Sibert follow-up: USD 250k budget, current VS specs, OMS as galvanics option

Ian Locke's email of 5 October 2026 after Making Vinyl Europe:

- Budget of USD 250k for VSP, VSF and VSC confirmed; his time, spares,
  shipping and travel extra; itemised quotation on request. The
  total-investment block keeps its estimate until the re-base, the
  difference (+190k low case / +80k high case) goes into the
  not-yet-rolled-up table.
- Current specifications filed (VSF and VSC 2022, VSP 2023) plus the
  VSF/VSP/VSC line-up drawing (4958 x 833 mm); the 2021 issues move to
  sibert/specs-2021/. VSC is now 1000 kg with split OD hydraulic / ID
  pneumatic forming; VSF 0-30 psi, 4-station head. Crane table, supplier
  map, vendor landscape and the plant page details updated.
- Fully automatic VSPa exists; Sibert offers to move features to the VSP.
- Electroforming: OMS (Optical Media Services, Lou Wullms) named next to
  Pheenix; added as a third galvanics candidate with open questions.
- Sequencing advice (presses, boilers, operators and live feedback loops
  first) recorded in the exhibitor briefing, roadmap item 23, and as
  digital-factory design decision 9 (operators see the data first).

docs/finance/total-investment.md

@@ -20,7 +20,7 @@ July 2026; the underlying THB estimates are unchanged, because EUR/THB at
 | 2 automated presses (Pheenix AD12) | 580k – 920k | 19.1M – 30.5M | unverified ~USD 340k/press indicative + delivery and commissioning |
 | Galvanics line (Digital Matrix or Pheenix Alpha) | 320k – 650k | 10.7M – 21.4M | six-figure-USD turnkey inference from vendor research; the Pheenix range (2024 flyers, [galvanics and stamper prep](../equipment/galvanics.md)) is unpriced too |
 | Zero-discharge water treatment (ZLD) | 90k – 240k | 3.0M – 8.0M | utilities CSV option row |
-| Stamper prep (Sibert VSP, VSF, VSC) | 60k – 170k | 1.9M – 5.7M | estimate, pricing unpublished (2021 specifications on file) |
+| Stamper prep (Sibert VSP, VSF, VSC) | 60k – 170k | 1.9M – 5.7M | estimate kept until the re-base; Sibert has since confirmed USD 250k for the three (its time, spares, shipping and travel extra), the difference is in the table below |
 | Mastering and cutting room (Agnew or Sillitoe lathe system, cutter amps, console, room treatment) | 290k – 580k | 9.6M – 19.1M | estimate, bespoke market; the Sillitoe SDMS lists at USD 125k for lathe, head, amplifier and automation (ex tax, shipping), which makes the low end reachable; band kept until both quotes exist |
 | Metrology and QC stack (confocal, profiler, XRF, inline vision, audio station) | 350k – 810k | 11.5M – 26.7M | estimate, phaseable |
 | Utilities, solar, HVAC, racking baseline | 730k – 1,270k | 24.0M – 41.6M | reviewed [utilities CSV](utilities-investment.csv), THB-native |
@@ -35,9 +35,9 @@ July 2026; the underlying THB estimates are unchanged, because EUR/THB at
 
 ### Added scope, not yet in the roll-up
 
-Decided after the roll-up above was compiled; carried here as estimates
-until the next re-base folds them into the blocks (the building and
-software lines, and the contingency on top).
+Decided, or re-priced by a vendor, after the roll-up above was compiled;
+carried here until the next re-base folds them into the blocks (the
+building, software and stamper prep lines, and the contingency on top).
 
 | Block | USD | THB | Basis |
 |---|---|---|---|
@@ -46,7 +46,8 @@ software lines, and the contingency on top).
 | Visitor corridor and accessible entrance | 67k – 148k | 2.2M – 4.9M | estimate, same |
 | Artist platform, public side (calculator, campaigns, payments) | 40k – 90k | 1.3M – 3.0M | estimate, [artist platform](../artist-platform.md) |
 | PVC material lab, day-one tier (incl. plaque press and sample conditioning) | 55k – 150k | 1.8M – 5.0M | estimate, [quality automation](../quality-automation.md); not costed in the metrology block above. The mature tier (torque rheometer, DSC, FTIR, ~120k – 240k) is deferred, with partner labs in between |
-| **Added so far** | **~290k – 690k** | **~9.5M – 22.9M** | about 7 to 9% on the full-vision subtotal |
+| Stamper prep re-priced: USD 250k for VSP, VSF and VSC against the 60k – 170k block above | +190k (low case) / +80k (high case) | +6.3M / +2.6M | Sibert's budget confirmation, email of 5 October 2026 ([galvanics and stamper prep](../equipment/galvanics.md)); itemised quotation to follow. Its time, spare parts, shipping and travel are extra and fall into the freight/installation and spares blocks above |
+| **Added so far** | **~480k – 770k** | **~15.8M – 25.5M** | about 10 to 12% on the full-vision subtotal |
 
 ## Phased entry