What we need is more rain (not flooding) & not frost! With high tea prices, it's production volumes that count. The strong KES does hurt but here is what I see:
1) Strong KES, high prices, high interest rates, decent harvest/quality, low debt = good cashflow & high interest income
2) Weak KES, low(er) interest rates, decent/quality harvest, low debt = strong cashflow & forex gains.
My concern remains potential PEV that would 'freeze' exports of tea (what happened in 2008) as warehouses become full. In addition, tea on the farm can go to waste if it is not picked since workers may desert the place of work for reasons of safety.
I prefer (2) above since it is sustainable & better for the long(er) term though inflation will be a problem. Oil prices matter a lot since the Tea production process & trade is highly dependent on fuel to run the machines, factories, lorries, etc.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett