Business plan draft 0.2: re-based on the launch plant

The investor business plan (docx + pdf) rebuilt for the launch plant
decided in October 2026: one Duplex system and one Classic, Pheenix
galvanics with zero discharge, the Sibert line, a Sillitoe cutting room,
modular steam and cooling (rooms for four), cassette and CD-R; no bridge
stampers, no outsourced cutting; second Duplex as a growth option.

- Part A: executive summary (what changed since 0.1, the numbers, the
  180M / 216M answer, first release marked open), reading guide, two
  price points (ResurRec and Record Industry), anatomy rewritten for
  Sillitoe, Pheenix, Sibert, Duplex + Classic, lead times without bridge
  stampers, new 4.8 artist platform, cassette 4.9, CD 4.10.
- Part B: traceability with ERPNext as system of record, metrology launch
  tier as the investor's choice, QC, efficiency (PEA tariff, utility
  modules, fuel open, Chinese boilers and DIW rules), site (Mueang Chi,
  Payap zoning result), building blocks, safety, BOI and licences with
  galvanics in the first factory licence.
- Part C: launch-plant investment table, the investor's question and
  levers, tranches, currency, operating picture of the launch plant,
  timeline with the metal path on the critical path, commissioning
  sequence and why the whole chain at launch, team, 22 risks, 17 phase 0
  actions, the ask.
- plan_lib: grid column widths so LibreOffice keeps table widths.
- export_pdf.py: LibreOffice UNO export that fills the table of
  contents (47 pages).
- README: total investment, revenue model and business plan bullets.

README.md

@@ -77,7 +77,7 @@ steps are open planning items.
   ([total investment](docs/finance/total-investment.md#launch-plant-october-2026)).
   Chinese boilers, compressor and hydraulics save about 2M THB of that
   ([Chinese suppliers](docs/suppliers/china-utilities.md)).
-  The business plan is being re-based on it.
+  The business plan is re-based on it (draft 0.2).
 
 ## Planning Documents
 
@@ -263,21 +263,27 @@ The detail lives in dedicated documents:
 - [Project scale](docs/scale.md): rough numbers for everything on one page:
   output capacity, building area, land, electrical demand, solar and
   storage, steam and fuel, headcount, and money cross-references
-- [Total investment](docs/finance/total-investment.md): the full-vision
-  roll-up (~4.7M to 8.9M USD) and the ~1.7M to 2.9M USD phased entry, with
-  the basis of every block
+- [Total investment](docs/finance/total-investment.md): the launch plant
+  decided in October 2026 (~161M to 292M THB, ~4.9M to 8.9M USD, midpoint
+  ~227M THB) with the basis of every block, and the answer to the
+  investor's 180M / 216M THB question; the earlier full vision and phased
+  entry are kept as superseded
 - [Phase 1 construction RFQ](docs/finance/phase1-construction-rfq.md):
   the spec sheet for asking a contractor to price the phase 1 buildings
   and site works, with quantities taken from the parametric BIM model
-- [Revenue model](docs/finance/revenue-model.md): rough full-capacity
-  revenue (~3.7M to 6.8M USD/yr), direct cost and margin per record, and
-  the levers and caveats behind the numbers
+- [Revenue model](docs/finance/revenue-model.md): pricing, direct cost
+  and margin per record, the launch plant's operating picture (central
+  revenue ~3.75M USD a year, EBITDA ~1.6M, payback ~4 years on 216M THB;
+  the adverse case loses money), the five-press table, and the levers and
+  caveats behind the numbers
 - [Business plan](docs/business-plan/CNX-Vinyl-Business-Plan.docx): the
   investor-facing roll-up of everything above, built from
   `docs/business-plan/build/` (run `python build_plan.py` to regenerate
-  after the numbers move). Draft 0.1 carries the land-lease decision, the
-  cassette and CD scope, and Ploy Printing as packaging partner and
-  intended co-investor
+  after the numbers move; the PDF is exported with LibreOffice so the
+  table of contents is filled in). Draft 0.2 (October 2026) is built on
+  the launch plant: the whole chain at launch, the investor's budget
+  question, the launch plant's operating picture, the commissioning order
+  and its risks
 
 ## Repository Layout