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.

Its too blue to be true,not that i am complaining!

The software decides wether to display "buy" or "sell" by calculating which the price is nearer to, (the bid or the offer) so if the price is above the mid, it will show as a buy, and if the price is below the mid, it will show as a sell. This is complicated by the fact that some trades are delayed so the price when the deal was made can be quite different to the price when it is displayed.
The bottom line is don't take the displayed label as gospel.

WT.

100000k is coming up to sell at 10.20p when the bid is 9.75p the mid 10.25p & buy 10.50p it has been like this all morning so in reality the majority of what look like buys are no doubt sells Mmmmm very misleading. Does this explain why the mid point is not actually in the middle of the buy & sell price.

Keysersoze.

If this is the case Walktall then by my reckoning approximately 250k up to now are actually sells. Does this explain why the mid point is not actually in the middle of the buy & sell price to assist in disguising this fact.

Still learning the dark side but with all your much appreciated help the force is becoming stronger day by day.

Keysersoze.

K,
When sells are so far inside the range, even to being higher than the mid point, it is indicative that at least one MM is very keen to purchase the stock for whatever reason, and is prepared to break ranks and offer more than anyone else will pay.
We may see a large worked trade go through later that will explain it or I may be talking complete b0ll0x.
Its not an exact science.
Alan

mm's are offering above mid, good sign they want your shares imo.

Lots of resistence at 11pps (bid).
Need to break that to make any more headway, but stabilizing at that price for now will suit me.
Alan

The price has been above the mid point all day Dibbles. Possibly Alan is right that a big buy is coming through some time soon plenty of selling will assist this i think.

keysersoze.

Apparently there's been an offer equivalent to 20p per share made for the company very recently which was turned down outright and so never got as far as negotiations.

You could say it's just a rumour and I for one never trust rumours and so don't invest based on them. However I do believe this story to be true and topped up my holding this PM. The reason I believe this is that one poster, whom I've never had reason to doubt, claims he was told of the failed bid from an employee of the interested party.

If this is true as I believe, then I can't help wondering if there'll be further approaches in the near future and if 20p was seen by the management as not even worthy of consideration then what price would they consider?

I think few have really grasped the significance of the recent RNS's re agreements and the JV (Gemstar and ICTV) with regard to the position of these companies and where digital TV technology and integration is heading.

I have been an investor in this share for over a year and I have never been so confident in the companys prospects. I think TString you are right not many have grasped how huge this company is going to become and not blame them one bit for refusing a 20p offer. I feel an offer of 20p is a joke and is probably what the company thought too. I have toped up further a few days ago.

If the 20p a share offer is true, that would value the company about 95m

If the directors believe this offer is risible and flatly reject it and the chance of an instant fortune, what does that say about the true value of the company, the integrity of the directors and their belief in the future prospects of this company.

If this does not give the market confidence in YOO and its management team, what will?

Add to this the fact that presumably a significant company wants to buy them out and turn this into a private cash cow.. as they say in America - go figure

Thanks to Ginger.



What a massive market opportunity, the management is beginning to deliver and deals are being signed. Even had a takeover offer thrown out of the window.

I expect a FY loss of 1.5m pounds, cash flow positivity from Nov 2005 and a PBT of AT LEAST 5m (ultra conservative) in 2006. Since the DITG acquisition last December, management have managed to save at least 4m pounds by combining the businesses. Following Neil McDonald's appointment as Group MD, delivery has greatly improved and the business is certainly moving forward. The cash position is tight but the company certainly believe that they have enough to see them through. They turned down an offer from an institution to have shares in a placing. They also have at least 750k coming from PCW. Gross profits have materially moved higher and the team has started to deliver upon the promised initiatives. 2006 seems to be the year it all comes together.

The trading statement of June 2006 outlined a disappointing Games and Gambling division which has since confimed that this was due to delay of Yoomedia getting into the High Street betting shops. That will begin in January 2006. Since then a mobile gaming channel using the AVAGO brand has been launched, and Yooplay has had the help of Endemol and Channel 5. Channel Five's owners are notoriously slow otherwise we would have had formal news of an extension. As things stand, Yooplay will continue with Ch5/Endemol until they can be bothered to put pen to paper. Despite the poor feedback from investors (not punters), Yooplay has been generating cash. Endemol are keen to extend their role on the channel. Avago on Sky has been refreshed, maintaining its position despite a lot of competitive pressure.

The recent iCTV JV for worldwide 3G services is truly huge and I feel that this is to be a huge money spinner in 2006. It 'will make a growing contribution.' I also expect that we will be updated with further JV news regarding the USA in the near future.

The datacasting services offered in the new JV with Gemstar and Electra are also an added bonus and I believe will generate significant revenue eventually. Expect more news in this area in the future.

The Dating operation is building its online presence, especially through marketing. Even EVO state that online revenues are doubling each month. '3' are marketing the mobile/video dating venture and this has already won a very prestigious industry award. The Dating management has been strengthened with the appointment of Josie Adams (formerly MD of Yahoo! Europe Personals & Dating). No-one better to have on board.

NTL and BroadbandTV (the joint venture between YooMedia and ICTV) has announced live trials of broadband quality interactive digital TV programming which have started in certian areas of the country. This feature is another world first and will aim to enhance the interactive capabilities of existing cable set-top boxes.

Yoomedia Enhanced Services is a start-performer with Test the Nation (BBC), WWTBAM (ITV) type projects delivering solid contribution to the bottom line. The government is keen to develop its presence using an increased role for interactive services. Yoomedia already has a very lucrative contract with the Department of Health for NHS Direct. This is about to become transactional in 2006.

What the wonderful EVO note failed to take into account:

Finally Yoomedia will be allowed into the William Hill Betting shops and those taken over in the Stan Leisure deal.

3/Mobile Video dating revenue

iCTV 3G worldwide deal

Any deal signed with NTL subsequent to the trial

Yooplay TV revenue

Other deals yet to be announced

I expect that another broker to be appointed by the end of the month. They have a lot to chew on. I wouldn't be surprised if they took a bit of content from my posts! It is no wonder that someone wanted to sneak it out from under our noses. The management know that this is a winner and after a long time, we have turned the corner. There are a lot of companies out there after a piece of YOO and wanting their services. I expect this to reach my target for the end of this year and end of next. If the management think it is undevalued at this price, then it surely is. One needs no bigger signal than that to buy or add.

Broken through the 11p mark...looking strong today.

Big resistence yesterday when the bid hit 11p. Thats the acid test. Can it make 11p bid and hold or break through that?
Alan

Morning Alan - I am back into these - perhaps a bit on the late side - but will have to wait and see

Baza

Welcome back, Baza.
Better late than never!!
As you may have guessed I (foolishly) stuck with them all along, but I think the right noises are coming from the rumour mill, and the trading pattern looks good for you to still be in before the majority and make some good bunce!
Alan

Thanks for the kiss of death, Baza!! ;-)
Alan

Just posted on iii, this guy is spot on with what he has written!!
Oh, er, in my opinion.......


Re: Buyout Rumour was not a rumour. Written by 'Smash n Grab'.......

Lets say the offer was 96mil giving an SP of 20p.

This is possibly what went through the mind of Dr Sinclair:

96mil? We are now turning over 100 million plus;

20p? Our share price was 50p not so long ago. Many of our employees
(including myself) hold shares at this higher level;

96mil? Having just spent significantly more than this developing
the technology that is only now coming to market and does not even
contribute to current turnover;

96mil? For a company that is winning huge deals with Internationally
renowned companies and leaders in the Interactive field;

96mil? For a company that is extremely diverse and not reliant on one
single technology for success;

96mil, have you not heard that we have created a Broadband TV group
capable of transmitting iTV through old set top boxes and SKY will
have to now faulk out over 1 billion to compete, giving their own
HDTV boxes away for free!

96mil, our current turnover of 100 million doesn't include our massive
deal with NTL, William Hill, Freeview datacasting, new gaming products
released in August, more contracts from YES.....etc, etc,

96mil, FOR COMPANY WITH FKING HUGE POTENTIAL, THAT
COULD BE TURNING OVER CLOSE TO 1 BILLION IN A COUPLE
OF YEARS!

I too would have pissed myself laughing and quickly shown the offeree
the exit.

What an insult!

ITV offered 125 million for "Friends Reunited" the other day. Now that
puts everything into perspective!

I say 50p absolute minimium and that would be a bargain in 2 years time!

For those who have not held the share for long, Dr Sinclair gifted a large tranche of shares to his favorite charity when they were worth 55p, a year or so ago. Leopold Noe has consitently bought shares well above the 20p buyout price suggested.
Sony aquired 10% of the company when the shares were around 30p.

I consider it extremely unlikely that the company would be sold below these levels, no matter how much the short term inverstor who piled in at recent lows would wish it.

The Mobile Gambling Forum II 6th December 2005, London

Exploring solutions for direct to consumer off-portal mobile gaming products
Ian Wood, Director of Mobile Strategy,YooMedia plc

http://www.osneymedia.co.uk/data/824_W.pdf