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.

From UK-Analyst.com

Interactive game group YooMedia saw a fall in its share price after the group announced widening losses and an acquisition. The results, however, were upbeat, with a ten-fold increase in revenues to 4 million pounds and the slip in its share price was on profit taking. The company also said it will buy MMTV, which provides NHS Direct information via interactive TV, from MultiMedia Television for 6.4 million shares and 300,000 in cash. The cash element is payable over 2 years. Shares in YooMedia fell 1p to 23.5p, with MultiMedia Television shares rising 0.75p to 8.75p.

One element of this purchase that is perhaps worth underlining is that MMTV were competition for YOO in the public domain. I remember when I first read that MMTV had won this contract, I was a little worried that iPublic was going to be left by the wayside in the expansion of DTV in the public sector. But what have they done? Swallowed up a minnow that obviously can't cope. That YOO have the capacity to do this seems to me yet another indicator that we're invested in a company that's here for the long term and will go from strength to strength.

Others can do what they like, but my shares are staying out of circulation for a long time to come, and if I had the funds, I'd be buying more.

As some of you are aware, EVO have today upgraded, with a short term target price of 35p.
It's extremely upbeat, with all divisons in profit next year. The dating business in high margin, with YOO owning 35% of the marketshare, this to grow with new services, launched shortly.
Talks of YooChat launch on Sky and NTL.

Now that's a 100% increase on thier previous target price, as when the share was 17p, they released a research note, stating the share is fairly valued, going on all the information in the public domain. They stressed they can only work on publicly available information.

So a 100% increase on one aquisition, what happens when the big public sector and mobile wireless contracts start flooding in.

mac

Anything more in the EVO research note? From looking at the interim financials it seemed reasonable to anticipate revenue this year of 10m with break-even in the second half. The rate of growth would then suggest 15M next year with perhaps 10% profit (just ball-park guesstimate) but this should be moved up, with the MMTV acquisition, to not less than 20M with perhaps 3M pbt. A 35p price would be remarkably cheap; a cap. of 60-100M would be much more reasonable implying a price of 45p to 75p, probably nearer the latter. These are just personal musings to help me to assess any analyst predictions. Last year's evidence suggests that the share will be further hyped up as articles start proliferating on the impact of digital and the share price could run ahead of itself. As with you, my problem is that funds can't be in several places at the same time. It will be helpful if readers can post as much detail as possible from different sources to help us to come to a concensus. There is clearly an exciting ride ahead.

Eric

Im afraid I got this info of another discussion board, no more info supplied. I have not actually seen the research note myself.

Hi Eric, I have got a copy of the EVO research note, will send it to you if you post your email address, I will send it as an attachment. Got a few other people interested as well might be buying but being Scottish very careful with there cash lol. Mac.

mactavish....wondering if you could forward the research note if you dont mind (email - hornby21@hotmail.com)

reports suggest its very bullish on yoo future, would be keen on having a read.....thanks in advance.

Hornster, dont know if you got it or not keep getting error message. Are you sure it is the right email address?

got it mactavish....thankyou very much .....interesting read!

traded yoo recently from 20 - 28p then took out another position at 24p on the recent rise...looking to top up and hold for the longer term as growth looks solid!

mac

Late getting going today! Yes, would appreciate the research note (robson@woodlandsrye.co.uk). Note under "Press comment" that Independent recommend as "gamble". Seems like one of those one-sided bets to me!

Eric

Eric just sent it now, confirm you have received it plaese.

Evolution
SECURITIES
www.evosecurities.com 29 September 2004
YooMedia (YOO) Buy (from Hold)
Mkt cap: 33m Net cash: 4m Interims Price: 24p
An armchair investment opportunity
Acquisitions and product enhancements are transforming the profit profile
of the company and the market has begun to push the shares higher.
However, on 14x (FY05) the growth potential has not been fully priced in.
trading on 14x next years earnings.
Target Action taken
To develop a leading position in dating Acquired One Saturday and Jiles
Grow presence in gaming Integrate and enhance GoPlay
Develop a strong mobile presence Acquired Whoosh
Dating and Chat
exploiting the brand potential.
presence in dating

mac

Received - but my poor old PC couldn't read it! I note the synopsis which, not surprisingly, predates the acquisition. FY05 of 14x could become 11x so the BUY is even stronger - iPublic can be added as an earner and not just a promotional ploy. Surprising lack of press re acquisition as significance is potentially substantial; not just Health but other Government departments. Consequent quiet market which gives another, perhaps last, buy opportunity at this level.

Eric

Eric i managed to figure out a way to change it into text, hope this gets to you all right. Learn something new every day.

mac

Many thanks - very clever! They say they have taken an initial account of the acquisition from MMTV but I suspect they have not had time to work this through. But, even if you just look upon this as a safety factor in their projections, the figures are very powerful. Their PE of 14 for next year is based on pre-goodwill PBT of 2.6M and revenues of 39m, with only 0.7pbt on 1M revenues from iPublic. The latter figures could be easily multiplied by 5. The price projection of 35p must be very cautious. With this explosive growth, the market will start looking at 2006 as soon as the FY04 projections are confirmed. My only concern with EVO figures is to wonder whether they take full account of competitive reaction in fields such as gambling and dating. As I have mentioned on the ASOS (ASC) bb, I have set up a competition within my portfolio between ASC and YOO to see who doubles first! Joining me?

Eric

READ PAGE 111 OF CEEFAX NOW. THIS IS EXACTLY WHAT DOCHERTY WAS TALKING ABOUT IN A RECENT ARTICLE. A CENTRAL POINT OF REFERENCE FOR USERS OF PUBLIC SERVICES. THEY (THE BBC) WILL NEED THE CONTENT, SERVICE PROVIDERS. YOO HOO!!!

Ceefax page replaced. Nevertheless it does seem a natural follow on to the health information service, acquired by YOO in the MMTV takeover. Extraordinary to see the persistant selling. Acquisition seems to have been generally ignored in dailies but you would think must be picked up in Sundays and weeklies. Add/buy opportuinity, surely.

Yoomedia PLC
01 October 2004


1 October 2004


YooMedia PLC ('YooMedia' or the 'Company')

Additional Listing & Holding in Company


Further to the announcement released on 12th December 2003 in relation to
YooMedia's acquisition of GoPlay TV Limited, the Company announces that
1,350,000 new Ordinary Shares of 1p each (the 'New Ordinary Shares') have been
issued and allotted in part satisfaction of the deferred consideration in
accordance with the terms of the acquisition agreement.


The Company has been notified that on the issue of New Ordinary Shares the
shareholding of Columbia Pictures Corporation Limited has increased to
13,950,000 of the Company's Ordinary Shares of 1p each representing 8.47 per
cent. of the Company's issued Ordinary Share capital.


Application has been made to the London Stock Exchange for the New Ordinary
Shares to be admitted to trading on AIM, and admission is expected to become
effective at 8am on Thursday 7th October 2004.






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




Surely this is good news Columbia increasing their stake in YOO.

mac

I believe this to be the first deferred tranche of shares so its not a fresh acquisition as such. I think they are also restricted in selling holdings; however its doubtful they would want to do so as they have a seat on the Board via Sony Leisure.

Price weak today which is a real opportunity for acquisition of shares which should rise with weekend and weekly comment. Shares: a strong buy, please!

Eric

ok you convinced me looks exciting!Lots of avenues all with much upside. I will of course blame you if it goes pearshaped and take all the credit if it goes well

United Kingdom > itv, DTV, Streaming > Mobile and Wireless

YooMedia acquires Whoosh

30/07/2004 by Leigh Phillips



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YooMedia, the UK interactive media group, has announced it is to purchase Whoosh Group Limited. Whoosh produces SMS technology in brand marketing campaigns and for television quiz shows such as Who Wants to Be a Millionaire.

Whoosh's RTMS (Real Time Messaging Service) platform allows for high SMS throughput and records the exact time that viewers, regardless of network, have sent in their text messages. This time-stamping technology is the de facto SMS standard for quiz shows and has also been used by the BBC for its "Test the Nation" series.

The consideration for the acquisition is the issue of 1.75m shares in YooMedia plc to the vendors.




Anyone not viewed the new Whoosh download and Powerpoint presentation?

http://www.kerching.tv

This must be the new way to target consumers.