Correction from the user: the two Duplex systems are not in the
two-extruder configuration. Each runs two HRP 12 presses from an EX 50
main extruder with an EX 35 auxiliary extruder beside it for a second
colour; the Classic stays. Fleet still five presses. Updated in
pressing-line (table, phasing, re-quote: EX 50 vs the VEX 50 of the 2024
quote, and whether one EX 50 keeps both presses at full rate), scale,
total investment (wording; estimates unchanged), roadmap item 4, README.
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.
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.
Ian Locke's email of 5 October 2026 after Making Vinyl Europe:
- Budget of USD 250k for VSP, VSF and VSC confirmed; his time, spares,
shipping and travel extra; itemised quotation on request. The
total-investment block keeps its estimate until the re-base, the
difference (+190k low case / +80k high case) goes into the
not-yet-rolled-up table.
- Current specifications filed (VSF and VSC 2022, VSP 2023) plus the
VSF/VSP/VSC line-up drawing (4958 x 833 mm); the 2021 issues move to
sibert/specs-2021/. VSC is now 1000 kg with split OD hydraulic / ID
pneumatic forming; VSF 0-30 psi, 4-station head. Crane table, supplier
map, vendor landscape and the plant page details updated.
- Fully automatic VSPa exists; Sibert offers to move features to the VSP.
- Electroforming: OMS (Optical Media Services, Lou Wullms) named next to
Pheenix; added as a third galvanics candidate with open questions.
- Sequencing advice (presses, boilers, operators and live feedback loops
first) recorded in the exhibitor briefing, roadmap item 23, and as
digital-factory design decision 9 (operators see the data first).
quality-automation.md: the day-one per-lot tier becomes a table with an
instrument class and a rough price per check (moisture analyzer, strip
oven, density balance, spectrophotometer, gloss, sieves, muffle furnace,
stereo microscope), plus what was missing: a lab plaque press or two-roll
mill so speck, color and DSC tests do not tie up a production press;
sample conditioning as part of the method at 60 to 90 % ambient humidity;
magnets for metal in lots and regrind. Day-one tier ~USD 55k to 150k
(estimate); Karl Fischer and the ISO 182 Thermomat as options. Mature tier
priced (~120k to 240k), handheld XRF as an option, and partner labs (Payap
pharmacy, CMU science) to defer it.
total-investment.md: the day-one tier goes into "Added scope, not yet in
the roll-up" (55k to 150k USD, 1.8M to 5.0M THB); added total now ~290k
to 690k USD, about 7 to 9 % on the subtotal. Headline total unchanged.
docs/equipment/pheenix-alpha/: the four Pheenix Alpha electroforming flyers
(2024: PASU silvering, PPPU pre-plating, PDPU dual-cell plating, PMPB
passivation bench), renamed from their download hashes.
docs/equipment/sibert/: the VSP, VSF and VSC technical specifications
(2021), plus Sibert's 2008-09 optical-disc SPS literature and the 2008
Blu-ray stamper characteristics paper in sps-optical-disc-2009/. Two
byte-identical duplicates in the download were dropped.
New docs/equipment/galvanics.md, the metal-path counterpart to
pressing-line.md: datasheet tables for both ranges and what they change.
Pheenix is a second turnkey galvanics vendor next to Digital Matrix and
can quote lacquer-to-record as one vendor; neither range includes water
treatment. Utilities from the sheets (~27 kVA connected per line, DI water,
12-20 C cooling water, extraction sizes), ~5.6 m2 of footprint, and a cell
count estimate (one PDPU at the low end, two at the high end). The Sibert
machines are single-phase, 200/250/600 kg on castors, centre manually and
list no data interface; the VSC locates on the punched hole; the finisher's
water carries nickel. Weights, cycle times, prices and mould fit are listed
as quote questions.
Backlinks and small updates: README (bullet, layout tree, vendor list),
roadmap items 6 and 23, vendor landscape, supplier map, exhibitor briefing
(on-file notes, Sibert three-phase question answered), digital factory
(Pheenix PLC data, Sibert data question, RFQ clause 5), quality automation
(hardness on the centre slug, BD paper as the acceptance-spec model),
sustainability (finisher water), total investment block label (numbers
unchanged), scale (galvanics feeder note), crane weight table, process
flow, pressing-line stamper-fit question, plant page detail lines.
New docs/artist-platform.md: upload master and artwork with automatic
audio, artwork and rights checks; an itemised price calculator for every
customer (per-title vs per-copy lines, price-per-copy curve, lead time
from the production-timeline quote table, versioned price list); and
fan-funded campaigns that press and dropship per fan once the goal is
reached, refund otherwise. Covers goal maths, payments (charge into a
ring-fenced account, CNX as seller of record, legal opinion first; the
Qrates failure as the design rule), repress pre-orders, architecture on
the cnx-factory stack with the public side on a fleet machine, PDPA,
phasing (calculator public early as a run-size probe, campaigns only
after first releases ship), cost and open decisions.
Backlinks from README, process flow, production timeline, revenue model,
digital factory and roadmap items 1 and 20; total investment added-scope
table gains the platform line.
New docs/crane-workshop-tours.md: a 5 t single-girder EOT crane over the
whole production compartment (stops at the warehouse fire wall), a
machine door and crane-served workshop/machine bay at the ramp end, and
a glazed ground-level visitor corridor along the car-park elevation with
stations in process order, its own air and acoustic glazing so tours
need no PPE. Covers what each changes in the shell (crane-ready frame,
hook height under the 7.0 m eave, no full-height cross walls in the
crane zone, room lids and crane hatches), safety, costs and open
decisions.
Propagated: construction RFQ (crane-ready frame, new section 1c, machine
door, accessible 1:12 entrance now required), scale zone table (+210 to
280 m2, total ~1,400 to 2,000 m2), facility security, worker safety,
roadmap items 9 and 15, total investment added-scope table, README.
Sillitoe Audio Technology (Australia) sells a complete cutting system:
lathe, MMFB feedback cutterhead, cutting amplifier, Space / Time Control
automation with a virtual groove, vacuum and microscope, at a published
USD 125,000 ex tax and shipping. Vendor landscape gets the narrative and
an Agnew-or-Sillitoe comparison; supplier map, total investment basis,
roadmap item 13 and the digital factory's no-telemetry section (STC cue
sheet, Open Groove export, stylus hours) follow.
Currency
- Base currency moves from EUR to USD and THB throughout. Rates at
5 Aug 2026: 1 USD = 33 THB, 1 EUR = 1.155 USD, 1 GBP = 1.35 USD.
EUR/THB lands at ~38, so existing THB research needed no change.
- Vendor quotes keep their original currency with a USD/THB equivalent
alongside, so they stay checkable against the source PDFs.
- Full vision ~4.7-8.9M USD; phased entry ~1.7-2.9M USD.
New documents
- production-timeline.md: order turnaround stage by stage. Launch
8-14 weeks, mature 5-10, repress 2-3. Quantifies the in-house
galvanics turnaround claim the repo had asserted without a number,
and flags artwork as an unmodelled fourth approval gate.
- project-timeline.md: calendar to first paying release, ~Q4 2028.
Critical path is BOI certificate to press order to build to
commissioning. Two findings: Newbilt build time is absent from the
repo yet carries ~40% of the schedule, and the BOI rule may be
over-serialised since duty exemption attaches at importation rather
than at contract signature.
First market data (ResurRec, Bangkok)
- Invoice-derived prices, a factory tour, and a confirmed fleet of one
Newbilt Classic 12" automatic plus one semi-automatic.
- Price ladder recorded at 300/500/1000-3000/3000+ units. Decomposes
to roughly 34-50k THB fixed per title and 535-780 THB variable per
unit, which is 4-7x the price this model assumes.
- The incumbent presses 230-350k records/yr but buys every stamper as
an import. That single constraint plausibly explains their 150-unit
floor, their flat discount ladder and their large-run lead time, and
it is what an in-house galvanics line attacks. Logged as an open
question on whether galvanics should move from phase 5 to phase 1.
- Inferences are marked as inferences; the whole set is one buyer and
one plant, and the model is deliberately left unrebased until a
second data point exists.
Corrections
- Gross margin arithmetic did not follow from its own inputs. Restated
as ~1.95 USD at the midpoint with the 0.75-3.15 spread shown; the
previous "40 to 55%" was not supported.
- Direct cost low total 1.50 to 1.45 USD; contingency THB high 40M
to 38M.
- README indexes the construction RFQ, which was missing.
grabowski