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

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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

WAIT

Fundamentally what is backing up energy stories is still very much intact. A big believer in energy. In the next week or two, there could be a little pullback, which will give you great entry points.

BUY

Didn’t like their acquisitions of Canetic and Vault and sold his holdings last year. Has rebounded very strongly because they are the largest oil/gas trust and the market seems to feel that this has got some legs. With the high price of oil, distribution is probably. 11.8% yield.

COMMENT

Undervalued relative to its peers. Hasn’t been cited as one of the top performing trusts by many of the analysts. Has a lot of gas, which will do well down the road. Consolidating with a number of mergers. Produces almost 192,000 barrels a day. Should do well on taking advantage of the current gas prices.

COMMENT

One of the larger oil/gas trusts. Currently producing 200,000 BOEs a day. Expect they will have to spend $1.1 billion to replace their existing production based on their current decline rate. Q1 results were pretty decent. Looking at acquisitions overseas. Would like to see the payout ratio and debt levels come down a bit.

SELL

Had some challenges in the past in terms of their capital efficiency ratios. Has had a decent rally. Acquired Canetic Resources last year, which he didn't feel was a good one. There are better alternatives.

HOLD

One of his favourites. With their tax pools, they could probably go out to about 2013. Talking about reducing distributions to create at 4%-5% yield and converting into a long-term growth E&P company. Keep an eye on the corporate plans.

COMMENT

Over 50% is held by US investors. For them to cut distributions drastically in 2011, there will be a large turnover of units to shares. Still plan on paying high levels of dividends/distributions following 2011. Lots of tax pools so probably won't pay tax for a few years. Made 2 very large acquisitions, Petrofund Energy and Canetic Resources, which has created some integration issues and production did not meet expectations. Feels there are income trusts with better opportunities. 13% yield.

BUY

Recently made some good acquisitions. His big disappointment with this one is that they have about 5 million acres of undeveloped land and never seemed to be that good at finding oil. Pays a good return of about 12%.

HOLD

Likes this one, but sold his holdings. As an overview, he wouldn't sell any oil/gas income trust right now given what natural gas and oil is doing. They have 5.5 billion of tax pools which means they could delay taxes until 2013/2014.

BUY

Substantial oil/gas land inventory, which will be exploited over the next couple of years.

BUY

Just recently bought this. Made a lot of acquisitions lately, so she was cautious because of possible integration risks. Expect it to be trading a lot higher in the next year. Trading at a lot less than its peers. Note that issue. Expects new president will do a good job.

BUY

Have tax pools of more than $6 million, so if they stay in the trust structure they would be tax-free until about 2013. The company would like to convert to a high yield exploration company which would yield about 4%/5% and hope that capital gains would offset the difference from low interest rates to the distribution rates.

COMMENT

Very interesting battle between the Bulls and the Bears over this company. Feels the majority of the street hates it. Made some acquisitions. Management recently guided down by about 5000 barrels a day. Feels this is a great company with a great opportunity in the US and elsewhere and could rise to the status of an Encana (ECA-T) or CNQ (CNQ-T). Have some great tax pools so taxes are not much of a factor before 2013. Created a new company that is run by management of Crescent Point (CPG.UN-T) and recently acquired part of a company by using this.

COMMENT

Likes the 2009 and 2010 stories with their development of their heavy oil project at Seal. Have a very challenging asset-base from the point of view of meeting production declines and have not consistently hit their numbers. 18.3% yield.

SELL

(Caller wants to know if he should sell and then buy BCE.) Depends on if you are a trader, financial planner, et cetera. Company is in a downtrend and you shouldn't own stocks in a downtrend. You could sell on a bounce, but can't see any evidence of a bounce.

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Obsidian Energy (OBE.TO)