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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 JohnJBondon Sep 07, 2022 3:43pm
234 Views
Post# 34947655

None

NoneTwo things I suspect are currently being discussed and may impact the market 

1.    OPEC must be thinking about intervening in the oil market one way or the other

2.    If I were running OBE I'd be thinking about getting approval for a share buy back.     They need approval to purchase up to 10% in the open market.     The approval is good for a year.    If they expect to hit their 225 million debt target in the next 2 months why not get buy back approval now

3.   The extreme increase in energy prices in Europe must be resulting in some massive margin calls - the sort that cause bankruptcy or at least drain all your resources.     OBE has about half if narrural gas hedged in the $4s (if I remember correctly).     Imagine if Canada had European prices and the market price was $70.    That would be a massive margin call on OBE.     Now imagine that happening to European producers of all energy - fossil fuel, electricity etc.    Now imagine what happens in a defaut.    I wonder if some of this is affecting BRENT and WTI prices?

 
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