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  was the superseded start fleet.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