Solar on every roof, BOI solar correction, open source section
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Solar (user, 17 Oct 2026: "use as much roof space as possible") - PV on every roof and canopy: ~640 kWp on the Payap scenario plot (factory roof ~523, canopies ~54, flat office roof ~65 kWp around the AC units); ~300 kWp on the Mueang Chi hall. Calculator: pvKWp 640, new pvSelf 85 % (zero export, hourly sketch), PV cost per kWp times the array, office-roof PV in the iso view, roofs drawn full. - 12.8M to 16.6M THB at 20 to 26 THB/W; CSV baseline 34.37M to 56.34M; launch plant ~168M / 231M / 294M THB with contingency; Plan B ~216M (label ~215M), ~39M above Plan A; Plan A unchanged (it leases the array), its solar lever ~17.5M. PV payback ~4.2 to 5.9 years. - Permits (rooftop solar no factory licence since 28 Dec 2024, ERC exemption under 1,000 kVA, PEA zero export) and PPA discounts sourced in sustainability.md. BOI correction - Announcement 3/2568 (in force 1 July 2025) ended BOI promotion for solar installations; only the battery may qualify (12M THB per MW cap). Removed the "BOI solar measure" from boi.md, total-investment, revenue-model, sustainability, site-candidates and both plan versions; Plan B's case for owning the array is the PPA bill it avoids (~0.07M USD a year). Open source (user, 17 Oct 2026) - digital-factory.md "Open source throughout, and working with other plants": everything we run and build is open source on NixOS, our code published (licence to decide), vendor firmware the stated exception; later the stack and factory-automation services for other pressing plants, not in the revenue. - Business plan section 5.6 plus an executive-summary bullet, reading guide and not-modelled mentions; draft 0.3 rebuilt (A 60, B 61 pages), renders re-made with the roofs full.
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@@ -70,14 +70,14 @@ steps are open planning items.
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- The plant now launches with everything in one capital round (October
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2026): one Newbilt Duplex system and one Classic, a Pheenix galvanics
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line, the Sibert stamper-prep line, a Sillitoe cutting room and the
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modular boiler and chiller plant: ~160M to 283M THB with contingency
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(midpoint ~222M), the Pheenix line priced at OMS's reference plus 20 %
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modular boiler and chiller plant: ~168M to 294M THB with contingency
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(midpoint ~231M, PV on every roof and canopy), the Pheenix line priced at OMS's reference plus 20 %
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([total investment](docs/finance/total-investment.md#launch-plant-october-2026)).
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For the investor the business plan comes in two versions, priced
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without contingency and with the ramp-up reserve
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([two plans](docs/finance/total-investment.md#two-plans-a-at-180m-thb-and-b-at-210m-thb-october-2026)):
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([two plans](docs/finance/total-investment.md#two-plans-a-at-180m-thb-and-b-at-215m-thb-october-2026)):
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**Plan A, ~177M THB**, the launch plant with six cost levers, and
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**Plan B, ~208M THB**, the same launch plant with everything in.
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**Plan B, ~216M THB**, the same launch plant with everything in.
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Chinese boilers, compressor and hydraulics save about 2M THB of that
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([Chinese suppliers](docs/suppliers/china-utilities.md)).
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The business plan is re-based on it (draft 0.2).
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@@ -171,7 +171,9 @@ The detail lives in dedicated documents:
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that has to exist for environment, machine, QC and genealogy data to land
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in one place keyed to one record identity, with ERPNext as the plant's
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only system of record (every tool we build reads and writes it; only
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machine data stays outside): the plant as one more site in B4L's
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machine data stays outside), everything open source with our own code
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published and, later, the stack and automation services offered to
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other pressing plants: the plant as one more site in B4L's
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existing NixOS fleet (the cnx-network clan: mesh, DNS, fleet
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monitoring, site gateway module, public proxy), what changes in that
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repo, VLAN zoning, Telegraf/MQTT acquisition source by source, QC
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@@ -280,9 +282,9 @@ The detail lives in dedicated documents:
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output capacity, building area, land, electrical demand, solar and
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storage, steam and fuel, headcount, and money cross-references
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- [Total investment](docs/finance/total-investment.md): the launch plant
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decided in October 2026 (~160M to 283M THB, ~4.85M to 8.6M USD, midpoint
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~222M THB) with the basis of every block, the two plans for the investor
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(Plan A ~180M, Plan B ~210M THB, without contingency), and the earlier
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decided in October 2026 (~168M to 294M THB, ~5.1M to 8.9M USD, midpoint
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~231M THB) with the basis of every block, the two plans for the investor
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(Plan A ~180M, Plan B ~215M THB, without contingency), and the earlier
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answer to the 180M / 216M question; the earlier full vision and phased
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entry are kept as superseded
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- [Phase 1 construction RFQ](docs/finance/phase1-construction-rfq.md):
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@@ -293,13 +295,13 @@ The detail lives in dedicated documents:
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planned 60 % specials (central revenue ~3.65M USD a year on ~0.74M
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records, EBITDA ~1.7M; the adverse case loses money), the operating
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pictures of Plan A (payback ~3.1 years on ~177M THB) and Plan B (the
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same output, payback ~3.6 years on ~208M THB: its extra pays back
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same output, payback ~3.8 years on ~216M THB: its extra pays back
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through what the table leaves out), the five-press table, and the levers and
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caveats behind the numbers
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- Business plan, draft 0.3 (October 2026), in two versions:
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[Plan A, ~180M THB](docs/business-plan/CNX-Vinyl-Business-Plan-A.pdf)
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([docx](docs/business-plan/CNX-Vinyl-Business-Plan-A.docx)) and
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[Plan B, ~210M THB](docs/business-plan/CNX-Vinyl-Business-Plan-B.pdf)
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[Plan B, ~215M THB](docs/business-plan/CNX-Vinyl-Business-Plan-B.pdf)
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([docx](docs/business-plan/CNX-Vinyl-Business-Plan-B.docx)): the
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investor-facing roll-up of everything above, each a complete plan with
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one table comparing it with the other, both priced without contingency
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