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Devon – subject to your availability, shall we try to schedule a kickoff call with Aleris management for next week? Next Wednesday or Thursday perhaps? Jonathan is in HK until Tuesday night. Thanks much.


Xin


发件人: Devon Archer [mailto:devon@rstp.com]
发送时间: Thursday, March 12, 2015 4:27 PM
收件人: 杨鹏(Paul Yang)
抄送: <jbulger@thorntonai.com>; Michael Leonard; <michael.c.l.lin@gmail.com>; Jonathan.li; <darcher@rosemontseneca.com>; <hbiden@rosemontseneca.com>; 王昕; Xiang Bo
主题: Re: 答复: Substantial progress on Aleris and next step


Thanks. I will let you know.

Devon D. Archer

646 436 3745


On Mar 12, 2015, at 10:16 AM, 杨鹏(Paul Yang) <paul.yang@bhrpe.com <mailto:paul.yang@bhrpe.com> > wrote:

Dear Devon,


Jonathan, Xin, Bo and me shall be free late next week Wednesday till Friday for the call. May we first propose Wednesday 9am Beijing time ?


Best Regards,

Paul


发件人: Devon Archer [mailto:devon@rstp.com]
发送时间: 2015年3月12日 12:55
收件人: 杨鹏(Paul Yang)
抄送: <jbulger@thorntonai.com <mailto:jbulger@thorntonai.com> >; Michael Leonard; <michael.c.l.lin@gmail.com <mailto:michael.c.l.lin@gmail.com> >; Jonathan.li; <darcher@rosemontseneca.com <mailto:darcher@rosemontseneca.com> >; <hbiden@rosemontseneca.com <mailto:hbiden@rosemontseneca.com> >; 王昕; Xiang Bo
主题: Re: Substantial progress on Aleris and next step


Paul,

We can arrange a conference call next week. Oaktree prefers we interact directly with company management, with the CFO as the point person. Please provide some convenient options timing wise for the call and who will participate from our side.

Thanks.

Devon


Devon D. Archer

646 436 3745


On Mar 12, 2015, at 6:45 AM, 杨鹏(Paul Yang) <paul.yang@bhrpe.com <mailto:paul.yang@bhrpe.com> > wrote:

Dear James,


As presented in last Board meeting, we have been following up with various potential strategic partners for the Aleris project. With the help of our stakeholder Bank of China, we are in talks with China Zhongwang, and had a very successful 2nd meeting with them today. Zhongwang (http://www.zhongwang.com/en/index.php) is the largest Aluminum extrusion producer in Asia and is very committed to transition the company into a high-end Aluminum rolling producer in the future. Zhongwang is very familiar with Aleris, and shows great interest in acquiring Aleris for the strong strategic fit.


As next step, Zhongwang would like to understand better how Aleris plans to sell, maybe we can have a conference meeting together with Oaktree? Zhongwang specifically pointed out that, at this stage they prefer its name not to be disclosed to Oaktree, and prefer BHR to be in direct negotiation with Oaktree/Aleris.


Best,

Paul


_____________________________________________________________________________________________________

Paul Yang

BHR PARTNERS
Unit 3101, 31/F, Tower 2, China Central Place
79 Jianguo Road, Chaoyang District
Beijing 100025 ▪ China

Tel. +86 10 5969 5858(818) ▪ Mobile +86 137 1820 6418
<mailto:paul.yang@bhrpe.com> paul.yang@bhrpe.com
_____________________________________________________________________________________________________