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.

look, lets be realistic. the sp is sliding but there is a story there.

what we need to see is some followup announcements and a repeat of the 8million revenue stream this month.

once we are looking at an annualised 100m t/o with growth and an ebita and cash flow positive company then the valuation may indeed be cheap right now.

focus on this...the area they operate in is relatively embryonic. we all have sky and have all, at some time pressed the red button (football first for match choice and nothing on the naughty channels!).

this is the start of something and i just think that to get the sp moving we just need to see revenues and prospects matching a fairly large sp. this is a catch the falling knife senareo BUT once these start to climb on tangible numbers then i think that low will be a multi year low going forward.

one mans simple and humble spiel who is thinking about a chunky investment.

rgds
PT

I agree
and once the share price moves upwards YOO will be a good long.
until then...its a brilliant short.

01622

Yes, but which winner? How do you know it's a winner in advance? What happens if what you buy falls and YOO rise? Then you are stuffed! What about stamp duty?

so how much further have they got to fall? I am dissappointed that it is going to be a very long term investment to make my fortune but was considering averaging down. That is , assuming we are at the bottom now, and of course i am assuming Shares Mag do not have any more articles planned!!!!

willfagg

Concern yourself with the current valuation, set off against future projected EPS and risk.

Then decide.

Mediatique provided the growth forecasts, which formed part of EVO's projections, leading to EPS 0.8p & 2p.

http://www.mediatique.co.uk/bio_mhorsman.html

Mathew Horsman, director of research at consultancy Mediatique, appears to possess the required experience and attributes.

Yoomedia PLC
15 April 2005


YooMedia PLC (the 'Company')


HOLDING IN COMPANY



The Company has been informed by Perpetual Income and Growth Investment Trust
plc (' PIGIT') that following the purchase of 750,000 ordinary shares of 1p each
('Ordinary Shares') in the Company PIGIT is the beneficial owner of 18,887,500
Ordinary Shares which represents 4.07% of the issued share capital of the
Company. The shares are registered in the name of Vidacos Nominees Limited.


15 April 2005

Poverty & Chad

You have committed the classic retail error. Selling your shares cheap to the institutions.

Not to late to change your mind.

You can only take a horse to the water, but you can't make it drink!

"29 December 2004 by Perpetual Income & Growth Investment Trust plc that they are the beneficial owner of 17,137,500 ordinary shares of 1p each in the Company, representing 3.80 per cent. of the issued share capital of the Company."

Todays's news adds another 750k so 17,137,500 + 750k = 17887500 shares.

However, PIGIT is the beneficial owner of 18,887,500.

Where did the other 1m come from?

This is NOT the first time, Perpetual have been buying in the market!!!

Well its down again today but it did make some recovery. The whole of the small caps market looks red, so perhaps this isn't too bad a result.

B2B

I agree entirely with 016622. There is logic in leaving money in falling stock, even if you think it may have good prospects in the future. In the case of YOO the market has been shown the 'good' news and has responded negatively. Maybe its just YOO's stinking reputation that puts people off. I may well get into YOO again in the future if it starts to perform but until then Im gunna recouperate my losses on some stocks that have good short term potential.

LOL

Chad, that's strange, I feel YOO has short term potential!

Each to his own!

LOL. Yes it does, to go down or sideways that is. I do honestly wish you luck with YOO iPublic as you deserve it, but for me YOO has lost me enough money already. As I said, I may get back into YOO at a later date but the market just isnt giving YOO a good reception at the moment.
Good luck all.

chad

Good luck to YOO!

Remember, one piece of news and sentiment can change, example, 18th June 2003!

I'll stick with Perpetual!

I'm with you ipublic--presently well down on my holding but added a few and I'm prepared to wait. I agree the market doesn't like them at the moment but I sometimes wonder what they do for brains--too much beer etc!! Pxc had excellent results--not a flicker in sp. Yoo looks very promising eventually!!

Full credit to Paul Smith

psmith64 - 15 Apr'05 - 19:33 - 329 of 329

If anyone want's to further blow out of the water what SHARES MAG said about YOOMEDIA this week, and its future in the iTV market, I would suggest you go down to WH SMITH in the morning and have a good read of " BROADCAST MAGAZINE " which is written by industry experts.

A big article on the rise of iTV, as well as an interview with the controller of ITV's interactive division - a good read, and you have not seen nothing yet - ITV basically have confirmed that one of the biggest area's of interactivity for the station in going to be use of Mobile's to interact with the live broadcast stream, because everybody has one, and it is the only way to interact with Freeview, which unfortunately for BSKYB, is taking a large portion of the Digital landscape within peoples home.

Good news for YOOMEDIA, and all those that either topped up in the last couple of days, or got in for the first time.

If you read the right magazines such as BROADCAST, you get the right, well informed information, which is actually written by professionals who know their subject, and not un informed amatures.

Regards

Paul

Take a look back through the accounts of Sky and observe just how long they took to make a profit. Yoomedia are an interactive powerhouse, with the technical knowledge and scale in depth to compete.

Yoomedia, will in the opinion of the directors, report a FY profit this year and at such an early stage on the company's growth path! Yoomedia may well grow to be as dominant as Sky in our own way. I'm refering to the Solutions division and our ability to offer partial and complete solutions, to third party operators, on a global basis. As other countries try to catch up, many operators will look to license content, rather than re-invent the wheel.

Yoomedia currently provides technology and software services for thirty-three TV channels, some of the UKs biggest television shows (Who Wants to Be a Millionaire, Come and Have a Go If You Think Youre Smart Enough), interactive advertisers, such as Honda, and interactive public services television with the Department of Health and the Learning and Skills Council.

Bearing in mind the 100% Gross margins for Yoomedia solutions, the market has yet to appreciate the huge surge in Solutions revenue and EPS which lies ahead. This is where the growth will come from, even if others cannot see or accept it. Digital is here and the growth story is only in the second chapter!

I udertook to write to Shares regarding the ill-founded Play Update on Yoomedia; my letter is as follows:

YOOMEDIA PLAY MISCUE

Dear Sir

Your Play Update this week on Yoomedia gives the share as a SELL based on the recent results showing the firm is haemorrhaging cash. However this ignores the upbeat trading statement accompanying the results showing strong revenue growth across the three dicisions and the company being EBITDA positive from March 2005. The company broker, Evolution, gives a price target of 20p and estimates that the enlarged gorup will generate an EBITDDA of 6.3m in the 12-months to Dec. 2005. You refer to Evolutions price target in the Play Update on Stanelco so must have access to this information.

Personally, I see the fall resulting from uninformed negative comment as being a buying opportunity as will many other knowledgeable investors. However, I am concerned with those investors that follow your advice to the letter, being unwilling or unable to do their own research. The sp fell heavily in early trading on Thursday and this presumably will have included many who had purchased on your advice who had their stop losses broken. I beleive the appropriate step is for you to acknowledge that the basis of your advice was incorrect, whatever the effect on your conclusion.

Yours

Eric Robson

ps I am posting this letter on the MoneyAM Yoomedia where the Play Update has met with some fierce criticism.

It will be interesting to see how this is handled. I am sure most of us gain greatly from Shares and find it much more user-friendly than the IC; but you would not find such an obvious error in the IC from my experience.

Its a pity that posters to this thread have been shaken out by this action. The other thing I fail to understand is why Evolution have not put out a post on an RNS. It appears to show a disdain for the ordinary shareholder who is not a professional and, of course, they were subject quite rightly to severe criticism for leaving out the ordinary shareholder in a very significant fundraising at the end of last year. Not illegal but immoral. Nor can the Directors be free from criticism on either count.

The Evolution target of 20p seems very cautious but this may be on account of their role as broker, whereas with Stenalco, say, they are analysts and marketmakers and can be more outspoken with their projections and views. I still hold the view that the 2006 projections must be very cautious as there seems little likelihood that sales growth next year will be not much more than half that of this year. You only need to look at the expansion of DTV ownership and consider YOOs leadership within the field they operate to draw that conclusion. This is an excellent long-term investment.

Mind, iPublic, knowing how heavily you are into YOO, I do recommend you to pop some of your new funds into SEO. I think it is inevitable that SEO will move ahead much more quickly than YOO and you could well move profits from SEO back into YOO!

Eric

Eric

I'm happy with YOO. YOO are currently cheaper than SEO if both 2006 EPS estimates are met. YOO much cheaper actually, 2006 PE 7, SEO 22.

Anyway, I'm sure both will prosper.

"but this may be on account of their role as broker, whereas with Stenalco, say, they are analysts and marketmakers and can be more outspoken with their projections and views."

I understood Adrian Kearsey, at EVO was the analyst for YOO? Don't quite understand? Help!

Good to see Perpetual topping up!

Good letter to Shares Rag!

Full credit to Paul Smith. Thanks.

psmith64 - 15 Apr'05 - 16:54 - 308 of 344

How long will it be before Yoomedia make full use of their 1,800,000 time stamped SMS capacity 24 hours per day.

1,800,000 SMS messages, which could generate 1,800,000 revenue in the space of an hour, if they know they could generate full capacity, and offer a prize per hour of 500,000, that still leaves gross revenues of 1,300,000 - I am sure not a lot of that would be eaten by broadcast costs and admin, say they were left with 25% net = 325,000 net profit per broadcast hour.( this could work on Freeview Channel 53, which they already operate )

Very soon, we know Yoomedia will have access via Via Vision to produce their own content, they already have broadcastable channels, it could even work on Freeview data channel as previuosly mentioned - put a Multiple Choice question on screen, then operate it like " Walkaway "

I would be tempted to have ago for 1( most people would probably abuse the fact that they have a company mobile phone to use ) - 1.8 million to one chance of winning 500,000 - better odds than the lottery I would imagine, and look how many people play that each week at a 14 million to one chance of a few million, most ordinary people would be happy to win a garanteed prize of 500,000 - come to think of it 250,000 K would make me happy.

If this was carried out once per day somewhere in the world ( there is a lot of countries out there ), 365 x 325,000 net revenue if my figures are right ( could be conservative ) = 118,625,000.00 profit, OK so I am 50% out with my net revenues it would then equal 59,312,500.00 net revenue - just for one aplication that Yoomedia are more than capable of pulling off, right at this moment, without any further investment ?????????

It is that type of thought that keeps me on track with this share, and the Telephone number profits in the future that could be generated - it would take a brave person to predict eps even two years down the road - let alone five years, with the paid for technology that Yoomedia have at their fingertips, and I am sure if an ordinary individual such as me can think of the above senarios to make best use of their technology, then someone inside Yoomedia is way ahead on the future !!!!!!!!

Regards

Paul