Phased build list for steam, cooling and hydraulics (launch, Duplex 1,
Duplex 2, Classic, options): everything cheap to oversize and costly to
retrofit (rooms, pads, headers and ring mains with a valved branch per
press position, tanks, HX frame, feeders, one sequencer) is built for the
five-press fleet at launch; boilers, chillers and hydraulic pump sets come
in identical modules as presses arrive. The Single 2.1 aggregate is
proposed as the first central pump set; per-branch isolation and filters.
Rooms sized for four modules each (user decision, estimates until vendor
footprints): boiler hall ~18 x 9 m for four 500 kg/h positions (fired case,
AIX DZL0.5 body), open screened chiller compound ~12.5 x 10.8 m with four
pads (250 kW at 40 C ~ Carrier 30RB 080-090), ~40 m2 pump and HX room; the
cooling tower pad of the water-cooled concept is dropped. Yard 178 -> ~379
m2. Four boilers carry ~8 presses with N+1; four 250 kW chillers carry the
five presses with CH-4 as reserve and no growth position unless the pads
take the ~350 kW frame (RFQ option).
- scale.md: yard table and basis, utility phasing section
- pressing-line.md: hydraulics phasing and re-quote questions
- steam-cooling.html: B-4 position, phasing and rooms card, details, RFQ
questions (pw_sc_check clean)
- construction RFQ: yard table, sealed area 6,549 m2 (68 %)
- total-investment: added-scope row +73k to +122k USD (building rate on
the ~200 m2 the yard grows by)
- Payap parts model: yard rebuilt from Params (blr_n, blr_inst, ch_*,
bh_*, cy_*, pr_*), renders updated
New page docs/steam-cooling.html (site /demos/steam-cooling/): the
utility plant as a clickable process diagram. Steam side: raw water,
softener and dosing, feed tank with heat-pump feedwater recovery, feed
pumps, a bank of two 500 kg/h boilers (third for N+1 as an option),
separator and metering, optional accumulator, blowdown, the 10 bar
header with a valved, metered branch and trap per press, drip legs and
condensate return. Cooling side: Newbilt's press outlets are open (max.
2 bar), so returns drain to a warm tank, pass the heat pump, an optional
dry cooler and a plate heat exchanger to a cold buffer tank, and VFD
pumps feed the 20 to 25 C header at ~10 bar to every press, the
extruders and the central hydraulic oil cooler; the chiller loop
(three 250 kW air-cooled modules at 40 C ambient, fourth as option) stays
closed and clean. Galvanics cooling (12 to 20 C) is a separate circuit.
Operating cases (launch, Duplex system 1, five presses, one module down)
show demand against installed capacity; design basis with sources,
equipment schedule, RFQ questions. Static SVG, no per-frame work.
Design basis at Newbilt's per-machine figures: steam 750 to 900 kg/h,
cooling 652.5 kW (625 presses, 15 extruders, 12.5 hydraulics), 305 to
540 l/min circulating. Also found: Newbilt's 53 l/min at ~60 C out is
~140 kW, above its 125 kW peak; listed as a re-quote question.
Re-based in the same commit:
- scale.md: electrical table (chiller bank ~210 to 325 kW electrical,
plant peak ~430 to 700 kW, ~950 to 1,330 kW with electric steam),
grid 800 to 1,000 kVA (1,250 to 1,600 with electric steam, Schedule
4 past 1,000 kW), tariff 4.5M to 6.8M THB/yr, battery ~1 h of chiller
peak, boiler and chiller banks, biomass up to ~550 t/yr at 1.5 M
records, utilities money line.
- sustainability.md, biomass.md: same figures; electric steam 5.2M to
6.0M THB/yr mature, 1.6M to 1.8M early; fuel saving 4.0M to 5.4M.
- utilities CSV: boiler bank, chiller bank with HX and tanks, softener
and loop treatment re-sized; baseline 23.98M-41.63M -> 30.07M-51.33M.
- total-investment.md: re-size as an added-scope row (+185k / +294k
USD); headline 4.7M to 8.9M unchanged until the investment re-base.
- pressing-line, equipment-suppliers, facility-security, fleet
calculator (boiler 1000 kg/h, chiller 750 kW), plant page detail
texts; README, landing page, build.sh.
User, October 2026: take the BOI duty-free import and VAT exemption into
consideration.
- boi.md: import VAT goes with the BOI duty exemption (Revenue Department
answer on the BOI OSOS FAQ, checked October 2026); what it is worth:
~2.75M USD of imported machinery at the start fleet (block midpoints)
would otherwise carry ~5 % duty (Thai MFN averages 4.1 % on HS 8477,
0 to 10 % across HS 84; estimate until the HS codes are set), ~0.14M
USD, and 7 % import VAT, ~0.2M paid at the border and recovered later
as input tax, mostly as a refund claim since exports are zero-rated.
- total-investment.md: the blocks are vendor prices without duty or
import VAT, so the headline already assumes promotion.
- Fleet calculator: BOI promoted / not promoted switch and export share.
Not promoted adds the machinery duty to capex and depreciation, shows the
import VAT as cash at the border, and charges duty on imported PVC
compound; promoted exempts both, with no compound duty on exported
records and 90 % off for domestic sales (sections 36(1) and 30). A note
under the KPIs shows what promotion saves either way. Defaults: payback
3.1 years with BOI, 3.2 without; adverse case operating result -31k
with BOI, -68k without. CIT and BOI CIT exemptions still not modelled.
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