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.
mactavish
- 07 Feb 2006 21:07
- 3309 of 3776
This is a lightly edited version of the introductory page of a detailed note from Seymour Pierce initiating coverage of YOOmedia.
YooMedia
Media & Entertainment 6 February 2006 BUY
7.125p
AIM YOO
Year end Sales EBITDA Norm. PBT EPS Dividend PER Price/FCF Div yield ROIC
December (m) (m) (m) (p) (p) (x) (x) (%) (%)
2004 16.3 -7.2 -13.5 -8.5 0.0 - - - -32.0
2005F 21.8 -2.9 -5.8 -1.2 0.0 - - - -9.8
2006F 26.3 1.9 -0.6 -0.1 0.0 - 31.0 - -0.3
2 007F 29.1 4.1 2.5 0.5 0.0 15.3 9.6 - 5.0
The past six months have seen a flurry of activity, with management
taking a number of steps that look set to put YooMedia on track for a maiden net profit in 2007. We are initiating
coverage with a Buy recommendation.
YooMedia is a leading interactive entertainment services and solutions provider, which owns proprietary technology and intellectual property,including time-stamped SMS messaging. It has a blue chip customer base.
The company owns a number of unique assets, including the Freeview data bandwidth, which can be used to broadcast electronic programme guides, and the only independent return path facilities on Sky, which is key to data privacy for customers that compete with Sky.
YooMedia operates a scaleable high-volume transaction platform and e-wallet, which is operable over TV, internet and mobile. Its UK bookmakers licence enables YooMedia to take gambling and betting transactions on the account of both itself and customers via digital TV.
Profitability will be transformed during 2006 and 2007. Steps to refocus the group on B2B services and solutions, together
with initiatives on reducing costs and strengthening the balance sheet, should enable YooMedia to report positive EBITDA in 2006 and full profitability in 2007. A strategic review of Dating is also underway.
We initiate with a BUY recommendation and target price of 9.5p. Our DCF valuation of 12p per share indicates that potential further upside exists beyond our 6-12 month price target, as
the companys financial track record develops and management builds a reputation for delivering against expectations.
capetown
- 07 Feb 2006 21:22
- 3310 of 3776
GULL.
Howzitt!!
Looks like we will have to hold yoo for another 6months at least,reasonably good news for those that got in @ current levels.
mactavish
- 08 Feb 2006 15:30
- 3311 of 3776
Digital UK to reach masses via World Cup
Digital UK's 15m advertising campaign aimed at encouraging consumers to switch to digital television has been brought forward to May in order to reach mass audiences tuned into the World Cup. The national marketing campaignpromoting the Government's 2008-2012 switchover timetablehad been due to start in the autumn.
Television and radio ads will feature an animated cartoon character, Digit-Al, voiced by Little Britain co-star Matt Lucas, encouraging the 7.5m UK households that have yet to purchase a digital receiver or set-top box to make the transition before the World Cup kicks off in June.
Ads will be shown on commercial networks as well as the BBC.
Digital UK CEO Ford Ennals said the World Cup presented the industry-funded body responsible for coordinating switchover with an opportunity to reach large audiences.
Last week Screen Digest published a forecast suggesting that while several European countries were likely to miss their switchover deadlines, the UK was on course to complete its region-by-region timetable by the end of 2012.
In December a survey for Digital UK showed awareness of digital switchover was growing.
Lovelace Consulting | 06.02.2006
The Gull
- 08 Feb 2006 22:49
- 3312 of 3776
What the market perceives as fair value for this company is not going to change in the near future imo.
But what the market perceives as fair value for the companies I list below will change for the better in the near future imo.
1) BAA - current market cap 8.2b bid by a spanish consortium for 9b. Now consider that BAA have just bought the Budapest Airport. The extension to Heathrow is going to cost circa 4.5b. The company owns a few other airports. All this asset must put fair value well above 9b imo.
2) ISAT - check it out the chart is breaking out & their fundamentals are good imo.
3) PXC - Have a look rumors of a take over from BT for 350m = share price of 15.75p current share price is 14.1p spread is usually 0.5%
4) GOO - Awating permission, within the next 2 months, from the Peruvian Gov to develop some absolutley huge licence areas right next to existing producing areas. Just a small find will significantly lift the market cap from its paultry 13m.
5) TMC - sitting on the 4th biggest nickle reserve in the world & expecting the go ahead to mine within the next 2 months. Orders for what is in the ground are already in place.
6) KMR - Mine construction already 60% complete will be shipping resources by year end shares trading at about in line with construction progress & resource price increases
etc
etc
etc
etc
etc
etc
All companies that are going to increase significantly in the near future as apposed to Yoomuppets.
AIMO & DYOR.
mactavish
- 09 Feb 2006 11:05
- 3313 of 3776
Posted on iii on Tuesday thanks to ionlywantenough
OK I will post the note below, but before I do I would like thank Michael Walters he has a fantastic site at http://www.michaelwalters.com/ and Mike if you see this, sorry I posted the whole thing.
This is a lightly edited version of the introductory page of a detailed note from Seymour Pierce initiating coverage of YOOmedia.
YooMedia
Media & Entertainment 6 February 2006 BUY
7.125p
AIM YOO
Year end Sales EBITDA Norm. PBT EPS Dividend PER Price/FCF Div yield ROIC
December (m) (m) (m) (p) (p) (x) (x) (%) (%)
2004 16.3 -7.2 -13.5 -8.5 0.0 - - - -32.0
2005F 21.8 -2.9 -5.8 -1.2 0.0 - - - -9.8
2006F 26.3 1.9 -0.6 -0.1 0.0 - 31.0 - -0.3
2 007F 29.1 4.1 2.5 0.5 0.0 15.3 9.6 - 5.0
The past six months have seen a flurry of activity, with management
taking a number of steps that look set to put YooMedia on track for a maiden net profit in 2007. We are initiating
coverage with a Buy recommendation.
YooMedia is a leading interactive entertainment services and solutions provider, which owns proprietary technology and intellectual property,including time-stamped SMS messaging. It has a blue chip customer base.
The company owns a number of unique assets, including the Freeview data bandwidth, which can be used to broadcast electronic programme guides, and the only independent return path facilities on Sky, which is key to data privacy for customers that compete with Sky.
YooMedia operates a scaleable high-volume transaction platform and e-wallet, which is operable over TV, internet and mobile. Its UK bookmakers licence enables YooMedia to take gambling and betting transactions on the account of both itself and customers via digital TV.
Profitability will be transformed during 2006 and 2007. Steps to refocus the group on B2B services and solutions, together
with initiatives on reducing costs and strengthening the balance sheet, should enable YooMedia to report positive EBITDA in 2006 and full profitability in 2007. A strategic review of Dating is also underway.
We initiate with a BUY recommendation and target price of 9.5p. Our DCF valuation of 12p per share indicates that potential further upside exists beyond our 6-12 month price target, as
the companys financial track record develops and management builds a reputation for delivering against expectations.
The Gull
- 09 Feb 2006 21:39
- 3314 of 3776
Another false rise today!
Only 0.3% of the companies issued share traded today??
Roger Long's red a$$ tomorrow. LOL!
Oily Jim
- 10 Feb 2006 15:40
- 3315 of 3776
Hi Stan hows it goin down there
iPublic
- 13 Feb 2006 00:08
- 3316 of 3776
Link to broker note, now on advfn YOO BB. Post number 8211.
The Gull
- 13 Feb 2006 23:45
- 3317 of 3776
Oily Jim
Just surviving, the gangsters, druggies & general riff-raff have taken over large portions of the big smoke.
Did PTK see the yoo broker note? In short, go short. Results out in April are going to show a loss of 9m for 2005 & they are forecasting losses to continue for this year too 3m & thats bullish for 2006 if one take the hopes & prayers out of it. Another thing is the 21m income from all divisions for 2005 is only set to increase to 26m for 2006.
Anyway enough about this piddly monkey co.
Have you been on any diving expeditions lately? Seen any penguins?
mvp45
- 14 Feb 2006 08:31
- 3318 of 3776
The Gull you dont have a clue have you read the broker report yet before you make inaccurate comments
Scripophilist
- 14 Feb 2006 08:46
- 3319 of 3776
Brokers notes are there to selll stock in case you hadn't arrived in the 21st century.
Oily Jim
- 14 Feb 2006 10:47
- 3320 of 3776
Gull, I'm planning a trip down to the North Falklands to trial my new oil sniffer seal !
GOO seem to be getting going now with 1st well in Peru drilling April / May
mactavish
- 14 Feb 2006 14:08
- 3321 of 3776
[08-January-2006]
mCentric Joins Forces with YooMediaPLC to Conquer Mobile Chat & Dating Services
mCentric is pleased to announce its partnership with YooMediaPLC, one of the fastest growing interactive entertainment companies in the UK. YooMedia essentially develops and delivers premium interactive content and services to households and individuals via TV, the web, telephony and mobile phones.
mCentrics mobile operator clients across the globe will enjoy more and better Community and Dating services across both 2.5 and 3G handsets.
David Bainbridge, Managing Director at YooMedia comments on the alliance:
We are pleased to be working in partnership with mCentric bringing
value to our clients' customers. By providing a complete suite of
products and services for consumer generated content, costs will be
reduced, revenues increased and greater customer choice provided.
Kevin Daly, CEO of mCentric adds:
The combination of mCentric and YooMedia strengths creates the
leading proposition for Mobile Carriers in the Chat and Dating space.
The new service enables subscribers to harness the power of video to find a prospective partner through the use of a simple and intuitive user interface on a 3G mobile handset.
mactavish
- 14 Feb 2006 14:15
- 3322 of 3776
Info on mCentric:
"In recent years the company has achieved strong annual revenue growth with a multitude of international sales in Europe, Asia and Africa. Reference customers include Vodafone, Telefica Miles, Sun Cellular in Asia and MTN Nigeria."
So plenty of potential there to exploit the partnership.
moneyplus
- 14 Feb 2006 14:47
- 3323 of 3776
All these new announcements are very encouraging IMO--long term the finances will be well into the black. Look at the massively increased turnover figure shown in the recent update--the faithful will soon reap their rewards!! I very much hope I'm right as a friend who is into this type of technology says the city just doesn't realise how mega yoo's tech is going to be--miles ahead of any competitor. I'm tucking away for 2 years.
The Gull
- 14 Feb 2006 21:44
- 3324 of 3776
moneyplus
"as a friend who is into this type of technology says the city just doesn't realise how mega yoo's tech is going to be" we have all heard that type of comment to many times about yoomedia, but all we see are fire sales & losses ongoing.
Oily Jim's oil sniffing seals, I like that! LOL!! GOO is looking good.
Batteryman
- 15 Feb 2006 13:26
- 3325 of 3776
BBC appoints YooMedia's Bainbridge to head ...
by Staff Brand Republic 15 Feb 2006 11:00
LONDON - The BBC has appointed David Bainbridge, the former Five marketer, to a new role heading the marketing of its digital and new-media services.
The appointment of Bainbridge, currently managing director of interactive group YooMedia's business-to-business arm, follows the BBC's restructure its marketing, communications and audiences division. The BBC said the appointment reflected the importance the corporation placed on the future of digital services. Bainbridge will be responsible for driving the take-up of digital television and radio and the development of internet and broadband, centring on the bbc.co.uk sites. He will report to Tim Davie, director of marketing, communications and audiences, and will be a key part of the BBC new-media management team led by Ashley Highfield, director of new media and technology. Davie said: "David has an impressive record of achievement in the marketing, broadcast and new media sectors. He is the right person to lead...
moneyplus
- 15 Feb 2006 14:15
- 3326 of 3776
more good news for Yoo hopefully he will put a lot of BBC work their way.
mactavish
- 15 Feb 2006 16:17
- 3327 of 3776
This is the reason for the selling today I feel.
-------
Thank you for your note. Yes I will be starting at the BBC in May where
I hope there will be many opportunities to continue working with
YooMedia
Best wishes
David
-----Original Message-----
From:
Sent: 15 February 2006 12:48
To: David Bainbridge
Subject: Appointment
Dear Mr Bainbridge
Forgive the intrusion. I have seen the press today about your
appointment by the BBC. Does that mean that you will be formally leaving
Yoomedia.
Regards
mactavish
- 15 Feb 2006 16:57
- 3328 of 3776
All the bottle merchants selling. I do not know what the big deal is anyway, a director going to the BBC is probably a once in a lifetime opportunity for him as the BBC is a world wide organisation and as they are already partners with Yoomedia, I envisage more deals and opportunities coming Yoomedia's way. Great opportunity for topping up at these levels.