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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

Post by kavern23on Oct 04, 2021 7:25pm
164 Views
Post# 33964993

Close..

Close..Kinda a weak close compared to daily highs for alot of companies...IPO, CJ, YGR, OBE...
At least we closed in the green...take it as a win for the day.

I cant believe the market reacted favorable to surge energy buy of fire sky.  Issuing over 11m shares...fairly close time frame to after doing a share rollback consolidation...only to get 1500 BOE of production. Seems like alot of shares too issue IMO.

Dilution at these prices could hurt Surge if it ever tries a future divy. 
Fire Sky is drilling alot so how stable of production number is 1500 BOE.

I have my fingers crossed that Entrada will eventually take OBE stock.
One case in which dilution would make sense if on the table.

Look at OBE's last investor presention and OBE and Entrada are top two for oil production average in willingsdon green part of cardium. Marriage that makes sense.

Hard to tell what Entrada is worth based on public information availabe.
I would guessimate they are worth at least 80m...maybe 100m.
Hard to tell as Entrada does have quite abit of flush production.

Even if OBE has no transaction in the works...pretty easy to see the push is on to get production to 28-30K in the near future. Three rigs will help. Peace River wells have potential of 200-350 BOE for first 30 days.

Getting to 28-30k will also attract more analysts and attention.

Future is really bright.
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