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/scale.md

@@ -20,6 +20,17 @@ realistic overall effectiveness of 60 to 70% applied. The theoretical
 ceiling of the mature fleet at 100% uptime is roughly 1.9 to 2.1 million
 records per year.
 
+**The 60–70% effectiveness assumption is worth challenging.** Newbilt
+publishes **≥95% yield and ≥95% uptime** for the Classic 12" automatic at
+a 28 s cycle (~128 records/h), and quotes ~30 s average for the Duplex.
+Even discounting the vendor's optimism and multiplying availability by
+yield by a realistic performance factor, that implies an OEE nearer 80%
+than 65% — which would make the capacity table here conservative by
+roughly a fifth to a third. Ask both press vendors for the **basis** of
+their uptime and yield figures (measured over what period, at what run
+length, counting which stoppages) as part of the re-quote. It is a free
+question and it moves the whole capacity model.
+
 ## Building
 
 | Zone | Rough area |
@@ -164,11 +175,15 @@ people** across shifts at maturity, fewer than half that at launch.
 
 ## Money (cross-references)
 
-- Newbilt semi-auto line: **~€200,500** (2024 quote, expired, in
-  [pressing-line](equipment/pressing-line.md))
+Figures in USD and THB at 1 USD = 33 THB (5 August 2026); vendor quotes
+keep their original currency alongside.
+
+- Newbilt semi-auto line: **~USD 232k (~7.7M THB)**, from the June 2024
+  quote of EUR 200,500 — expired, in
+  [pressing-line](equipment/pressing-line.md)
 - Thai-sourced utilities, HVAC, racking, solar, BESS baseline: **~24M to
-  42M THB** (~€630k to 1.1M), detail in the
+  42M THB (~USD 730k to 1.27M)**, detail in the
   [utilities CSV](finance/utilities-investment.csv)
-- Not yet priced: automated presses (indicative ~$340k each, unverified),
+- Not yet priced: automated presses (indicative ~USD 340k each, unverified),
   galvanics line, mastering/cutting room, metrology, building
   construction/fit-out, land