sorry just reading back a bit....i believe a lot of people jumped on when this was released:
http://www.transerv.com.au/images/stories/Transerv_-_Large_Positions_in_5_Non_Conventional_Projects.pdf
i could find you another 10+ companies like TSV that in the last 5 years have been hurt in exactly the same way....you are not the only ones suffering from the likes of these.