Obsidian Energy Ltd T.OBE

Assessing the damage...

[kavern23]

I have Obe coming in at 80.7M funds flow for Q4...but I am assuming 70 WTI from Tues next week until Dec 31 2021.  Just wanted to look if oil happened to sit at 70...not saying I think it will.
Still pretty good...like a dollar per share in funds flow..

[kavern23]

For anyone that thinks my FFO number is low, well I try to be on conservative side and I adjusted NG as well.  NG is likely to be higher then the assumptions I am using. Later this weekend I am going to try get a sense on what commodity price level in Q1 does OBE need to FCF 30M...what does that look like.  I know the 75, 80, 85 price points well but I need familarize with lower points.

[Kramerkarma]

the company has net debt at 409M so it implies 71.6M /88c (29.11/boe) with capex and debt difference. I got 78.7M /97c (32/boe).... 400M debt doable.

[Tim14235]

watch those diffs. they are messy due to tmx