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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@@ -316,8 +316,9 @@ The detail lives in dedicated documents:
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same output, payback ~3.8 years on ~217M THB: its extra pays back
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through what the table leaves out), the five-press table, and the levers and
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caveats behind the numbers
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- [Investor deck](docs/pitch/index.html) (October 2026): the plant in 15
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web slides for BOI, bank and institutional readers, both plans, with a
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- [Investor deck](docs/pitch/index.html) (October 2026): the plant in 16
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web slides for BOI, bank and institutional readers, proposing Plan B
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(~215M THB) with Plan A as the comparison, with a
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presenter view (press P) and a
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[PDF](docs/pitch/CNX-Vinyl-Investor-Deck.pdf); every figure carries its
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source in the business plan or the owning doc
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