Obsidian Energy Ltd T.OBE

obe/ygr

[jacjun]

hendricks - i have found your posts to be the very best re obe. your sage advice saw me thru some very difficult days with this stock - i held my positions and have been greatlly rewarded. i too kooked at ygr and it was obvious that this co has not participated in the rally in cdn oil stocks - i looked at yout posts and found them helpful - i purchace 320,000 ygr shares last week at 1.75 - should be another big winner this year.

[Hendrick3]

Thank you for your kind words. I hope we both continue to prosper from these stock picks. 

[Kramerkarma]

my stance on YGR is not favorable for anyone interested. You'd be better off with IPO is my opinion. Ygr says 130M ffo / 105M capex. 25M fcf to debt. Liquids at 5400bbl, IPO says 9,400 boe 5,800 liquids, 117m FFO and 58m capex. Aka ygr wells are poor.need 2x as much capex to do what ipo does.

[pennydredful]

I  have  both  but  by  circumstance rather than any brilliance on my  part  , my   weighting  in IPO is much  higher than  YGR  . Partially  it  is  due  to  out performance  of  IPO  stock  price  wise  as  IPO  bottomed  at  .065 while  YGR  about

[Hendrick3]

IPO is a fine company so I am not going to bash it to promote YGR. My case for YGR is based on 38 cents FFO per share in 4Q. They plan to grow 20% on production for 2022 vs 4q 2021, so the FCF number is understated because they are investing in huge growth. The FFO per share in 2022 will be $1.75 -$2.00 and the share price is $1.95. This is very reminiscent of the u fee valuation we saw on IPO and

[kavern23]

Inplay is going to have the weakest Q1 man...out of OBE or even most likely YGR. OBE for sure will whipe IPO in Q1 2022 and YGR very likely as well..... Remember what management teams CHOOSE to in press releases tells clues.... With IPO it is fairly obvious...they want to focus attention to 2022 and not Q4 2021. Both OBE and YGR have stated their Q4 2021...has IPO done this? Look I am not