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  was the superseded start fleet.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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grabowski committed 2026-10-20 13:26:28 +07:00
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@@ -31,8 +31,11 @@ These three run in parallel and gate everything downstream:
collects that run-size distribution from everyone who configures a
record.
2. **BOI track**: engage a BOI-registered consultant, confirm the activity
sub-code, and structure the application so the solar, automation, and
R&D measures stack (see [boi.md](boi.md)). The application precedes
sub-code, and structure the application around the measures that still
stack: automation and R&D, and the battery if it qualifies. Solar
installations lost BOI promotion on 1 July 2025 (Announcement 3/2568,
see [boi.md](boi.md)), so the roof array is not part of the
application. The application precedes
company incorporation and every machinery purchase order. Decision
timeline once filed: roughly 40 working days, 4 to 6 months to
certificate in practice.