"My sense of the agreement is that KRY's past expenditures on social programs (e.g. the medical facility, roads, etc), required to remain compliant under the terms of the MOC, do not figure in the agreement and therefore have been absorbed by KRY shareholders."

Actually the "Final Binding Primary Agreement" is very clear on the past expenditures question.

Section 3c on page 4 states that:

"CRRC acknowledges that Crystallex has commissioned a detailed report by SNC Lavalin, updating the capital and operating cost estimates set out in the Feasibility Study (the “Updated Cost Report”). The out-of-pocket costs associated with obtaining the Environmental Permit and associated consents and the Updated Cost Report shall be borne as to one-third by Crystallex and as to two-thirds by CRRC with the Crystallex obligation to be funded as part of the loan obligations under the Joint Venture Agreement."

In my opinion the ".. The out-of-pocket costs associated with obtaining the Environmental Permit and associated consents and .." clause would include the disbursements necessary for all social projects, infrastructure (roads, airport, water, etc), and anything else that Venezuela had required from KRY. Based on the section quoted above CRRC would be obligated for 2/3's of these costs.