Cranswick - Maybe I'll buy if the price is right. And there is a support on the share price. Not if it is dropping 15% due to profit taking.
What price - 0.5-0.7.
Downside - Commodities down. Infrastructure not in place yet. Design and construction of port and rail will take a 3-5 years.
Upside - China's interest on MMX and its iron ore. Low debt. Can be a takeover target of other big players say RIO or BHP.
Keep it low, baby!