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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 Jan 16, 2024 12:04am
201 Views
Post# 35828234

Capital

Capital If you look back at q3 2019, Obe was only spending 69m on ytd capex. 2018 was quite low as well.
Those low capex s effect a company 3-5 years later. Some of the ability to focus more on shareholder returns isn't an option in 2022 and 2023 as Obe really did need to have decent sized capex to compensate for lower drilling in past. Some of your posters are not getting that.

if a company over throttles back on capex to try short term boost in stock price with a divvy it can catch up to a company if future production profile isn't right.
'Obe was only 25.5k boe a day company in q3 2019...that wasn't a sustainable path and 100m capex.

Obe is spending a lot on reclaimation in 2024 and all part of long game process 
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