Sharesmagazine
 Home   Log In   Register   Our Services   My Account   Contact   Help 
 Stockwatch   Level 2   Portfolio   Charts   Share Price   Awards   Market Scan   Videos   Broker Notes   Director Deals   Traders' Room 
 Funds   Trades   Terminal   Alerts   Heatmaps   News   Indices   Forward Diary   Forex Prices   Shares Magazine   Investors' Room 
 CFDs   Shares   SIPPs   ISAs   Forex   ETFs   Comparison Tables   Spread Betting 
You are NOT currently logged in
 
Register now or login to post to this thread.

yoomedia share for the future (YOO)     

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.

Dil - 16 Jan 2006 21:05 - 3225 of 3776

No I haven't followed the thread across the road , too many idiots on the thread.

Brokers notes bullish or bearish are often not worth the paper they are written on imo.

mactavish - 16 Jan 2006 22:49 - 3226 of 3776

Well, let think logically folks,

If MS get rid off EVO who put a target price of Yoo at 7p when the share price traded at the time was around 7.5p or so. Then now we have institutional placing at the price of 7p with no real discount to the share price and a Warrant issued at 10p and 15p or so on.

Do you really and honestly think that Seymour Pierce is stupid enough to come to the market with the recommendation of a price target of 7p or lower, especially when Yoo had done so much to the company ?

And do you think MS would go along with that sort of recommendation to the company ?

Wake up where have you been. A poster can post what he /she thinks. But you do have your own brain to analyse and see what the reality could be ?

mactavish - 16 Jan 2006 23:10 - 3227 of 3776

The Gull no such thing on ADFVN about bulls and the post is yours on ADFVN as well under C_ Gull.

The Gull - 16 Jan 2006 23:31 - 3228 of 3776

mactavish

If you have not realised by now how much nonsense is being spun by the spin doctors on the rosetinted glasses thread on ad..n you never will learn.

So what if I post as C_Gull on the other board?

The Gull - 17 Jan 2006 22:40 - 3229 of 3776

CLTV

The opposition to Yoomedia is making excellent headway world wide, China, South America, etc. It looks like a good idea to split my yoo investments thus covering the both companies:


Trading Update

RNS Number:8829W
Cellcast plc
13 January 2006


Press Release 13 January 2006


Cellcast plc

("Cellcast" or "the Company")

Trading Update



Cellcast plc (AIM:CLTV), a global interactive digital broadcaster, today
provides a trading update for the 12 month period to 31 December 2005.



The Directors are pleased to report strong performance in both trading and
business development during 2005. The Company is confident of exceeding market
expectations for the year ended 31 December 2005.



UK operations and programming continue to build a strong audience base and
viewer participation, in a media landscape being reshaped by the convergence of
television, mobile telephony and the Internet.



The Company's proven business model is generating new sources of income and is
attracting new broadcast partners worldwide. Cellcast is pursuing market entry
strategies across five continents and recent developments include:



China



Cellcast has entered into a new joint-venture with Shenzhen New Power Technology
Limited to develop and distribute interactive television entertainment for the
China market. A key strength of the joint-venture is New Power's national
billing agreements with China Mobile and China Unicom.



The first programme developed by the joint venture is a daily reverse auction, '
Bid2Win', broadcast on TVS-3, one of the leading entertainment channels in
Guangdong, China's richest province. 'Bid2Win' is also accessible via the
Internet and China Mobile's WAP portal.



China has the world's largest mobile phone market, with more than 377 million
mobile phone subscribers, an average of 29 mobile phones per 100 people.



China has seen tremendous growth in the usage of SMS, and it currently accounts
for one-third of the world's SMS messaging. According to Pyramid Research, by
2007 SMS revenues in China will escalate to #9bn, generating greater revenues
than all of Western Europe. As China Mobile and China Unicom struggle with
declining average revenue per user (ARPU), SMS and MMS are gaining momentum as a
driver of revenues. According to China Mobile, the country's leading telecom
operator, in the past year its users sent over 700 million short messages a day,
and revenue from data business now accounts for 20% of China Mobile's total
earnings.



John Cheng, Chief Executive of Shenzhen New Power Technology Limited, said "
Significant revenues from premium mobile content are being captured by Internet
portals such as Sina Corp, Sohu and NetEase. However, the penetration of
television in China is many times higher than that of the Internet, and the TV
stations are keen to share in the mobile entertainment market. Cellcast's
formats and applications are attracting the strong interest of major
broadcasters in China."



Europe : Ukraine



Cellcast Ukraine, a new subsidiary, has partnered with STB, one of Ukraine's
leading terrestrial broadcasters, to launch a new interactive quiz show 'King of
the Mountain', which is broadcast seven days a week.



Cellcast is providing the technology, graphics, formats and all intellectual
property for the show, as well as training production personnel and consulting
on the ongoing format development.



The show launched on 19 December, and initial ratings and traffic are very
strong. Andriy Tyulenev, Commercial Director of STB, said "Cellcast's
interactive TV formats offer the benefit of driving strong ratings and
generating significant incremental revenue opportunities for STB."



The Ukraine has an estimated general television audience of about 40 million.
Cellcast Ukraine is also currently pursuing commercial discussions with other
national and regional broadcasters about launching several new interactive
television formats in the Ukrainian market in 2006.




South America : Ecuador



Following its successful entry into the Argentine market, the Company is
extending its roll-out in South America. On 20 December it launched Ecuador's
first participation-TV show, and initial ratings have been very strong with an
average audience share of 19%. 'Insomnia' is being broadcast nationally on
Ecuador's number one TV channel TeleAmazonas.



One of South America's smaller nations, Ecuador's two and half million mobile
phone subscribers have the highest per capita use of SMS texting in the world.



Having successfully opened up the market, Cellcast is reviewing opportunities
for launching several more interactive formats in Ecuador during 2006.



Conclusion



Andrew Wilson, CEO of Cellcast plc, said "Cellcast continues to demonstrate its
ability to move quickly and effectively in response to new market opportunities.
Content and formats already proven in the highly competitive UK TV market are
being syndicated to an increasing number of broadcasters worldwide. In addition
to recent progress in Eastern Europe, South America, India and China,
significant new initiatives are underway in France, Greece, South-East Asia,
Central America and the United States and we retain a confident outlook for
2006."


Dil - 17 Jan 2006 23:03 - 3230 of 3776

TC , there is no need to show how good the competition is ... this lot would balls it up without any.

The Gull - 17 Jan 2006 23:24 - 3231 of 3776

LOL! They have already.

mactavish - 18 Jan 2006 23:20 - 3232 of 3776

Thanks to Kimboy.



While we are waiting for the new brokers numbers I thought i would kick aroung a few projections for 2006 and see what we might expect from this report.

In the end all that matters is numbers, and future numbers at that, and there are precious few of them around to base a judgement on. The only real ones we have are the last interims. These tell us;

Revenue......11.5m (without winnings)
Gross Profit..5.1m
Admin.........9.5m
Interest.......0.18m

This led to an overall interim loss of 4.6m. However within this are exceptionals of 1.1m and amortization of 1.3m. Therefore we have an adjusted interim loss of 2.2m. If we double this we get an on going adjusted annual loss of 4.4m.

In the interims they say that solutions made a gross profit of 4.1m and dating and gaming made 1m between them. Not giving a breakdown between gaming and dating seemed odd to me. We know the problems have been primarily on the gaming side and it is my belief that gaming made a gross loss in the first half. Perhaps the gross profit split was 1.8m to dating and -0.8m to gaming in the first half.

In the March 2005 report Evo said the fixed costs of gaming were 0.37m per month. This means that the overall loss to gaming in the first half was 0.37 X 6 which is the fixed costs and 0.8m gross loss. This adds up to a loss of 2.22m in the first half. Which means that all the loss is attributable to gaming.

It is not therefore surprising that the management have concentrated their efforts on sorting out gaming. The 3 elements of gaming W Hills, Avago and Yooplay have all been sorted.

I was told that the WH contract cost YOO 2m last year. The renegotiated contract means that all costs are covered and YOO will get a cut of the revenues. This will build up during the year as the roll out progresses.

Avago has been sold to Gala and will earn about 2m p.a. Yooplay seems to be rented out to Cellcast and will earn money.

Therefore instead of losing money as last year the gaming division will be earning. As a guess perhaps gaming will earn 3m above costs. If YES could add another 2m and Dateing another 1m we may get to an overall profitability of 6m.

I thought it very significant that they got the Gala deal out on the 28th December in order to get all the bad news into last years figures. The bad news will be a write down on the value of Avago. There is also an excess of creditors over debtors of some 6.5m, which is presumably mainly attributable to Avago, which may impact cashflow in the last quarter depending on the agreement with Gala.

A lot of people seem very worried by cashflow, quite rightly. In the first half the cash outflow was 8.4m which was substantial. However 4.6m was due to working capital changes, 1.4m was due to acquisitions and 1m due to restructuring. None of these should recur in 2006. The underlying cash outflow of 1.4m should be more than reversed by the profits produced in 2006. Indeed the WH contract itself should ensure it is cash positive.

I think it should be remembered that YOO is a development company and the problems that we have seen should be expected in such a company. In my view we are buying one of the hottest seats in one of the hottest sectors. If it can make a profit next year, as I expect, then that is icing on the cake.

I also think it is a bet to nothing at this price. I believe dating may make 2.5m next year. If this were the case and it were to be sold on the same rating as Friends Reunited then it would be worth more than the whole company at the moment.

mactavish - 19 Jan 2006 14:18 - 3233 of 3776

Thanks to Kimboy.



While we are waiting for the new brokers numbers I thought i would kick aroung a few projections for 2006 and see what we might expect from this report.

In the end all that matters is numbers, and future numbers at that, and there are precious few of them around to base a judgement on. The only real ones we have are the last interims. These tell us;

Revenue......11.5m (without winnings)
Gross Profit..5.1m
Admin.........9.5m
Interest.......0.18m

This led to an overall interim loss of 4.6m. However within this are exceptionals of 1.1m and amortization of 1.3m. Therefore we have an adjusted interim loss of 2.2m. If we double this we get an on going adjusted annual loss of 4.4m.

In the interims they say that solutions made a gross profit of 4.1m and dating and gaming made 1m between them. Not giving a breakdown between gaming and dating seemed odd to me. We know the problems have been primarily on the gaming side and it is my belief that gaming made a gross loss in the first half. Perhaps the gross profit split was 1.8m to dating and -0.8m to gaming in the first half.

In the March 2005 report Evo said the fixed costs of gaming were 0.37m per month. This means that the overall loss to gaming in the first half was 0.37 X 6 which is the fixed costs and 0.8m gross loss. This adds up to a loss of 2.22m in the first half. Which means that all the loss is attributable to gaming.

It is not therefore surprising that the management have concentrated their efforts on sorting out gaming. The 3 elements of gaming W Hills, Avago and Yooplay have all been sorted.

I was told that the WH contract cost YOO 2m last year. The renegotiated contract means that all costs are covered and YOO will get a cut of the revenues. This will build up during the year as the roll out progresses.

Avago has been sold to Gala and will earn about 2m p.a. Yooplay seems to be rented out to Cellcast and will earn money.

Therefore instead of losing money as last year the gaming division will be earning. As a guess perhaps gaming will earn 3m above costs. If YES could add another 2m and Dateing another 1m we may get to an overall profitability of 6m.

I thought it very significant that they got the Gala deal out on the 28th December in order to get all the bad news into last years figures. The bad news will be a write down on the value of Avago. There is also an excess of creditors over debtors of some 6.5m, which is presumably mainly attributable to Avago, which may impact cashflow in the last quarter depending on the agreement with Gala.

A lot of people seem very worried by cashflow, quite rightly. In the first half the cash outflow was 8.4m which was substantial. However 4.6m was due to working capital changes, 1.4m was due to acquisitions and 1m due to restructuring. None of these should recur in 2006. The underlying cash outflow of 1.4m should be more than reversed by the profits produced in 2006. Indeed the WH contract itself should ensure it is cash positive.

I think it should be remembered that YOO is a development company and the problems that we have seen should be expected in such a company. In my view we are buying one of the hottest seats in one of the hottest sectors. If it can make a profit next year, as I expect, then that is icing on the cake.

I also think it is a bet to nothing at this price. I believe dating may make 2.5m next year. If this were the case and it were to be sold on the same rating as Friends Reunited then it would be worth more than the whole company at the moment.

All IMHO.

mactavish - 24 Jan 2006 09:17 - 3234 of 3776

Yoomedia PLC
24 January 2006

24 January 2006

YooMedia plc ('YooMedia' or the 'Group')
Agreement with Inferno

YooMedia, the AIM-traded interactive media and games group, has signed an
agreement with their strategic partnership agency Inferno to provide all the
digital elements for their client Anheuser-Busch's UK 2006 FIFA World Cup(TM)
on-pack promotion.

The technology provided by YooMedia Enhanced Solutions ('YES') focuses on
incorporating interactive mobile solutions such as SMS, MMS, JAVA and WAP within
the overall promotional mechanic. The agreement is a result of a development
drive within YES, which has recently also signed deals with leading blue chip
companies including Nestle, Boots and Visa.

YooMedia Group Managing Director Neil MacDonald said: 'This activity has come
through our strategic partnership with creative agency Inferno. It raises our
profile and demonstrates a strong vote of confidence in YooMedia's technology
and its innovative team.

'Mobile techniques are becoming increasingly central to marketing programmes
across a broad spectrum of companies. As a leader in this field we are ideally
placed to take advantage of this growth, combining interactive television and
mobile and web content solutions in order to facilitate cost-effective
responsive marketing campaigns.'


* * ENDS * *

Contacts:
YooMedia plc
Neil MacDonald, Group Managing Director
Tel: 020 7462 0870

St Brides Media & Finance Ltd
Isabel Crossley
Tel: 020 7242 4477


Notes on YooMedia plc

YooMedia is one of the fastest growing interactive entertainment companies in
the UK. Essentially, it develops and delivers premium interactive content and
services to households and individuals via TV, the web, telephony and mobile
phones. It has four main divisions:

YooMedia Dating - manages dating brands including Dateline and Avenues from
over 20 locations throughout the UK. Operates across traditional media,
digital TV, internet and mobile phones.

YooMedia Gambling & Games - interactive fixed odds, play for fun casino and
poker related games services for digital TV, the web and mobile phones.
Brands include Channel 425, while it also manages YooPlay, the only
interactive games channel found on all four Digital TV platforms in the UK
and Avago, which was established by YooMedia and is now managed on behalf
of Gala Group.

YooMedia Enhanced Solutions (YES) - delivers interactive content that
enhances consumer and audience experiences. Customers include the BBC,
Nestle, Celador, William Hill, Channel 4, The Cartoon Network and HR Owen.

YooMedia Public Sector - provides digital solutions/media services to
leading public sector organisations including the NHS Direct Interactive TV
service for the Department of Health, the Learning and Skills Council TV
Kickstart service and a range of local authority TV services.

The Group's experienced management team includes: Chairman, Dr. Michael
Sinclair, who holds a number of directorships in both the UK and the USA having
previously founded Lifetime Corporation; and Managing Director, Neil MacDonald,
whose career spans 11 years in multimedia and interactive sectors plus a further
19 years in the retail industry.


This information is provided by RNS
The company news service from the London Stock Exchange


Scripophilist - 24 Jan 2006 09:44 - 3235 of 3776

Inferno have won the account and have contracted YOO to provide some of the service. I think that is a more representative statement.

Dil - 24 Jan 2006 10:07 - 3236 of 3776

Marvellous , no mention of revenues / profit etc.

Typical of a tin pot company about to go tits up , all imo of course.

mactavish - 24 Jan 2006 15:29 - 3237 of 3776

BILLIONS WATCH WORLD CUP.


millions are going to be drinking bud beer and entering the txt competions. Win world cup final tickets. Time stamping will come of age during the world cup. gambling live during the match. the possibilities are practically endless. If yoo, with this patented technology get even a tiny % of each of those competetion entries......

luck isnt in it anymore.imho.dyor

Dil - 24 Jan 2006 15:37 - 3238 of 3776

As you have said many times before mac and have been wrong every time.

The Gull - 24 Jan 2006 21:35 - 3239 of 3776

How do we know if the deal is great?

It could be crap like the original WH deal, it is possible they did not read the fine print again.

2006 eps = 0.004347826 cautious pe of 15 = share price of 6.52p

Hold or accumalate?

imo

mactavish - 24 Jan 2006 21:49 - 3240 of 3776

For The Gull by the great Lou Reed.


Staring at my picture book
she looks like Mary, Queen of Scots
She seemed very regal to me
just goes to show how wrong you can be

I'm gonna stop wastin' my time
Somebody else would have broken both of her arms

Sad song, sad song
Sad song, sad song

My castle, kids and home
I thought she was Mary, Queen of Scots
I tried so very hard
shows just how wrong you can be

I'm gonna stop wasting time
Somebody else would have broken both of her arms

Sad song, sad song
Sad song, sad song
Sad song, sad song
Sad song, sad song
Sad song, sad song
Sad song, sad song


The same old sad song from the Gull.

The Gull - 24 Jan 2006 22:31 - 3241 of 3776

New deals have to be done to replace old ones that expire.

Dil - 24 Jan 2006 22:43 - 3242 of 3776

Mac , from Stutus Quo :

"Down down deeper and down .... "

mactavish - 25 Jan 2006 08:13 - 3243 of 3776

Thanks to Ionlywant.


Beer and football were made for each other, and as the world cup draws closer the hype will begin for real. Bud will no doubt have its promo cans out a good few weeks before the tournament actually starts and our own frenzie would have started way before that. I have to say that normally I play down any news release from YOO and try not to get too excited, but this one was a bit special, not WH or Gala special but YES special. I have a feeling that when this deal was concluded the champagne flowed at YOO HQ. I think this tie up with Bud was one of the biggest deals YES have bagged. I really am not surprised YOO wanted to shout it from the rooftops.

Bud do not do things by halves, they would have paid a lot money to sponsor the world cup and the promo budget is going to be huge. Beer is this country's biggest drug and football is our national sport and more or less everyone who has an interest in either of those things has a mobile phone. Take an average household - the England match is about to start, a crate of Bud is in the fridge, a few mates arrive and the beer starts flowing. Every one of those cans is going to be promoed to the hilt and it won't be long before someone reads the tin and discovers they are in with a chance of winning cup final tickets, a signed shirt or tickets to the next England game. It's almost guaranteed that as soon as one person has a go then the rest of the group will have a go as well. That kind of behaviour will be going on in homes across the country and I don't think it will end with a single text! The more pissed people get and the more games we win, the more times they will enter. All the pubs and clubs that sell Bud will be plastered (excuse the pun) with promo "text and win" flyers. This really does have the potential to be massive for YOO in more ways than one, because if they can pull this off without a hitch, YOO's name will be heard in some very powerful places.

The most common theme from the doubters at the minute is yet again we don't know the bottom line. This is a fair point but unfortunately it is something we are going to have to put up with. As far as YES is concerned, it is unlikely we will ever know the financial terms of ANY agreements. It is not in YOO's or the clients interest to release such details. I am happy in the knowledge YES is making a profit - that tells me all I need to know.


Regards R1

Scripophilist - 25 Jan 2006 08:52 - 3244 of 3776

You can do as many deals as you like but if the commercials don't stack up they are all useless.
Register now or login to post to this thread.