mactavish
- 10 Sep 2004 22:20
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.
EWRobson
- 19 Apr 2005 14:54
- 1134 of 3776
Chad, 016622
What clouds! Oh, the sp! Well, the charts are one thing and the company's well-being is another. A positive report said that Yoo had absorbed its acquisitions, making greater cost savings than anticipated and that the company had become earnings positive in March; also good projections from Evolution. No cloud there! Oh, there was that erroneous Sell recommendation by Shares based on haemorraging cash which was based on the position in Decemebr not March. That brought insellers; pretty low volumes but the amrket was pointed south anyway. I am sorry for those who have been shaken out at the bottom which in reality was, and still is, a buying opportunity. Not wanting to rub salt into the wounds but my views are well founded. Of course, its OK if you switch into something which is moving faster and I wouldn't argue against Poverty's move into SEO; only against what he has moved out of if there were some actual dogs in his portfolio.
Eric
016622
- 19 Apr 2005 15:35
- 1135 of 3776
at the end of the day EWR, all this typing is great but the only thing that makes any dollar is the movement of the sp northwards!
EWRobson
- 19 Apr 2005 21:51
- 1136 of 3776
OK, 016622. Agree that today is the beginning of the rest of my life. So what do the charts say: on my watchlist, the top five are YOO+11.32%; BPRG+7.3%; MDW+5.36%;ASCandGMC+5.34%. What was the point you were making about northwards? Not much typing there and good money!
Eric
iPublic
- 19 Apr 2005 22:04
- 1137 of 3776
Eric
Intel and Yahoo have smashed market expectations, so market will continue to rally!
Good news for you and YOO!
EWRobson
- 19 Apr 2005 22:13
- 1138 of 3776
Thanks, iPublic. As you are synonymous with YOO, all I can say is here's to YOO!
moneyplus
- 20 Apr 2005 00:09
- 1139 of 3776
Eric--I bet you drive your wife mad!! off to bed on a chuckle and dreaming of blue yoo. MP
016622
- 20 Apr 2005 08:52
- 1140 of 3776
EWR.. are you a permanent shorter?
talking about yoo; bprg and asc.....all have lost something in the region of 50% in the last 3 months...
I hope the rest of your retirement fund is doing considerably better...
Barry Harris
- 20 Apr 2005 09:17
- 1142 of 3776
016622
I rarely post on these threads,but felt I had to say something about Eric.
I have found him to be very informative and have learnt a lot from his posts (on other threads as well). I dont believe Eric is a shorter - more like medium to long term, but he may from time to time take a bit of profit like us all. I certainly have had some good gains by Erics + others comments on these BB`s as well as doing my own research.
016622
- 20 Apr 2005 09:35
- 1143 of 3776
fair dos but theres a lot of hot air about this share...a lot of interest but the price has fallen like the proverbial lead balloon
and then we get asc (down from 80 to 50) and bprg same.
BH ( a short position is selling a stock rather than buying it (going Long)
nothing against EWR, like everybody else I suppose, I like shares that go in the right direction, not watching them go from 28 to 14! and cant understand the phenominal interest and postings until this one picks up
(unless your short)
iPublic
- 20 Apr 2005 10:31
- 1144 of 3776
016622
Your last post is of no use, unless you can explain what the 'hot air' is?
016622
- 20 Apr 2005 10:36
- 1145 of 3776
lots of posts..all positive...but sp down
come on ip! youv'e put the most into this but until the sp heads northwards it's all very uninteresting...unless i've got the wrong idea about buying shares
bgy; ray; tpa; look; dfd; dyor.
moneyplus
- 20 Apr 2005 12:52
- 1146 of 3776
This share needs holding for long term we do not expect to make a quick profit just a very large one!! I appreciate all the hard work that goes into the research posted here which adds confidence to leaving your money invested against the herd--also the directors are now buying in heavily. not hot air good news! cheers MP
EWRobson
- 20 Apr 2005 13:13
- 1147 of 3776
Didn't mean to ruffle your feathers, 016622. I was listing gains on my watchlist. We've all been caught buying at the top and selling at the bottom. Not into BPRG but they dropped like a stone on a profit warning; it was clear that the fall was overdone, partly because stop losses will have been triggered; the sp is since back some 40% so there was a real buying opportunity at the bottom. YOO is parallel, I believe, in the sense that it was sold heavily last Thursday by Shares readers on the back of an erroneous statement that the company was haemorraging cash; unfortunately that referred to the results to 31st Dec, whilst the company was positive in March. I haven't had the free cash to up my stake but it will be clear to most holders that the share has bottomed out. Evolution estimate that the enlarged group is growing at an annualised rate of 66%. Thus this is still a good buying opportunity and, in my view, the wrong time to sell.
Eric
016622
- 20 Apr 2005 13:30
- 1148 of 3776
MP lets hope "good news" moves the sp (upwards)
EWR lets hope this is the bottom (bought some, just in case!)
good luck to both of you....
EWRobson
- 20 Apr 2005 13:44
- 1149 of 3776
Well done, 016622; hopefully faith will be rewarded. I love being in step with MP; can't go wrong that way! Looking back at the YOO history, the sp has sometimes got well ahead of itself due to over-reaction to good news. Company has been pretty quiet whilst gorging itself in, effectively, a reverse takeover. I would expect, iPublic, to see the news flow get going again pretty soon; at the latest I would look to the next quarterly statement in July.
Eric
iPublic
- 20 Apr 2005 13:44
- 1150 of 3776
From another BB. Full credit Paul Smith.
psmith64 - 20 Apr'05 - 13:37 - 466 of 466
Trigger, I would not even like to take a guess, because I could be so far out, just keep in mind, that a company that has access to produce a revenue of 100,000, with gross margins of 60% for 1 minutes use of its technology, certainly in my mind, has the potential to deliver telephone number profits, just my opinion, based upon my research, which brings me onto the next peice of great news for all YOOMEDIA investors, and am surprised that YOOMEDIA's PR machine have not brought this to the investors attention ( maybe I should put in for the job ????? )
After a soft start last year, BSKYB , after seeing the success of Freeview, have now started an active advertising campain for its FREESAT service, for a one off fee of 150.00, which includes installation, dish, box and card, you get over 100 TV channels, and 80 TV channels,
The good news for YOOMEDIA, is that included in the package is all their SKY ACTIVE channels, so, a subscription package is no longer needed to get the revenue generating parts of YOOMEDIA into the home.
Even though I have Freeview, I have just ordered FREESAT, and I would not imagine I will be alone in doing so - this can only be good news for YOOMEDIA, and just think of all the free publicity they will get from it, again, another beauty of this share, someone else is carrying all the cost of getting their services into the home, which is another factor that drew to me this share in the first place, just think how much of BSKYB's initial cash burn must have been down to advertising, no wonder YOOMEDIA have reached profitability so much sooner than they did.
Anyway, here is the link to FREESAT if anyone is interested, http://www.freesatfromsky.co.uk , again, it is this type of thing that will have an effect on the future SP, and as I have said before, with this share, you have to look far beyond the company itself, to find the hidden value in there.
Regards
Paul
A Ruthies Fund
- 20 Apr 2005 17:52
- 1151 of 3776
iP
That's a very interesting piece of news, thank you for posting
Ruthie
mactavish
- 20 Apr 2005 18:53
- 1152 of 3776
YooMedia price target 22p We highlighted YooMedia in our 4thApril note, on its prelims which highlighted that the integration of the December 2004 acquisition of
Digital Interactive Television Group and The Gaming Channel
(together known as DITG) had been successfully completed. We
believe that the company is breaking-even at the operating level,
and EBITDA for this calendar year should be about 6m. It is too
early to be clear about likely earnings for 2006, but at this stage we
expect an EBITDA improvement in the 25% - 50% range. At 16.25p,
the shares are trading on an estimated earnings multiple of about
17.5x, and our price target is 22p. There should be scope for
upgrades as we become more comfortable with the companys
progress this year.
http://216.109.124.98/search/cache?ei=UTF-8&p=yoomedia+april+2005&meta=vc%3DcountryUK&fl=0&vc=countryUK&pstart=1&b=21&u=www.killikmorningnote.co.uk/document.aspx%3Fpath%3Dhome_page_PDFs/8-4-05_Morning_Note.pdf%26type%3Dext&w=yoomedia+april+2005&d=91B21ADCBB&icp=1&.intl=uk
iPublic
- 21 Apr 2005 08:49
- 1153 of 3776
I believe the YOO board have an ace up their sleeves.
Leo Noe is SO rich and he owns 12.6m shares already so,
http://www.timesonline.co.uk/richlist/person/0%2C%2C33777%2C00.html
Monday morning board meeting.
Docherty: "The price is down again today boys, what can we do? Our secret commercial projects won't be ready for RNS until June and all the retail shareholders are losing confidence. Lloyds have been on the phone threatening an 18m dump 'at best' unless we do something! I would buy some, but I've the mortgage, three kids, credit cards.......and anyway who will be impressed with my 8k savings in ING?"
Sinclair "Well I own 24m anyway, so I've done my bit and I need all my spare cash, so I can donate money to charity on a regular basis, because I'm a great guy"
Bainbridge "I own a few million, including my deferment shares. I've got my new girlfriend to keep and I'm not selling anyway until 2010 because thats when I predict Yoomobile will hit 10% capacity, producing 150m revenue and 100m a year profit for our division. What more do you want me to do? I send out positive vibes because I don't sell and by the way, here are another 15 business wins for Yoomobile, I agreed yesterday"
Leo Noe "Well I suppose I could buy a few more. I've got that 54m profit I made last year, from those shopping centres I sold, in my e-savings account. How about I buy 400k now, which is only 60k and my wife spands more than that on hair appointments every month."
Docherty "Leo that's a great idea"
Leo Noe "Yes David, I already own 12m and can afford to support the price, whenever I feel like it. We are all agreed we can't afford to let the market cap drift below 60m, as it damages are ability to make future, earnings enhancing aquisitions. Listen, I'll set aside 3m for emergencys and everytime the cap falls below 60m or 13p, I'll step in with another 400k buy and up she goes. With a 3m fund to play with, I could do this for months until we hit our 0.8p EPS target"
Huge amounts of clapping and cheering fill the boardroom!
"Bainbridge, yes but remember I'm talking to those European broadcasting networks, over licensing out our patented, time stamping technology, for 500k a year! 9 operators called ne this morning, so that's 4.5m of revenue for Solutions, so the EPS will be 1.8p for this year. Trigger says the market will give us a PE of 35, so it's 50p+ by year end"