ResurRec Japan: photos of the new plant, presses read as new Pheenix AD12s

Four photos of ResurRec's new Japan plant (October 2026) filed in
docs/finance/resurrec-japan/. Revenue model gets a "ResurRec Japan"
section: what the photos show (visitor window, automatic presses in
aluminium cabinets that Alexander identifies as a new red AD12
generation, ceiling services, air-conditioned room, no plating in view),
what it changes (scaling abroad, Japan export wedge narrows, Classic vs
AD12 evidence, collaboration depends on their metal path) and open
questions. Also notes a directory listing naming an M-Tech Allegro II in
Bangkok against the tour's Newbilt Classic.

Mirrors: Pheenix sections in vendor-landscape, exhibitor questions and
supplier map; pressing-line AD12 paragraph; roadmap item 5; visitor
corridor in crane-workshop-tours; README status and layout.

README.md

@@ -66,7 +66,9 @@ steps are open planning items.
   ([site candidates](docs/site-candidates.md),
   [Payap partnership](docs/payap-partnership.md)).
 - A collaboration with [ResurRec](https://www.resurrec.com/) is under
-  discussion.
+  discussion. ResurRec has since opened a plant in Japan with automatic
+  presses, identified from photos as new Pheenix AD12s (October 2026;
+  [revenue model](docs/finance/revenue-model.md#resurrec-japan-october-2026)).
 - Back from Haarlem, the team is preparing a meeting with the project's
   investor (October 2026). Post-show follow-ups with Pheenix, Sibert, OMS
   and SST are in the
@@ -397,7 +399,8 @@ docs/
 ├── finance/               Project cost overviews, revenue model,
 │                          share price, construction RFQ, PEA electricity tariff
 │                          schedule (pea/), biomass fuel market
-│                          reports (biomass/)
+│                          reports (biomass/), photos of ResurRec's
+│                          Japan plant (resurrec-japan/)
 ├── suppliers/             Supplier contacts, vendor landscape, supplier map,
 │                          Chinese utility suppliers (china-utilities.md)
 ├── order.html             Step-by-step order configurator demo page

docs/crane-workshop-tours.md

@@ -266,6 +266,11 @@ show the whole chain from lacquer to packed record, while visitors:
 - cannot touch anything, distract an operator or bring dust onto the
   floor. The glass protects production as much as it protects visitors.
 
+ResurRec's new Japan plant shows its press floor the same way, through a
+window wall beside the brand sign
+([photo](finance/resurrec-japan/resurrec-japan_visitor-window.jpeg),
+October 2026; [revenue model](finance/revenue-model.md#resurrec-japan-october-2026)).
+
 ### Route
 
 At ground level along **one long wall, the car-park elevation**, which is

docs/equipment/pressing-line.md

@@ -157,7 +157,13 @@ automated candidate). What it means:
 The Pheenix AD12 leaves the plan; it stays in the
 [vendor landscape](../suppliers/vendor-landscape.md) as the comparison if
 the Classic re-quote disappoints, and Pheenix stays a galvanics candidate
-([galvanics and stamper prep](galvanics.md)).
+([galvanics and stamper prep](galvanics.md)). ResurRec, which the August
+2026 tour found running a Newbilt Classic in Bangkok (a directory listing
+names an M-Tech Allegro II instead), appears to have
+equipped its new Japan plant with AD12s (Alexander's identification
+from photos, October 2026, [revenue model](../finance/revenue-model.md#resurrec-japan-october-2026)).
+Why they chose the AD12 there is a question for the Classic re-quote, the
+Pheenix call and the ResurRec talks.
 
 ## Semi-automatic line: Newbilt
 

docs/finance/revenue-model.md

@@ -56,7 +56,11 @@ picture more than the invoices do:
   3-column hydraulic, built-in 15 kW extruder, automatic patty and label
   handling, Siemens PLC, 28 s cycle — is from Newbilt's datasheet, not
   from anything observed running. No nameplate was photographed and the
-  age or provenance of either machine is unknown.
+  age or provenance of either machine is unknown. A directory listing
+  ([vinylrecordpress.media](https://vinylrecordpress.media/resource/resurrec-bangkok-vinyl-pressing-plant),
+  posted May 2026, checked October 2026) names an M-Tech Allegro II and
+  Newbilt manual presses instead, so which automatic press runs in Bangkok
+  is unresolved.
 
 Four things follow, and one of them corrects the read in the previous
 section.
@@ -408,7 +412,8 @@ that CNX would not have.
   scheduling, jacket printing, floor space or PVC procurement? It decides
   whether their constraint is one CNX escapes or one CNX shares.
 - What is ResurRec's actual annual output and title count? The
-  collaboration sizing is guesswork without it.
+  collaboration sizing is guesswork without it. Ask the same for the new
+  Japan plant ([ResurRec Japan](#resurrec-japan-october-2026)).
 - What does the Stamper Discs quote say? It, not the Thai resale price,
   is CNX's real avoided cost at launch.
 
@@ -437,6 +442,76 @@ capacity — is a plausible shape for it, and it would put revenue against
 the galvanics line from day one rather than waiting on CNX's own title
 count.
 
+## ResurRec Japan (October 2026)
+
+ResurRec has opened a second plant, in Japan. Four photographs of it
+reached the team in October 2026, filed in
+[`resurrec-japan/`](resurrec-japan/). Where in Japan, since when and at
+what capacity is not known, and nothing about it is published yet:
+`resurrec.jp` is registered but showed only the hosting provider's
+placeholder page (checked 26 October 2026). What the photos show:
+
+- **A "ResurRec JAPAN" sign beside a window wall onto the press floor**
+  ([photo](resurrec-japan/resurrec-japan_visitor-window.jpeg)): visitors
+  watch production from a corridor, the idea behind CNX's glazed
+  [visitor corridor](../crane-workshop-tours.md#3-visitor-corridor).
+- **Automatic presses in aluminium-profile safety cabinets** with glass
+  doors, red frames and a touch panel on a swing arm, red hydraulic units
+  beside them, at least three press cabinets in view
+  ([press floor](resurrec-japan/resurrec-japan_press-floor.jpeg),
+  [one press](resurrec-japan/resurrec-japan_press-cabinet.jpeg)). **Alexander
+  identifies them as a new Pheenix Alpha AD12.** What supports it: a
+  carton marked "PHEENIX AL..." stands in the foreground, the cabinet
+  layout matches the AD12 cabinet pictured on
+  [Pheenix's site](https://www.pheenixalpha.com/), and Pheenix supplies
+  one hydraulic pump unit per AD12. The site still shows the AD12 in grey,
+  so the red version would be a generation not yet published. Neither
+  ResurRec nor Pheenix has confirmed it. A close-up shows a record on a
+  turning table under a clamp with a hot-surface warning, which reads as
+  the trimming station (our reading;
+  [detail](resurrec-japan/resurrec-japan_press-detail.jpeg)).
+- **Services from the ceiling**: insulated pipe runs with a drop,
+  pressure gauges and valves at each press, a stack light per press, in a
+  finished room with a suspended ceiling, track lights and a ceiling air
+  outlet, so the room is air-conditioned, unlike the Bangkok floor.
+- No plating, cutting or packing area is in view. Whether the Japan plant
+  plates is unknown.
+
+What it changes:
+
+- **"They cannot scale inside an apartment" now holds for Bangkok only.**
+  ResurRec scaled by building abroad, with automatic presses in a
+  conditioned room. If the AD12 identification holds, three presses at
+  Pheenix's 24 to 26 s cycle (~140 records/h each, vendor figure)
+  nameplate at ~420 records/h, about twice the Bangkok pair's ~190 to
+  210/h above. That is installed capability, not output, and the table
+  above still counts Bangkok only.
+- **The Japan part of the export wedge narrows.** The positioning above
+  counts regional labels shipping to Japan among CNX's market. ResurRec
+  now presses inside Japan, so Japanese labels, and Thai titles sold there
+  (HYBS's *Making Steak*, pressed by ResurRec, was also sold in Japan per
+  [Bandwagon, 2023](https://www.bandwagon.asia/articles/resurrec-boutique-vinyl-lab-records-music-bangkok-thailand-traithep-wongpaiboon-sarit-narukatpichai-interview-southeast-asia-press-2023)),
+  have a domestic option from the same company. Japan already had Toyo
+  Kasei, Sony and P-Vine's VGAP, which P-Vine called the fourth domestic
+  plant when it opened in 2024
+  ([P-Vine, 24 July 2024](https://p-vine.jp/news/20240724-100048)).
+- **An operator that runs Newbilt presses in Bangkok chose Pheenix for
+  Japan**, if the identification holds. If the Bangkok automatic is the
+  Newbilt Classic the tour identified (see the directory conflict above),
+  it is the most direct Classic-versus-AD12 evidence the plan has; the
+  AD12 is the comparison for the Classic in
+  [pressing line](../equipment/pressing-line.md). Why they chose it, and
+  what installation and service cost them in Japan, is worth asking in
+  the collaboration talks and on the Pheenix call.
+- **The collaboration shape above depends on the metal path.** If the
+  Japan plant does not plate either, CNX's stampers and cut lacquers could
+  serve two ResurRec plants; if it does, ResurRec has its own metal path
+  and the stamper-supply offset shrinks.
+
+Open questions: where the Japan plant is, since when, how many presses
+and which, whether it plates, and whether Bangkok keeps its orders or
+volume work moves to Japan.
+
 ## Pricing assumptions (what a pressing plant charges)
 
 Typical Western pressing-service prices run roughly **2.90 to 5.80+ USD**

docs/roadmap.md

@@ -58,7 +58,9 @@ These three run in parallel and gate everything downstream:
    Classic and a galvanics candidate (item 6). After Haarlem the CEO offered a Teams call,
    reference clients and a factory visit near Stockholm; the call follows
    once our questions are ready, and the next Europe trip is planned
-   for February 2027 ([exhibitor briefing](suppliers/making-vinyl-europe-2026-exhibitors.md#after-the-show))
+   for February 2027 ([exhibitor briefing](suppliers/making-vinyl-europe-2026-exhibitors.md#after-the-show)).
+   ResurRec's new Japan plant appears to run AD12s (photos, October 2026,
+   [revenue model](finance/revenue-model.md#resurrec-japan-october-2026)), a possible reference in Asia
 6. **Galvanics quotes**: Digital Matrix, and Pheenix Alpha in the same
    conversation as item 5 (it builds the electroforming line too), plus
    OMS (Optical Media Services), named by Sibert as the alternative to a

docs/suppliers/equipment-suppliers.md

@@ -107,7 +107,7 @@ Suppliers identified:
 | Supplier | Location | Offering | Notes |
 |---|---|---|---|
 | Newbilt machinery GmbH | Alsdorf, Germany | Single 2.1 system (VEX 50 extruder, HRP 12 press ~150 t, semi-auto), Duplex expansion, molds, Vario trimmer, Granulator 400 grinder, Label Punch, EX 35 auxiliary colour extruder. **Also builds the Classic 12" fully automatic press**: hydraulic **3-column** frame, **built-in extruder** (3 heated zones, water-cooled screw; 7.5 kW drive motor per the 2024 flyer, earlier noted here as 15 kW, confirm), automatic patty loading, automatic label supply, automatic cooling-plate management, spindle stack output, Siemens Security PLC (two 21" touchscreens per the 2024 flyer, one 10" per the website) with SCADA / OPC UA, inserts shared with the Duplex, CE approved, **28 s cycle (~128 records/h)**, vendor-claimed **≥95% yield and ≥95% uptime**. So Newbilt is a single-vendor candidate for *both* fleet halves, not only the semi-auto one. Note the half-automatic press is a **4-column book-mould** design; column count is the quickest way to tell the two apart on a factory floor | 2024 quote EUR 200,549.50 (~USD 232k / ~7.7M THB) incl. freight, expired, needs re-quote; ask for build time and order-book position in the re-quote; **ResurRec Bangkok already runs one automatic + one semi-automatic Newbilt: ask for the Thai install base and a service-response precedent**; contacts Hans-Juergen Helm (Sales Manager) and Erwin Neubauer (Managing Director); 2026 flyers in [`../equipment/newbilt/flyers-2026/`](../equipment/newbilt/flyers-2026/), summarised in [pressing-line.md](../equipment/pressing-line.md) |
-| Pheenix Alpha | Märsta (Stockholm), Sweden; Solna in older listings | AD12 fully automatic press (24-26 s cycle, ~140 records/h, 1 operator per 4 presses); AD12 Manual semi-auto | Direct Toolex Alpha successor; possible single-vendor option for both fleet halves; also builds the electroforming line (section 2); claims 300+ presses installed worldwide; CEO offered a Teams call, references and a factory visit after Haarlem (October 2026); andreas.runsten@pheenixalpha.com, Robert Gunnarsson (CEO) robert.gunnarsson@pheenixalpha.com |
+| Pheenix Alpha | Märsta (Stockholm), Sweden; Solna in older listings | AD12 fully automatic press (24-26 s cycle, ~140 records/h, 1 operator per 4 presses); AD12 Manual semi-auto | Direct Toolex Alpha successor; possible single-vendor option for both fleet halves; also builds the electroforming line (section 2); claims 300+ presses installed worldwide; CEO offered a Teams call, references and a factory visit after Haarlem (October 2026); ResurRec's new Japan plant appears to run AD12s (Alexander's identification from photos, October 2026, [revenue model](../finance/revenue-model.md#resurrec-japan-october-2026)); andreas.runsten@pheenixalpha.com, Robert Gunnarsson (CEO) robert.gunnarsson@pheenixalpha.com |
 
 Open: decision between Newbilt semi-auto + Pheenix automatic vs. single
 vendor; local steam-generator and chiller suppliers in Thailand.

docs/suppliers/making-vinyl-europe-2026-exhibitors.md

@@ -449,7 +449,10 @@ Roadmap item 5.
   vendor cloud), which tags, and can we log locally without a cloud
   subscription?
 - Asia install base and service: any presses in Southeast Asia, who
-  services them, spare-parts hub.
+  services them, spare-parts hub. ResurRec's new Japan plant appears to
+  run AD12s in a red cabinet version (photos, October 2026,
+  [revenue model](../finance/revenue-model.md#resurrec-japan-october-2026)): ask for it as a
+  reference and what is new in that generation.
 - Steam and cooling numbers confirmed for 35 °C ambient; experience with
   electric boilers; what Deepgrooves needed to change for biomass steam.
 - Stamper compatibility: Toolex-geometry stampers from Stamper Discs /

docs/suppliers/vendor-landscape.md

@@ -280,3 +280,12 @@ offered a Teams meeting, reference clients and a visit to the factory
 with press demonstrations (email, 5 October 2026). We will call once our
 questions are concrete; Simona and Alexander plan to be back in Europe
 in February 2027 ([exhibitor briefing](making-vinyl-europe-2026-exhibitors.md#after-the-show)).
+
+ResurRec, the Bangkok plant, has opened a plant in Japan whose automatic
+presses Alexander identifies from photographs as a new AD12: red frames in
+aluminium-profile safety cabinets, a touch panel on a swing arm, a carton
+marked "PHEENIX AL..." in view (October 2026; evidence and caveats in the
+[revenue model](../finance/revenue-model.md#resurrec-japan-october-2026)). Pheenix's site still
+shows the AD12 in grey. If confirmed, it is the nearest AD12 install known
+to this plan and a reference to ask Pheenix about: install date, what is
+new in that generation, and how service and spares reach Asia.