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.

mac, jgt

Thanks, mac, for the continued excellent posts. Just back from a couple of days away so its good to see the price consolidating - ASC also accelerating but not too late to get in; good that AZM not cracking ahead yet - wouldn't be good for the heart. Thanks too to JGT for chart analysis - I like the simile of breaking away into the blue yonder. One thing that is so impressive with YOO recently is that they are moving effectively over a number of fronts; they have either bought in the skills through acquisitions or made shrewd appointments. They are demonstrating impressive fleetness of foot in conslidating their leadership in a market which could see explosive growth; its really a cultural change, rivalling the PC in significance. Its good to have had the play of the week in Shares because they are bound to be on the ball in talking things up. Still an excellent buy at current levels but don't hang around too long, folk!

Eric

With the recent RNS's since September, investors are starting to realise the sheer potential of scale that exists in interactive digital television services. The management of Yoomedia, are proving thier abilty to deliver and execute our products, by placing services which the viewer wants, into areas of the broadcast network, where he/she will discover them, without having to go looking for the product.

As interactive television expands, so will the number of dating shows and I forecast an explosion in the next three years, similar to that of DIY and the property market. With our 35%+ share of the dating market, Yoomedia could really make a killing in this area.

Dealing limits - sell 75k @ 28p buy only 7500 at 29.5p... tree shake

mactavish opened up this bb 40 days ago and 'managed' subsequent information flow superbly. Because you get a bit at a time it is worth drawing together significant happenings in that period:
- ITV announce faster than expected move to digital; accelerated switchover
- Broadband development agreement with ICTV
- Channel 4 dtv policy; switch off of annalogue signal in 2012
- Deal with MMTV to provide home information service for health information
- Evolution forecast 35p price (excluding effect of MMTV) (post 66)
- Whoosh subsiduary providing first high volume messaging and processing capability.
- Play of the Week in Shares; MMTV deal a "ticket into enormous area of growth"
- Gambling to fuel extremely rapid growth; Fancy a Flutter becomes independent bookmaker.
- 35% of serious datinmg market through Dateline.
- Sky lowers bar for entry into dtv
- Dating services from Dateline on ITV.

So just stand back and enjoy it and dream a little. The future TV world is digital and the changover will happen much more quickly than expected. The service providers are providing a platform for YOO services that will be paid for as they are used by subscribers, e.g. Dateline and Fancy a Flutter. YOO has leading edge enabling technology such as Trigger and high volume messaging capability. NHS are leading the way in funding YOO to provide information services to the armchair; a model for public services; why not a model for the private sector, too. Then there is broadband, voting prototype projects, only provider on all platforms and so on.

Even MoneyAM put YOO in the internet sector. But there are far more TVs than PCs. User-friendly by definition. YOO in the driving seat. Excellent management. Terrific momentum. Payment by service providers, by information providers, by armchair users. Stupidly low cap. of less than 40m. Moving about now into positive cashflow. Rounding the bend of the economic-S curve.

Draw your own conclusions!

Eric

Fascinating post on PET bb (677) from former mm on wholesale and retail mm's and tactics in rising (or falling) market.

Eric

mac, Eric: Thanks your recent and helpful posts. Useful to note recent press concerning ADVFN, and the impact on profits of its dating agency inherited via a recent acquisition. I must say I am surprised at what they say, but if we take this as read and anticiapte a new wave of digital services via the TV, then this really is a good earner as a well known actor used to say! On top of that growth opportunity we have the relaxation (sorry Freudian slip.)..21st Century Gambling Laws currently being introduced, that will encourage a whole new way of using the TV. Again YOO in a strong position...so where are the negatives!!

I am happyb with my decision to buy but i think this is one of those shares that will keep uncovering new ideas and the potential will keep growing for some considerable time.As with SPS we are still uncovering their true worth but what we can already see makes them dynamite

oops, sorry folks but got into this today and guess what happens, the flag goes up that I've bought and the sp goes down!!! Hoping your right about the tree-shaking or profit taking as all seems too positive to sell.

ITV are launching ITV3 on November 1st, channel 34 on Freeview. Very good news for Yoomedia as along with C4, mainstream commercial broadcasters are embracing digital television as the only way forward. Multiple channels mean plenty of opportunity's for product placement. The recent agreement with ITVi, will provide the springboard for further agreements, contracts with ITV. Yoomobile in particular, are in line to win significant agreements with ITV.

I imagine there is plenty of scope on ITV3 for dating shows, which can utilise both Dateline and Yoomobile, with viewers participating at home, via their mobiles, in real time.

andysmith

Join the investor race - always happens to me when I buy a new share; just that bit too late - the profit takers come in and down she goes. But back it comes, there's a bit of profit that seems worth taking, then up she goes on good news. I've been through that with YOO. Now I've learnt to sit tight; wallow in the raft of good news; enjoy the sight of more and more coming aboard; ride the price surge. So welcome aboard and sit tight for take-off.

Eric

Eric, thanks for that, quite relaxed about this one, cultural changes can really drive on companies like YOO, ASC and IDS. Had to find more funds to buy this one which inevitably meant paying higher price, just annoying that could have got more for same dosh this morning.

mactavish, your post"I imagine there is plenty of scope on ITV3 for dating shows, which can utilise both Dateline and Yoomobile, with viewers participating at home, via their mobiles, in real time."

supports my point well that as we go foreward there will be conituous new stream of potential identified for this share.similarities with SPS as I do not think we have realised the potential and scope of this share yet

"The latest research from Nielsen//NetRatings, the leading provider of Internet research and analysis, shows that almost 4.2 million Britons visited a gambling or sweepstakes website in September 2004. With 23.3 million people accessing the web in total in the same month, this is 16% of the total online audience in Britain."

This sector represents a tremendous opportunity for Yoomedia. Our 'Fancy A Flutter' brand is due to be launched online, anytime now. In addition to a relaunch on Sky.

http://www.fancyaflutter.tv

With the bookmakers license aquired in August, the management clearly have huge plans for our gambling division, possibly migrating the brand into a full on, bookmakers business, in due course.

YOO repeated as BUY in Shares (Small Cap results). "A great way to tap the soaring interactive TV revolution". "Should see profits breakthrough in 2005".

Eric

mac

No news, thoughts or pearls of wisdom from you for 4 whole days. Just wanted to check that you were OK and were still a believer!

Eric

Still here Eric, been having problems with my computer, cant get certain things when I type something into my home page. I would not bother about price drop when you see that directors have bought at all prices from 30p to 55p. Long term investment this one.

mac,
hope you are right having got in last week at 30p, wish I had waited a week!!!
Get some more if they fall much further?

andysmith

If you look at the trading graph, YOO have risen 4 times over the last two months caused by positive trading news, acquisition(s) and play of the week in Shares. They then fall back on no news. Today, there was a fair volume of selling taking the price down to 26p mid. at 10.45. Since then there has been some buying. Not much volume. I suspect that the MMs have just moved the price down to attract buyers and balance the books. I suspect also that there is a resistance level about 26p. I'll post this, although I want to add something on gambling and gaming, because it is probably a good time to buy. A few more buys and the price will be marked up again and may not change much, if at all, on the day.

Good luck, Eric

I notice from the Evolution figures that YOO are forecast to produce revenue of 22.8m, 4.7m and 39m, with gross profit of 1.2m, 4.3m and 9.7m (gambling, games and total respectively). A resulting PBT of 2.6m implied a pe of just 14.

I am quoting these figures to contrast with a piece today in the Times about Cassava and iGlobal potentially getting quotes on the LSE with iGlobal going straight into the FTSE100. Their EBITDA is 190m before tax and their potential valuation is 2billion. I suspect that the market hasn't taken on board YOO's potential in gambling and games, particularly their presence on all platforms and their interactive digital tools. Personally, I also suspect that these lines are means by which YOO drives the share value up so that they can proceed with their acquisition policy. Not sure that these lines rest happily with their iPublic aims so perhaps the gaming side could be split off or sold at some stage - for megabucks of course. One thing that YOO are not doing is gambling with the comanies destination - except for a one-sided bet, that is.

Once factors such as these are taken on board, the present share price could be consigned to history. Probably right to be cautious re the short-term but everything should be much clearer for the market as a whole by the time for the finals, presumably March. Shares are bound to keep them in the spotlight as they follow up their plays of the week.

Eric

DTV to elect London mayor.There are plans to use digital TV to enable electronic voting in the 2008 Greater London Authority (GLA) elections for the new mayor.

As yet the precise nature of the way in which the e-voting is to be carried out has to be determined. It is reported that the GLA is also considering using other forms of electronic communication such as the internet, and even text messaging over mobile phones.

"It is not possible to state exactly whether and what multi-channel electronic voting systems will be required at this point in time as these are the subject of policy decisions yet to be taken," said the GLA.

It is also believed that the e-voting systems could be tested in a by-election or government referendum prior to the 2008 mayoral and London elections.

Lovelacemedia | 25.10.2004