Company Profile

YooMedia plc is one of the fastest growing interactive entertainment companies in the UK.
Since 1997 we have been developing and launching leading B2C consumer brands in the gaming and community sectors. We also work in a B2B capacity with leading brand owners, agencies, content developers and broadcasters to design and develop their interactive content strategies.

Led by Executive Chairman Dr. Michael Sinclair and Group Managing Director Neil MacDonald, YooMedia has assembled a highly experienced management team that possesses a unique blend of skills and experience in the areas of Digital TV, Internet and mobile phone services and technology.

With main office locations in London, Exeter and Maidstone, YooMedia manages core assets including:

Over 30 office locations throughout the UK alone

State-of-the-art studio, production and post-production facilities at our Wapping location.

UK broadcast return path & bandwidth owner

Fully fledged UK Bookmaker License

Database with over 350K UK singles

SMS Engine access with international reach

Fully staffed 50 seat Customer Contact Centre in Maidstone, Kent

YooMedia Dating & Chat - Our dating subsidiary company manages the oldest and largest UK-owned dating brands including Dateline, Club Sirius and Avenues. YooMedia Dating has over 20 office locations throughout the UK and also manages YooChat, our world-leading interactive chat service found on UK digital cable on the Telewest platform (platform extensions planned for 2005).

YooMedia Gambling & Games - Combining the brands of Avago and Channel 425 (in partnership with William Hill) YooMedia is on the leading-edge of interactive fixed odds, casino and poker gambling services for digital TV, the web and 3G mobile phones. Our gaming business also manages YooPlay, the only interactive just for fun games channel found on all four Digital TV platforms in the United Kingdom.

YooMedia Enhanced Solutions (YES) - YES works with brand owners, agencies, content owners and broadcasters to clarify the options, define the strategies and deliver the interactive content that enhances consumer and audience experiences. YES customers include the BBC, Nestle, Celador, William Hill, Channel 4, ZipTV, The Cartoon Network and HR Owen.

From Paul Smith on another BB. Thanks Paul.

We have spoken a lot about competition over the the past few days - this will be healthy, and it will happen, but Tesco, did not get where they were today without Asda, Safeway ( now Morrison ), Sainsbury, Co Op etc - and all are still around to share what is a massive market.

Don't underestimate what a massive market Yoomedia have ahead of them, especially do not lose sight of the fact that Yoomedia have patented technology, that will lead to third party licenses in time.

Just one thing from the recent results and EVO research note sticks in my mind:-

2 million revenue from approx 20 primetime broadcast hours just relating to Celador's " Who Wants To Be A Millionaire " Walkaway gamne - 60% gross margin as quoted in the recent Timesonline article, split three ways between ITV, Celador and Yoomeida - the exact split is unknown as this is covered by a confidentially clause.

And all that for a paltry 1000 prize !!!!!!!!!!!!!!, what will happen to those revenues when the 7,000,000 viewers are evenutually presented with a 5,000, maybe 10,000 or one day maybe a 1,000,000 prize - we know that Yoomedia have a capacity to deal with 1,800,000 SMS messages per hour = 800,000 left even after giving away a 1,000,000 prize - I am sure this is where this is heading, but not just in the UK - in over 100 countries worldwide.

That is just one example, with a very high probability of happening, within the next 2 years of what is achievable for one part of Yoomedia's business, with one client.

Now take that situation to a programme such as " Coronation Street " , 14,000,000 regular viewers ( 95% of who have access to a mobile phone ) - broadcast 5 times per week - coming up to break time - viewers are presented with 4 what will happen to " Mike Baldwin after the break " senarios " or "Who will be the first character back on screen after the break ", that type of thing - the prize - say 10,000 we get 1,000,000 viewers responding.

The above I know is an assumption, but with ITV facing its toughest time to raise revenues due to the fact that advertising revenues now have to be shared with over 400 other independent UK broadcasters - this will be a way forward to increase revenues, and I am sure we will see this type of thing happening for certain - the technology is there, the viewers are there with their mobiles.

Anthing else that brings revenue into Yoomedia outside of it's solutions business, will be a bonus, but I would not be surprised to see Yoomedia sell out its gambling side in the future maybe to William Hill, when the time is right.

I see Yoomedia solutions as the part of the business that will be the most profitable, and with the patented technologies, the one that will benefit most from worldwide opportunity from the growth of DTV - as always, I recommend keeping an eye on www.dtg.org.uk for the worldwide picture on DTV.

I have had a further read of the EVO research note, and think they have been very conservative in there projections, although this does not help the price for now, it will when they have to re-rate it in the not too distant future, better that way than to be over optimistic for now.

I think we now have to wait for any new newsflow that comes out from Yoomedia regarding contracts, and trading updates along the way backing up the information from within the recent results before we see any real rise in the SP, just look at it as an extended period to buy in at good value IMHO, DYOR as always.

I know there are people on this board holding a paper loss, me included, but the reassurance from the last results give me the confidence to hold, and still add at these low prices to help the average down.

Regards

Paul

How many of you are aware, the present run of Millionaire programs, which started in the autumn, was only scheduled to last 12 weeks?

However, Celador were so thrilled with the impact the 'Walkaway' game had on viewing figures, the show was given a vastly extended run and is of course, still broadcast on Saturday evenings. Infact, it may only stop, when Mr Tarrant needs an extended break.

Yes, this is true.

I have a Stakeholder, which I've decided to transfer into my online SIPP. Trouble is, it will take several weeks to go through. If YOO are still below 20p by then, I will invest the entire proceeds 14576 in Yoomedia shares. I expect this will develop into a 60000 lump sum, within three years.

http://www.sippdeal.co.uk/

I'd just like to say thanks iPublic for all the work you put into this thread. I, and Im sure everyone else, really appreciate it and Im sure its all going to pay off one of these days for you and everyone else.

Cheers, Chad.

hear hear. cheers iPublic.

I can't believe this. Does anyone have any idea why the big drop?

B2B

B2B,

I think Shares mag have this down as a sell in this mornings issue so may be the reason for the drop. Not read the actual article so dont know exactly what it said though.

Gav

Tip update today in Shares Mag. today suggesting sell.

B2B

Shares magazine have these down as a SELL today saying they are losing to much money! iS VERY ANNOYING AFTER ALL THE buying hYPE THEY GAVE US!

B2B Shares mag wrote this;

'Recent results from multimedia firm Yoomedia show that it is haemorrhaging cash. The shares have slumped just over 20% from the price of 20.5p on 7 October 2004 after rallying briefly.
Industry experts are doubtful whether Yoomedia will prosper. If in doubt, cut your losses.'

This is a crazy thing to write as the chairman said cash positive in the first quarter. Who are these industry experts, I don't think Shares or these so called expeerts know what they are on about. Who are they anyway??
Di

I am now showing the biggest loss I have ever allowed on any stock I have held. Ive only allowed this because of how confident I felt about YOO's prospects but there has to be a cut-off point somewhere. I am now really cautious with this one and I cannot understand why the market is not responding to the supposedly upbeat sentiments issued by YOO recently. Instead we are seeing huge falls in the SP. Something is definately wrong.

From the other side;

'FT.as of 13.4.05 shows Yoo as outperform. Reuters as of today 14.4.05 shows Yoo as Outperform and gives a risk grade of 235 three points down from yesterday. Who do you believe the chairman,FT, Reuters,or a reporter writing in shares mag. In addition, I remember Shares were having a buy recommendation on YOO not so long ago. Where is the deeply researched analysis if from one month to the other, they change their advise from buy to sell. Pure nonsense.'

stopped out and maybe this bb is too close to that of the (not so) mighty TAD!!!

buy buy all...

Shame I bought some more of these yesterday. Still happy to hold for the time being, just wish I'd bought today instead!

Management well resepcted and on website say are committed to:

http://www.yoomedia.com/financial_information.html

"YooMedia is registered with the Alternative Investment Market in the United Kingdom under ticker symbol YOO. We are committed to provide accurate and transparent information to our Investors and the financial community at large."

Yoomedia are NOT haemorraging cash. This IS a lie.

Soultions and Dating are PROFITABLE on a PTB basis. Gaming is close to EBITDA positive and new product launches are planned soon.

The article is a a COMPLETE misrepresentation of the facts.

I will not comment on the SP other than to observe if the EPS target of 0.8p is hit for this year, then SP will be over 20p, by yesr end. 2006 target is 45+ on broker EPS forecast of 2p.

If shares mag have genuinely made a mistake, with no hidden agenda, they have stupidly and unprofessionaly, read the 2004 results and projected that loss forward. What they should have done is realised the 2004 loss, has turned into a EBTIDA positve situation in 4 months, with two out of three divisions profitable in March.

It's a magazine article, that is all. A very poor one at that!

I haemorrage cash from flitting from share to share - I'm staying with this one.

Good Post IPublic.. I totally agree and usually I think the articles in Shares Mag are good but they do not seem to have done much research on YOO this time. It's almost as though they needed to add a piece on a share to sell and grabbed at Yoo without looking into it.
I think YOO will make a lot of money for those taht stick with it.
Di

Yet this is more positive after the results.


Citywire Verdict:
The company looks well positioned and management is optimistic about prospects this year as more viewers get digital TV access and the taste for its interactive potential. Interactive content for mobile devices could also provide the company with major opportunities.

There was a research blackout while YooMedia undertook its buying spree and its house broker Evolution has held publishing forecasts ahead of today's results. At the time of writing the numbers, which will give a better idea of the shares' attractions, have still not been released. However, YooMedia's prospects do look exciting and the current monthly turnover and break-even position are encouraging.

There are also plans for further cost cutting afoot and 3.6 million of annualised cost synergies have already been implemented for 2005.

this looks to me like a marketmaker shakeout testing resolve, no where in the last fortnight have i read any article giving negative sentiment till now.