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Obsidian Energy Ltd T.OBE

Alternate Symbol(s):  OBE

Obsidian Energy Ltd. is a Canada-based exploration and production company. The Company operates in one segment, to explore for, develop and hold interests in oil and natural gas properties and related production infrastructure in the Western Canada Sedimentary Basin directly and through investments in securities of subsidiaries holding such interests. It has a portfolio of assets producing around 35,700 barrels of oil equivalent (boe) per day. Its operating areas include Cardium, Peace River and Viking areas of Alberta. Its Cardium asset is a fully delineated and de-risked asset. It is focused on manufacturing repeatable low-decline and high-netback light-oil wells across its Cardium land base. The Viking is a light oil, horizontal development play located in central Alberta. Its operations are focused on the Esther area. Peace River is a stable, cold-flow, base production asset. It operates on a contiguous and an acreage within the heart of the Peace River Oilsands region.


TSX:OBE - Post by User

Bullboard Posts
Comment by krashzoneon Nov 06, 2017 11:39am
96 Views
Post# 26911887

RE:RE:OT: Creadbilty

RE:RE:OT: CreadbiltyMore like wishful thinking of a takeover :)

Look at it this way ... price/book on a TTM basis for OBE is about 0.32 which is one of the lowest on the TSX. They have low debt and their operating plan is for low teen growth rate at $50-$55 WTI. (I think they lost a penny or two in Q2 when WTI averaged $46 or $48 - can't remember which). Their exploration is funded from cash flow and they are getting better than expected results from existing wells. All we need is stable WTI prices in the mid $50's and these guys should be golden as long as they keep delivering on the operations side.  At book value this should trade in the C$3's range but it takes a while to get "investor confidence" back.

And French sold the last company he headed .... so who knows.  It might or might not come, but in the mean time, OBE should come back to a more traditional price/book ratio.

As for the bashers - I think its one guy that has a hatred for either the company and/or makedonka. I keep ignoring the ids and he keeps creating new ones. Tell-tale sign is the date when the id was created.
Bullboard Posts