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.

Andysmith- For the longer term this is still a good share, I'm holding out for the future. I totally agree with you though SEO is a future ten bagger and I am certainly in that one for the longer term too.
Diana

I am in for the longer term as the recent deal has made the company a much bigger player and more likely to bring in big investors etc. I have added with fingers crossed!! Talk of SEO needing to raise funds today so although their tec. is good their finances are a little worrying-damages, court case expenses etc. so I'm staying out for a while. lost too much money on a dog called SIP.

I lost money on my PET too!!!!!!

I haven;t caught the SEO bug yet - not too convinced! They are on a cap of 50m already and lots of folks seem to be using this little spike as a chance to hoppit and sell. Reading the SEO BB you'd think they'd found gold under the carpet or something

Interesting comments. I think it all depends what your investment objectives are. YOO is now a medium-termer with potential to climb towards the mid-cap. I suspect a lot of us were looking for a decent killing as they rose towards 100K; that potential has been removed by what I see as an immoral, but unfortunately not illegal, act. That doesn't stop me trading them though and I am holding them in a CFD awaiting a piece of good news.

Eric

Anyone selling Yoo to buy others, should still consider the size of director and quality of institutional investors.

I know nothing of the other shares tipped on this thread but I am aware that LloydsTSB has taken a 3.2% stake in Yoomedia among other top quality institutions.

Some of you seem to forget that Yoo can be compared to a mini BSKYB. A broad spread of divisions, but most importantly, we now have our own return path and browser. We can develop our own in house content, launching multiple channels on Sky, Cable and indeed Freeview, using our mobile technology as the return path for Freeview. In addition we can provide the broadcasting infrastruture to third party program makers, providing them with all their requirements, independant of SKY or anyone else.

Some of you seem very short sighted and appear to feel 18 months or two years is to long to see if Yoo can make it into market cap 200m+. With the current cap around 80m, this does not feel at all expensive when one considers the potential here.

I'm expect Yoo to provide content, return path, for the new ITV4, interactive gaming and gambling channel, to be launched later this year. Debbie Mason, the lady in charge of ITV4, founded AVAGO and will almost certainly now be a Yoomedia shareholder. This will be major league mainstream, 24 hour interactive content.

I feel we shall be treated to much good news, in the next 12 months. Good luck whatever you decide.

When I can see signs of results being delivered then I might step back in but for now I had some new things I wanted to try. I had to sacrifice something and with most of my others doing well or having equal or better potential I was reluctant to sell them so I sacrificed YOO as they had done existing shareholders. I do however agree with the view that there is massive potential for YOO but with so many shares in issue, most preferentially bought at low prices it might take a while to break past 20p and stick.
20p is 33% profit for some lucky sods and even 18p is 20% so they will keep taking it in dribs and drabs just in case it doesn't come off as expected. I can't wait that long to break-even.
I respect anyone prepared to hold and wait, Good Luck.

iPublic/mactavish:

I am not sure who you represent but if for instance YOO were prepared to post on their Website the internal Business Plan that was used to justify the last acquisition, and then started to meet some of the numbers used, we as humble investors might start to change our minds about what is going on here and put some of hard earned cash on the table. To suggest YOO is another Microsoft, suggests massive growth in which case you will not mind publishing the numbers, because that sort of growth has to come through to the bottom line very quickly. I suggest to you that YOO is not another Microsoft and these statements are mispeading to say the least. I look forward to you proving me wrong?

Business Strategy of the Enlarged Group

The Acquisitions will create one of the largest independent iTV and media
businesses in the UK. The key strategy of the Enlarged Group will be to exploit
fully the operating strengths within YooMedia, DITG and TGC and in so doing
build on the benefits and opportunities that are provided by combining the
businesses into a single entity.

The Enlarged Group Board has identified the following as key objectives:
* achieve positive cashflow for the Enlarged Group by 31 March 2005. The
Enlarged Group Directors have targeted this period based on anticipated revenue
growth and margin improvements within the Enlarged Group. The Enlarged Group
Directors have prepared a detailed integration plan which they intend to
implement immediately following Completion;
* cement its position and become one of the largest broadcasters of gambling
channels and interactive services in the UK. A key element of this strategy will
be the continued promotion of Channel 425 by working closely with William Hill
to develop the channel and expand the service to cable;
* launch of new broadcasting channels to expand the Group's dating and games
brands using DITG's existing technology, infrastructure and other resources;
* expand the service offering of the iPublic division, taking advantage of the
Government's desire to provide public information and transaction services
through iTV and mobile;
* expand the business into new international territories following the growth of
digital television, particularly in the US where the Enlarged Group Board
believes digital television will continue to grow; and
* develop and expand its portfolio of mobile and text to TV services both for
broadcasters looking to increase interactivity and for retailers looking to
increase consumer awareness of their brands.

The Enlarged Group Board expects to be able to implement minimum cost savings of
approximately #2 million for the Enlarged Group per annum. Principally this will
be through the removal of duplicated fixed costs and the increase in purchasing
power.

iPublic: Thank you for the above. Could you please now publish some revenue and cashlow figures anticipated over the next 6/12 and 24 months, with if possible the same figures prior to the acquisition, and those anticipated as a result of a successful integration?

Presumably the Directors, and key employee renumeration levels are in some way linked to these figures hence my request (the company figures not renumeration levels). If Management can then start to deliver on the figures then of course we can have confidence that the good ship YOO is back on course, and therefore start to rebuild credibility amongst the many retail shareholders who feel rightly that they have been ripped off!

Rgds JGT

John

EVO research note, post merger not yet out, so we must wait. I expect estimates for 2005 and 2006.

Pre merger, kindly provide your e.mail address and I will forward you the EVO research from the Autumn, with a 35p target price.

iPublic: Please amend your MoneyAM set up so that I can send my email address to you as a separate message. It is quite easy to do. Could you also explain why the EVO note is not out yet? This has been promised for some time. JGT

John

Set up a Yahoo e.mail address, will only take a few minutes, then paste it here. You need never use it again.

EVO are not allowed to issue a new research note, until 2 months after the date of completion of the reverse takeover and admission of the new shares. This is due to Takeover Panel rules. The EVO note will be published on the 21st Feb or just after. Only a few weeks away.

iPublic

The preceding dialogue with johngtudor has been very interesting. I now realise why the EVO research note has been delayed. It may be a good thing anyway as it will allow time for palns to formulate and a view to be taken about trading prospects. I, for one, am prepared to wait although my stake is limited to CFDs; I may build on this in order to give a multiple; I do think it is a one way bet from here on - the question concerns the speed of progress to higher ground which should become clearer with the EVO note. I don't see how the previous EVO prjection is relevant as it preceded the takeover and is redundant in the light of the 150% increase in the share capital.

Another question raise by jgt is whether you and mactavish are impartial in your comments. Both of you give very insightful comments. I accept that you, in particular, were angered by the treatment of ordinary shareholders. There is nothing wrong with speaking on this board with some sort of vested interest. However, if that is the case, I,like John, believe it should be declared. The posts seem to demonstrate an insider view which I believe is very valuable but we need to know whether the views are impartial. If this is not the case, please accept my apologies and we can move on.

Eric

EWRobson

I agree the old EVO reserch is no longer relavant, although John may have it, if he manages to open a Yahoo e.mail account.

No need to be so paranoid. I am not an insider, just an ordinary shareholder with a large stake in Yoomedia, now 485k, having topped up on December 29TH. Every penny move is worth 4850 to me.

Was delighted with LloydsTSB's participation in the placement.

iPublic

Thanks for that - no offence meant and really a compliment reflecting your knowledge and insights; don't suffer from paranoia as a rule. That's a big stake although all these things are relative. YOO a buy in Shares review of Tips for 2004.

Eric

Yes, it is a large stake

It's important the key individuals on the board, have the incentive to drive the businesss forward, which is achived through existing large shareholdings and the options at 15p. Remember these are not free shares, the directors must still pay for them, meaning more funds for Yoo.

Although the placement discount was disappointing, we have all has the opportunity to buy around 17p anyway, which I have taken at 17.25p.

Onwards and upwards.

Put whats left of my YOO investment into MDW, in profit already and could recover losses very quickly, now that is a share for the future (hopefully!!)
I can see why 845k would make you stay though and I wish you well.

Andysmith

How much of the company do the MDW directors own?