Plan B chosen; stale mirrors fixed; business plan rebuilt
User, 19 Oct 2026: the main investor wants to go with Plan B; fix the stale docs the deck build found. - total-investment.md "Two plans" and README: the main investor wants Plan B (~217M THB, labelled ~215M); Plan A stays as the comparison. - boi.md: duty without BOI on the launch plant's ~2.3M USD of imported machinery (~0.11M duty, ~0.17M import VAT), as total-investment states; the calculator's ~2.5M includes the water treatment; the old ~2.75M was the superseded start fleet. - roadmap.md item 2: the BOI application stacks automation, R&D and the battery if it qualifies; solar lost promotion on 1 July 2025. - project-timeline.md: October re-read note (launch plant with galvanics commissioned first, long lease of raw land, Plan B price; calendar not redrawn); galvanics rows no longer "Phase 5". - revenue-model.md: blended price at 60 % specials ~124 to 174 THB (3.76 to 5.27 USD), the Thai gap "three to six times". - site-candidates.md, scale.md: utility yard with air-cooled chillers, no cooling tower; electroplating permission needed from the start. - Business plan: working capital 4.5M to 9.6M THB (as total-investment); A and B docx and PDF rebuilt (63 pages each, TOC checked).
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@@ -78,7 +78,8 @@ steps are open planning items.
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([two plans](docs/finance/total-investment.md#two-plans-a-at-180m-thb-and-b-at-215m-thb-october-2026)):
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**Plan A, ~182M THB** (~2M above 180M since steam went biomass), the
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launch plant with six cost levers, and **Plan B, ~217M THB**, the same
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launch plant with everything in.
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launch plant with everything in. **The main investor wants to go with
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Plan B** (19 October 2026); the investor deck leads with it.
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Chinese boilers, compressor and hydraulics save about 2M THB of that
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([Chinese suppliers](docs/suppliers/china-utilities.md)).
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The business plan is re-based on it (draft 0.2).
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