Press fleet: two Newbilt Duplex systems with an extruder per press, plus a Classic

The current plan (user decision, October 2026) replaces the 50/50 target
(two semi-automatic presses and two Pheenix AD12s) with an all-Newbilt
fleet of five presses: two Duplex systems in Newbilt's two-extruder
configuration (two HRP 12 presses, an extruder each, one hydraulic unit)
and one Classic fully automatic press.

- pressing-line.md: new "Current plan" section (fleet table, what it
  means, phasing from the Single 2.1 as the first half of system 1,
  re-quote questions); site requirements per Duplex system.
- scale.md: capacity table and basis (368 to 448 records/h, ~1.06 to 1.5M
  a year on two shifts, same range as before); pressing electrical row;
  steam and cooling flagged, not re-based: five presses draw ~750 to 900
  kg/h of steam and up to ~625 kW of cooling at Newbilt's per-press
  figures, against the 400 kg/h / 250 kW sized for one Duplex.
- total-investment.md: fleet change as an added-scope row (system 2
  ~230k-300k and the Classic ~290k-460k, estimates; -60k / -160k against
  the two blocks it replaces); headline unchanged until the re-base.
- roadmap items 4, 5 and 24, revenue model mature row, crane doc (the
  Classic's weight now decides 5 t or 3.2 t), vendor landscape (AD12 is
  the comparison for the Classic), README.

The business plan docx is not regenerated.

docs/finance/revenue-model.md

@@ -99,7 +99,7 @@ as output.
 | ResurRec, assuming one shift over 300 days | ~275k – 355k |
 | **CNX launch** (1 semi-auto, 1 shift) | **90k – 135k** |
 | CNX Duplex (2 semi-auto, 1–2 shifts) | ~175k – 540k |
-| CNX mature (2 semi + 2 automated, 2 shifts) | 1.0M – 1.5M |
+| CNX mature (4 semi + 1 automated, 2 shifts) | 1.0M – 1.5M |
 
 All rows are on the same 300-day basis so they can be compared. CNX does
 not overtake them on installed capability until the Duplex expansion, and

docs/finance/total-investment.md

@@ -16,8 +16,8 @@ July 2026; the underlying THB estimates are unchanged, because EUR/THB at
 
 | Block | USD | THB | Basis |
 |---|---|---|---|
-| Newbilt semi-auto line, full Duplex | 350k – 370k | 11.5M – 12.2M | 2024 quote EUR 200,500 (~USD 232k) + quoted 2nd press/extruder ~USD 115k; expired, needs re-quote |
-| 2 automated presses (Pheenix AD12) | 580k – 920k | 19.1M – 30.5M | unverified ~USD 340k/press indicative + delivery and commissioning |
+| Newbilt semi-auto line, full Duplex | 350k – 370k | 11.5M – 12.2M | 2024 quote EUR 200,500 (~USD 232k) + quoted 2nd press/extruder ~USD 115k; expired, needs re-quote. The fleet has since changed, see the added-scope table |
+| 2 automated presses (Pheenix AD12) | 580k – 920k | 19.1M – 30.5M | unverified ~USD 340k/press indicative + delivery and commissioning. Replaced by the Newbilt Classic in the current fleet, see the added-scope table |
 | 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; OMS's reference prices (letter, 9 October 2026) put a complete 4-cell wet room at EUR 224k basic to 311k advanced (~USD 259k to 359k; ~270k to 371k with know-how transfer), installation and water treatment extra: at or below this block's low end, kept until quotes exist |
 | 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 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 |
@@ -47,7 +47,8 @@ building, software and stamper prep lines, and the contingency on top).
 | 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 |
 | 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 |
+| Press fleet changed (October 2026) to two Newbilt Duplex systems with an extruder per press plus one Newbilt Classic, replacing the two blocks above (930k – 1,290k): Duplex system 1 as the first block (350k – 370k), system 2 ~230k – 300k (two press and extruder sets at the quoted ~115k each, plus its hydraulic unit, estimate), the Classic ~290k – 460k (the AD12 band per press as a placeholder; no Newbilt price on file) | −60k (low case) / −160k (high case) | −2.0M / −5.3M | estimate, [pressing line](../equipment/pressing-line.md); the Newbilt re-quote replaces it. The utilities for five presses are not re-sized yet ([scale](../scale.md)) |
+| **Added so far** | **~420k – 610k** | **~13.8M – 20.2M** | about 8 to 10% on the full-vision subtotal |
 
 ## Phased entry
 
@@ -60,8 +61,9 @@ A credible launch phase is far smaller, roughly **1.7M to 2.9M USD
   metrology deferred; the PVC lab's day-one tier is the added-scope row
   above
 - Leased building instead of purchase, modest first solar array
-- Galvanics, automated presses, full metrology, and the biomass boiler
-  follow as revenue-funded or second-round expansions
+- Galvanics, the second Duplex system and the Classic, full metrology,
+  and the biomass boiler follow as revenue-funded or second-round
+  expansions
 
 The planning already supports this: the Duplex-ready hydraulics, the
 bridge-supplier role for Stamper Discs, the staged electric-to-biomass
@@ -80,7 +82,7 @@ exactly this reason.
   [project-timeline.md](../project-timeline.md)
 - **Biggest uncertainty bands**: metrology (partly a choice of ambition),
   the mastering/cutting room (bespoke vendor, no public pricing), the
-  automated presses (single unverified price point), and land
+  Newbilt Classic (no price on file), and land
 - **Currency exposure is real and is not modelled here.** Revenue is
   mostly USD/EUR from export customers, the cost base is mostly THB, and
   the largest single equipment block is EUR-denominated and unhedged