[September 14, 2011 nd Special Committee of the Board of Directors Dear Sirs: Sincerely, Sing Wang Authorized Signatory YINAN HU KINGSFORD RESOURCES LIMITED Yinan Hu Director CDH INSERVICE LIMITED Kiang Hua Lew Director cc: Bob Bartell, Duff & Phelps] [Agreement Founder Founder Vehicle Founder Parties Existing Investor Sponsor Party Parties THIS TERMINATION AGREEMENT (this “ Consortium Agreement WHEREAS, the Parties entered into a consortium agreement dated as of May 14, 2011 (the “ WHEREAS, the Parties, after consultation with one another, have withdrawn the Proposal (as defined in the Consortium Agreement) and unanimously determined not to proceed with the] [CUSIP No. G2352K 108 1 NAMES OF REPORTING PERSONS 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS) o (a) þ (b) 3 SEC USE ONLY 4]