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.

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 !!!

Dil doe

You better get in before it takes off again oldman.

gingermagician - 18 Oct'05 - 22:58 - 184 of 187



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, with monthly capacity of at least 25m, including the operation of the only other digital satellite red button return path other than Sky itself. Crucially, this provides an element of privacy for Blue Chip clients like William Hill, as Hill's betting transactional details, must be kept away from the eyes of SKY, a competitor to William Hill, but a YOO partner.

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 positive. You get a lot of company for today's 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 changes in the UK Betting Legislation, allowing the introduction of skill based gaming like Poker and Blackjack on iTV, SKY, Cable and Freeview, in the near future. 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.

Yoomedia 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 able to get into and provide services in high street betting shops. It is Yoomedia's biggest contract to date and should be a huge money spinner for them. The contract is 5 years and now bigger than initially anticipated because of William Hills takeover of Stanley Leisure. William Hill now own over 1400 betting shops, so the potential for exponential 2006 EPS growth is there. 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 perception on the BB is about YooplayTV Ch279 SKY, it is doing quite well. It is more or less a joint venture with Five and displays 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.

YooMedias new datacasting service for the fast-growing Freeview platform will deliver sophisticated interactive capability for our partners services. This will operate in conjunction with next-generation set top boxes that are currently under development by some of the worlds largest consumer electronics manufacturers.

YooMedias Real Time Messaging System (RTMS), which enables the consumer to use a mobile phone in a way which is synchronised with a programme on TV, is potentially worth several pence on EPS in future years, as the technology works with analouge and digital broadcast streams, important for those countries, not yet embracing the digtial revolution. Sophisticated premium interactive and participation services can be made available for consumers in and around standard TV services and content. Patents are pending and will be awarded shortly. The system can be licensed and sub-licensed to third party's, providing a substantial flow of ongoing royalty payments.

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 (at our recent meeting at Yoomedia HQ) 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 positive, without the need to dilute the shareholders interests. Dr Sinclair, Yoomedia's Chairman is listed in the Sunday TImes Rich List, alongside Leo Noe, another member of Yoomedia's Board.

http://www.timesonline.co.uk/richlist/person/0,,38372,00.html
http://www.timesonline.co.uk/richlist/person/0,,37907,00.html

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 the idea 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 (myself included) have seen Yoomedia's 'Broadband TV' work live and are very impressive. The technology works on all existing set top boxes, whatever the age of the hardware. In my opinion 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, comencing on the 24th October, 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.

http://www.yoomedia.com/press_releases/pr26sept.html
http://blog.itvt.com/my_weblog/2005/10/ictvyoomedia_jo.html

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.

Please do your own research and invest, not gamble, for your future financial security.

A few of the key players at Yoomedia. Many more hardworking, motivated individuals, behind the scenes, with the average employee age in the low 30's. Most employee's are shareholders, buying at much higher levels! Yoomedia now employs over 250 people.



Conclusion

The Group has grown its four core businesses in recent months, forming new
partnerships with leading blue-chip companies and developing new innovative
products, which will ensure our position as a market pioneer. The Board believes
that as traditional media, broadcast and telecommunications converge over the
next five years, the Group is well-placed to deliver high quality and sustainable
financial growth. Your Board remains optimistic about the future prospects for all
of our core businesses of YooMedia.

http://www.yoomedia.com

thanks to axe7979



The big change .............

Dating channel :- Docherty has gone, (that was his brainchild). The new MD, Neil McDonald, who did a fantastic job at Dixons (PCWorld was his brainchild) has been tasked with consolidating Yoo's business, instead of racing ahead with new ventures with the associated start up costs. His future aims are to secure longer contracts with reputable clients to drive the bottomline. He is concentrating on what Yoomedia do already and has axed non performing parts of the company, which included their Yoo chat service. The cost-cutting and integration have gone very well, being ahead of targets with 4 million + of savings expected by year end.

The 'dating business' is doing well. Confirmation that this is the most established dating service in the UK, it has the largest data base of active singles. The biggest brands Dateline (fun end of the market, 15 per month) and Avenues (900 per person) compliment each other well. These will continue to generate the company money, increasing as the contract with 3G and mobile video dating takes off. (150% min growth 2006) Theirs been great initial take up on this. This should increase further as the take up of 3G phones increases. 3 are doing nearly all the marketing. The appointment of Josie Adams as Chief Executive of YooMedia - Dating, was a big result for Yoo Media. There's no-one bigger in this 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.

Broadband TV :- Something that has been developing over the last 16 months and is now into live trials this next week with NTL in the south west.
BSKYB's reaction to this new cable technology is that they are raising 1 billion to keep pace with NTL and buying into ISP providers. ( which NTL already are ), they will then have to provide infastructure into ALL the BT exchanges ( NTL do not need it, they have their own direct cable into peoples homes ). Even after throwing 1 BILLION into it, BSKYB still have to get it up and running,
NTL could be up and running this side of Christmas on a planned roll out basis. Now that the merger of NTL / Telewest has been announced (it will probably take another 3 months to finalise) that will give a far wider audiance for Yoo's broadband interactive TV for 2006. The way that this product is going to be billed is still under formulation, split between NTL, Advertisers, and viewers?

Yoo Media are in the final stages of obtaining their patent for time stamped SMS services both UK and Worldwide( guaranteed processed time stamping to 1/10th sec, instant result by time out, does not get swamped with the call rates!) ever tried making that "new year call?" - This is opening up lots of opportunities for third party license of Yoo's technology and is a bolt on addition that can be placed on many different systems. Nobody else in the world has this.

Broadband TV, a partnership with Channel 5 / Endemol with the likelyhood that this will be extended past the 13 week trial.

Willam Hill to put channel 425 into its shops from Jan 2006 onwards.

YooMedia Enhanced Solutions (YES) and Yoomedia Public Sector have so far been a great success.
YES customers (BBC, Nestle, Celador, William Hill, Channel 4, etc.) are very impressed and the client list is growing. The NHS Direct contract is the first and biggest contract of its kind in the world, on BSKYB it has the largest iTV database in the world - Yoo Media's success - quite an achievement, that's something that isn't going unnoticed by companies that could benefit from such an interactive channel in the worlds arena.


Today Yoo Media process over 5.5 million iTV transactions per month from the UK. and this with only a 60% coverage of DTV - Therefore as this figure heads for 100% (by the year 2012), their is natural growth as more and more people go digital, on a daily basis.

Yoo Media have identified their four major client groups that use its services, they are able to identify their main growth areas and focus concentration on them.

Yoomedia operate their gambling services from the UK, and have a full UK gaming license. They are a licensed bookmaker in their own right, most of the online companies operate from outside the UK to get around complicated gaming rules which they cannot comply with. Theirs no guarantee that some of the operators will be granted one, no hold ups for Yoo Media.


The Yoomedia / ICTV 50 / 50 partneship, could be the all important 'marriage' for the company, with ICTV being USA based this should give Yoo Media a head start in USA growth opportunities. ICTV having spent 100 million over six years, to pick Yoomedia as it's partner for Broadband TV says how respected Yoo Media are, as foo ninja said, this gives people the opportunity to receive the equivalent of The Microsoft Home Media Entertainment suite, for no outlay - this isn't going unnoticed by the likes of Microsoft, especially when it is seen who the current content partners are taking part in trials - ITN, MTV, NTL,Turner - well respected companies, that all benefit from the direct access they will have to their audiances in the most popular worldwide entertainment medium - TV.
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.

testing