I found an article at "macrobusiness.com.au" titled:
"Thinking Iron ore miners? Think dot bomb stocks!"
This comes up on the site with today's date (October 6th). However, a web search on that header reveals the article was written back in July 2014.
http://sentirate.com/?p=30850
Furthermore it was written when the iron ore price was $97.17 for 62% FE futures. You'd have to give the authors kudos for predicting the subsequent decline of iron ore prices. But the rapid decline in iron ore price was what precipitated the Arrium recapitalisation. IOW the recapitalisation was designed with iron ore prices of $50, $60 in mind.