Monday Links: Value & Anti-Value (ATPG, OPST, PSD, GMXR)

Value

• Barron's has a blurb about ATP Oil & Gas (ATPG): The value of its proven and probable reserves, discounted at a 10% annual rate (a measure known as PV-10), is $6.6 billion, pretax. Should the disparity between market prices and value be narrowed, the stock would more than double from current prices. I like the ATPG bonds. I will have a post coming out about them. 
• OPT-Sciences: A Profitable Business Trading for Near Cash
• Pulse Data Inc. (PSD.TO) – It Doesn’t Get More Asymmetric Than This
• The Decline of Available Energy to Society
• GMX Resources: Strong Reserves and a New Twist on the Story
• Distressed Research - HNDUS (Harry & David f/k/a Bear Creek Holdings)

Anti-value

• “If you’re investing in a company whose operations are all in the China region, you may want to ask some questions about the quality of its audit...” 
• How Facebook Could Reach $125 Billion