Contracts, Capex

GCL Poly Energy	Wafers/polysilicon
Company	From	To	Size (MW) contract	MW /month
Neo Solar Power	Oct-10	Dec-13	350	9
DelSolar	Oct-10	Dec-15	664	11
Indosolar	Nov-10	Dec-14	815	17
Hanwha Solar One	Jan-11	Dec-15	2,500	42
Ja Solar	Jan-11	Dec-15	10,031	170
Hareon	Jan-11	Dec-13	4,390	125
Goldpoly	Jan-11	Dec-15	5,500	93
Trina	Jan-11	Dec-15	7,500	127
Canadian Solar	Jan-11	Dec-15	5,200	88
China Sunergy	Feb-11	Dec-16	4,400	63
Motech	Mar-11	Dec-16	1,700	25
RealForce	Jul-11	Dec-16	4,200	64
Tainergy	Oct-11	Dec-16	1,000	16
		total	48,250	850
GCL required output			per year	1,202
OCI Company Ltd	Polysilicon
				$1US=KRW	1058.045		5.8 grams per Watt
Company	From	To	KRW	US	MT/$50	MT/month	wafer MW/per month	MW contract
AU Optronics Corp	Jan-12	Dec-18	392,731,900,000	$371,186,386	7,424	89.34	15.40	1,280
Comtec Solar	Jan-09	Dec-15	155,480,340,000	$146,950,593	2,939	35.38	6.10	507
Comtec Solar	Jan-11	Dec-14	145,044,000,000	$137,086,797	2,742	58.29	10.05	473
Comtec Solar	Jan-12	Dec-18	243,261,480,000	$229,916,005	4,598	55.34	9.54	793
Danen	Jan-12	Dec-18	181,897,800,000	$171,918,775	3,438	41.38	7.13	593
DC Wafers Spain	Jan-09	Dec-18	146,590,320,500	$138,548,285	2,771	23.26	4.01	478
Deutsche Solar (SolarWorld)	Jan-09	Dec-15	480,408,550,000	$454,053,041	9,081	109.33	18.85	1,566
Deutsche Solar (SolarWorld)	Jan-10	Dec-16	596,673,000,000	$563,939,152	11,279	135.74	23.40	1,945
Eversol	Jan-10	Dec-16	671,340,000,000	$634,509,874	12,690	152.72	26.33	2,188
Ferrotec	Jan-12	Dec-18	122,128,000,000	$115,427,983	2,309	27.78	4.79	398
Green Energy Tech	Jan-09	Dec-16	257,631,990,000	$243,498,140	4,870	51.21	8.83	840
Green Energy Tech	Jan-10	Dec-16	833,216,400,000	$787,505,635	15,750	189.55	32.68	2,716
Green Energy Tech	Jan-11	Dec-15	269,138,700,000	$254,373,585	5,087	86.16	14.86	877
Green Energy Tech	Jan-12	Dec-18	569,265,600,000	$538,035,339	10,761	129.50	22.33	1,855
Helios Tech	Jan-10	Dec-16	215,654,840,000	$203,823,883	4,076	49.06	8.46	703
Ja Solar	Jan-12	Dec-18	1,007,236,800,000	$951,979,169	19,040	229.14	39.51	3,283
LG Siltron Incorporated	Jan-12	Dec-18	188,821,320,000	$178,462,466	3,569	42.96	7.41	615
Motech	Jan-09	Dec-15	164,021,220,000	$155,022,915	3,100	37.33	6.44	535
Motech	Jan-10	Dec-16	169,209,840,000	$159,926,884	3,199	38.49	6.64	551
Motech	Jan-11	Dec-15	130,822,950,000	$123,645,922	2,473	41.88	7.22	426
Motech	Jan-12	Dec-18	318,316,800,000	$300,853,744	6,017	72.41	12.49	1,037
Neo Solar Power Corp	Jan-12	Dec-18	172,915,200,000	$163,428,966	3,269	39.34	6.78	564
Nexolon	Jan-09	Dec-15	891,924,250,000	$842,992,737	16,860	202.99	35.00	2,907
Nexolon	Jan-11	Dec-15	386,815,800,000	$365,594,847	7,312	123.83	21.35	1,261
Renesola	Jan-11	Dec-15	260,902,400,000	$246,589,134	4,932	83.52	14.40	850
Semi-Materials S. Korea	Jan-09	Dec-14	264,983,550,000	$250,446,389	5,009	70.50	12.15	864
Sino-American SAS	Jan-09	Dec-16	243,758,130,000	$230,385,409	4,608	48.45	8.35	794
Sino-American SAS	Jan-10	Dec-16	613,693,080,000	$580,025,500	11,601	139.61	24.07	2,000
Sino-American SAS	Jan-13	Dec-19	333,267,200,000	$314,983,956	6,300	75.85	13.08	1,086
SKC Solmics	Jan-12	Dec-18	163,131,840,000	$154,182,327	3,084	37.11	6.40	532
Space Energy Japan	Jan-09	Dec-15	164,440,815,000	$155,419,491	3,108	37.42	6.45	536
Space Energy Japan	Jan-10	Dec-16	488,169,235,000	$461,387,970	9,228	111.05	19.15	1,591
Suntech	Jan-09	Dec-16	634,594,350,000	$599,780,113	11,996	126.14	21.75	2,068
Suntech	Jan-10	Dec-16	813,306,360,000	$768,687,872	15,374	185.02	31.90	2,651
Suntech	Jan-12	Dec-18	479,364,600,000	$453,066,363	9,061	109.05	18.80	1,562
Swiss Wafers SG	Jan-10	Dec-16	488,169,235,000	$461,387,970	9,228	111.05	19.15	1,591
Trina	Jan-12	Dec-18	641,164,800,000	$605,990,104	12,120	145.86	25.15	2,090
Wafer Works	Jan-09	Dec-16	232,971,200,000	$220,190,257	4,404	46.31	7.98	759
Wafer Works	Jan-10	Dec-16	290,854,656,000	$274,898,191	5,498	66.17	11.41	948
Yingli	Jan-09	Dec-13	177,962,640,000	$168,199,500	3,364	56.97	9.82	580
Yingli	Jan-11	Dec-15	525,582,200,000	$496,748,437	9,935	168.26	29.01	1,713
Yingli	Jan-12	Dec-18	1,064,665,000,000	$1,006,256,823	20,125	242.20	41.76	3,470
				$15,681,306,931	313,626	3922.9786	676.38	54,073
					year	47,076	8,117
Hankook Poly (Osung and S-oil jv)	Polysilicon
	From	To	KRW	US	MT/$50	MT/month	wafer MW/per month	MW contract
Neo Solar Power	Jan-11	Dec-17	613,666,111,000	$580,000,010	11,600	139.60	24.07	2,000
Woongjin Polysilicon	Polysilicon
Huyndai Heavy industries	Jan-11	Dec-15	730,051,111,000	$690,000,058	13,800	233.72	40.30	2,379
Osung Lst	Wafer
	From	To	Size (MW) contract	MW /month
Neo Solar Power	Jan-11	Dec-13	126	4
Wafering Corp	Jan-11	Dec-13	68	2
Big Sun	Jan-11	Dec-13	100	3
Shinsung Holdings Corp	Jan-11	Dec-12	130	6
Millinet Solar	Jan-11	Dec-13	130	4
Joint Ventures	Poly
Samsung and MEMC	10,000	MT
Isofoton Hankook	10,000	MT
Recent Capex costing	Polysilicon
	cost	size	per MT	per Kg
Woongjin Holdings Co Ltd	$768,200,000	12,000	$64,017	64.01	Apr-11
OCI	$1,700,000,000	24,000	$70,833	70.83	Apr-11
Renesola	$175,000,000	5,000	$35,000	35	Mar-11
Tokuyama	$1,240,000,000	13,800	$89,855	89.85	May-11
Wacker Tennessee	$1,500,000,000	15,000	$100,000	100	Apr-10
GCL	$1,614,000,000	44,000	$36,682	36.68	Feb-11
Tongwei Group	$1,600,000,000	46,000	$34,783	34.78	May-11
LG	$455,000,000	5,000	$91,000	91	Jun-11
Hankook	$858,000,000	10,000	$85,800	85.8	Jun-11
Hanwha	$955,000,000	10,000	$95,500	95.5	Apr-11
Qatar Solar	$1,000,000,000	8,000	125,000	125.0	Oct -11
			avg.	75.31
Renesola	Wafer
Company	From	To	size  (MW) contract	MW/month
Neo Solar Power	Jul-10	Dec-13	434	11
Solartech	Jul-10	Dec-13	402	10
Motech	Sep-10	Dec-13	420	11
Suntech	Oct-08	Oct-12	510	11
Gintech	Jun-08	Dec-12	525	7
Ja Solar	Jan-08	Dec-13	600	8
Arise Tech	Jul-08	Jun-14	203	3
Ningbo Solar	Jul-08	Jun-14	105	1
Eoplly	Jul-08	Jun-14	105	1
Topray	Jul-08	Jun-14	105	1
			3409	64
			per year	768