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.

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

Celador asks viewers to text answers in Millionaire game
Tarrant: will invite viewers to text answers
Joe Lepper, Brand Republic 08:00 27-10-2004
LONDON - Celador has launched an SMS game to accompany the latest series of ITV1's 'Who Wants to Be a Millionaire?'.

The new game, called 'Walkaway', will give viewers the chance to play at the same time as the show is broadcast and give their own answers to questions that the real contestants walk away from.

As soon as the contestant has given their final decision to quit and leave with their winnings, the show's host Chris Tarrant will turn to camera and invite viewers to text in the answer. The viewer that gives the right answer in the fastest time will win a 1,000 cash prize.

The system of measuring the fastest time has been developed in partnership with Yoomedia Mobile and can receive and process as many as 1.8m text messages an hour.

Celador International managing director Adrian Woolfe said: "'Walkaway' is an excellent combination of on-air and off-air technology. In developing the game, we knew it was important not to interrupt the narrative of the show too much so we looked for a way to engage the viewer and make him or her want to interact with the show immediately without detracting from the studio action."

ITV Interactive controller Jane Marshall added: "'Walkaway' provides an exciting opportunity to extend a well-loved brand and gives viewers another opportunity to interact."

The mobile format will no doubt be adapted as time progresses and Yoomobile and Celador, gain an insight into the number of players. Peak time Millionaire shows attracts millions of viewers. This interactive, mobile element will grow to be a substantial part of the show, drawing in viewers into becoming active participants in the broadcast, rather than just passive viewers.

We are at the begining of a new era in mobile interactivity, encompassing the broadcaster, program producer, Yoomedia mobile and the viewer, playing along at home. So the first mainstream contract for Yoomedia mobile.

http://www.brandrepublic.com/home/ Enter Yoomedia in the search engine!

Once established, other broadcasters, program producers, will also employ the our award winning technology in other quiz shows. 2005 revenue projections may well be 'blown out of the sky' if our patented, mobile technology is accepted by the industry. Clearly, this is starting to happen.

Remember, Yoomobile is only one division of Yoomedia.

http://www.yoomedia.com

http://www.trigger-tv.com

http://www.whooshgroup.com

http://www.kerchingtv.com

http://www.fancyaflutter.tv

mac

You are very right to draw attention to the culture change that we are a part of and investing in. At least as major as the internet. People like to participate. Look at the 1000s of messages posted daily in the Investors Room. What is quite amazing about YOO is the terrific range and depth of the new initiatives over the last year - tremendous credit to the management team. They have exploited a somewhat premature high share price. Now it is far too low and a terrific opportunity to buy in or accumulate. Personally, despite all I've said, YOO is losing out in focus for my own funds to ASC. ASC price is ramping rapidly up because it is clear to many that the Christmas trading will be reflected in a major surge in profits and media focus. Hoping that YOO will stay at a reasonable level to recycle some of those profits in the New Year!

Eric