Rebase costs on USD/THB; add timelines and first market data

Currency
- Base currency moves from EUR to USD and THB throughout. Rates at
  5 Aug 2026: 1 USD = 33 THB, 1 EUR = 1.155 USD, 1 GBP = 1.35 USD.
  EUR/THB lands at ~38, so existing THB research needed no change.
- Vendor quotes keep their original currency with a USD/THB equivalent
  alongside, so they stay checkable against the source PDFs.
- Full vision ~4.7-8.9M USD; phased entry ~1.7-2.9M USD.

New documents
- production-timeline.md: order turnaround stage by stage. Launch
  8-14 weeks, mature 5-10, repress 2-3. Quantifies the in-house
  galvanics turnaround claim the repo had asserted without a number,
  and flags artwork as an unmodelled fourth approval gate.
- project-timeline.md: calendar to first paying release, ~Q4 2028.
  Critical path is BOI certificate to press order to build to
  commissioning. Two findings: Newbilt build time is absent from the
  repo yet carries ~40% of the schedule, and the BOI rule may be
  over-serialised since duty exemption attaches at importation rather
  than at contract signature.

First market data (ResurRec, Bangkok)
- Invoice-derived prices, a factory tour, and a confirmed fleet of one
  Newbilt Classic 12" automatic plus one semi-automatic.
- Price ladder recorded at 300/500/1000-3000/3000+ units. Decomposes
  to roughly 34-50k THB fixed per title and 535-780 THB variable per
  unit, which is 4-7x the price this model assumes.
- The incumbent presses 230-350k records/yr but buys every stamper as
  an import. That single constraint plausibly explains their 150-unit
  floor, their flat discount ladder and their large-run lead time, and
  it is what an in-house galvanics line attacks. Logged as an open
  question on whether galvanics should move from phase 5 to phase 1.
- Inferences are marked as inferences; the whole set is one buyer and
  one plant, and the model is deliberately left unrebased until a
  second data point exists.

Corrections
- Gross margin arithmetic did not follow from its own inputs. Restated
  as ~1.95 USD at the midpoint with the 0.75-3.15 spread shown; the
  previous "40 to 55%" was not supported.
- Direct cost low total 1.50 to 1.45 USD; contingency THB high 40M
  to 38M.
- README indexes the construction RFQ, which was missing.

docs/roadmap.md

@@ -8,11 +8,17 @@ Rough durations are estimates.
 
 These three run in parallel and gate everything downstream:
 
-1. **Market validation**: test the 3.0 to 4.0 EUR blended pressing price
+1. **Market validation**: test the 3.50 to 4.60 USD blended pressing price
    and regional demand with Asian labels and distributors, starting at
    Making Vinyl in Haarlem (Alexander and Simona). This is the biggest
    assumption in the [revenue model](finance/revenue-model.md); the
-   financing case waits on it.
+   financing case waits on it. **Partially started**: a first buy-side
+   data point and a factory tour (ResurRec Bangkok, August 2026) are
+   recorded in the revenue model. The prices disagree with the model on
+   per-title services and run size; the tour showed no plating and no
+   HVAC anywhere in the incumbent's operation, which is the strongest
+   argument yet for pulling galvanics forward from Phase 5. Carry the
+   open run-size question into these conversations.
 2. **BOI track**: engage a BOI-registered consultant, confirm the activity
    sub-code, and structure the application so the solar, automation, and
    R&D measures stack (see [boi.md](boi.md)). The application precedes
@@ -85,7 +91,12 @@ These three run in parallel and gate everything downstream:
 
 22. Duplex expansion (second press and extruder are already quoted options)
 23. Galvanics line in-house (silvering, electroforming, stamper prep) with
-    the zero-discharge water plant; Stamper Discs moves to overflow/backup
+    the zero-discharge water plant; Stamper Discs moves to overflow/backup.
+    **Open question: should this move to Phase 1?** The August 2026 market
+    evidence says the domestic bottleneck is imported metalwork, not press
+    capacity, and that a galvanics line could earn from the incumbent's
+    spare presses before CNX's own press hall exists — see the
+    [revenue model](finance/revenue-model.md)
 24. Automated press line (the 50/50 fleet target)
 25. Full metrology stack and the sampled audio QC station
 26. Biomass boiler, fed by the by-then-mature coppice plus regional fuel
@@ -97,5 +108,5 @@ These three run in parallel and gate everything downstream:
 Nothing in Phases 2 to 5 starts before its gate clears: no machinery order
 before the BOI certificate, no big-block spending before the market
 validates the price, no coppice fuel planning before the land title check.
-The phased entry (~1.5M to 2.5M EUR) is the default path; the full vision
-(~4M to 7.7M EUR) is reached through it, not instead of it.
+The phased entry (~1.7M to 2.9M USD) is the default path; the full vision
+(~4.7M to 8.9M USD) is reached through it, not instead of it.