tisdal
3日前
Today I keep having a strong calling to focus on the following:
But when the morning had now come, Jesus stood on the shore; yet the disciples did not know that it was Jesus. Then Jesus said to them, “Children, have you any food?”
They answered Him, “No.”
And He said to them, “Cast the net on the right side of the boat, and you will find some.” So they cast, and now they were not able to draw it in because of the multitude of fish.
Now we're casting our net to the right of MJ02 as we've not been successful in our previous attempts. All depictions show a horizontal drilled from left to right.
It's a big net cast on faith. I have a strong impression that like that net with fish, we will have to work hard due to the multitude of oil and gas we catch within our horizontal net.
As with the fish of the sea, all the reserves of the Earth are under His command.
Prophecy starts at Time stamp 5:10 at Time stamp 5:47 it clearly states to the right
tisdal
5日前
JRyan,
Yes, the JB1 re-naming was a classy move full of respect. Really happy to drill using the JB1, especially at this phase where for the first time in Israel's history, the JB1 will be drilling horizontally into pay zones.
I posted the Prophetic word for Zion Oil and Gas because I noticed some being disgruntled in the market's reaction to the news. Prophecy was given to us to exhort and encourage us. Felt the need for others to remember why we are here, and to remain encouraged that we are right one track.
You are correct, the market had already priced in the press release based on the status provide during the Annual Meeting of Shareholders. Have to admit though, I was a tad bit disappointed .
This is all coming soon now. Am really excited for what is about to happen here. I am preparing for the Harvest He is calling us to. He is preparing us to receive so that we can finance His revival resulting in the final move of the Holy Spirit. I am so happy to be allowed to participate in His plans.
There are many vehicles that can be used to efficiently assist in the financing. There are many organizations preparing for this move because they have been prophetically put on notice. They know that funds are coming soon. They are assembling their teams and setting up home base platforms from which they will be launching operations in support of this final move.
Great Times are Coming, and we have been chosen to participate. How awesome!!💯
NO ONE CAN STAND IN THE WAY OF HIS PLANS NOW!
Sit back and watch Him work right before our very eyes!
NOT INVESTMENT ADVICE!
tisdal
1週前
Yes, I realize it is funny. With that said, let's all try to remember that the ONLY reason we are all here is because of prophecy. I guess that makes us all funny.
When John Brown started this adventure, they all said, "That is funny", there is no oil in Israel. Then Noble found a world class gas field off-shore. Wait ... What? Now Zion Oil and Gas is flush with money, sitting on top of what appears to be an Active Petroleum System, drilling for gas condensate and oil. Wait ... What?
I am not even totally convinced that the prophecy is everything. Not as much as I am gravitating toward Him marveling at our faithful pursuit of it. Maybe a mixture of prophecy and faithful pursuit.
Imagine Him standing there, watching us, saying, "Yup, those are my people wandering through the desert digging holes looking for oil. Only those who love Me like that, would pursue Me in the desert like that. Yup, they must be mine. Look at that Faith, how can you not love them." Now "That is Funny".
He told us that faith can move mountains. Why can't a 40 year pursuit of a prophecy based on faith actually cause Him to produce oil where there isn't any ?
Just the thought of it ... "That is funny".
So when the prophecies call out numbers like $236/share, I would not laugh to hard at how funny that sounds. We're wandering around Israel ... wait for it ... looking for oil, based on a prophecy given by Moses. Now "That is Funny". Don't you know that there is no oil in Israel?
We've been so busy moving away from the prophetic these last 10 years in favor of what the scientific 3D seismic and drilling data tell us, that we forgot why we even got here. It was prophecy that brought us out here in the desert and our faith that preserved us. [Credit John Brown]
Maybe it's more the case, "According to your faith [your trust and confidence in My power and My ability] it will be done to you."
With that said, I am starting with Berri and moving to Ghawar. And I am not being funny.
JRyan
1週前
That seems reasonable. However, as i said years ago, a Gharwar size field is highly unlikely. Here are the top 25 fields in the world.
What I honestly think the high end would be at most 10x, the 2015 Garb Report. That figure was 250 mill. X10 = 2.5 billion, then recoverable, maybe tops of 20%.
Therefore, 500 million on the high end, and that is around $8-10 using the spreadsheet. That is my guess of what could happen. I hope for at least half. Note: that is using 1.6 billion shares and $100 oil.
Here is a link that you can play with the spreadsheet if you like.
Znog calc Spreadsheet
tisdal
1週前
I do understand that the price points made in prophetic statements are what today seems high. No timeline was given within the prophecy.
I will say this was not the only prophecy where such numbers were given.
I think what you may be more comfortable with is what JRyan uses in his Netback Calculations (netback, or profit per bbl, is really the only way to truly calculate the return on an oil and gas field):
(Netback * Number of Recoverable Barrels) / Outstanding Shares
Let's punch in some numbers:
Netback of $25 seems close enough based on JRyan's numbers. Let me know if I am wrong JRyan.
$25 Netback on 100 million recoverable or proven barrels with 1.25 billion outstanding shares
($25 x 100,000,000) / 1,250,000,000 = $2.00 per share for each 100 million recoverable or proven barrels.
We now have to state what is considered modest and medium.
According to Co-pilot:
Common size classifications (based on EUR) Wikipedia:
Giant field: = 500 million barrels (bbl.) of oil equivalent
Major field: 100–500 million bbl.
Medium field: 10–100 million bbl.
Small field: < 10 million bbl.
Where a bbl is the standard unit used in the oil and petroleum industry to quantify crude oil, refined products, and natural gas liquids, providing a consistent measure for production, trading, and consumption worldwide.
So, your prediction is that Zion has a small to medium field where we can expect (with a $25 netback) $2.00 per share at best.
The SMALL/MEDIUM FIELD Example (best):
$25 Netback on 100 million recoverable or proven barrels with 1.25 billion outstanding shares
($25 x 100,000,000) / 1,250,000,000 = $2.00 per share for each 100 million recoverable or proven barrels.
The MAJOR FIELD Example (best):
$25 Netback on 500 million recoverable or proven barrels with 1.25 billion outstanding shares
($25 x 500,000,000) / 1,250,000,000 = $10.00 per share for each 100 million recoverable or proven barrels.
The GIANT FIELD Example (best):
$25 Netback on 1 billion recoverable or proven barrels with 1.25 billion outstanding shares
($25 x 1,000,000,000) / 1,250,000,000 = $20.00 per share for each 100 million recoverable or proven barrels.
The prophetic stance is that with the gas discovery followed by the oil discovery, that after analysis, the Active Petroleum System will show a Giant field that is 11 billion, 800 million bbls:
The PROPHETIC Example:
$25 Netback on 11 billion, 800 million recoverable or proven barrels with 1.25 billion outstanding shares
($25 x 11,800,000,000) / 1,250,000,000 = $236.00 per share.
The VENEZUELAN Example:
$25 Netback on 300 billion recoverable or proven barrels with 1.25 billion outstanding shares
($25 x 300,000,000,000) / 1,250,000,000 = $6000.00 per share.
This is all fun to do, but we really do not know what the proven or recoverable barrels will be. The thing is we are no longer wondering if there will be a commercial discovery. After the ASM, we know there will be, the question becomes how much will be recoverable / proven and what will be the netback per barrel?
The other thing to consider is when we pull gas condensate from the deeper levels and prove oil at shallower depths, Zion then has proven the existence of an Active Petroleum System that was first found while drilling MJ01, what does that say with respect to the value of the license area that Zion is about to put under a 30 to 50 year production lease (that according to Israeli Law is their right to do)? Zion will then have exclusive access to what MAY be a very large discovery. What is the value of Zion if that should be the case? Considering the size of the license/lease area, is $236 really all that much to pay per share for a company sitting on exclusive access to "The Oil of Israel"? How do we put a price on that?
The Prophetic Statement no longer seems to be all that far-fetched when we consider it from this perspective, but yes, we are still a long way off and there is a lot of work that has to go right to get to that point.
It is not under our control, but our founder is speaking face to face to the one who is. May He continue to bless us.
THIS IS NOT INVESTMENT ADVICE!
Please correct any errors in math above. I'm not perfect
RobotDroid
1週前
My findings on ChatGBT after submitting a question on valuation with all of the pertinanat data. $10-30 a share is what caught my attention.
ZNOG is one of the most speculative energy stocks in the market. Any valuation depends almost entirely on whether the current MJ-02 horizontal well proves a commercially producible reservoir. Because of that, it's important to separate:
What Zion has actually reported.
Geological implications.
Speculative investor theories.
Prophetic statements (which cannot be verified through financial analysis).
What Zion Is Actually Doing Right Now
The most recent company update states that Zion is preparing a horizontal drilling operation from the MJ-02 wellbore in Israel's Megiddo Valleys License area. Directional drilling equipment was scheduled to arrive in early June 2026 and horizontal drilling was expected to begin shortly thereafter.
According to company filings, MJ-02 is being used as a sidetrack into essentially the same target interval previously tested by MJ-01. The wells are only about 7.5 meters apart at surface and roughly 300 meters apart at depth. Zion specifically states both wells access the same target zone.
That is significant because:
MJ-01 already flowed gas to the surface.
Zion says gas composition data confirmed the targeted zone responded to stimulation.
The company believes the reservoir remains worthy of horizontal development.
Geological Assessment
The strongest geological facts available today are:
Positive Indicators
✅ Gas reached surface during flowback testing.
✅ Zion reported gas characteristics consistent with a productive reservoir.
✅ The company is spending additional capital to drill horizontally rather than abandoning the play.
✅ Horizontal drilling usually means management believes permeability or reservoir extent could justify a larger contact area.
Unknowns
❓ No reserve report has been published.
❓ No independent estimate of recoverable gas volumes has been released.
❓ No commercial flow rates have been announced.
❓ No proved reserves have been booked.
From a petroleum geology perspective, gas at surface proves an active petroleum system exists. It does not automatically prove a commercial field exists.
The key unanswered question is:
Can the horizontal well produce at commercial rates?
That is what the current operation is designed to answer.
Could Gas Condensate Lead To Oil?
The theory discussed by many shareholders is not unreasonable geologically.
A petroleum system often contains:
Dry gas
Wet gas
Gas condensate
Oil
at different depths and pressures.
If Zion encounters gas condensate, it would indicate hydrocarbon generation and migration occurred successfully.
However, it does not guarantee a major oil accumulation exists above the gas.
Many basins contain commercial gas but limited oil.
The oil thesis remains unproven.
Stock Price Scenarios
Current ZNOG price is around $0.58 with approximately 1.18 billion shares outstanding and a market capitalization around $680 million.
Scenario 1: Horizontal Well Fails
Result:
No commercial flow
No reserve estimate
Possible stock range:
$0.05 – $0.20
This would likely resemble many previous exploration disappointments.
Scenario 2: Commercial Gas Discovery
Result:
Sustained flow rates
Independent reserve report
Development plan
Possible stock range:
$2 – $10
This would likely attract institutional attention for the first time.
Scenario 3: Large Gas Condensate Field
Result:
Multi-TCF gas potential
Condensate liquids
Long-term development project
Possible stock raMge:
$10 – $30+
This assumes reserve estimates support a field of regional significance.
Scenario 4: Major Oil Discovery
Result:
Commercial oil accumulation
Significant recoverable reserves
Possible stock range:
$20 – $100+
Historically, small exploration companies have achieved these types of moves after transformational discoveries.
Scenario 5: World-Class Discovery
This is the scenario some shareholders envision.
Requirements:
Major gas field
Significant condensate
Commercial oil accumulation
Large recoverable reserves confirmed by independent engineers
Could the stock reach $235?
Mathematically yes, but it would imply a market capitalization exceeding $275 billion using today's share count.
That would place Zion among the largest energy companies in the world.
That outcome cannot be ruled out with certainty, but from a conventional valuation standpoint it is an extremely aggressive scenario.
My Assessment
Based strictly on currently available evidence:
The probability that Zion has found some hydrocarbons is high because gas already reached the surface.
The probability that the current horizontal well proves an active petroleum system is reasonably good.
The probability of a commercial gas discovery is still uncertain.
The probability of a major oil discovery remains speculative because no oil flow data has been released.
The next major catalyst is the MJ-02 horizontal drilling program. If Zion reports sustained commercial flow rates and reserve estimates, the valuation framework changes dramatically. Until then, ZNOG remains an exploration company whose value is based primarily on future expectations rather than proven reserves.
tisdal
1週前
Prophetic Statement:
[paraphrase] ... I see $16. Then a shaking, I see $235, Zion will hit gas. There will be a lot of gas. As vision continues I see Black oil right behind it. In the same channel where this gas was found.
The prophetic statement makes it clear that this discovery occurs at the current site. Not some future location.
With that said, there will be future locations as the license area proves out as a major source of hydrocarbons.
IMHO, This is probably why Mr. Dunn balked at the question asked during the ASM about drilling outside of Israel. They know what they are on top of.
If you have watched the ASM and read what CW has posted from GROK on Facebook, this is exactly what Zion is doing.
As Mr. Russell said during ASM, Zion is going after the gas condensate (i.e. the Rocket fuel). Another prophetic statement claims Zion will take off like a rocket 🚀 (confirmation?).
The discovery of gas condensate at deeper levels will prove the Active Petroleum System (found while drilling MJ01) is functioning correctly and oil will be found locked under cap rock at shallower levels over the license area.
After the gas, then the oil. The Oil of Israel that Mr. Brown saw prior to his death (quote from Mr. Dunn during ASM).
This is all happening before our very eyes.
NOT INVESTMENT ADVICE!
tisdal
1週前
Nice Job on the Research CW. That opened my eyes to truly understand what the GARB Report's purpose was. That GARB Report was a preliminary document to establish hydrocarbon potential justifying the 3D Seismic, and after analyzing that data, if drilling would be justifiable.
The statement by GROK that gas condensate at lower depths is found in larger oil discoveries at higher depths is what made me understand why we are seeing such higher valuations. Keep feeding GROK to see what else it can tell us.
1. GARB Report establishing hydrocarbon potential
2. GARB Report justifies 3D Seismic
3. 3D Seismic justifies drilling.
3D Seismic data combined with Drilling data tells the true story.
MJ01 found an Active Petroleum System
MJ02 provided better data with respect to the Active Petroleum System.
Full analysis of all this data over the last couple of years has led us to the next step; Horizontal Drilling.
There is no way Horizontal Drilling would be allowed by the MOE if there wasn't good evidence that the risks to the Agricultural Kibbutz were justified.
From your and JRyan's research, combined with all the prophetic indicators that have been met over that last month, I am convinced we are onto something very big. I think we are onto, The Oil of Israel, and am far more comfortable with the current valuation. I am pretty sure we have more room to grow with respect to valuation prior to discovery.
Once oil investors have time to digest all the information provided through the ASM, they are going to get onboard. They are going to see that we have the potential for a significant discovery. A discovery a preliminary GARB Report could never have foreseen.
NOT INVESTMENT ADVICE!