TSE:OBE

Obsidian Energy (OBE.TO)

15.52
+0.51 (3.40%)
as of Jun 10, 2026, 3:18:49 pm Market Open.
124 watching
0
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.

consensus icon
Consensus
Negative
valuation icon
Valuation
Overvalued
review icon
Similar
Gran Tierra Energy, GTE
DON'T BUY
Think they are going to have headwinds on both short-term and long-term aspects. Recently raised some money but not all that issue has he sold. Very few institutions participated. Struggling to replace production. Distributions are too high.
COMMENT
Cut distributions and CapX programs. Recently did an issue to shore up the balance sheet and cut back debt. Will benefit from rising oil/gas prices. Well-managed. Would look at this one.
DON'T BUY
Reduced their guidance from 210 thousand BOE's to 180 thousand. Very healthy tax pools that will take them to 2012-2013. Would be concerned with production levels and commodity prices.
COMMENT
If oil/gas prices go down and stay down, distributions will be cut. Have $5.5 billion in tax pools so when they have to convert they will not be paying the full rate of tax. If oil stays in the $70-$100 range distribution should be sustainable.
BUY
Likes this one. Has a decent yield even though it earnings are under some pressure. Has quite a decent balance sheet. Cheaper than most of the other oils.
BUY
(Market Call Minute.) A survivor. 5th largest oil/gas company in Canada.
COMMENT
Like a lot of the oil trusts, with much lower oil prices, there will be further distribution cuts. Would be nervous holding this one.
HOLD
3 year Hold? Market is anticipating correctly that distributions will be cut on a number of oil/gas trusts. Management is a little slow off the mark but have an excellent property spread. Even if they cut their payout in half it is still yielding 15%.
BUY
All of the energy income trusts are screening really nicely right now. The best one in the group is Canadian Oil Sands (COS.UN-T).
BUY
(Market Call Minute.) 5th largest producer of oil/gas in the country. Can throttle down or throttle up projects depending on where they are in geographical regions.
BUY
One of the better run income trusts. Likes income trusts. Some of them will convert to dividends but even then have 4 to 5 years of tax carried forward so you will still have tax-free cash flow for a number of years. This is one of the companies that will make it. 22% distribution, which might be a little high, but the payout ratio is only 58%. Have also been increasing production.
DON'T BUY
Has not been that happy with the company in the last little while. Has huge land holdings and it looked like they were actively getting people to come in and drill but that program seems to have died out. Distribution is probably in danger. Prefers others.
DON'T BUY
This would not be his first choice in this environment. Not a bad name, but prefers others. (See Top Picks.)
HOLD
(Market Call Minute.) 5th largest producer in Canada. Can't see any catalyst for the upside.
BUY
Payout ratio is about 70%. Yield is somewhat worrisome, but it is THE senior trust in the area they participate in. The pricing declined is overdone and he would not be worried to much until oil gets to $50.
Showing 301 to 315 of 598 entries