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import VAT), as total-investment states; the calculator's ~2.5M includes the water treatment; the old ~2.75M was the superseded start fleet.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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@@ -4,12 +4,14 @@ The site strategy is a long lease of raw land on which the purpose-built
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plant is constructed (business plan section 6.1, built from
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`business-plan/build/`). What any site has to offer is unchanged: ~4 rai
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minimum and 6 to 8 rai with expansion, truck access and turning, room for
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the cooling tower and a separated battery enclosure, a 500 to 1,000 kVA
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the detached utility yard (boiler hall and an open compound of air-cooled
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chillers, no cooling tower) and a separated battery enclosure, a 500 to 1,000 kVA
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medium-voltage connection, a slab rated 3 t/m² and a frame able to carry
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the overhead crane ([scale](scale.md),
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[crane, workshop and tours](crane-workshop-tours.md)), factory permission
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for pressing with a steam boiler, and, for Phase 5, permission for an
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electroplating line ([galvanics and stamper prep](equipment/galvanics.md)).
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for pressing with a steam boiler, and permission for an electroplating
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line from the start (galvanics is in the launch plant and commissioned
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first) ([galvanics and stamper prep](equipment/galvanics.md)).
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## The three candidates
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@@ -124,7 +126,7 @@ dropped. Source record with the zone's full rules and annex:
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Payap scenario model below needs a 150 m square (14.1 rai) as drawn,
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with a press hall laid out for Duplex systems, a colour store and a
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reserve.
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6. **Galvanics on a campus.** Phase 5 electroplating needs the lessor's
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6. **Galvanics on a campus.** The electroplating line, in the launch plant, needs the lessor's
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written consent; the zero-discharge design
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([sustainability](sustainability.md)) becomes a lease condition, not
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only a commitment.
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@@ -265,7 +267,7 @@ and every equipment envelope is an estimate.
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outside the crane zone.
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- **Utility yard** behind the press hall, across a 6 m lane:
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- boiler house with chimney and a covered fuel store;
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- chiller and cooling tower;
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- open chiller compound with air-cooled chillers (no cooling tower);
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- a raw water tank (5 m × 3 m, as in the phase 1 RFQ);
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- PEA transformer;
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- a pipe bridge that drops into the service trench.
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