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import VAT), as total-investment states; the calculator's ~2.5M includes the water treatment; the old ~2.75M was the superseded start fleet.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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@@ -236,7 +236,7 @@ phase 1 every bit as much as phase 2.
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## Land: factory plot
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Industrial plots typically allow 50 to 60% building coverage, and the site
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needs truck access and turning, parking, the outdoor cooling tower, the
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needs truck access and turning, parking, the utility yard (air-cooled chillers, no cooling tower), the
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separated BESS enclosure, possible ground-mount solar, and expansion room.
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- Minimum workable: **~4 rai** (6,400 m²)
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@@ -286,7 +286,7 @@ year without electric steam, 0.7M to 1.1M of it demand charge (estimate); the de
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400 THB per kVA. Detail and what it decides for steam, PV and the battery
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in [sustainability](sustainability.md#grid-tariff-pea-and-what-it-decides).
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Galvanics (Phase 5) is not in the table yet. By the Pheenix Alpha and
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Galvanics (in the launch plant since October 2026, commissioned first) is not in the table yet. By the Pheenix Alpha and
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Sibert datasheets, one electroforming line plus the stamper prep machines
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is ~30 kVA connected, two three-phase plating units and the rest
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single-phase (see [galvanics and stamper prep](equipment/galvanics.md)):
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