Added to YB: 2025-07-21
Pitch date: 2025-06-02
OBE.TO [bullish]
Obsidian Energy Ltd.
+21.05%
current return
Author Info
No bio for this author
Company Info
Obsidian Energy Ltd. engages in the exploration, development, and production of oil and natural gas properties in Western Canada.
Market Cap
CAD 528.1M
Pitch Price
CAD 6.84
Price Target
13.87 (+68%)
Dividend
N/A
EV/EBITDA
1.83
P/E
-2.61
EV/Sales
1.09
Sector
Oil, Gas and Consumable Fuels
Category
value
Obsidian Energy Ltd. - $OBE.TO
OBE.TO: Board member-turned-CEO Loukas rescued co from financial duress to low leverage & stability. Trading at $6.77 vs $13.87 PT (100% upside). Recent Pembina sale @ $31k/flowing barrel vs current $22.6k valuation. $2.2B NOL (~$200M PV). Peace River & Willesden Green assets likely worth more to larger operator. FCF $0.90/share @ $60 WTI. Catalysts: asset sales, buybacks, higher oil prices.
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