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TSE:OBE

Obsidian Energy (OBE.TO)

15.85
-0.51 (3.12%)
as of Aug 28, 2026, 8:00:00 pm Market Open.
127 watching
0
Investor Insights
star iconAug 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 icon
Consensus
Hold
valuation icon
Valuation
Undervalued
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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.
SELL
His model price is $37.13, which is a 25% positive differential however there will be a 30% tax hit and the balance sheet is deteriorating because of their distribution payout.
HOLD
One of the best in the country in terms of management and executing a business plan.
BUY
A quality trust. Down in value because of a malaise that has hit the entire energy complex in Canada. Excellent value.
PARTIAL SELL
Has been lightening up on her positions over the last 3/4 months. Basically in a “show me” mode. Capital efficiencies have been slipping. Results from Seal have not been as good as they expected.
DON'T BUY
He has a model price of $36.80, a 22% positive differential, however these things are going to be taxable at 30%. Earnings will go down by 30% and his model price would probably go down 30% as well.
HOLD
Believes distributions are sustainable at these levels. A recovery will require higher natural gas prices.
BUY
Has yet to hit their production numbers. Disappointed quarter after quarter. Have some great properties and some great option values that will surface 2, 3 years down the road. Bias when it is cheap and sells when it goes up. Prefers others.
PAST TOP PICK
(A Top Pick Aug 21/06. Down 32.1%.) More gas and oil. Good balance sheet. It should recover from here and is a Buy. 13% yield.
HOLD
Very seasoned management with a large land holding. Down the road it will be great.
DON'T BUY
Has suffered from its inability to meet its forecasts. Good diversification between gas and oil. There are better trusts available.
DON'T BUY
Has run into a great deal of trouble, not just because of oil prices, but the income trust issue as well. Would look for companies that have a lot of oil exposure rather than natural gas.
BUY
A stable core long-term holding. Has some interesting opportunities after the next quarter.
DON'T BUY
This has not being the most efficient operator on the exploration side. There are better oil/gas trusts out there such as Arc (AET.UN-T) or Enerplus (ERF.UN-T).
HOLD
One of the best.
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