grabowski 81de64c8a1 Investor deck rebuilt around Plan B (16 slides) ...

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.

2026-10-20 13:45:30 +07:00

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