Two plans for the investor: Plan A ~180M, Plan B ~225M THB; Pheenix at OMS +20 %

User (October 2026): price the Pheenix galvanics line at OMS's reference
plus 20 %, and work on a new business plan in two versions, one at
roughly 180M THB and one at +25 %; the plans do not include contingency;
Plan A keeps every machine and uses cost levers only.

- total-investment.md: Pheenix block 324k to 445k USD (OMS 4-cell wet
  room with know-how transfer, EUR 234k to 321k, plus 20 %; was 320k to
  650k estimate); launch plant now ~161M to 285M THB with contingency,
  midpoint ~223M. New section "Two plans": Plan A = launch plant with
  solar PPA, metrology launch tier, corridor later, cassette and CD-R
  later, rented crane, Chinese boilers and compressor: subtotal ~161.7M
  + ramp-up reserve 10 to 20M = ~177M THB (127M to 226M). Plan B = second
  Duplex at launch (five presses), everything in: subtotal ~209.2M +
  reserve = ~224M THB (162M to 286M). Contingency listed as not in
  either price (~24M / ~31M at 15 %). The 180M / 216M answer marked
  superseded.
- revenue-model.md: operating pictures of both plans at 60 % specials.
  Plan A central EBITDA 1.73M USD, operating profit 1.34M, payback ~3.1
  yr on the plan price; adverse loses money. Plan B (1.0 / 1.25 / 1.5M
  records) central EBITDA 3.14M, operating profit 2.63M, payback ~2.2 yr;
  adverse just covers depreciation; needs ~1.25M records sold.
- Calculator: Pheenix price basis "OMS +20 %" and "OMS directly"; new
  contingency switch (in the total / shown separately); presets Plan A
  and Plan B (replace "investor levers" and "five-press"); budget card
  against 180M and 225M.
- galvanics.md price note, README, roadmap.

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README.md

@@ -70,11 +70,14 @@ steps are open planning items.
 - The plant now launches with everything in one capital round (October
   2026): one Newbilt Duplex system and one Classic, a Pheenix galvanics
   line, the Sibert stamper-prep line, a Sillitoe cutting room and the
-  modular boiler and chiller plant. The investor asked whether it can be
-  built for 180M THB, possibly 20 % more: on current estimates it costs
-  ~161M to 292M THB (midpoint ~227M), so 216M is a realistic target with
-  four levers and 180M a low-quote case
+  modular boiler and chiller plant: ~161M to 285M THB with contingency
+  (midpoint ~223M), the Pheenix line priced at OMS's reference plus 20 %
   ([total investment](docs/finance/total-investment.md#launch-plant-october-2026)).
+  For the investor the business plan comes in two versions, priced
+  without contingency and with the ramp-up reserve
+  ([two plans](docs/finance/total-investment.md#two-plans-a-at-180m-thb-and-b-at-225m-thb-october-2026)):
+  **Plan A, ~177M THB**, the launch plant with six cost levers, and
+  **Plan B, ~224M THB**, five presses with the second Duplex at launch.
   Chinese boilers, compressor and hydraulics save about 2M THB of that
   ([Chinese suppliers](docs/suppliers/china-utilities.md)).
   The business plan is re-based on it (draft 0.2).
@@ -277,9 +280,10 @@ The detail lives in dedicated documents:
   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 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
+  decided in October 2026 (~161M to 285M THB, ~4.9M to 8.6M USD, midpoint
+  ~223M THB) with the basis of every block, the two plans for the investor
+  (Plan A ~180M, Plan B ~225M THB, without contingency), and the earlier
+  answer to the 180M / 216M 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
@@ -287,8 +291,10 @@ The detail lives in dedicated documents:
 - [Revenue model](docs/finance/revenue-model.md): pricing, direct cost
   and margin per record, the launch plant's operating picture at the
   planned 60 % specials (central revenue ~3.65M USD a year on ~0.74M
-  records, EBITDA ~1.7M, payback ~3.8 years on 216M THB; the adverse case
-  loses money), the five-press table, and the levers and
+  records, EBITDA ~1.7M; the adverse case loses money), the operating
+  pictures of Plan A (payback ~3.1 years on ~177M THB) and Plan B
+  (1.25M records, EBITDA ~3.1M USD, payback ~2.2 years on ~224M THB, if
+  the records sell), 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