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.

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

I intend to hold for 2 years if only to minimise the CGT which I'm certain I will be caught for with this little gem! The most exciting stock I hold and I'm delighted I kept faith, thanks Mac for your helpful postings and I hope ipublic has still got his money in we haven't heard from him for a long time. cheers MP

Hi all, slightly of topic but am quite new to this game and I was wondering if anyone had any good links that explained in simple terms about CGT i.e. how it is worked out, how it is collected, do you pay it if you put shares in a self select isa etc?

Mart

no tax on ISA investment gains but you cannot use losses either. Only main market shares can be put in an ISA not aim shares. Aim shares are subject toCGT relief if you hold for 2 years--the tax rate is only 10% rather than 40% that's if you are lucky enough to exceed your free allowance of 8500 per annum. hope this helps cheers MP

M4rt

Self Select ISAs are exempt from CGT

CGT is calculated on the profit made on each individual share trade (sales return minus buying costs incl trading fees and stamp duty) and totalled for the tax year to April 5th. Each individual has an annual CGT limit, 8200 for 04/05 raising to 8500 for 05/06 (ie no tax is payable on the first 8500 gain). Any profit over this level is taxed at your marginal rate of tax (ie it is added to your income) so if you currently are a higher rate tax payer youll pay 40% on the excess over 8200 this tax year.

AIM shares also qualify for reduced rate of 50% after yr 1 and 75% after yr2

that's better than my explanation!! cheers fundy.

Cheers guys that helps alot, the grey mist is starting to clear! and based on the 8200 limit its not looking like i will have a much to worry about:-) so how does this money get taken i.e. is it taken when i make the trade, do i have to fill in some kind of tax return form or do they send the boys round to collect it?

M4rt

It is not collected, it is upto you to declare it to the revenue, via a self assessment tax form

cool, that sounds like a very complicated form: last question honest!! so if i hold 10 yoo shares for 2+ years and 5 yoo shares for 1 month and you sell them all together will i pay the lower amount on all shares or just the 10?

M4rt,
I do believe the disposal of your newest purchase is used first to calculate your tax liability.

Yoomedia plans cross-platform real-time gaming for next year
By Justin Pearse

Interactive media company Yoomedia is planning to launch real-time gaming across TV, mobile and online platforms as early as the first quarter of next year.
The move looks set to dramatically increase the interactive capability of the company's TV games.
It will mean players of games such as Avago and Keno will be able to play and gamble on the same game across all platforms.
"Early next year you'll be able to play the exact same game, be it slots, racing or poker, across mobile, Internet and iTV," said Yoomedia Mobile MD David Bainbridge. "You can play at home on TV, then carry on with the same game on mobile on the bus and online when you get to work."
The new multi-platform gaming builds on the introduction earlier this year of a single e-wallet that consumers can access from TV, online or mobile to play games.
Yoomedia plans to use cross-platform games to boost community and personalisation around its gaming properties. This will see the personalisation of games services such as Avago, which has built up strong loyalty, taken to multiple platforms.
"We'll create the same community element that we do on TV, such as the presenter saying 'David's won again', on online and mobile," said Bainbridge. "Users will then also be able to talk to other players in real time across platforms."
It's the latest in a string of cross-platform initiatives from the company. Since August the company has been pushing its online dating service, Dateline, onto mobile phones through a deal with 3G operator 3.
yoomedia.com