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import VAT), as total-investment states; the calculator's ~2.5M includes the water treatment; the old ~2.75M was the superseded start fleet.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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@@ -99,7 +99,7 @@ def _block_rows():
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["Freight, installation, commissioning, training (Pheenix, Sibert, Sillitoe, Newbilt beyond its "
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"quoted 5 days)", "150k to 300k", "5.0M to 9.9M", "Estimate"],
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["Working capital, PVC stock, spares, lease deposit, first-year rent", "137k to 293k",
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"4.5M to 9.7M", "Estimate; land is leased, so no land purchase"],
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"4.5M to 9.6M", "Estimate; land is leased, so no land purchase"],
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]
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if a:
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rows.append(["Not bought at launch (levers, section 8.2): solar PV on the factory roof (~520 kWp) "
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