Afrimintel · Claims register · Audit log
One verified item per week, pre-committed publicly. Each drop is a figure, a correction, or a resolution — Sourced or Derived under the Quality Standard, never a prediction, never a verdict.
If nothing met our sourcing standard this week, we say so. A missed week stated honestly beats a weak claim shipped on schedule.
A cross-feed consistency audit of our own deployed data found same-asset capital-cost figures diverging between feeds — and the divergences ran in both directions, which is the finding worth publishing.
Kasiya (Malawi). One feed carried US$665m — the superseded January-2025 Optimised PFS figure. The settling document is the Sovereign Metals DFS of 16 April 2026: US$727m. The newer feed was right.
Etango (Namibia). The bankability feed carried US$374m. The settling document is Bannerman's ASX release of 11 June 2024 (FEED / Control Budget Estimate): US$353.5m. The 374 was an unlabelled composite of the 353.5 plus a ~US$21m discretionary tranche. Here the older-looking feed value was the wrong one.
No "newest feed wins" heuristic would have produced the right answer on both. Each row was settled against its primary document, per asset, and three Derived figures that contradicted a Sourced capex were withdrawn to Absent with a basis note rather than reconciled by inference. Full detail, including the two defects the fix itself introduced and how they were caught, is on the audit log (entry v2.137.43) — the corrections and the corrections-to-the-corrections, all on the record.
Every figure above: Sourced, with the settling document named. This drop asserts no new data; it publishes the audit already on the log.
These register resolutions are committed in advance: what will be scored, against which primary source, and that the outcome publishes either way — hit or miss treated identically.
| Date | Register row (as deployed) | Scored against | Commitment |
|---|---|---|---|
| 29 Jul 2026 | open Allied Gold / Zijin Gold — "Zijin Gold to complete 100% acquisition of Allied Gold by the outside date" (claim date 29 May 2026; outside date 29 Jul 2026, further extension requires mutual agreement) | The claimants' own primary releases and filings (Allied Gold SEC Form 6-K; Zijin Gold HKEX announcement) | Outcome publishes the day the primary source lands: completed, extended by mutual agreement, or lapsed — whichever it is. |
| 7 Aug 2026 | self-claim Afrimintel — "Kamoa staggered audit due 7 Aug 2026" (published audit cadence) | Our own Kamoa-Kakula intelligence-grade record, re-verified line by line against the operator's primary disclosures current at that date | The platform scores itself, in public, by the same rule it applies to everyone else. Findings publish whether the record holds or doesn't — errors found go on the audit log with the correction. |
| 25 Sep 2026 | self-claim Afrimintel — "Lobito 25 Sep 2026" (published audit cadence, same self-claim row) | The Lobito-corridor records, re-verified against primary disclosures current at that date | Same rule, same publication either way. |
A scored outcome states what the primary source says — it endorses no claimant and renders no verdict on any asset. Missed self-audits count as misses on our own scorecard.
Each week's drop by email — the item, its source, its state. Sourced, dated, no spam.
Afrimintel · The Verified Drop · Version v2.137.48 · every figure Sourced, Derived, or Absent — no fourth state.