"a frenzy of commodities-stock buying.."

"... The bottom line is the Chinese stock-market action really affects commodities sentiment globally. Just like here in the US with the SPX, investors interpret a strong Shanghai Comp as an indication of a strengthening Chinese economy and hence expanding commodities demand. So they rush to buy commodities and commodities stocks to capitalize on this bullish shift in fundamental expectations.

And thanks to the recent impact of Europes woes on Chinas stock markets, the Shanghai Comp is radically oversold today. To mean-revert back to performance norms with the US stock markets, the SSEC is going to have to rocket higher. This bodes extremely well for commodities-stock sentiment, and will likely drive a frenzy of commodities-stock buying in the coming months. The potential is amazing!"

The full article "China Commodities Sentiment"
by Adam Hamilton is at http://news.goldseek.com/Zealllc/1278693000.php

My comment:

If Adam Hamilton is correct then there is a good chance this "frenzy of commodities-stock buying" will send TRF and IFE substantially higher as the market rerates these companies on the basis of their iron ore production being near term and very profitable.