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import VAT), as total-investment states; the calculator's ~2.5M includes the water treatment; the old ~2.75M was the superseded start fleet.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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@@ -31,8 +31,11 @@ These three run in parallel and gate everything downstream:
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collects that run-size distribution from everyone who configures a
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record.
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2. **BOI track**: engage a BOI-registered consultant, confirm the activity
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sub-code, and structure the application so the solar, automation, and
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R&D measures stack (see [boi.md](boi.md)). The application precedes
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sub-code, and structure the application around the measures that still
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stack: automation and R&D, and the battery if it qualifies. Solar
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installations lost BOI promotion on 1 July 2025 (Announcement 3/2568,
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see [boi.md](boi.md)), so the roof array is not part of the
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application. The application precedes
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company incorporation and every machinery purchase order. Decision
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timeline once filed: roughly 40 working days, 4 to 6 months to
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certificate in practice.
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