Subject: Re: Substantial progress on Aleris and next step
From: "James Bulger" <[email-masked]>
To: "Devon Archer" <[email-masked]>
Cc: "Xin" <[email-masked]>,"杨鹏(Paul Yang)" <[email-masked]>, "Michael Leonard" <[email-masked]>, <[email-masked]>, "Jonathan.li" <[email-masked]>, <[email-masked]>, "Xiang Bo" <[email-masked]>
Date: Sat, 21 Mar 2015 09:04:55 -0400

Monday morning 9:30am New York time works for me as well
Thanks
Jimmy

On Saturday, March 21, 2015, Devon Archer <[email-masked]> wrote:

> And what I mean by yes is that Monday morning works even better.
>
> Devon D. Archer
> 646 436 3745
>
> On Mar 20, 2015, at 10:23 PM, Xin <[email-masked]
> <javascript:_e(%7B%7D,'cvml',[email-masked]');>> wrote:
>
> That works. Can also do your Monday morning 930 (my Monday night).
>
> Sent from my iPhone
>
> On 2015年3月20日, at 19:39, Devon Archer <[email-masked]
> <javascript:_e(%7B%7D,'cvml',[email-masked]');>> wrote:
>
> Xin,
> We're shooting for Wednesday your morning or evening.  I will be back with
> details.
>
> Additionally, I would like to schedule a quick call your Monday morning if
> possible to discuss our follow up from Burnham / BHR SOE Reform Fund Feeder
> Fund meeting yesterday in New York with Burnham and team.  We need to
> define next steps there.  Please advise if 9:30am the 23rd (Beijing time)
> would work.
>
> Very Best,
> D
>
> Devon D. Archer
> 646 436 3745
>
> On Mar 20, 2015, at 5:25 AM, 王昕 <[email-masked]
> <javascript:_e(%7B%7D,'cvml',[email-masked]');>> wrote:
>
> 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:[email-masked]
> <javascript:_e(%7B%7D,'cvml',[email-masked]');>]
> *发送时间:* Thursday, March 12, 2015 4:27 PM
> *收件人:* 杨鹏(Paul Yang)
> *抄送:* <[email-masked]
> <javascript:_e(%7B%7D,'cvml',[email-masked]');>>; Michael
> Leonard; <[email-masked]
> <javascript:_e(%7B%7D,'cvml',[email-masked]');>>;
> Jonathan.li; <[email-masked]
> <javascript:_e(%7B%7D,'cvml',[email-masked]');>>; <
> [email-masked]
> <javascript:_e(%7B%7D,'cvml',[email-masked]');>>; 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) <[email-masked]
> <javascript:_e(%7B%7D,'cvml',[email-masked]');>> 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:[email-masked]
> <javascript:_e(%7B%7D,'cvml',[email-masked]');>]
> *发送时间:* 2015年3月12日 12:55
> *收件人:* 杨鹏(Paul Yang)
> *抄送:* <[email-masked]
> <javascript:_e(%7B%7D,'cvml',[email-masked]');>>; Michael
> Leonard; <[email-masked]
> <javascript:_e(%7B%7D,'cvml',[email-masked]');>>;
> Jonathan.li; <[email-masked]
> <javascript:_e(%7B%7D,'cvml',[email-masked]');>>; <
> [email-masked]
> <javascript:_e(%7B%7D,'cvml',[email-masked]');>>; 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) <[email-masked]
> <javascript:_e(%7B%7D,'cvml',[email-masked]');>> 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
> [email-masked] <javascript:_e(%7B%7D,'cvml',[email-masked]');>
>
> _____________________________________________________________________________________________________
>
>
>
>

-- 
James J. Bulger
Chairman
Thornton Group LLC
14 Beacon Street, Suite 804A
Boston, MA 02108
Office tel: 617.248.944