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.
User, October 2026: take the BOI duty-free import and VAT exemption into
consideration.
- boi.md: import VAT goes with the BOI duty exemption (Revenue Department
answer on the BOI OSOS FAQ, checked October 2026); what it is worth:
~2.75M USD of imported machinery at the start fleet (block midpoints)
would otherwise carry ~5 % duty (Thai MFN averages 4.1 % on HS 8477,
0 to 10 % across HS 84; estimate until the HS codes are set), ~0.14M
USD, and 7 % import VAT, ~0.2M paid at the border and recovered later
as input tax, mostly as a refund claim since exports are zero-rated.
- total-investment.md: the blocks are vendor prices without duty or
import VAT, so the headline already assumes promotion.
- Fleet calculator: BOI promoted / not promoted switch and export share.
Not promoted adds the machinery duty to capex and depreciation, shows the
import VAT as cash at the border, and charges duty on imported PVC
compound; promoted exempts both, with no compound duty on exported
records and 90 % off for domestic sales (sections 36(1) and 30). A note
under the KPIs shows what promotion saves either way. Defaults: payback
3.1 years with BOI, 3.2 without; adverse case operating result -31k
with BOI, -68k without. CIT and BOI CIT exemptions still not modelled.
Payap also wants to work closely with the project on new student
programmes: audio engineering (mastering, lathe cutting), IT, business
administration and more.
New docs/payap-partnership.md: why it fits (mastering/cutting engineers
are the hardest hires; Payap has music, IT, business, communication arts,
an English-language International College and pharmacy labs; the plant has
a lathe, production data and a real factory application), programme areas
mapped to the docs they draw on, and what it changes: a reason to bring
the cutting room (roadmap item 27) forward, a cutting engineer before the
students, lacquer and stylus cost of teaching, pre-release security for
customer audio, student access and safety, IT work on staging only, the
link to the Payap land, BOI R&D merit. Suggested form: MOU, internships,
short certificate courses first, degree tracks later; what to settle in
writing and questions for the next meeting.
Links from README (bullet, layout), site-candidates, roadmap item 27, the
supplier map's open training item and the BOI open items.
Group B base activity (plastics) with non-tax package and machinery duty
exemption; CIT value engineered via solar/BESS, smart-and-sustainable
automation, and R&D merit measures; NEC/Lamphun regional angle; BOI
approval sequenced ahead of incorporation and machinery orders
grabowski