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.

EW , I got shot to peices a few weeks ago for calling these crap at 20p but at 15p they are still 50% overvalued looking at the charts imo.

Good luck.

Mobile division.

1.8M SMS messages an hour maximum capacity. Currently being rolled out globally, in shows like Who Wants To Be A Millionaire in 105 countries.

Situation in 18 months?

5% capacity = 90k messages an hour

YOO receive 2.5p for every 1 spent.

90k * 2.5p = revenue per hour 2250

Revenue per day = 54000

Revenue per week = 378000

Revenue per year = 19.65m.

A conservative estimate for profit would be 14m. Very high Gross Margins.

14m * PE 20 = market cap of 280m.

Now imagine if YOO's share of the 1 was 3p or 4p. See how the market cap approaches 500m.

Then imagine the division can be run at 10% capacity and one approaches a 1 billion valuation.

We have not touched on the many other areas of the Solutions business or the Gaming and Dating divisions.

The merger document stated that one of the key business objectives was to expand the business into new international territories following the growth of digital television, particularly in the US where the Enlarged Group Board believes digital television will continue to grow.

Once again, I refer to the 100% Gross margins available to Yoomedia, when offering partial and complete digital solutions to third party operators. The amount of business out there in the world is almost infinite and therefore even allowing for the competition which inevitably exists, dramatic, exponential growth for Solutions is guaranteed.

In the financial year ending 31st March 2004, DITG's revenue was 19.88m. Significantly, 6.19 million of DITGs revenue related to billings to The Television Gaming Channel.

Those of you who have recieved Nissi sreadsheet will know the incredible effect on EPS, if the revenue for BS (Solutions) is adjusted. Nissi has forecast 15m for 2005 and 18m for 2006. For various reasons, I suggest the 2006 estimate is extremely cautious. On the spreadsheet, 2006 EPS is 1.6p (current broker forecast 2p) with 18m revenue. Now delete the 18m figure and replace with 25m. The EPS for 2006, soars to 3.1p.

So in 2006, a 7m beating of revenue estimates for Solutions, leads to a >90% increase in FY EPS. So how realistic is this?

Before DITG merged with TGC, DITG recieved 6.19m for providing solutions services to TGC. Now remember we ONLY need 7m extra revenue in 2006 to achieve a 55% beating of current broker estimates of 2p, resulting in 3.1p. So DITG (now Yoomedia Solutions) received 6.2m for providing solutions to ONE third party operator. I ask you to consider, is it really unreasonable to expect 2006 revenue to reach 25m, not the cautious 18m forecast at the moment? Just two or three agreements, with independant, third party operators, launching their own channels, could be all it takes, to achieve 25m 2006 revenue. It's not to difficult to imagine 2007 Solutions revenues at 35m, providing EPS of 5.7p, PBT of 23.8m and a share price well in excess of 1., is it?

Why not double up and include my projections for the mobile division. Running at only 5% capacity in three years and taking 2.5p in the 1. Share price well in excess of 2 and yes, that could be conservative!

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

Well Dil, we know now why they were placed at 15p. But these were sold out to institutions on prospects of the merged company. It appears that matters are on track with more synergies in terms of cost savings than anticipated. The Evolution note is cautious, presumably because of their official role, and seeks 5 month price of 20p which is where you got out. Looking further ahead, the predicted eps are 0.8p, then 2p; the assumptions for the latter, in particular, appear overly cautious. So it is a share for the medium term holder which is not normally me. What I like is their position of strength in an emerging sector. You were right in the short term (that is hard to say!) - I'll be right over one year, two year scenarios. I am not as missionary minded as iPublic, bless him. But I accept the general force of his case.

Eric

Recall my posts regarding the concept of Tesco TV or similar branded channels on digital television and the massive capacity on the Sky EPG.

Well Yoomedia are perfectly capable of handling a shopping, transactional portal for Tesco's or anyone else!

http://www.ditg.tv/7_XShop.pdf


For the dating division.

http://www.ditg.tv/12_Dating.pdf

Of course, this will be used for Yoomedia's new dating channel, plans for which, are at an advanced stage!


http://www.ditg.tv/3_xbrowser.pdf

xBrowser is initially available on the Sky Digital platform but will be rolled out to other platforms in the future.

I cannot reiterate enough, the exponential growth curve, the Solutions division will be on, over the next 5 years, on a global basis, with it's very high Gross margins.

with all this positivity and prospects...why has the share fallen so much? at the moment (11.13am) it is 12.50p

Is this just from being tipped as a SELL in one magazine?

i havent seen any news to warrant this minus 10% today? so is it oversold now?

this is a falling knife and i am anxious to invest but am waiting for things to calm down. when is the next update due?

i am a bull of the concept...i asked for nassi's spreadsheet but no response. can someone forward it by clicking on my name and sending a private email. cheers.

rgds
PT

proptrade

Send again. If you still do not receive it, let me know and I'll speak to him!

cheers squire

Eric if i may , please explain placing at 15p in post 1114 trying to keep up and learn from you guy.
thanks

Ainslie

Refer to RNS of 26th Novemebr, headed Issue of Equity. 166,666,667 shares were to be placed at 15p per share. A number of us were angry as the price had been in the low 20s, the shares in issue 125M and the cap around 25M with prospects of climbing quite rapidly; yet existing shareholders did not get a sight of the placing. The placing allowed the acquisition of Interactive Television Group and The Gaming Channel. Essentially this has given YOO a much broader base, no doubt increased the medium term potential but existing shareholders lost out. Much of the blame was put at the door of Evolution, but the Directors could also be criticised for not taking account of existing shareholders. 15p had been seen as a support level - it may prove so as the fact that the sp is lower is probably a combination of an erroneous report in Shares and the general market conditions. Share volumes have been quite low, so most shares are probably in the hands of institutions and longer-term investors. YOO tends to have good news flow and I would expect a fairly sharp recovery when trading conditions improve and then a gradual movement to 20p. Any more significant moves will depend on positive trading statements, the first opportunity for which is July.

Eric

Thanks Eric, great to feel enlighitened.

EW

Note the use of a specific word in the trader report email sent to me by moneyam today.

"Gary Duckworth from iDealing.com had the following to report to us this morning; US equities hemorrhaged value on Friday:..."

Coincidence????

Hope we do get a retraction from Shares. If so, suggest we invite them to the MoneyAM golf bash organised by Peter Holden.

LOL!

Bashing just about sums up my game.

EW

Excuse my ignorance, but why is the 1st opportunity for a trading statement in July?

Wonder if Yoomedia's new In-House Lawyer has introduced himself to the editor of shares mag this week!

RNS Number:2215L
Yoomedia PLC
19 April 2005


YooMedia PLC ("YooMedia" or the "Company")

Director Shareholding

The Company was notified on 18 April 2005 that on the same day Leo Noe acquired
400,000 ordinary shares of 1 pence each in the Company ("Ordinary Shares") at a
price of 13p per Ordinary Share. Following this acquisition, Leo Noe has a
beneficial interest in 13,000,000 Ordinary Shares, representing 2.8 per cent of
the current issued share capital.

19 April 2005

Chad & Poverty

You have effectively sold straight into the hands of Perpetual and now, Leo Noe a member of the YOO board is taking advantage of the currnet cheap price!

Are you still confident in your decision?

Just curious?

dont think anyones confident til this sp breaks above 18p which is where we were 6 weeks ago.... -22%!!