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.

Care to elaborate??

Dil, can you confirm what was said above then?

What a dil!

Exactly iPublic.

Not yet skids , I'm ill at moment and don't feel like doing much.

Oh Dil, you poor love. My cup runneth over with sympathy.

Ta.

Dil

We don't believe you!

Got his no. ?

I'll ring tomorrow .

... and I have never believed you mate , you talk crap.

Hurry up I'm going out soon.

Thanks to axe79.


YOO's shareholding base is greatly made up of retail investors (outside of the directors) and the company is only at the 1st stage of attracting the larger funds. They of course will probably want to see the 2005's full year audited accounts confirming that the cash flow position is positive.

The SP on most AIM shares are more effected by the Market Makers rather than trading volume. I believe this might be due to the weight of open positions that the MM's have on their books. It is noticable that the derampers come out of the woodwork usually just before the SP starts being marked down!

Looking back at the SP, it was, at the begining of 2004 riding high above the 50p levels. Great strides have been made since then and the changes are leading to the point where YOO is going (for the 1st time) cash flow positive in the final period of the year (according to our chairman).

The current SP does appear to be at the low end of expectations and does not reflect any goodwill in the price, (as EVO stated in the note) Giving that all of the divisions are performing strongly, and a major contract with William Hill rolling out from 01/06, Dateline entering its busist period of the year,
NTL interactive trials going 'live' from 30th October in households in the South East and further developments on YOO's TV channels 7p seems a steal.

The bounce up from these levels could be strong with the release of further news from the company.

Morning all, just received my copy of "Newshare" from T D Waterhouse and YOO is No 8 in their top 10 buys.

WT.

If you care to advise, what where the other 9 companies?

nkirkup,
In order,
Lloyds TSB Group,
Partygaming,
Royal Bank of Scotland Group,
Barclays,
Stanelco,
Corus Group,
Regal Petroleum,
Yoomedia,
Reuters Group,
Ultrasis.

WT.

WT,
is that a list of buy recommendations or is it a list of shares traded historically.
Alan

Alan,
it is a list of the most shares bought through TDW between 1st June 2005 and 31st August 2005.
They publish a weekly top 10 buys and sells every Friday in the "Company info and Press Centre" area of the website.

Its probably higher up on the list of most sold , top three ?

Thanks to gingermagic.



Newbies - why invest in Yoomedia?

YooMedia is one of the fastest growing interactive entertainment companies in the country. It is currently the third largest interactive operation in the UK after SKY and the BBC. YooMedia is responsible for handling between 5-10 million cross-platform customer transactions every month, including the operation of the only other digital satellite red button return path other than Sky itself.

Under the stewardship of the CEO, Dr. Michael Sinclair and Group MD Neil MacDonald, YooMedia has under one roof a very talented and experienced group of individuals in the field of interactivity - encompassing Digital TV, Internet and mobile.

On the stock exchange the company is worth just over 30m but in my opinion the technology itself is worth that amount alone. It is a company now turning over 100m per year and is close to cash-flow positvity. You get a lot of company for todays paltry 30m valuation:

It has offices in central London, Exeter and Maidstone. It has presence at over 30 office locations throughout the UK. It boasts state-of-the-art studio, production and post-production facilities in Wapping. UK broadcast return path & bandwidth owner on SKY, Freeview, and Cable. It has a UK Bookmaker License which it is looking to exploit especially in reagrds to changes in the UK Betting Legislation. It has the biggest database in the UK of singles.

Its dating division is doing well and it is looking to mobile video dating and interactive services on SKY to give a further boost to Dateline. Its Avenues brand caters for the top end of the market with revenues of up to 900 an individual. The dating division has over 20 office locations throughout the UK and also manages YooChat, is a world-leading interactive chat service found on Telewest. Dating should continue to generate the company money as the contract with 3G and mobile video dating takes off. There has been great initial take up of this and should increase further as the take up of 3G phones increases. Another benefit of this tie-up is that 3 are doing nearly all the marketing. The appointment of Josie Adams as Chief Executive of YooMedia, Dating, was a big result for Yoomedia. There is no-one bigger in the field. She knows how media and interactive businesses work and she was the mastermind behind the success of dating and personals business of Yahoo! Europe.

It is responsible for Avago and Yooplay brands. It also runs Channel 425 for William Hill. Although revenues from this venture have been disappointing, and responsible for the trading statement in June, it is anticipated that Yoomedia will make up for this in 2006 as from January it will be abl eto get into and provide services in high street betting shops. It is Yoomedias biggets contract to date and should be a moneyspinner for them. Th econtract is 5 years and now bigger than initially anticipated because of William Hills takeover of Stanley Leisure. YooMedia is on the cutting-edge of interactive fixed odds, casino and poker gambling services for digital TV, the internet and 3G mobile phones. Despite what the perecption on the BB is about Yooplay, it is doing quite well. It is mor eor less a joint venture with Five and display extended Endemol content in the form of Brainteaser. It is envisaged that further strengthening of the relationship with Endemol will be manifested through further Endemol content on Yooplay. This content will be revenue generative.

Furthermore, there is spare capacity on the Freeview Channel 53, which sounds like it is going to be put to good commercial use. Yoomedia have excellent relationships with BBC, Channel 5, ITV and Channel 4. Infact, Yoomedia is the preferred supplier of interactive services to these channels and is responsible for all the interactive advertising for Channel 4. Yoomedia aim to take further advantage of their patented Time Stamping patented technology and this is potentially a big revenue generator.

YooMedia Enhanced Solutions (YES) is a relatively new division of Yoomedia. It is led by David Bainbridge, previously MD of Whoosh and a former Deputy MD at Channel 5. It delivers interactive television, mobile and online content and solutions for some of Europes biggest blue-chip companies. YES customers (BBC, Nestle, Celador, William Hill, Channel 4, etc.) are very impressed and the client list is growing. It is doing very well and seems to be a big money-spinner for the company. Two top executives run these businesses and hopefully this part of the business will continue to grow.

YooMedia Public Sector provides interactive services and solutions to Local Authorities, Health Service Organisations, Central Government Departments and Government Agencies. It is the only company with the capability to deliver services across Sky, Freeview and Cable. YooMedia Public Sector assists Councils, Police Forces and other local authority bodies to provide a range of solutions that deliver text/video/audio content for static and dynamic information, encourages feedback, supports applications and bookings, processes payments and engages communities through the use of forums, online events, polling facilities and chat services. Yoomedia is delivering the largest iDTV based health information service in the world and has been trusted by the Government with the NHS Direct contract for interactivity. This should start generating cash in 2006 as it becomes transactional.

Are they running out of money?

The company is nearly profitable at the moment, even without significant WH and Broadband TV contributions. The aim is to become cashflow positive over the next couple of months and the Chairrman has stated to me and others that he is relaxed and happy with the way matters are progressing. William Hill themselves approached Yoomedia to provide interactive expertise.They are able to hide their transactions from the competitive eye of BSKYB who obviously has a vested interest in betting via its betting channels. The fact is that William Hill need Yoomedia just as much as the other way round and I can only see this blossoming into a very-long-term relationship.

On the face of it they only have a couple of million quid left to get through. However, The Chairman has given us an assurance, which I hope is kept, that there are no plans for the company to prostitute itself to a placing at these levels solely for working capital requirements. A rights issue or placing has never been discussed and the company are happy with the current financial position. The Boards interests are firmly aligned with those of shareholders and any dilution at these levels would hit all shareholders (including the board) hard in the pockets. They seem confident that they will make it through to cash flow positivity without the need to dilute the shareholders interests.

The cost-cutting and integration seems to have gone very well, but this will not reflect in the company finances for another six months or so. Neil McDonald, who gave birth to th eidea of PCWorld, has managed to save more than actually was initially planned. Neil seems very focused on cost cutting and profitability and is prepared to cut what doesn't work. Neil has stated that future aims are to secure longer contracts with reputable clients to drive the bottomline.

Broadband TV

The tie-up/relationship with ICTV is an extremely important one. ICTV have invested more than $100 million dollars in the Broadband TV/interactivity technology. Yes, $100 million! Many have seen the Broadband TV work live an dis very impressive. In my opnion this will be a success due to the fact that NTL can integrate the service with immediate effect after the trial - if it is successful. The Telewest merger can only benefit Yoomedia as the Broadband TV potential takeup increases. The trial with NTL will last a minimum of 30 days and then hopefully a deal will be struck with NTL at some point. The fact that it all relies on a server at the Cable Company's end and not on the STB, and given the assortment of set top boxes out there, the proposition is as future proof as you can get.

The shares are 6.5p to buy at the moment. Let the share price fall a bit further before buyng?

Well the shares are not without risk. There is no share which is a 100% risk free. Yoomedia is a high risk but a potentially very high return share. It may fall back a bit more possibly but it could just as easily shoot up to 10p. There is news which is not far away now. The broker note didn't do it justice and I believe that another broker house will soon be initiating coverage. This is a share to buy and tuck away for the next 12-18 months. If things go as planned, my 12 month target is a 10 fold return from here.

Lol ... post my reply too McBullsh*t !!!