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.
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@@ -52,8 +52,9 @@ These three run in parallel and gate everything downstream:
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
Pheenix turnkey line (first contact from Lou Wullms 7 October 2026;
Alexander has replied; OMS sends material to calculate from next), and
Pheenix turnkey line (reference prices of 9 October 2026: EUR 224,000
basic and 311,000 advanced for a 4-cell wet room, installation extra; a
dedicated offer needs our plans, ideally after a visit to Baarlo), 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
@@ -86,7 +87,8 @@ These three run in parallel and gate everything downstream:
12. Secure the site (lease preferred for the phased entry; purchase only
with land privileges under BOI)
13. Order long-lead items: mastering lathe (Agnew or Sillitoe, both built
to order, see [vendor landscape](suppliers/vendor-landscape.md)),
to order, or second-hand through the contacts OMS named, see
[vendor landscape](suppliers/vendor-landscape.md)),
stamper-prep machines, first utility packages
14. Engage Stamper Discs for the bridge-stamper relationship with written
turnaround SLAs, and settle where lacquers are cut meanwhile: SST in