An excellent point regards the possibility of higher market prices as a result of lower supply, however I don't know if the forward contracts allow for any price rises/falls. And don't forget any $A/$US weakness will see interest expense rise.
Agree that any share price declines offer an opportunity to load up for the long-term. Question is how low is enough? Maybe just watch the charts and see where Mr Market decides to set a level of support and try to buy there?
TFC Price at posting:
$1.59 Sentiment: Hold Disclosure: Held