful company before they turned into a trust. They have a little more debt that we like to see. Distribution not at risk before 2011 but they could turn into a growth company,
HOLD
Not one of his favourites. Has to fight really hard in order to keep its production flat. Property/management team has gone through a number of acquisitions making quite a few changes in the last number of years. A “show-me” story.
COMMENT
Equally weighted between oil and natural gas. Historically have grown through acquisitions. Had difficulties with their capital efficiency ratios and maintaining production. Starting to turn around. Some interesting projects in some of the older legacy oilfields in Alberta. Starting to look at it more seriously.
HOLD
(Market Call Minute.) Has been a bit of a laggard but the sheer amount of resource play and potential they have to work with should be good in the long run.
SELL
Fell into the trap of making a lot of acquisitions for the sake of getting bigger as opposed to making a stronger company. Still trying to work through some of the issues of integration. Capital efficiencies are not that good. Debt is higher than what she likes. Expect there will be a distribution cut going into 2011.
HOLD
Looking for oil/gas prices to go higher through 2010-2011. One of the major players. Given the current yield and their tax pools this would be a Hold. 12.5% yield. There are other trusts he prefers but does like this one.
HOLD
One of the giant holders of gas filled land. Can't see any downside from this level. Doesn't know what it takes to get it going. 12.25% dividend is sustainable.
HOLD
5th largest producer in Canada. Doesn't think there's enough catalyst to move it yet. Thanks distribution is safe.
WEAK BUY
Has been very acquisitive over the last few years and are still having some challenges integrating. Very large company to be able to make any growth through a specific play. If looking to participate in higher oil/gas prices, there are better names for greater leverage. 12.5% yield could possibly be cut.
SELL
There has to be 100 better names. Doesn't have an exciting prospect. 12.7% yield.
DON'T BUY
There are better opportunities in oil/gas. Very large company with a lot of assets.
DON'T BUY
One of the larger oil/gas royalty trusts and about evenly weighted. At about 185,000 BOE is a day. Made some acquisitions that didn't pan out as they wanted. Have some interesting oilfields where they can extract more oil with CO2 flood. Traditionally has a higher payout ratio that he is comfortable with.
HOLD
This company has been a laggard. Had some management issues and getting them back on track has taken time. Now in a bit of a “show me” mode. Recovery from March has been okay but has not performed well. A little higher than average yield scares people. Expects to see distributions fall in general on trusts but won't fall as fast because of tax pools and will be attractive to income oriented investors.
DON'T BUY
Reserve life is probably the single most important impact on the stock. Oil/gas royalty trusts can no longer tap capital markets for secondary rounds of financing and are now saddled with pretty marginal assets and weak balance sheets. Would prefer Vermilion Energy (VET.UN-T) or Royal Dutch Shell (RDS.A-N), which pays 7%.
SELL
(Market Call Minute.) Too expensive on its forward earnings. Better opportunities elsewhere such as Fort Chicago (FCE.UN-T).
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