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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@@ -71,13 +71,15 @@ document.documentElement.setAttribute("data-theme",t);})();
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<ul>
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<li>
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<a href="pitch/">
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<strong>Investment proposal (slides)</strong>
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<span>The plant in 15 slides for BOI, bank and institutional
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readers: the opportunity, the full chain under one roof, the
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platform, site and utilities, Plans A and B by block, the operating
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picture with its adverse case, cash and returns, BOI promotion and
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its conditions, schedule, risks, team and the ask. Press P for the
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presenter view; a PDF is linked in the control bar.</span>
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<strong>Investment proposal, Plan B (slides)</strong>
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<span>The plant in 16 slides for BOI, bank and institutional
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readers, proposing Plan B (~215M THB), the plan the main investor
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wants, with Plan A as the comparison: the opportunity, the full
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chain under one roof, the platform, site and utilities, Plan B by
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block and why Plan B, the operating picture with its adverse case,
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cash and returns, BOI promotion and its conditions, schedule,
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risks, team and the ask. Press P for the presenter view; a PDF is
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linked in the control bar.</span>
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</a>
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</li>
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</ul>
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