From f1334f47560492da77eb54dcc3fc9b18208d9c4a Mon Sep 17 00:00:00 2001 From: grabowski Date: Sat, 10 Oct 2026 15:52:23 +0700 Subject: [PATCH] OMS introduction letter and links, Sibert's answer (9 October 2026) OMS (Lou Wullms) sent its introduction letter, filed in docs/equipment/oms/: wet-room units with reference prices, two 4-cell configurations (EUR 224,000 basic with two EFS2-200, EUR 311,000 advanced with one AEFS4-250 and PLC; installation days extra), capacities of 24 and 32 shells in an 8-hour day, utilities, rooms, staffing, used equipment, and five contacts for buying a cutting lathe. Recorded in galvanics.md (tables, our reading: the advanced units add up to EUR 314,000, know-how transfer is left out of both totals although CNX has no plating know-how, the basic set has no passivation unit), the exhibitor follow-ups, vendor landscape (new section on used lathes and cutting-room contacts, plus Lou's three websites), supplier map, roadmap items 6 and 13, total investment (basis note only, block unchanged) and the scale people estimate. Open: forward the letter to Simona, as Lou asked. Sibert (Ian Locke, 9 October): footprints and formal quotations when we are ready; settle the pressing side first, hopefully with Pheenix, and mention his recommendation if we do; impressed by the green-factory plans (supplier feedback). Open: pass on the recommendation if Pheenix is chosen. CNX-01 in proplan: OMS basic and advanced added as options to D-002 with their reference prices in THB; budget line 3 notes the OMS range. --- README.md | 6 +- docs/equipment/galvanics.md | 155 ++++++++++++++++-- .../OMS_Introduction_letter_2026-10-09.docx | Bin 0 -> 24110 bytes docs/finance/total-investment.md | 2 +- docs/roadmap.md | 8 +- docs/scale.md | 6 +- docs/suppliers/equipment-suppliers.md | 5 +- .../making-vinyl-europe-2026-exhibitors.md | 30 +++- docs/suppliers/vendor-landscape.md | 50 +++++- 9 files changed, 235 insertions(+), 27 deletions(-) create mode 100644 docs/equipment/oms/OMS_Introduction_letter_2026-10-09.docx diff --git a/README.md b/README.md index 9d20e01..517a81c 100644 --- a/README.md +++ b/README.md @@ -78,7 +78,8 @@ The detail lives in dedicated documents: - [Galvanics and stamper prep equipment plan](docs/equipment/galvanics.md): the metal path from lacquer to press-ready stamper, from vendor datasheets: Pheenix Alpha's electroforming range as a second turnkey - vendor next to Digital Matrix, OMS as a third named by Sibert, Sibert's + vendor next to Digital Matrix, OMS as a third named by Sibert (reference + prices for a 4-cell wet room, EUR 224k to 311k), Sibert's VSP/VSF/VSC stamper prep line (USD 250k budget for the three confirmed), the utilities they need, a first cell-count estimate, and Sibert's optical-disc reference material @@ -87,6 +88,7 @@ The detail lives in dedicated documents: SDMS with integrated cutting automation at a published USD 125k), galvanics equipment (Plating Power / Digital Matrix, Pheenix Alpha, Optical Media Services), + used lathes and cutting-room contacts (via OMS), stamper preparation (Sibert), bridge stamper service (Stamper Discs), and automated presses (Pheenix Alpha) @@ -204,6 +206,8 @@ docs/ ├── equipment/ │ ├── newbilt/ Offers, site requirements, process schematic, │ │ service rates, 2026 product flyers (vendor PDFs) +│ ├── oms/ OMS introduction letter: wet-room units, reference +│ │ prices, capacities, lathe contacts (vendor docx) │ ├── pheenix-alpha/ Electroforming range flyers (vendor PDFs) │ ├── sibert/ Stamper prep specifications and line-up drawing │ │ (2021 issues in specs-2021/), 2008-09 diff --git a/docs/equipment/galvanics.md b/docs/equipment/galvanics.md index 92eb0e7..8040e50 100644 --- a/docs/equipment/galvanics.md +++ b/docs/equipment/galvanics.md @@ -17,7 +17,8 @@ line-up drawing, sent by Sibert's Ian Locke on 5 October 2026, in [`sibert/`](sibert/); the April 2021 issues they replace are in [`sibert/specs-2021/`](sibert/specs-2021/)), plus Sibert's 2008 to 2009 optical-disc literature (below). Every figure here is vendor-published, not -quoted; the only price is Sibert's budget confirmation by email (below). +quoted; the only prices are Sibert's budget confirmation by email and +OMS's reference prices in its introduction letter (both below). Digital Matrix / Plating Power stays the comparison; its datasheets are not in the repo yet (see the [vendor landscape](../suppliers/vendor-landscape.md)). @@ -122,8 +123,9 @@ and refurbishes vinyl electroforming equipment, including conversions of CD/DVD electroforming lines to 14" vinyl. The same directory gives Newbilt's equipment page as OMS's website, and that page announces new Newbilt electroplating equipment with the portfolio "presented here soon"; -whether OMS builds it is not confirmed, so ask both. No OMS datasheet or -price is on file. +whether OMS builds it is not confirmed, so ask both. OMS's introduction +letter (below) presents the units as its own designs (EFS2-200, AEFS4-250) +and does not mention Newbilt. What it adds: a third galvanics vendor next to Digital Matrix and Pheenix, named by a supplier who knows Lou Wullms and has installed equipment at @@ -149,9 +151,121 @@ will work on the project. Company details as OMS gives them: Alexander has replied to confirm (October 2026), with the split Lou asked about: Simona covers management and the audio side, Alexander the -technical side, so galvanics questions go to Alexander. **Next step: wait -for his material**, then file it here and answer the OMS questions below -from it. +technical side, so galvanics questions go to Alexander. + +#### OMS introduction letter (9 October 2026) + +Lou Wullms sent his material two days later: an introduction letter to +Alexander and Simona, filed as +[`oms/OMS_Introduction_letter_2026-10-09.docx`](oms/OMS_Introduction_letter_2026-10-09.docx). +He asks Alexander to give Simona a copy so that she can work through the +figures. **Open:** forward the letter to Simona. It is an introduction, +not an offer: the prices are "for reference only", final pricing comes +with an official quote, and a dedicated offer needs our plans first. Lou +would rather explain the options in Baarlo, where the equipment can be +seen. + +Background, as Lou gives it: from 1986 to 1994 at Philips' optical-disc +equipment business (ODM, then OD&ME and ODME, the company later called +Toolex Alpha); two years setting up a CD plant with mastering and +electroforming at WPME in Kaarst, Germany; then OMS, for service to the +optical-disc industry; involved in setting up Mimeos, a CD and later DVD +stamper service that closed in 2012; in vinyl stamper production since +2015. OMS runs an independent stamper service for vinyl plants and builds +the wet-room equipment to its own designs. + +The wet room for a turnkey line, with the letter's reference prices: + +| # | Unit | What it does | EUR, reference | +|---|---|---|---| +| 1 | Wet bench | Cleaning, rinsing, soaking, wetting and pre-treating the lacquer | 20,000 | +| 2a | Silvering booth, manual (\*) | Silvering the lacquer | 16,000 | +| 2b | Silvering booth, automatic/manual (\*) | The same, automatic | 22,000 | +| 3 | Pre-plate, 4 positions (\*) | First plating of the silvered lacquer at lower temperature and current | 45,000 | +| 4a | Electroforming unit EFS2-200, 2 cells | Fast plating; the basic unit | 55,000 each | +| 4b | Electroforming unit AEFS4-250, 4 cells with PLC | The advanced unit | 155,000 | +| 5 | Cleaning / passivation | Extra cleaning of the stamper at high temperature and current; passivation | 25,000 | +| 6 | Spin dryer | Spin-drying DMMs, lacquers and stampers; scuffing (pre-treatment) of DMMs and lacquers | 14,000 each | +| 7 | Know-how transfer, including training at OMS | | 10,000 | +| 8 | Silvering recipe | | 5,000 | + +(\*) Not needed for stampers made only from DMMs: these are the lacquer +path. The model names of the electroforming units come from the +letter's expansion lines. + +The letter totals two configurations: + +| | Basic | Advanced | +|---|---|---| +| Units | 1, 2a, 3, 2 × 4a, 2 × 6, 8 | 1, 2b, 3, 1 × 4b, 5, 3 × 6, 8 | +| Cells | 4 (two EFS2-200) | 4 (one AEFS4-250, PLC) | +| Total in the letter | **EUR 224,000** (~USD 259k) | **EUR 311,000** (~USD 359k) | +| One 8-hour day (30 min lunch included) | "7 runs should be possible", then counted with 6: 6 × 4 = **24 shells** | 8 × 4 = **32 shells** | +| Doubling | 2 more EFS2-200, EUR 110,000, "over 50 stampers a day" | 1 more AEFS4-250, EUR 155,000, "over 68 stampers a day" | + +USD at the [total investment](../finance/total-investment.md) rate of +1 EUR = 1.155 USD. Reading the letter: + +- **The sums.** The basic total adds up; the advanced units add up to EUR + 314,000, not the 311,000 stated. A re-quote point. +- **Know-how transfer is left out of both totals**, with the note that + electroplating know-how "is already present at your facility". That is + not the case for CNX: nobody on the team has run a plating room. With + the EUR 10,000 item (training at OMS included) the totals are EUR + 234,000 and 321,000, ~USD 270k and 371k (our reading). +- **The basic set has no cleaning/passivation unit** (item 5). Ask how + parts are passivated between generations without it. +- **Installation is extra**: training and start-up on site at EUR 1,200 a + day each, travel days at EUR 600, all other costs invoiced on top. +- **Used equipment** is also on offer ("good used/pre-owned equipment"). +- **Finishing is not OMS's scope.** For back-polishing, centre punching and + forming/trimming the letter points to Sibert and Ian Locke as the + reference, as Sibert pointed to OMS for electroforming. + +What it changes in the plan: + +- **Price.** A complete 4-cell wet room at ~USD 259k to 371k, depending + on the configuration and the know-how item, is at or below the low end + of the USD 320k to 650k galvanics block in + [total investment](../finance/total-investment.md). Neither includes + water treatment (its own block) or installation days. Reference prices, + so the block stays until quotes exist. +- **Capacity.** 6 to 8 runs in a 7.5-hour working day is roughly an hour a + run, which matches the 1 to 1.5 hours per part the cell count below + assumes. Full capacity needs 8 to 20 parts a working day, so either + 4-cell configuration covers it on one shift, and the doubling options + buy headroom only. This is the first vendor figure on cycle times. +- **Staff.** One person runs about 20 stampers a day; from about 30 a day + it takes two. Lou asks for people who work accurately and precisely, + attentively, and like clean work. At the plant's 8 to 20 parts a day that + is one operator per shift ([scale](../scale.md) people estimate). +- **Utilities and rooms.** Compressed air, a demineralised-water system, + waste-water collection or treatment, and cooling water, which Lou says + can be passive, with no active chiller (he expects this needs more + discussion). The Pheenix PDPU asks for 12 to 20 °C cooling water, so + whether passive cooling holds at 30 °C and more ambient is a question for + Lou. Space beyond the wet room: an acid cabinet with fume extraction for + mixing chemicals, storage for stampers, lacquers and DMMs, a quality + room with turntable, speakers and inspection microscope, spare parts and + consumables. Smaller items: a drill stand for removing lacquer from the + back of lacquers, lab ware (glass and PP ware, temperature sensor, + density meter, pH meter), and a laundry washing machine and a concrete + mixer for cleaning the anode baskets and anode bags. +- **Data.** The AEFS4-250 has a PLC: programs of up to 20 steps, each step + setting time, voltage, current, flow and rotation; an automatic wake-up + function and pump-curve calibration; a modified cell flow that allows + higher current "without stretching the bath solution". Lou calls it very + energy-efficient with extremely low maintenance (vendor claims). The + protocol is not stated, so the [digital factory](../digital-factory.md) + RFQ clauses apply. The letter mentions no PLC for the basic EFS2-200, + which would keep galvanics a manual check-in station. +- **DMM.** The lacquer-path units (2a or 2b, and 3) are EUR 61,000 to + 67,000 of either configuration; a plant cutting only DMM would not need + them, which bears on the Sillitoe DMM question in the + [vendor landscape](../suppliers/vendor-landscape.md). +- **Cutting lathes.** The letter ends with five contacts for buying a + lathe, second-hand included; they are in the + [vendor landscape](../suppliers/vendor-landscape.md#used-lathes-and-cutting-room-contacts-via-oms). ### Cycle times and cell count @@ -190,7 +304,9 @@ first version of this page assumed 2 to 3 hours per part and concluded that the high end needed two. One PASU, one PPPU (pre-plate is for the masters, 2 to 4 a day at full capacity, and the unit takes four at once) and one PMPB cover the rest. Ask Pheenix for measured cycles at the -plant's thickness before this goes into a budget. +plant's thickness before this goes into a budget. OMS's letter (above) is +the first vendor figure: 6 to 8 runs on 4 cells in a 7.5-hour working day, +roughly an hour a run, which fits these times. ## Stamper prep: the Sibert VS line @@ -222,7 +338,9 @@ What this changes in the plan: 2026) that a budget of USD 250k covers "all 3 auto-machines"; Ian Locke's own time, spare parts, shipping and travel come on top. This is a budget confirmation, not a quote: Sibert offers a fully itemised - quotation once we go ahead. It sits above the 60k to 170k estimate in + quotation once we go ahead. Ian Locke repeated on 9 October 2026 that + equipment footprints and formal quotations follow when we are ready, and + advised settling the pressing side first. It sits above the 60k to 170k estimate in [total investment](../finance/total-investment.md), which carries the difference in its not-yet-rolled-up table until the next re-base. - **Single-phase power.** All three run on 115 to 230 VAC, 50/60 Hz, ~2.5 @@ -340,10 +458,17 @@ goes ahead. works or a regional partner); the roughness the VSF reaches; crated sizes and weights (the VSC is now 1 t); what it installed at Pheenix in January 2025, and whether Pheenix sells Sibert machines with its line. -- **OMS (Optical Media Services)**: equipment range and datasheets, a - budget for one line next to Pheenix and Digital Matrix, installations and - service in Asia, stamper service prices and turnaround, and whether it - builds the electroplating equipment Newbilt announces. +- **OMS (Optical Media Services)**: a dedicated offer once we send our + plans (lacquer, DMM or both; parts per day; shifts), ideally after seeing + the equipment in Baarlo (the February 2027 Europe trip could fit); + datasheets for the EFS2-200 and AEFS4-250 (dimensions, empty and filled + weights, power, cooling water); how parts are passivated in the basic set + without the cleaning/passivation unit; the advanced total (the units add + up to EUR 314,000, the letter says 311,000); whether passive cooling holds + at Thai ambient; the AEFS4-250's PLC protocol and tag list; the used + equipment on offer; installations and service in Asia; stamper service + prices and turnaround; which water-treatment partner his customers use; + and whether OMS builds the electroplating equipment Newbilt announces. - **Press vendors** (Newbilt, Pheenix, M-Tech): the stamper centre hole and edge form each mould expects, so the punch size and coiner tooling can be ordered to match ([pressing line](pressing-line.md)). @@ -362,6 +487,12 @@ goes ahead. Medstead, Hampshire, UK, by the email signature (the specification sheets still carry the older Alton address); sales@sibert.co.uk, ian.locke@sibert.co.uk. +- [`oms/`](oms/): OMS's introduction letter of 9 October 2026 (Word; + sent as "Introduction letter BUILDFOR.LIFE.docx", attached to Lou + Wullms' email of the same day): wet-room units with reference prices, + two configurations, capacities, utilities, staffing, used equipment and + lathe contacts. Optical Media Services B.V., Tangweg 16, Baarlo, + Netherlands. - [`sibert/sps-optical-disc-2009/`](sibert/sps-optical-disc-2009/): SPS punching and finishing literature (2008 to 2009), the punch-and-die return form, and the Blu-ray stamper characteristics paper (2008). diff --git a/docs/equipment/oms/OMS_Introduction_letter_2026-10-09.docx b/docs/equipment/oms/OMS_Introduction_letter_2026-10-09.docx new file mode 100644 index 0000000000000000000000000000000000000000..a6ede3a8cfaa46cf33cbfc72deb94b4c3cd386a0 GIT binary patch literal 24110 zcmeFY^OGmR*CqVvY1_7K+t#$EZTGZo+qP}nwr$%scD~OO8}Gic`ycFPRNaco${(^a z?z#7#tW&?Gfk99JU;qdJ06+*}inCEQ0RjMuKmh<`0K_j%VH;~lV{1oUWj9-62W>i6 zD@%fWkY5zJfM5T{|G)Ns@d`91PFM^uAc(#MeFw}nuS&I36b+8$#~5Rqy#s}_$ca1& z6?A@gA8;@hkub814HL|4ddxsD2F$IeTS6i>xsYC<^CtTx=$NxpudN)?`WRu7?Ikj7 z3y!h*TC#L@Val)pF%UNm#7`+f$!8X12B50F0-~vsV*ZeD4P(L!c}HO0e(2ozN#7u~ zCYG!Rz=G5N4hxc8yGZwDCqaa%ziczFY>*-oV$cW|aq4zFmzV06rjTg6>T82@6^D() 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