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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
Post by ALSODDYon Jul 15, 2018 8:40am
139 Views
Post# 28317697

A LAGGARD

A LAGGARD

The laggard OBE


  French was hired through typical executive search.
There were posts such as "the new PWE rocks".
The name change was dumb as the past cannot be hidden just like posters
who were stating "time to buy at $12" have to live with that blunder.
 
There are now 2 large block holders, FF and Kernaghan; both on the BOD.
I dont think they can exit without a transaction of some sort occurring.
$12 will never happen nor will the $5 that Nawar doubled down at.
After they sell PROP, it is down to enough of a core that a deal could happen.
Shareholders would be much better off with an acquirer's mgmt team, maybe a dividend and the likelihood of the acquirer trading at higher CF multiple.
OBE still has far too much land and not the financial ability to drill on it.
There are shareholders on IV with massive losses still waiting for a settlement check from the lawsuits. It will be tiny and little solace to them.
 

Bullboard Posts