grabowski 995bb4ba60 Plan B chosen; stale mirrors fixed; business plan rebuilt ...

User, 19 Oct 2026: the main investor wants to go with Plan B; fix the
stale docs the deck build found.

- total-investment.md "Two plans" and README: the main investor wants
  Plan B (~217M THB, labelled ~215M); Plan A stays as the comparison.
- boi.md: duty without BOI on the launch plant's ~2.3M USD of imported
  machinery (~0.11M duty, ~0.17M import VAT), as total-investment states;
  the calculator's ~2.5M includes the water treatment; the old ~2.75M
  was the superseded start fleet.
- roadmap.md item 2: the BOI application stacks automation, R&D and the
  battery if it qualifies; solar lost promotion on 1 July 2025.
- project-timeline.md: October re-read note (launch plant with
  galvanics commissioned first, long lease of raw land, Plan B price;
  calendar not redrawn); galvanics rows no longer "Phase 5".
- revenue-model.md: blended price at 60 % specials ~124 to 174 THB
  (3.76 to 5.27 USD), the Thai gap "three to six times".
- site-candidates.md, scale.md: utility yard with air-cooled chillers,
  no cooling tower; electroplating permission needed from the start.
- Business plan: working capital 4.5M to 9.6M THB (as total-investment);
  A and B docx and PDF rebuilt (63 pages each, TOC checked).

2026-10-20 13:26:28 +07:00

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