Company Announcements

ASX Limited
Exchange Plaza
2 The Esplanade
PERTH WA 6000
By Electronic Lodgement

5 September 2012

Conference Presentation
In accordance with the requirements of Listing Rule 3.1 we submit the attached material being
presented at todays Kalimantan Coal Conference in Indonesia.
Mr Theo Renard, FD of Realm Resources Limited, is making the presentation.

Yours sincerely

Theo Renard
Company Secretary
Realm Resources Limited

For further information please contact:

Richard Rossiter (Executive Chairman) or Theo Renard (Finance Director) on +61 2 8249 4542
or visit the companys website at www.realmresources.com.au

About Realm
Realm's strategy is to create shareholder value through exploration and development of quality
metal and minerals sector projects. The Companys primary focus is on the acquisition and
th
development of the Katingan Ria thermal coal project coal in Indonesia. On 6 October 2011,
Realm announced the acquisition of Kalres Limited and through Kalres acquired 51% of PT
Katingan Ria (PTKR), an advanced thermal coal exploration project located in Central Kalimantan,
Indonesia, for a total transaction value of US$12.6 million and 15 million Performance Rights. The
Katingan Ria Project has the potential to establish Realm as a thermal coal producer in a nation
that has an established coal industry; and is ideally located to export to the high demand southeast
Asian markets. Kalres is party to a Master agreement under which Kalres can acquire up to a 75%
interest in PTKR.

In addition, Realm has platinum group metals (PGM) in South Africa an aluminium dross treatment
plant in South Africa.

REALMRESOURCES
DEVELOPINGTHEKATINGANRIA
THERMALCOALPROJECT

5September2012

Disclaimer&CompetentPersonStatement
Certain forwardlooking statements may be contained in this presentation which include, without limitation, expectations regarding platinum and
coal prices, estimates of resources, production, operating expenditure, capital expenditure and projections regarding the completion of capital
projects as well as the financial position of the company. Although Realm Resources believes that the expectations reflected in such forward
looking statements are reasonable, no assurance can be given that such expectations will prove to be accurate. Accordingly, results could differ
from those projected as a result of, among other factors, changes in economic and market conditions, changes in the regulatory environment and
other business and operational risks.
Therefore, Realm Resources gives no warranty, express or implied that the projections and/or material contained in this presentation will be
achieved or prove to be correct. Realm Resources, its officers, employees and advisors to the extent permitted by law expressly disclaim all
responsibility relating to or resulting from the use of the material and information contained in this presentation and exclude all liability
whatsoever (including negligence) for any loss or damage suffered by any person as a result of the use of any of the information in this presentation
or any error or omission therefrom. It should not be expected from Realm Resources to update any person regarding any inaccuracy, omission or
change of the information contained in this presentation.
Competent Persons Statement Katingan Ria Project The information in this announcement that relates to Exploration Results, Mineral Resources
at the Katingan Ria Project is based on information compiled by Mr Troy Turner, who is a Member of the Australian Institute of Mining and
Metallurgy. Mr Turner is a fulltime employee of Xenith Consulting Pty Ltd. Mr Turner is a qualified geologist and has sufficient experience which is
relevant to the style of mineralisation and type of deposit under consideration and to the activity which he is undertaking to qualify as a Competent
Person as defined in the 2004 Edition of the Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves. Mr
Turner consents to the inclusion in the presentation of the matters based on his information in the form and context in which it appears.

ASX:RRP

RealmSnapshot

asat3September2012

400mshares
2.5m options
Shareprice:A$0.023c
Marketcap.$9.2m
Cash$1.3m(June12)
Majorshareholders
TaurusFund 27.5%1
AMatheson&Related 4.3%
Nkwe Platinum 3.8%
Berpaid 2.2%
Experiencedboard&management

Coal
PGM
Aluminium

RRP:ASX

1. ThesesharesareheldbyJPMorganNominees

ASX:RRP

KatinganRiaProjectOver view

CentralKalimantan,100kmNWofKasongan
and40kmfromtheKatinganRiver

102mtJORCresource*
Subbituminous,midrank(4,200GAR),low
sulphurthermalcoal
Simplegeology,lowstripratio

Advancedpermitting
SupportiveIndonesianpartners(Goku)
RRP51%optiontogoto75%

Shapingupasasimpleopencutoperation
*10mtindicatedand92mtinferred
ASX:RRP

Simplegeologywithlowstripratios

Shallowdipping,multipleseamdeposit
MainSeam35mthick
102mtJORCresource
10mtindicated&92mtinferred
Initialminingarea23:1stripratio

ASX:RRP

4,258ha
lease

Initialmining
area

CoalQuality GrowingPowerDemand
Subbituminous,lowsulphurthermalcoal
IndicativeSpecifications*

GAR4,200kcal/kg
NAR3,870kcal/kg
ADB5,250kca/kg
TM32%
Ash8.5%
Sulphur0.2%
HGI50
*Initialminingarea

SupplyingthefastestgrowingIndonesianexportcoaltypetoIndiaandChina
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Lowcostopencutmining

Base case 3mtpa

3 year ramp-up from mid 2013
Truck/shovel and dozer push
Initial mining area minimises strip
ratio and haulage distances

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Initialmining
area

Logistics Truck,BargeandTranship
~45kmhaulage
Crush,stockpileandconveyor
loading
~420kmbarge(riverdepthsurvey)
Portstockpileandlargebarge
transfer
Transhippingtobulkcarrier

ASX:RRP

KatinganRiver

ProjectStudyMetrics*
CapitalCosts

Acquire51% Tranche1(complete)
US$12.6m

Acquireto75% Tranche2(1Q13)US$12.0m+$5m

Developmentcapital(100%)
~US$23.0m
3Mtpacase(subjecttofindingsofBFS)
Partnersfundtheir25%share
Developmentcapitalrequirementtobestaged.Forecast

US$20m(100%)forfirsttwoyearsofproduction

Cashcosts(FOB)
US$15/tmine&haul;
US$16/tbarge&transship;US$9/tother
Revenueassumption
FOBBasis(atmothervessel):4,200kcal/kgGAR

~US$39.2/t

US$52/t

*BasedonProjectStudy,August2012

ASX:RRP

AdvancedPermitting
FinalForestryoperationspermitinprogress
PT Katingan Ria Permitting Status
Activity

2011
H1

2012
H2

H1

2013
H2

H1

IUP Exploration
Forestry (Pinjam Pakai) Exploration- south
Forestry (Pinjam Pakai) Exploration north
IUP Operations and Production
Forestry permit (Pinjam Pakai) Operations in progess (CP to deal)
Ancillary permits - eg Jetty, anchorage etc in progress
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10

ProgressandPathtoDevelopment
Q412 Resource
upgradeandfinal
forestrypermit
Q113 BFSand
resourceupgradeto
reserves
Q1/213 Funding
to75%andOfftake
H213 Trialmining
andrampup

PT Katingan Ria - progressive derisking and

targets
Activity

2011
H1

2012
H2

H1

2013
H2

H1

H2

Agreement to acquire PTKR (75%) for $29.6m & 15m

shares
Due Diligence drilling - 40mt JORC resource
Positive scoping study - 3mtpa at $40/t FOB
Mining permit (IUP Operations)
$15m funding package secured & Taurus conerstone
investment
Acquire PT Katingan Ria (51%)
Resource upgrade to 102mt (92mt inferred, 10mt inicated)
Project study - confirms 3mtpa base case operation
Resource upgrade drilling and BFS
Final Forestry (Pinjam Paki) explotation permit (CP to deal)
BFS report, Tranche 2 (to 75%) & development funding
Trial mining and ramp up

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11

FinancingStrategies
FundingType

Description

Status

Offtakeprepayment
ormonetisation

PrepaymentforofftakeattheRealmSingaporetrading
companyand/orIndonesianprojectlevels.

CoeclericiAsia appointedasmarketing
agent.Contractdiscussionsunderway
withseveralpotentialcustomers
withintheregion

Debt

DebtfinancingattheSingaporetradingcompanylevel
and/ortheprojectlevel.

Verbalexpressionsofinterestreceived
fromseveral banks.Tobeprogressed
asfeasibilitystudycompleted.

Equity

PlacementattheRRP(publiccompany)levelatashare
priceconsistentwithindependentvaluationsoratthe
Singaporeholdingcompanylevelataconsistent
valuation.

SquareResources appointedto
introducequalifiedpotentialstrategic
investors.Dataroomopened,site
visitsconductedandcontinuing.

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12

Realm PGMandAluminium

PGMWest~4Mozadvancedexploration
BeingmergedintoChrometcoforequityandboard
seat
Requiresexplorationrightrenewal
PGMEast~7Mozadvancedexploration
Requiresexplorationrightrenewal
Alumicor:~AU$0.5m AU$1.0mpositivecashflow *
Strategicinitiativesunderconsideration
Sellorspin(logicalneighbours) cashand/or
shares(PGM&Al)
JVorfarmout(PGM)
Advanceexplorationandstudyworkforpotential
openpitoperations(PGM)

*Source: Directorsestimate

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13

InvestmentCase
Expandingintohighgrowththermalcoalmarket
AcquisitionofCentralKalimantanthermalcoalproject(102MtJORC
inferred)welladvanced(51% 75%nextstage)
Experiencedteamwithsupportivefundingandprojectpartners
Expansionpotentialanddealpipelinetosupportfuturegrowth
UnderpinnedbySouthAfricanPGMandAluminiumassets
Attractivevaluation

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14

InvestmentDrivers
Macro/Indonesia

Establishedmarkets,rapidlygrowingdemandforlowCV/lowsulphurcoalboth
domesticallyandregionally

WelllocatedrelativetokeymarketsinKorea,IndiaandChina

Matureminingenvironment

Indonesianowlargestexporterofthermalcoalandcontinuestogrow
Project/Regional

EmergingpotentialforCentralKalimantan

Firstmoveropportunity,upsidepotentialversusrisk

Supportiveregionalgovernment

SingleRegencyPittoPort

Advancedpermitting

ExclusivecooperationagreementwithIndonesianpartnersinKatinganregency

Stageddevelopment lowcapitalentryandapproachtoprogressivelyderiskproject
Logistics

SimilarlogisticstoprojectsontheBaritoandMahakamRivers

EarlystageRiverunderutilised

Securedaccesstoland
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15

REALMRESOURCESLIMITED
RegisteredPrincipalOffice
Suite805,3SpringStreet
SydneyNSW2000
Australia
T:
W:
E:

+61282494542
www.realmresources.com.au
info@realmresources.com.au

IndonesianAgentOffice
Level11,ChasePlaza
Jl.Jend.SudirmanKav.21
JakartaSelatan12920
T:
+62215704255
F:
+62215705190
SouthAfricanOffice
Suite6RegencyHouse
DouglasCroweDrive
BallitoKZN
T:+27329472534
F:+27329472534

KatinganRiveratTumbangSamba
ASX:RRP

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Appendix ResourceandCoalQuality
BLOCKNAME

Seam

Mass

TrueVerticalThickness RAWASH
RAWCV
RAWFC
(%adb) kcal/kg(adb) (%adb)

RAWHGI
(adb)

RAWIM
(%adb)

PRD
insitu

RD
(adb)

INDICATED

MAIN

10,185,032

4.34

8.7

5,240

INFERRED
INFERRED
INFERRED

MAIN
2
3

23,015,682
3,181,819
2,160,675

3.58
0.52
0.36

9.8
13.5
10.8

INFERRED

MAIN

35,584,403

3.92

INFERRED
INFERRED
INFERRED
INFERRED
INFERRED

B
C
D1
D2
D3

8,327,593
8,439,470
1,974,309
7,041,717
2,251,909

68,785,116
28,034,998
5,342,495

RAWTM RAWTS
(%ar) (%adb)

RAWVM
(%adb)

38.3

48

15.1

1.30

1.40

33.2

0.21

38.1

5,147
5,147
5,252

36.9
27.1
37.0

48
68
40

15.6
14.8
13.8

1.31
1.28
1.29

1.40
1.38
1.40

31.0
30.4
34.1

0.20
0.21
0.31

38.5
44.5
38.4

10.7

5,286

37.7

49

12.2

1.30

1.42

30.8

0.24

39.6

1.13
1.18
0.37
1.17
0.38

16.4
22.7
16.6
18.3
21.6

4,643
4,239
4,702
4,498
4,036

33.3
31.4
33.8
32.6
30.7

47

47

12.2
13.3
13.3
13.7
15.5

1.33
1.38
1.34
1.35
1.39

1.46
1.52
1.48
1.48
1.51

30.7
29.9
31.1
30.5
31.1

0.24
0.22
0.26
0.25
0.27

36.0
34.3
36.2
34.9
30.9

3.87
1.04
0.46

10.1
19.2
12.4

5,233
4,440
5,189

37.5
32.4
31.1

49
47
57

13.8
13.2
14.4

1.30
1.36
1.28

1.41
1.49
1.39

31.2
30.5
31.9

0.22
0.24
0.25

39.0
34.8
42.0

South

North

TOTAL
Total
Total
Total
GRANDTOTAL

ASX:RRP

MainSeam
UpperSeams
LowerSeams

102,162,609
17

Appendix IndicativeProductQuality

GAR4,200kcal/kg
NAR3,870kcal/kg
ADB5,250kca/kg
TM32%
Ash8.5%
Sulphur0.2%
HGI50

ASX:RRP

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