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.

Has anyone got any forward P/E figures for YOO?

Great news re Coronation Street: shows how popular interactive DTV is becoming; almost like mobile phones as viewers will need the teashirt with their peer group. Built up a decent stake this morning ahead of the expected Evolution report - can come from 21st; any ideas? Don't think they will be backward in coming forward, as they say! Hope this will be fourth time lucky with YOO!

Eric

Just reported on Radio 5 Live, the switch off of the Analouge signal, may happen much sooner than previously thought.

If the Ofcom proposals are approved, compulsory digital viewing will start, in 2008. The process will be undertaken, region by region. Previous estimates had talked of 2012, as the likely switch off date.

http://www.dtg.org.uk/news/news.php?class=countries&subclass=193&id=633

Chad

Prevous broker note had Yoo on on forward PE of 14 at 25p. Can now disregard this, due to merger. Market is waiting for new broker research, due after the 21st Feb. EVO's reputation is on the line, after much bad publicity in the press and they know it!

EVO have sold Yoomedia shares to respected city institutions like, LloydsTSB, Scottish Widows and Perpetual Income and Growth. The performance of the Yoomedia share price is as important to EVO's ongoing credibilty, as it is to our financial health. Vested interests for all!

cheers iPublic

Yoomedia PLC
09 February 2005


YooMedia PLC (the 'Company')


HOLDING IN COMPANY



The Company was informed on 8 January 2004 by Universities Superannuation Scheme
Limited that they have an interest in 14,900,000 ordinary shares of 1p each in
the Company, representing 3.3 per cent. of the issued share capital of the
Company.


These shares are registered in the name of Chase Nominees Ltd (USS).


9 January 2005







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

Anyone know if this is a new holding, rather than reduced or increased? If new it's good - USS was 'pension scheme of the year' 2004

Well i think it is new which is fantastic news, the 900k gives it away, plus just about the right amount that was floating about last week which were down as sells, now we know they were buys.

http://www.thisismoney.co.uk/news/article.html?in_article_id=397862&in_page_id=2


This article raises the possibilty of an ITV takeover of Yoomedia this year.

With advertising revenues dwindling and ITV seeking to grow revenues through interactive services, it must be a real prospect.

http://www.usshq.co.uk/

"Welcome to the website of the Universities Superannuation Scheme, the second
largest pension scheme in the UK."

"the scheme for all universities as recommended by the Dearing Report"

Have a nice evening.

ipublic. what price would you think itv would pay for yoo?

Just heard back from the Finance Director, Mr Apps.

The correct date is 8TH FEB 2005.

Correction should follow in due course.

mactavish

I don't feel the Yoomedia board would even contemplate a bid of below 35p. Outsiders, not aware of the Yoomedia story and recent developments, might find this statement rather strange. However, the true long term shareholders, who have performed extensive research of the sector, know the true value of the business.

With the price at 18.25p, ITV would be wasting their time by even bothering with a speculative bid of say 27p, which would substantially undervalue the business on a forward looking basis. However, I believe once the SP reaches 25p, potential bidders may well start to circle the group with a takeout price of 35p to 40p, a real danger, as Yoomedia move into profit and the revneue growth in key divisions like mobile, really take off.

http://www.thisismoney.co.uk/news/article.html?in_article_id=397862&in_page_id=2

Once again, it appears Yoomedia may well fit nicely into ITV's new interactive world.

I.M.H.O.

D.Y.O.R.

EWRobson

Your timing today was superb. I'm impressed!

I dont think a lot of peolpe would vote in favour of a takeover of 35-40p, I know a few people who have bought at over 40p others even 50p.

The link below contains details of the top 100 investments, made by the Universities Superannuation Scheme, at Sept 2004, into the pension fund. You will observe many leading household names, infact most of the company;s listed, have a very high market capitalisation, on their respective exchanges.

http://www.usshq.co.uk/special_interest_groups_index.php?name=SPECIAL_INTEREST_GROUPS_INVESTMENTS_TOP_ONEHUNDRED_INVESTMENTS&content=SPECIAL_INTEREST_GROUPS_INVESTMENTS_TOP_ONEHUNDRED_INVESTMENTS

It's an excellent validation of Yoomedia's business model and prosepects, that such a large and respected insitution, has decided to take a 3.3% stake, in our company. Is this the all important tipping point? How many of you dreamed that Yoomedia would attract, the U.K.'s second largest pension fund, as an investor?

mactavish

I agree, however that's the real possibilty this year, a takeover between 30p and 40p, before the profits flood in and the market wakes up and rerates Yoomedia, into the FTSE250.

Anyhow, those investors who bought over 40p. If they haven't managed to average down below 20p yet, one must say, they have had plenty of opportunity, but I expect, time is running short.

All aboard, hang on tight!

iPublic: thanks for the mention in despatches! I reckon the timing is good and that is based on expectation of news: (a) from Evolution; (b) actions taken from merger. Its been good that they have had the two month breathing space.

Re a potential takeover, I don't take those considerations seriously. I can't thing that Docherty and the team would countenance a bid at any price for some time: they have done the difficult part which is laying the foundations. Note that the gambling and gaming businesses will have pretty well fixed overheads. Just look at NETeller for instance. One lesson from them is that 100m is just for starters. A company like this can move ahead to 500m with the appropriate revenue and profit growth just on the back of increasing institutional appeal. You can see that I have changed my perspective from one of chagrin, and anger, to one of saying that commercially they are poised and can go ahead fast from here. I suspect that once they start, they won't stop until we see something like 1. Cor! - talking myself into another tranche - mind there are competitors for my funds (i.e. margin generated from SEO CFDs)!

Eric

"to one of saying that commercially they are poised and can go ahead fast from here."

Which was the whole point of the merger. In the cold light of day, two months on, the directors were right, securing the long term future of the company.

Is it possible Yoo could become a sexy share to own this year, in a sexy fashionable sector. Institutions start to buy in and anything can happen.

80P and the drinks are on me. 500 behind the bar!