mactavish
- 10 Sep 2004 22:20
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.
ianwest
- 29 Nov 2004 16:16
- 310 of 3776
iPublic on moneyam = TriggerTV on a d v f n . c o m ;-)
iPublic
- 29 Nov 2004 18:02
- 311 of 3776
Working with another, long term, Yoomedia shareholder, I'm attempting to judge the percentage of shares owned, by retail investors, reading the Yoomedia BB's.
Our aim to get as many independant retail holders to join together, so we dont get walked over or overlooked. Strength in numbers!
Once I have your e.mail address, you are on our database and can be contacted at any time.
We do have access to professional advice if needed. Please e.mail me, the number of Yoomedia shares held and your BB nickname, to the address below. All information will be treated in the stricted confidence.
mrbenbond@yahoo.co.uk
Meanwhile, if you hold the share certificate, expect your Proxy Voting Form soon.
If your shares are held in a Nominee account, please contact your broker as a matter of the utmost urgency, REQUESTING a Proxy Voting Form. It will NOT be sent to you otherwise.
We only have three weeks, time is not on our side. Please contact your Nominee provider and request a Proxy Voting Form. Hold on to the form for the next week, you have until the 18th December anyway.
Please contact me, via my e.mail address, with your shareholding and BB nickname.
mrbenbond@yahoo.co.uk
Thanks
EWRobson
- 29 Nov 2004 18:23
- 312 of 3776
Please take iPublic's request seriously! Even if the holdings are not large the number of votes has media significance if nothing else. And write to Shares (as I have done), IC, other press. This is such an open travesty of justice it must have as much publicity as possible!
Eric
iPublic
- 29 Nov 2004 19:08
- 313 of 3776
2m shareholders have now expressed an interest. Keep those e.mails coming please. It may yet prove very useful.
mrbenbond@yahoo.co.uk
iPublic
- 29 Nov 2004 22:10
- 314 of 3776
The running total is now 2.2m, thank you for your kind replys.
If you have not yet responded, please do so at the earliest opportunity. We may arrive in a situation where every vote counts.
Please REQUEST your Proxy Voting Form, as a matter of urgency, if you hold your shares in a nominee account. They WILL NOT send you the forms otherwise. Do NOT post the form yet. You have until the 18th of December.
iPublic
- 29 Nov 2004 22:53
- 315 of 3776
Now 2.85m.
I promise you complete discretion.
mrbenbond@yoomedia.com
mactavish
- 30 Nov 2004 11:06
- 316 of 3776
Yoomedia PLC
30 November 2004
30 November 2004
YooMedia PLC ('the Company')
Director's Interest
The Company was informed on 29 November 2004 that on that date Mr. Andrew
Fearon, a director of the Company, purchased 37,500 ordinary shares of 1p each
in the capital of the Company at a price of 17.85p each. Following this
acquisition Mr. Fearon has an interest in 1,364,026 Ordinary Shares representing
0.82 per cent. of the current issued share capital.
This information is provided by RNS
The company news service from the London Stock Exchange
iPublic
- 30 Nov 2004 11:58
- 317 of 3776
If shares are held in nominee account then there are two options. If the holder intends to attend the EGM, they will need a letter of representation.
If they intend to vote without attending, they will need to complete & send in the proxy form.
At this stage, we are not advising people to do one thing or the other, but perhaps we could get an indication of which way you all intend to handle things.
1. Your vote for the merger, Yes, or No.
2. Do you intend to return the Proxy Voting Form, or attend the EGM, by applying for a Letter of Representation.
mrbenbond@yahoo.co.uk
However, if you send in your proxy forms, you will not be able to obtain a letter of representation and attend, or their is a danger that you could vote twice.
If they already have requested their form and they intend
to go to the EGM, then they need to exchange it for a letter of representation.
Sorry about this, I was not aware and only just found out.
Those holding share certificates, intending to attended the EGM, do not need a Letter of Representation.
iPublic
- 30 Nov 2004 12:03
- 318 of 3776
Working with another, long term, Yoomedia shareholder, I'm attempting to judge the percentage of shares owned, by retail investors, reading the Yoomedia BB's.
Our aim to get as many independant retail holders to join together, so we dont get walked over or overlooked. Strength in numbers!
Once I have your e.mail address, you are on our database and can be contacted at any time.
We do have access to professional advice if needed. Please e.mail me, the number of Yoomedia shares held and your BB nickname, to the address below. All information will be treated in the stricted confidence.
mrbenbond@yahoo.co.uk
We only have three weeks, time is not on our side. Please contact your Nominee provider and request a Proxy Voting Form if you intend a postal vote OR a Letter Of Representation, if you wish to attend the EGM. Hold on to the Proxy Voting Form for the next week, you have until the 18th December anyway.
Please contact me, via my e.mail address, with your shareholding and BB nickname.
mrbenbond@yahoo.co.uk
willfagg
- 30 Nov 2004 12:12
- 319 of 3776
I wish you well i public but bailed out when the so called defenders of shareholder value dropped me in the Sxxx after suspension( The term obviously means defending the value of the cheap shares/shar options they obviously got during the deal not those owned by existing shreholders)
I would'nt buy this share again as they would probably just do the same again and just when you least expect it.Just would not tust them)
EWRobson
- 30 Nov 2004 12:31
- 320 of 3776
willfagg
Your position is fully understandable. In addition to the moral issues, there is a major question in my mind regarding retention even at the current value. OK, a director has bought at present price but the amount is relatively small and appears to be 'tokenism'. I personally tend to focus on emerging companies in the less than 100m cap. area. YOO are still there but with 500K shares, they are already 100K at 20p. Reasons for holding? you see them moving to 200K cap. over the next couple of years with moving into profit and additional acquisitions; you see them as a very likely takeover target once they have assimilated these acquisitions. Reasons for selling? price held back well into the new year with new shares in issue (constraints don't apply to placed shares, onlt those used in takeover); better options elsewhere. You make your YOO choice or take your money!
Eric
iPublic
- 30 Nov 2004 13:27
- 321 of 3776
EWROBSON
1. 29 tax losses. Effectively tax free profits for several years, boosting EPS.
2. It also makes Yoo a very hot takeover candidate from H2 2005, once the hard work and 'bedding in' has occured. Preditor will be very interested, once the company moves into profit, before it becomes to pricy. Broad spread of interactive division, forecast penetration rate of 82% of U.K. households by 2008 and strong visabilty of brands/awareness of consumer, means Yoo may well be on the radar of a bigger fish before long.
Anyway, we shall see. I'll be here in 12 months!
016622
- 01 Dec 2004 11:29
- 322 of 3776
EVO going ahead on their own today!
2p ahead of others on bid and 2 1/2p on the offer
What do they know that we don't?.....
or are they just trying to reduce their embarrassment?
mactavish
- 01 Dec 2004 14:33
- 323 of 3776
Taken from a moneyam rival.
First I am going to get the negative out of the way.
Some of the long term posters on this board may have remembered my dismay at the announcement that EVO were to become company brokers, as my first thoughts, having seen them shaft the investors of The Wigmore Group a couple months prior, lost my complete faith in them.
Well, now the reason for their appointment has come to light, they have access to money, and if Yoomedia were to pull off this deal, which was known internally back in July 2004 when negotiations commenced, they would need someone on their side to pull it off. EVO was their answer. As the reverse takeover documents outlines, should EVO not be able to place all of the shares, they will indeed, step in and buy the remainder, or all if none are placed ( we know Scottish Widows are on board now by the RNS slip, so it won't be all ). That one point should give any one thinking about investing to get in now, because EVO know they are onto a good thing, the only way is going to be up.
So yes, at 15p, without any ordinary share holders like us being given any rights to purchase at this price, we have been a little shafted by this placing price, it should have been around 23p in my opinion.
All that said, personally, I can live being shafted by them, because, maybe without them giving the certianty of the cash to make this " reverse takeover " happen, we may not even be in this position now.
Just look at it this senario:-
Yoomedia - small AIM listed company - turned in losses again this year - still some vunerability there as they are still growing - may still run out of cash as they are pre merger - suddenly Mr Sinclair decides he see's an opportunity to aquire another loss making company - but bigger than them - but knows a reverse takeover would get them to nearer to where they want to be, quicker - needs 28 million ???????? - how else could he have done it, other than offer a placing at below market value ( or costly interest bearing loan notes etc ) - he has now been clever in getting EVO on board - they have the cash ready and waiting - and the deal happens in lightening quick time. Also, we have mopped up a possible competitor, which could have slowed our progress in the future.
I personally believe that in 3 - 5 years time, none of us will be even crying over this short term price drop.
We have all put our complete faith in Mr Sinclair over the last 18 months, I for one am not going to start doubting his reasons now, if it was not for Yoomedia, I would not have done the amount of indepth research that I have on DTV and its associated products over the last 18 months, to arrive at the point in my investing hobby, where I think I have at long last got in on the ground floor of something that is going to grow beyond belief over the next 10 years. The Digital revolution, truly is the biggest thing that has happened to that little box in the corner of most peoples rooms ( some not so little now ) since John Logie Baird invented it.
A few years ago it was just a box that transmitted 4 programmes, now, it is starting to challenge the internet, and in as short a time as 5 years, will, be bigger than the internet and run comfortably along side it, it is more user freindly, and more people have access to them, so we have a head start on the PC from when it started to become popular, and look where the PC is now where people had to phisically go out and buy an expensive item, most new TV's now come digital ready, and if you have to upgrade, it is as little as 35 now, and that will drop.
Cast your mind back 18 months ago when Yoomedia were hovering around 1p, when nobody was interested in this " battered" penny share, now look where we are today, on the verge of acquiring a company bigger than us, with a price tag of 28 million, that takes some doing, and I am sure it won't stop here, we also have shareholders such as Sony on board, and institutions that would never normally touch such a share on the AIM market.
Before anyone votes no against the judgement of Mr Sinclair, who has far more to lose than any of us, think very carefully where you want Yoomedia to be in 5 years time, because without what they are about to acheive with the reverse takeover, it could add another 3-5 years on the timescale for payback time. This deal can only add strength to the current board of Directors too.
It is still not a silly thing to equate Yoomedia to Microsoft, just think, at present, we are exclusive to the UK, I am sure that will not be the case in the coming years as the DTV becomes part of everyday life across the globe.
To say that I am excited by this current chain of events is an understatement, I for one, could not have imagined 12 months ago, that we would have advanced quite so quickly.
This share is heading towards FTSE 250, without doubt - and could even acheive FTSE 100 with the growth that is ahead of it, you never know, the next reverse takeover could be SKY a few years down the road.
Regards
Paul
016622
- 01 Dec 2004 14:46
- 324 of 3776
yes.. I've been out drinking too...
Poverty
- 01 Dec 2004 15:44
- 325 of 3776
Well, even if the above is only partly true - it will be quite a ride. Yes I am down at the mo, SP wise - but the news flow from this mad company is bound to be fairly constant. I think a takeover is likely in 12-18 months - but not cheaply!
I am stuck on-board at the moment and can't see anywhere else to put my money at the moment so I will wait a few months and see what happens. There is little doubt the deal will go through on 21st.
mactavish
- 01 Dec 2004 16:08
- 326 of 3776
From a Moneyam rival.
Just bear a few other things in mind
B SKY B now have a market cap of approx 11 billion on a turnover of 950 million, look how long it has taken them to get there.
They have spent all the money on the infastructure, getting people to go out and buy the SKY dishes, the set top boxes - the hard work has been done for Yoomedia.
A Turnover equal or more than B SKY B is now, not going to be impossible, because of that infastucture put in place by others, at other peoples expense.
Just think 18 months ago, Yoomedia were turning over 400 K, next year with the merger, we are going to be over 100 million that is growth of 2500% in turnover !!!!!!!!!!!
I don't think turnover growth is going to be a problem, and with that will come a substantial growth in market cap, there is no reason, with operations across all digital platforms in the UK, Sky, NTL, Telewest, and Freeview, which will be in everones home in the UK by 2010, why Yoomedia should not overtake B SKY B in the not too distant future.
This is the true reality of Yoomedia, unlike Sky who had to go out ( and still are ) selling set top boxes and dishes, Unlike NTL and Telewest who had to go out and get people to subscribe to cable, Unlike Freeview who have had to market and push set top boxes, like it or not, all those homes have Yoomedia in there.
I will take another similar example, Ebay, look at that company now, started off in someones bedroom 8 years now, and is now worth billions, because off of the back of Mr Bill Gates hard work, it took advantage of being in peoples homes, like it or not, they all had access to it.
That is exactly where we are with Yoomedia, they will take advantage of all the infastructure, paid and marketed for by others, what a fantastic business model, and isn't it amazing that some of us got in at 1p ( unfortunately not me ) as little as 18 months ago, people are already using Yoomedia and they probably don't even know it, Who want's to be a millionaire, for example - if we were not shareholders, and took part in that game, we would not have a clue we had just used a service of Yoomedia, and that is how it is going to esculate.
In the words of another good saying " Yooooooooooooooo, ain't seen nothing yet "
Am I excited at being a Yoomedia shareholder now, yes I am
Regards
Paul
EWRobson
- 01 Dec 2004 17:21
- 327 of 3776
Paul
OK you've come clean - so you are now Paul rather than mac! I respect the fact that you are deeply into the subject area and therefore into the opportunities for YOO. So the medium term is looking good and the horizon is, well, 'ever on and ever up' as C.S.Lewis would say (he was describing heaven, by the way!). I am one of those detestable things, the short term investor, i.e. apart from ASOS; oh yes, and Alizyme! Surely the price can't really move anywhere until well into the New Year. The EGM on 21st december is a foregone conclusion and then the market will be flooded with the new shareholders who have bought at 15p. These are, in the main, those out to make a quick buck (horribly like me, really, except they have had the privilege of buying YOO shares at 15p - envy! envy!). So quite a few will be taking profits over Jan. and Feb. YOO will really have their work cut out restructuring which goes far beyond the gaming division. By end March they will have issued their trading results which don't have too much time to be different to what the market is expecting. However, this is probably the first time that they can really talk up their prospects: the short-term holders have taken their profits; the new operation is bedded down; they might even have turned their sights on the next bid target; other divisions could be making spectacular progress, e.g. the MMTV acquisition with DTV health information. Lets say that is the case. Why shouldn't my money be working merrily for me elsewhere between now and March then I can come back and buy a few CFDs in YOO and share the next phase of the action. Can't stand the idea of my money festering for four whole months! Can't fault the argument myself!
Incidentally, that idea if Evolution being embarrassed! lol!! Evolution do not have a conscience so they just can't suffer from embarrassment! So they mark the price up, presumably as an MM. They shoot themselves in the foot occasionally, and others hate them not without reason, but they are the ultimate in shrewd operators. 15p a share for YOO? who else could have conned YOO management on that? What next after that? Oh, yes, a nice profit for their loyal captive market. How do you do that? You 'control' the price. Come on, folk, get real! as my daughters would say!
Eric
iPublic
- 01 Dec 2004 18:15
- 328 of 3776
EWROBSON
I've recieved e.mail from a trusted source, stating EVO have a new research ready to publish. However, it won't be made available until the New Year, due to takeover panel rules. Even if the merger is blocked at the EGM, a new research note will be issued.
EVO need to restore their credibilty so they are hardly going to drop the institutions in it again, are they? Therefore, I beleive all the institutions owning the new shares on the 21st Dec, have been given an assurance, an extremely positive buy note, will be issued.
It in my e.mail box. Take it or leave it.
iPublic
- 01 Dec 2004 18:26
- 329 of 3776
EWROBSON WROTE:
"Why shouldn't my money be working merrily for me elsewhere between now and March then I can come back and buy a few CFDs in YOO and share the next phase of the action. Can't stand the idea of my money festering for four whole months! Can't fault the argument myself!"
This is the trouble with trading. In my experience, the stock market oftens behaves in the way you least expect. If I had sold at 18p yesterday, I would now be feeling slightly edgy. What if more directors have purchased shares? How do explain the numerous T trades today? Why were there 3 noticable, MM to MM trades, suggesting EVO wanted stock badly? Why did EVO want stock today?
If you intend selling, because you beleive the SP is overvalued NOW, then by all means, sell up and move on. It's your money after all. However, if you consider Yoomedia will ONE DAY achieve a market cap of 200m+, then attempting to second guess the short term SP movement, is just as likely to work against you, than for you.
What happens if what you buy go's down and the share you have sold rises? This has happened to me before and it's a double blow. Then there's the stamp duty! But if you feel the SP is permanentely overvalued then get out. Up to you!