diff --git a/README.md b/README.md index 19f166a..c30f709 100644 --- a/README.md +++ b/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 diff --git a/docs/crane-workshop-tours.md b/docs/crane-workshop-tours.md index aa30b67..f5d4bec 100644 --- a/docs/crane-workshop-tours.md +++ b/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 diff --git a/docs/equipment/pressing-line.md b/docs/equipment/pressing-line.md index e0c467e..baf8222 100644 --- a/docs/equipment/pressing-line.md +++ b/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 diff --git a/docs/finance/resurrec-japan/resurrec-japan_press-cabinet.jpeg b/docs/finance/resurrec-japan/resurrec-japan_press-cabinet.jpeg new file mode 100644 index 0000000..b0fe7a1 Binary files /dev/null and b/docs/finance/resurrec-japan/resurrec-japan_press-cabinet.jpeg differ diff --git a/docs/finance/resurrec-japan/resurrec-japan_press-detail.jpeg b/docs/finance/resurrec-japan/resurrec-japan_press-detail.jpeg new file mode 100644 index 0000000..5e7b0e9 Binary files /dev/null and b/docs/finance/resurrec-japan/resurrec-japan_press-detail.jpeg differ diff --git a/docs/finance/resurrec-japan/resurrec-japan_press-floor.jpeg b/docs/finance/resurrec-japan/resurrec-japan_press-floor.jpeg new file mode 100644 index 0000000..084d9c1 Binary files /dev/null and b/docs/finance/resurrec-japan/resurrec-japan_press-floor.jpeg differ diff --git a/docs/finance/resurrec-japan/resurrec-japan_visitor-window.jpeg b/docs/finance/resurrec-japan/resurrec-japan_visitor-window.jpeg new file mode 100644 index 0000000..1ae4ba0 Binary files /dev/null and b/docs/finance/resurrec-japan/resurrec-japan_visitor-window.jpeg differ diff --git a/docs/finance/revenue-model.md b/docs/finance/revenue-model.md index a57f275..c5b2234 100644 --- a/docs/finance/revenue-model.md +++ b/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** diff --git a/docs/roadmap.md b/docs/roadmap.md index 54c5194..ddeba23 100644 --- a/docs/roadmap.md +++ b/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 diff --git a/docs/suppliers/equipment-suppliers.md b/docs/suppliers/equipment-suppliers.md index ef7d0cd..3820bc7 100644 --- a/docs/suppliers/equipment-suppliers.md +++ b/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. diff --git a/docs/suppliers/making-vinyl-europe-2026-exhibitors.md b/docs/suppliers/making-vinyl-europe-2026-exhibitors.md index 0cb0466..98dea13 100644 --- a/docs/suppliers/making-vinyl-europe-2026-exhibitors.md +++ b/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 / diff --git a/docs/suppliers/vendor-landscape.md b/docs/suppliers/vendor-landscape.md index a968754..2b395aa 100644 --- a/docs/suppliers/vendor-landscape.md +++ b/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.