Inflation falling means that prices aren't going up as fast. With lowering of rates and more QE then more inflation is guaranteed. Inflation is just another form of taxation.
Tlw have had many years to develop this project, including an extension granted by the Kenyan government. So this could lead to a situation where tlw relinquish the asset without compensation.
@ anton have you banked any profits from your near 4 year investment here ?
Supercooper that's what I should have posted. Kenya are due about 22.5% of production (?). So knowing how much they need to pay back, is there much incentive for them to proceed.