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.

EVO have a short term 35p target price on Yoomedia.

EVO say they will upgrade the revenue projections, as soon as further details from the MMTV deal are available. Investors should anticpate ipublic contracts wins, certainly leading to further broker upgrades.

If anyone requires a copy of the EVO research note, paste your e.mail address and it's yours!

Shares Magazine
Plays of the week: YOOMEDIA, BIOFUELS GROUP, DELTEX -- Tip Updates: Buy INVU;
Buy BIOPROGRESS; Sell MEAN FIDDLER, and LASTMINUTE.COM
END

(AFX UK Focus) 2004-10-07 08:33 GMT:
UK smallcap opening - Yoomedia jumps after Shares Magazine tips as 'buy'

Article layout: reformatted
LONDON (AFX) - Yoomedia was the top gainer in the FTSE Small Cap index in
opening deals, rising 4-1/2 pence to 25, after Shares Magazine tipped the stock
as a 'buy'.

sm/vjt/


Opening market report
Stocks

Anyone who would like a copy of the Shares Mag article just post their Email address here.

Quick get some PCF

Quotes from the tip in Shares Mag.



1."Play of the week" and at theses prices "dirt cheap" (yes thats DIRT CHEAP)
2. MMTV seen as awesome buy and YOO's "ticket" into the "enormous area of government"
3. Mentions MMTV 15m NHS contract - "likely to be expanded into patient appointment" (yes that EXPANDED)
4. I-public will merge with MMTV
5.Gambling will "fuel YOOmedias extremely rapid growth gross revenues could hit 12m this year 23m in 2005"
6."YOO owns 35% of the serious dating market"
7. Revenues from dating 2.8m 2004, 7.7m expected 2005 (YES thats 7.7m!!!!!!!)
8.Predicts maiden profits of 2.6m 2005 and possibly 6m 2006 - resulting in a PE of 6 (YES thats 6!!!!!!!)

I have now gone short on Yoomedia. As per usual with this share on current form I expect the price to dip.

Moneyam.

-Yoomedia was 21.95% higher at 25p after a buy recommendation in today's Shares Magazine.

Excellent article in Shares. I have a feeling this bb has been read, in particular: mac's input on EVO projections which is presumably Shares source; my protestation of the significance of the MMTV acquisition. But well done, Timon Day; credit where credit's due. expert: you are wrong this time and I would correct your position as soon as possible. Shares tends to be quoted so follow through should stretch over the weekend; e.g. quoted on Hoodless Brennan newssheet. Also price is ridiculously cheap in light of raft of successful developments and clear market leadership in emerging market. Quoted by MoneyAM as an 'internet' share (that must take a few p off the price)! - Shares accepts that a new category is needed.

Have put forward YOO as a share to beat ASOS (ASC) in doubling. Fascinating set of competing nominations - I have been drawn into PCI, PET and SEY as a result. I suspect the resulting portfolio could be spectacular. Nominations open until the end of the week - see ASC bb.

Eric

Couldnt agree more EW , This thread has firmed up my belief in some shares and made my mind up on others.(YOO in particular) the short list we have drawn up could be quite sensational! Hers's hoping

I wonder if the 'Fancy A Flutter' online gambling site, due to be launched any time now, will develop into a pure online boookmaker. Bets can be taken on sporting events and other activies.

One independant research group, Screendigest, forecasts gross online gambling receipts in the U.K. will rocket from 260m last year to 1.8billion in 2007. The deregulation of the gambling industry is key here. The general public will become increasingly addicted to all forms of gambling, as the opportunitys for this activity will increase.

This is only one of the many reasons why Yoomedia are 'dirt cheap'. In August, 'Fancy a Flutter' aquired an independant bookmakers license. The business plan is clear for all to see. Mr Sinclair has stated our gambling services will launch on mobile phones, allowing consumers to gamble with 'YOO' on SKY, Cable, Online and soon on their mobiles.

Well all we need now is a mention in Investors Chronicle hopefully.

Another nice price rise today, a spot of profit taking going on but holding steady. I have got a feeling that something big is on the cards in the not to distant future.

IC article today was positive, although 'good value' rather than outright buy. Again, concentrated on the MMTV deal and EVO figures. Hopefully this will support the price this time round rather than another subsidence (I have my full quota!)

Have a look at the ASC where I have posted the first evaluation of the nominated portfolio (shares to double as quick as ASC) and YOO leads the way - good time to start! Room for one more nomination this weekend. (see also willfagg in 87 which refers to the ASC bb).

Finally, a big thank you to mactavish for 'running' a very informative bb and spotting the news breaks.

Eric

Interesting article on the NHS IT budget, on Ceefax this morning. Talks of the eventual cost of modernising the computer network, to be up to 5 times the original estimate.

Also mentions the ongoing project to deliver to every citizen, an electronic patient record. This represents a golden opportunity to Yoomedia, to provide access to one's health records via digital television.

Now is there a natural progression for our existing NHS work? Next year booking GP appointments has already been mentioed by the CEO as likely. Perhaps Yoomedia intend to use the credibilty gained from running the existing NHS contract to successfully bid for the patient records contract, when the opportunity comes along.

Perhaps the directors had this in mind when buying MMTV! Either way, Yoomedia now have a greater chance of winning the NHS patient record contract, as they already have the existing 3 year deal.

http://www.whooshgroup.com/home.html


Visit the above link and read the scrolling text below, to get the some of the latest news from Whoosh.

"The BBC has asked Whoosh to take the massively popular celebrity shares game Celebdaq onto the mobile channel, allowing shares in Rebecca Loos to be bought on the move as well as at www.bbc.co.uk"

"Over 450k Who Wants To Be A Millionaire viewers have now tried to get on the show via sms since November 03 driving overall participation up by 70%"

"Look out for both Test the Nation and Personality Test on BBC1 over the next few weeks and try to beat the studio audience by playing on your mobile"


The mobile element means multiple participation is possible, by a group of people, perhaps a family group or friends enjoying a night in. This is one of the features of TriggerTV, Whoosh, in that everyone can play, with no disputes over the remote control or computer.

Yoomedia enjoy an excellent relationship with the BBC, helped tremendously by Mr Docherty's time at the corporation, as Deputy Director of Television and Director of New Media. Whoosh's hard work in integrating their mobile technology, into the BBC mix, is equally as important. Mr Bainbridge was the Deputy Marketing Director at Channel 5, increasing it's market share from 5.8% to 6.4%, driving turnover past 200m.

It's not just Wooshfull thinking!

http://www.kerching.tv

mac

I think my only doubts about the patients record contract potential is the security issue. The problem would be that the ability to deliver the health record on a TV set is hardly keeping it private between the patient and his doctor. With computer technology, security is offered through various techniques to confidential information such as banking records. I am not aware that any of YOO's current areas of interest have a security angle. Even the NHS project, I expect, only deals with public domain information.

I agree a really key advantage held by YOO are the connections of their key people. In addition to the BBC, the public sector contacts and clout brought by Baroness McDonagh and Lord Alli must be very considerable, not to mention their credibility.

Volume seems to be slowing to a trickle although there are clearly buyers at the present price. The question is: when will the next positive news be to drive the share further forward. One possibility is a revision from EVO to take account of MMTV. Based on last year, a trading update should be provided January giving a view on the annual results. There have been seven major news items on contracts or acquisitions since December which suggests one or two more this year. The Shares play of the week brought the share back to the current position. I've reduced my position somewhat, fairly neutral re price, to build a position in the 'ASC Challenge Portfolio' but YOO is still at about 1/6th of my own portfolio. But I am an impatient type!

Eric

The SP is starting to behave in the same manner as last autumn. Moves up on thin volume with a good spread. Then an RNS hits and the SP spikes up, before more consolodation, then another RNS............

Sooner or later, Whoosh's patented technology, enabling 1.8 million text messages to be processed and time stamped each hour, will be intergrated into main stream quiz shows. Assume a charge of 10p per text for the player, although it may be 20p, with players sending at least 10 text messages per show, with each message time stamped.

Get the calculator out and project some revenue figures based on your own assumptions, ie: number of players, how many shows.

The market value of Yoomedia can easily be justified by this divison of the company alone. Last week, shares magazine described the SP as 'dirt cheap'. I can only reiterate thier analysis.

You can buy only 35k but sell 75k..... so things are pretty tight in terms of stock supply with the mm's any decent buying volume and we will have lift off...... bring on the news.

Just ticked up again 28p to buy, stll cheap imho.