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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 kavern23on May 03, 2022 9:51pm
136 Views
Post# 34653523

RE:RE:RE:RE:Natural Gas

RE:RE:RE:RE:Natural GasNot b*llshit...having a fasle narrative doesnt help when reality eventually comes around.

This is aeco prices:

                                             2017  2018    2019     2020      2021     5-Year Average
Average AECO (CDN$/GJ) $2.04  $1.42  $1.67    $2.11      $3.44         $2.14

Those numbers are real....well out of a Birchcliff presentation so assume so.

In each of those years same people would get all excited after hurricane or some temp spike.
Saying this time was different.

Nothing has changed...NG is easy to find and produce in Montney. Game changer.  Marcell could do more but pipeline space by 2023.

Every Montney well seems to be 6000-9000 mcf a day this winter.

I had hope aeco would stay at 4-4.50...as not too drive a tunsami of new supply.

Companies like Birchcliff and Obe hedged NG at the prices they did..for a likely good reason.

So easy for Alberta too become oversupplied without that much more drilling.

About 200 more montney wells a year would be big trouble..as only so much pipe put of alberta...

TheRexmember wrote:

I call bullsh!t once again. 


Kavern your grasp of the big picture is debatable, but seriously who cares anyway? This is a small cap stock with a market cap under 1 billion. What they do on a corporate level is far more important than macro economic issues. 

Yeah oil prices go up and down. 

this is a cheap stock, in a cheap sector with an expensive commodity. 



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