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  was the superseded start fleet.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).
This commit is contained in:
grabowski committed 2026-10-20 13:26:28 +07:00
1 parent 40c049ae15
commit 995bb4ba60
13 files changed
+62 -34

No files matched your search

+12 -8
View File
@@ -59,14 +59,18 @@ the battery, if it qualifies), not on "we press plastic discs."
for VAT. What it is worth: the capex blocks in
[total investment](finance/total-investment.md) are vendor prices
without duty or VAT, so they already assume promotion. Without it, the
~2.75M USD of imported machinery at the start fleet (presses, galvanics,
Sibert, lathe system, metrology; block midpoints) would carry import duty,
roughly 5 % (Thailand's MFN averages 4.1 % on HS 8477 plastics
machinery, 0 to 10 % across HS 84; estimate until the HS codes are set),
~0.14M USD, and 7 % import VAT, ~0.2M USD paid at the border and only
recovered later as input tax, mostly as a refund claim because exports
are zero-rated. The [press fleet calculator](fleet-calculator.html)
shows both cases.
~2.3M USD of imported machinery in the launch plant (presses, galvanics
line, Sibert, cutting room, metrology; block midpoints, as
[total investment](finance/total-investment.md#launch-plant-october-2026)
states it) would carry import duty, roughly 5 % (Thailand's MFN averages
4.1 % on HS 8477 plastics machinery, 0 to 10 % across HS 84; estimate
until the HS codes are set), ~0.11M USD, and 7 % import VAT, ~0.17M USD
paid at the border and only recovered later as input tax, mostly as a
refund claim because exports are zero-rated. The
[plant and business plan calculator](fleet-calculator.html) shows both
cases; its BOI switch also counts the water treatment (ZLD/DI) as
imported, ~2.5M USD at the midpoint (figures re-based October 2026; the
earlier ~2.75M was the superseded start fleet).
- **100% foreign ownership** of the promoted manufacturing company,
overriding Foreign Business Act restrictions for the promoted activity
- **Land ownership** for the promoted operation despite foreign