Launch plant roll-up and the investor's 180M THB question

Decided (user, October 2026): the plant launches with everything in one
capital round, commissioned in sequence: one Newbilt Duplex system, one
Classic, a Pheenix galvanics line with ZLD water, the Sibert line, a
Sillitoe cutting room, and the modular steam and cooling plant (2 x 500
kg/h boilers, 2 x 250 kW chillers, rooms for four each). No bridge
stampers, no outsourced cutting; cassette and CD-R stay; the second
Duplex and further Classics are growth options, not in the investment.

total-investment.md: new 'Launch plant' roll-up, 4.9M to 8.9M USD,
161M to 292M THB incl. 15 % contingency (midpoint ~227M), with what is
left out (ramp-up reserve ~10-20M THB, CD replication, financing, FX,
archive shelving) and the BOI assumption. The investor's question (180M
THB, maybe +20 % = 216M): fits at the low end only; at the midpoint four
levers that keep every machine (solar via PPA, metrology launch tier,
galvanics near OMS's reference, visitor corridor later) give ~193M, plus
reserve ~203-213M, inside 216M; 180M needs low quotes. The quotes that
decide it: Newbilt (Duplex, Classic), Pheenix galvanics, building with
soil test, metrology. Old full vision and phased entry marked superseded
until the mirrors are re-based.

Utilities CSV: chiller bank two modules (4.9-7.9M THB), boiler note for
B-1 and B-2 at launch, ZLD and DI rows now launch scope (carried with
galvanics); baseline 28.47M-48.73M THB. README project status.

README.md

@@ -67,6 +67,15 @@ steps are open planning items.
   investor (October 2026). Post-show follow-ups with Pheenix, Sibert, OMS
   and SST are in the
   [exhibitor briefing](docs/suppliers/making-vinyl-europe-2026-exhibitors.md#after-the-show).
+- The plant now launches with everything in one capital round (October
+  2026): one Newbilt Duplex system and one Classic, a Pheenix galvanics
+  line, the Sibert stamper-prep line, a Sillitoe cutting room and the
+  modular boiler and chiller plant. The investor asked whether it can be
+  built for 180M THB, possibly 20 % more: on current estimates it costs
+  ~161M to 292M THB (midpoint ~227M), so 216M is a realistic target with
+  four levers and 180M a low-quote case
+  ([total investment](docs/finance/total-investment.md#launch-plant-october-2026)).
+  The business plan is being re-based on it.
 
 ## Planning Documents