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

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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.

SELL

Just said "Sell"

HOLD

Check dividends. Hold or sell on strength in next quarter.

DON'T BUY

It’s turned into a ‘show me’ story. Their track record on capital efficiencies isn’t that good.

HOLD

Close to a sell. Believes they are not going to meet their production guidance. They have a real challenge ahead of them.

SELL

Not a fan of this. Prefers Arc Energy (AET.UN-T) and would be tempted to sell this one and put the money into Arc.

COMMENT

One of the larger oil/gas trusts split about 50/50. Currently at about 195,000/200,000 barrels per day. Management is interested in looking at some international opportunities. Have pretty good tax pools so doesn't expect any dramatic tax hit.

BUY

Trading at less than the market multiples of their peers. Have made some massive acquisitions over the last few years so have some slight concerns on integration risks but think this is baked into the price. Will have huge resource potential for a lot of the new technologies.

COMMENT

Sold his holdings a short while ago because it was a liquid oil name and oil was quite high but dropping. At these levels, it is becoming quite attractive. 15.5% yield. Doesn't think they will cut their distributions.

COMMENT

Can convert back into a corporation and it will not be a problem for them. As a trust, there are more attractive places to go for yield such as Arc Energy (AET.UN-T). (Also see Top Picks.)

STRONG BUY

Have great tax pools so the taxable status in 2011 is not really in question. His favourite is Progress Energy (PGX.UN-T) but if you own this, continue to hold and add to it. 14% yield.

DON'T BUY

Production is down and they have to spend a lot of money to keep the production going.

COMMENT

2 problems. A commodity and also a trust (that the government doesn't like any more). Will trade with the price of oil and thinks oil will stay around $100 for quite a long time. Pretty good yield. The big question is, what is going to happen when it announces its conversion back to a corporation. Some of the trusts have dropped as much as 17%. Well run trust.

BUY

Royalty trusts seem to be working very well with an average return of 11%. Have several legs on their stool including enhanced oil recovery, coal methane, tight gas and a tremendous inventory of undeveloped land.

HOLD

Largest oil/gas trust. Have made 3 acquisitions over the last little while. Well over 13% yield.

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Obsidian Energy (OBE.TO)