Investor deck rebuilt around Plan B (16 slides)
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User, 19 Oct 2026: build the deck again but focus on Plan B, the main
investor wants to go with that.

- Proposes Plan B, ~217M THB at the midpoint (~6.56M USD), labelled
  ~215M; Plan A (~182M) only as the comparison. Every running footer,
  source line and speaker note now presents Plan B.
- New slide 9 "Why Plan B": ownership and control, not a higher
  modelled return (owned roof PV and battery instead of a PPA, full
  metrology from the first release, corridor and tours from day one,
  cassette and CD-R, bought crane, Thai utilities; ~34.5M THB together);
  Plan A has the better modelled return, owning the array earns no BOI
  tax benefit.
- Investment by block for Plan B with low-high ranges, the "what Plan B
  buys" table, no contingency (~30M at 15 %); operating picture, cash
  curve (payback ~4.2, IRR ~22 %, NPV ~4.7M USD) and BOI slide (equity
  at least ~54M THB at 3:1, owned PV and battery as collateral) for B;
  B-specific risks; the ask with the Plan B tranches only.
- Plan B renders replace the Plan A ones; PDF regenerated, 16 pages,
  1.5 MB.
- README and landing page entries say 16 slides and Plan B.
- Checks: every slide at 1920/1440/1280/390 px without overflow,
  navigation and presenter sync, PDF pages and text, no em dashes.
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grabowski committed 2026-10-20 13:45:30 +07:00
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@@ -316,8 +316,9 @@ The detail lives in dedicated documents:
same output, payback ~3.8 years on ~217M THB: its extra pays back
through what the table leaves out), the five-press table, and the levers and
caveats behind the numbers
- [Investor deck](docs/pitch/index.html) (October 2026): the plant in 15
web slides for BOI, bank and institutional readers, both plans, with a
- [Investor deck](docs/pitch/index.html) (October 2026): the plant in 16
web slides for BOI, bank and institutional readers, proposing Plan B
(~215M THB) with Plan A as the comparison, with a
presenter view (press P) and a
[PDF](docs/pitch/CNX-Vinyl-Investor-Deck.pdf); every figure carries its
source in the business plan or the owning doc