grabowski
20c8d283d5
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.
55 lines
2.9 KiB
Markdown
55 lines
2.9 KiB
Markdown
# Pressing Line: Equipment Plan
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The target press fleet is a **50/50 split between fully automated and
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semi-automatic presses**: automated presses for standard production volume,
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and semi-automatic presses for splatter and other color effects, special
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editions, and small runs, where an operator working the mold directly is an
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advantage rather than a cost. The semi-automatic side is covered by the
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Newbilt evaluation below; a fully automated press line is an open
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procurement item (see the [vendor landscape](../suppliers/vendor-landscape.md)
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for the Pheenix Alpha candidate).
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## Semi-automatic line: Newbilt
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The core semi-automatic machinery under evaluation comes from
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**Newbilt machinery GmbH** (Alsdorf, Germany):
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- **Newbilt Single 2.1 system**: one VEX 50 extruder feeding one HRP 12
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hydraulic press (~150 t press force), pressing 12" records at 140 or 180 g
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with a Newbilt book mold set. A Vario trimmer handles 12" cuttings, with
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a 7"/10" upgrade path.
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- **Duplex upgrade path**: the hydraulic aggregate is already sized for a
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second press, and an additional press and extruder are quoted options, so
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the plant can scale from Single to Duplex without replacing infrastructure.
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- **Supporting equipment**: label dry oven, shrink wrapper, PVC grinder
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(scrap feeds back as the ~20% recycled share of the feedstock), 7" center
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label punch, buffer spindles and separator plates.
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The June 2024 Newbilt quotation totals **EUR 200,500** (about **USD 232k
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/ 7.7M THB** at August 2026 rates), including freight from
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Alsdorf to Thailand and seaworthy packaging. Two major utility systems are
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deliberately excluded and will be **sourced and installed locally in
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Thailand**: a ~400 kg/h steam generator (with water treatment) and a ~250 kW
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cooling water system. The quotation has passed its validity date and will need
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re-confirmation before ordering.
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## Site requirements
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Site planning for the semi-automatic line works from Newbilt's Duplex
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requirements: roughly 200 m² of production floor, 32 kVA connected
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electrical load, saturated steam at 10 bar, and compressed air and cooling
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water circuits, plus side rooms for materials, compressor, chiller, and
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finished goods.
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**Floor loading is a building-selection criterion**: the slab must carry
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multiple tons per m² in the machine areas. A Newbilt press weighs 1,350 kg
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on a footprint under 1 m², and the boiler, chiller, hydraulic aggregate,
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battery stack, and stacked material storage all concentrate weight the same
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way. The floor must also be flat but not slippery (machine levelling pads
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need grip) and resistant to the solvents used in production. Dynamic loads
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from press cycles come on top of the static figures, so the structural
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engineer gets the vendor data sheets, not just the totals.
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Source documents live in [`newbilt/`](newbilt/): the budgetary offer, the
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Duplex site requirements, the process schematic, and the service rate card.
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