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import VAT), as total-investment states; the calculator's ~2.5M includes the water treatment; the old ~2.75M was the superseded start fleet.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