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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

191 lines
8.5 KiB
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<title>CNX Vinyl · internal test site</title>
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<h1>CNX Vinyl</h1>
<span class="tag">internal test site</span>
<p class="lead">
Demos and static pages from the CNX Vinyl planning repository, a vinyl
pressing plant planned near Chiang Mai. Shared by link only and not
indexed. Figures in the demos are planning estimates.
</p>
<h2>Investor deck</h2>
<ul>
<li>
<a href="pitch/">
<strong>Investment proposal, Plan B (slides)</strong>
<span>The plant in 16 slides for BOI, bank and institutional
readers, proposing Plan B (~215M THB), the plan the main investor
wants, with Plan A as the comparison: the opportunity, the full
chain under one roof, the platform, site and utilities, Plan B by
block and why Plan B, the operating picture with its adverse case,
cash and returns, BOI promotion and its conditions, schedule,
risks, team and the ask. Press P for the presenter view; a PDF is
linked in the control bar.</span>
</a>
</li>
</ul>
<h2>Demos</h2>
<ul>
<li>
<a href="demos/plant-operation/">
<strong>Plant overview (simulated SCADA)</strong>
<span>The launch plant animated at real cycle times: one Newbilt
Duplex system and one Classic press, Pheenix Alpha electroforming and
Sibert stamper prep, from PVC intake and the material lab through pressing,
inspection, packaging and fulfillment, with the artist gates,
utilities and energy alongside. Real time up to a day in 24 s;
every station is clickable; on a phone, turn it sideways and pinch
to zoom.</span>
</a>
</li>
<li>
<a href="demos/fleet-calculator/">
<strong>Plant and business plan calculator</strong>
<span>Set the records a year and configure the plant: presses,
galvanics in-house or bought stampers, cutting in-house or
outsourced, metrology, solar, steam fuel and more. It builds the
investment from the launch-plant blocks, checks it against the
investor's 180M and 216M THB, runs the money a year and a ten-year
cash sketch, and lists what the plant needs, from the launch plant
to a fully equipped press hall. Every assumption is editable and a
scenario can be shared by link.</span>
</a>
</li>
<li>
<a href="demos/steam-cooling/">
<strong>Steam and cooling plant</strong>
<span>The utilities for the launch plant (one Duplex system and one
Classic on two boiler and two chiller modules, rooms built for four)
as a clickable process diagram: boiler bank, steam header and
condensate return, chiller bank, plate heat exchanger and a branch to
every press position. Switch between the launch plant, the Duplex
commissioned first, the second Duplex growth option and one module
down to see demand against installed capacity.</span>
</a>
</li>
<li>
<a href="demos/make-a-record/">
<strong>Make a record (investor demo)</strong>
<span>The artist platform as a customer sees it: design a record
against a to-scale mock-up, check the music and artwork, see one
clear price, let fans fund the pressing, follow production through
the artist approvals and open the record passport of one delivered
copy. Switch on investor notes for the business case behind each
step, or press Tour for a one-minute walk-through. Prices in THB,
USD or EUR; English or Thai.</span>
</a>
</li>
<li>
<a href="demos/factory/">
<strong>Factory console and order status (investor demo)</strong>
<span>The factory application on a simulated plant day: a Newbilt
Duplex system and a Classic with live counters, work orders for
every station, every record through optical
inspection, audio samples, the material lab gate, stamper
metrology and the hash-chained event log. Switch to the customer
portal to follow the same orders: steps and approvals, copies
pressed so far, lab and inspection results. Simulated data.</span>
</a>
</li>
<li>
<a href="demos/order/">
<strong>Order a record (step by step)</strong>
<span>The order tool as a step-by-step configurator: size, discs,
vinyl colour and effects, labels, sleeves, jacket and finish,
extras, mastering and cutting, test pressings, shipping, track list
and artwork, each step with its choices, beside a large live picture
of the record that changes with every choice and a running price and
ship date. Ends in a review that lists what is still missing and the
itemised quote. Indicative demo prices; nothing is uploaded or
sent.</span>
</a>
</li>
<li>
<a href="demos/artist-order/">
<strong>Artist ordering and fan funding</strong>
<span>Configure a record, type the track list or drop the master
files and artwork (checked in the browser, nothing is uploaded), get
an itemised offer with the price per copy against quantity and the
lead time, then order directly or run a fan-funded campaign to a
funded or missed end and follow the production through the artist
approvals. Indicative demo prices.</span>
</a>
</li>
</ul>
<footer>Built from <code>site/</code> in the cnx_vinyl repository.</footer>
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