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  was the superseded start fleet.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