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

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Daily Stock Opinions and Ratings

Obsidian Energy (OBE.TO)

15.85

-0.51 (3.12%)

as of Aug 28, 2026, 8:00:00 pm Market Open.

127 watching

Investor Insights

Aug 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

Hold

Valuation

Undervalued

Similar

CrescentPoint, CPG

SELL

(Market Call Minute.) Too expensive on its forward earnings. Better opportunities elsewhere such as Fort Chicago (FCE.UN-T).

COMMENT

Has a great land spread but management has never shown it is able to take advantage of it. He is holding this basically for yield. All the oil/gas income trusts will run up if the price of oil runs up.

DON'T BUY

Have continued to show disappointing operational performance. Overvalued.

DON'T BUY

In the past 5 years they have been a very active acquirer. His concern is their fairly high debt level. Depleting reserves by about 40,000 barrels per day and to replace will be expensive.

DON'T BUY

One of the larger producers with an equal weighting in gas and oil. It requires a lot of Cap X to keep its production flat. Not a sustaining producer. Have good sheltering ability when the tax horizon meets them in 2011. There are others he prefers.

DON'T BUY

(Market Call Minute.) Coming out of a trust structure is facing a lot of headwinds. Doesn't like this one.

SELL

(Market Call Minute.) It has never hit its production numbers. Very complicated asset base. There are simpler alternatives in energy.

DON'T BUY

(Market Call Minute) Hold or you are better off buying some one like a Crescent Point.

SELL

Could be more oil weighted. Caller is talking about selling this and buying NAL Oil & Gas (NAE.UN-T). A reasonable call but he would prefer buying Baytex (BTE.UN-T).

BUY

(Market Call Minute.) Likes it. They've done the distribution cut. Pays while you wait.

HOLD

(Market Call Minute.) One of the larger trusts at 160,000 BOEs per day. Think they will have problems going forward but will probably make some very astute acquisitions.

WEAK BUY

Just cut distributions and the price got hit. Has had some operating issues and he would prefer other names.

COMMENT

Trust space is in a funk. You have to know which ones are going to survive to the conversion date of 2011 and also, which ones are going to cut and how many times. Expect more distribution cuts in the energy space. This one has a 28.8% yield.

DON'T BUY

One of the bigger energy trusts. Biggest issue they had was not getting good enough returns on capital they were spending. Better names such as Crescent Point (CPG.UN-T), Vermilion (VET.UN-T), Arc (AET.UN-T) and Enerplus (ERF.UN-T).

COMMENT

Current CapX and current distribution is up about 150%. Companies can't operate paying out more than they take in. With estimated oil prices for this year and next, there is no way current distributions can be maintained. Look for a 50% decline on distributions but that will still give you a double-digit yield. (Prefers Crescent Point (CPG.UN-T).

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Obsidian Energy (OBE.TO)