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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 JohnJBondon Apr 11, 2023 12:32pm
165 Views
Post# 35388674

RE:RE:RE:RE:Q1 2023

RE:RE:RE:RE:Q1 2023
Hopefully when they do buy back shares, they will do so at the lowest possible price.

The intent being to minimize the amount paid to reduce the number of shares outstanding.

Given that the CEO, board and executives all have their bonuses linked directly to increases in the share price, it follows they are acting for their own best interest, and yours.

I am disappointed that it appears they did not buy back any shares in March.

That said, I'm confident they know what they are doing, and their personal interest is aligned with my own (and yours by the sound of it).

When it comes to buying back, there are rules.    If I remember correctly - They can't buy in the first or last 30 min.    They can only buy at the Ask etc.    ie, buybacks can keep a share price from falling, but can't drive it higher.    These rules result in observable share price activity that suggest when buying is occuring.

Combine that with OBE's apparent refusal to respond to buy back questions, and it the result suggests it may be underway.    Sooner or later, OBE will have 74 million shares, instead of 82 - making cash flow that much higher per share, and making a meaningful dividend that much easier to pay.
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