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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

Comment by Rational43on Mar 22, 2022 12:03am
119 Views
Post# 34533383

RE:RE:RE:Strange performance

RE:RE:RE:Strange performanceThe Share price of SGY will take a sudden abrupt halt when it announces its Mark to Market hedging losses when it reports Q1 numbers. 

Not as bad as say, BTE, or CPG or BNE, but it will take a hit, and no marketing in the world will stop investors from seeing $40 x 3,000 x 365 = 1/4 of SGY's FCF for the entire year (which will be realized over the course of 2022) vs nil going forward for OBE.

OBE just needs to let the cash roll in, pay off debt and take advantage of these prices to keep their foot on the gas on their drilling program.  

The results will speak for themselves.  
 
 
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