accaeric,
My general take of food industry is it will be a long term story, it was just over heated over last couple of months, but if u ask me between BHP and BGA or A2M for medium term, I would choose later.
as to CCF .... since its AGM, there will be a period of time for the market to absorb all 2c shares making instant 5 baggers!!! I hope the management gives away with some strategic purpose!!!!