User, 19 Oct 2026: build the deck again but focus on Plan B, the main
investor wants to go with that.
- Proposes Plan B, ~217M THB at the midpoint (~6.56M USD), labelled
~215M; Plan A (~182M) only as the comparison. Every running footer,
source line and speaker note now presents Plan B.
- New slide 9 "Why Plan B": ownership and control, not a higher
modelled return (owned roof PV and battery instead of a PPA, full
metrology from the first release, corridor and tours from day one,
cassette and CD-R, bought crane, Thai utilities; ~34.5M THB together);
Plan A has the better modelled return, owning the array earns no BOI
tax benefit.
- Investment by block for Plan B with low-high ranges, the "what Plan B
buys" table, no contingency (~30M at 15 %); operating picture, cash
curve (payback ~4.2, IRR ~22 %, NPV ~4.7M USD) and BOI slide (equity
at least ~54M THB at 3:1, owned PV and battery as collateral) for B;
B-specific risks; the ask with the Plan B tranches only.
- Plan B renders replace the Plan A ones; PDF regenerated, 16 pages,
1.5 MB.
- README and landing page entries say 16 slides and Plan B.
- Checks: every slide at 1920/1440/1280/390 px without overflow,
navigation and presenter sync, PDF pages and text, no em dashes.
User, 19 Oct 2026: build a high-end investor pitch deck; the whole
plant, web slides on the test site with presenter mode plus a PDF,
12 to 15 slides, both plans, for a BOI / bank / institutional reader.
- docs/pitch/index.html (site /pitch/): title, opportunity, the chain
under one roof, how a record is made (9 stages, 3 gates, traceability,
ERPNext), platform, site and building, sustainability and region,
investment A vs B by block with the six levers (no contingency in
either price), operating picture with the adverse case, ten-year cash
and returns (calculator presets), BOI promotion and the 3:1
debt-to-equity condition (financing structure to be agreed), schedule,
risks, team and vendors, the ask (phase 0 then tranches).
- Every figure carries a source line (business plans draft 0.3 and the
owning docs); speaker notes per slide; P opens a synced presenter
window, O the overview, F fullscreen, #n deep links.
- img/: six WebP pictures (calculator renders, order tool, fan funding,
record passport); CNX-Vinyl-Investor-Deck.pdf, 15 pages 16:9, images
re-encoded to 1.5 MB.
- site/build.sh copies docs/pitch/ to /pitch/ (new DIRS list); the
deploy also triggers on docs/pitch/**; landing page and README entries.
- Checks: 15 slides at 1920/1440/1280/390 px without overflow, navigation,
presenter sync both ways, PDF pages and text, no em dashes.
grabowski