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  was the superseded start fleet.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).

docs/project-timeline.md

@@ -11,6 +11,17 @@ Anchored at **August 2026**. Every duration is an estimate; the ones
 that are not in this repo at all are flagged as such, and one of them
 governs the whole schedule.
 
+**Re-read in October 2026; the calendar itself is not redrawn yet.**
+Three things changed after it was drawn: the plant now launches with the
+whole chain in one capital round (one Newbilt Duplex system and one
+Classic, the Pheenix galvanics line, the Sibert line and the cutting
+room), commissioned in sequence with galvanics **first**, not as a later
+phase; the site strategy is a long lease of raw land
+([site candidates](site-candidates.md)), not a purchase; and the price is
+the investor's Plan B, ~217M THB, labelled ~215M
+([total investment](finance/total-investment.md#two-plans-a-at-180m-thb-and-b-at-215m-thb-october-2026)).
+The USD figures and the land rows below are the August ones.
+
 ## The answer
 
 **First paying release lands around Q4 2028 to mid-2029 — roughly 27 to
@@ -143,9 +154,9 @@ Nothing else on this page is worth six months. This is.
 |---|---|---|---|
 | Land purchase | Design start, ~Q1 2027 | ~4 months | Zoning fails and a new site is needed (~6 months reset) |
 | Phase 1 construction | Machinery arrival, ~Q3 2028 | ~3–5 months | Soft-paddy soil forces piling, or permits stall |
-| Ror.Ngor.4 factory licence | First production, Q4 2028 | ~4 months | Galvanics effluent permitting is raised early, but galvanics is Phase 5, so keep it out of the Phase 1 licence scope |
+| Ror.Ngor.4 factory licence | First production, Q4 2028 | ~4 months | Galvanics effluent permitting stalls it: galvanics is in the launch plant and commissioned first, so it is in the licence scope from the first filing |
 | Solar and BESS | Fit-out, ~Q2 2028 | large | Gobel lead time is documented at 50–60 days; not a risk |
-| Hiring and training | Commissioning, ~Q3 2028 | ~2 months | Galvanics process expertise — "the hardest skill to hire" per `equipment-suppliers.md`, but again, Phase 5 |
+| Hiring and training | Commissioning, ~Q3 2028 | ~2 months | Galvanics process expertise, "the hardest skill to hire" per `equipment-suppliers.md`, is needed first: galvanics is commissioned before the presses |
 
 Construction has the thinnest float of anything with a real duration,
 and it is thin for a reason: it cannot start until the land is bought,
@@ -189,7 +200,7 @@ only money:
 | Slab rating, 3 t/m² | Must be verified in an existing building; most Thai light-industrial stock will not have it | Specified from the start |
 | 500–1,000 kVA supply | Existing connection, or a PEA upgrade with its own lead time | Designed in |
 | BOI land ownership privilege | Unused | Used |
-| Galvanics effluent, Phase 5 | Landlord's permission needed, and may not be given | Ours to permit |
+| Galvanics effluent (launch plant) | Landlord's permission needed, and may not be given | Ours to permit |
 
 Leasing frees a seven-figure sum but, on this page's own critical path,
 **cannot pull the launch forward on its own** — the press chain governs,
@@ -198,11 +209,12 @@ item that is not on the critical path does not move the end date. Leasing
 only advances the launch if the **press order** also moves forward, which
 is the BOI question above; the two are one lever, not two. The cost is a
 building that probably compromises on the two hardest requirements (floor
-loading and power) and may block the Phase 5 galvanics line entirely.
-Locating in the Northern Region Industrial Estate, which
-[boi.md](boi.md) already favours for its shared central effluent
-treatment, is the version of leasing that keeps the
-galvanics option alive.
+loading and power) and may block the galvanics line, which the launch
+plant needs from the start, entirely. Locating in the Northern Region
+Industrial Estate, which [boi.md](boi.md) already favours for its shared
+central effluent treatment, is the version of leasing an existing
+building that keeps the galvanics line possible. (Decided since: a long
+lease of raw land with a purpose-built plant, which keeps both.)
 
 **This is an unresolved fork, not a decision I can make.** It is worth
 resolving before more design effort goes into the parametric model,