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/roadmap.md

@@ -48,7 +48,10 @@ These three run in parallel and gate everything downstream:
    the semi-auto half
 6. **Galvanics quotes**: Digital Matrix, and Pheenix Alpha in the same
    conversation as item 5 (it builds the electroforming line too), plus
-   Sibert prices for the stamper prep machines; equipment data in
+   OMS (Optical Media Services), named by Sibert as the alternative to a
+   Pheenix turnkey line, and Sibert's itemised quotation for the stamper
+   prep machines (a USD 250k budget for all three is confirmed, its time,
+   spares, shipping and travel extra); equipment data in
    [galvanics and stamper prep](equipment/galvanics.md). In parallel,
    identify the separate water-treatment vendor for the zero-discharge
    system
@@ -122,7 +125,12 @@ These three run in parallel and gate everything downstream:
     evidence says the domestic bottleneck is imported metalwork, not press
     capacity, and that a galvanics line could earn from the incumbent's
     spare presses before CNX's own press hall exists — see the
-    [revenue model](finance/revenue-model.md)
+    [revenue model](finance/revenue-model.md). Sibert, which would sell
+    into this line, advised after Haarlem to get presses, boilers,
+    operators and live feedback loops right first and to earn some return
+    before every manufacturing step is in place
+    ([exhibitor briefing](suppliers/making-vinyl-europe-2026-exhibitors.md#after-the-show));
+    supplier advice to weigh against the market evidence, not a decision
 24. Automated press line (the 50/50 fleet target)
 25. Full metrology stack and the sampled audio QC station
 26. Biomass boiler, fed by the by-then-mature coppice plus regional fuel