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
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
WAIT
Acquiring Canetic (CNE.UN-T). Good acquisition as it gives critical mass of 2000 barrels a day production, capacity to absorb other income trusts and/or oil/gas exploration companies. Also gives them leverage to expand not only outside of Alberta, but into the US. Would wait for the merger to take position before buying.
DON'T BUY
Not intimate with this one, but he follows it because it is a bellwether and a great company. Extremely well run. Have headwinds on the gas side and distributing their money. Wants to know what they will be doing in the 3 years time. Would rather own a pure play.
DON'T BUY
Does have a lot of holdings in Alberta. There are a few others preferred in the trust sector.
HOLD
Doing reasonably well. The real issue here is going to be on royalties and taxation.
PAST TOP PICK
(A Top Pick Dec 4/06. Down 4.8%.) His Fair Market Value has slipped a fair amount. Strange as the company, when it became a trust, retained its land spread. On a BV, it is fairly cheap. Pressure on earnings and a lot depends on the Alberta royalty trust taxation.
SELL
Would sell this one and get into Crescent Point (CPG.UN-T), which has a more sustainable model.
DON'T BUY
The oil/gas energy trusts is a space that is really challenged. This one has a lot of property, but may not have the capacity to go and find a lot more production. Prefers to be outside of Canada until the political situation settles out.
HOLD
A decent name. They are in a “show me” mode. There are better places to be.
BUY
Recently bought the assets of Vault (VNG.UN-T). Very big and very liquid. Good name. Little chance of a distribution cut.
BUY
A long-term buy. One of the leaders in the trust area. Has a 19% upside potential. One of the ones that will survive going forward.
WAIT
Been frustrating name. Diversified asset base. Have been operational problems. Need to show volume turnarounds. A lot of people calling for distribution to be cut. Has been under performing its peers.
DON'T BUY
25% positive differential. Not a big fan of the company nor would I have in portfolio. Other oil companies have positive fundamentals were looking for. Prefers Petro Canada and Husky.
HOLD
Has dropped significantly in the last 2 months, he would not be a seller. Production has been a little bit disappointing, but not significantly so. Produces in excess of 120,000 equivalent a day.
WAIT
Arc Energy (AET.UN-T) and Penn West (PWT.UN-T) are probably 2 of the better trusts with some of the best quality assets and the 2 biggest owners in the Pembina oilfield. If you are a bull on long-term oil prices, these are one of the better places to be
SELL
13.5% yield. Cash flow estimates going forward appear to be more down than up. Had disappointing production in the 2nd quarter. Reserve life index is around 8 years. Debt to cash flow ratio has been going up and is forecasted to go up a little more.
Showing 376 to 390 of 598 entries