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.

I've just been browsing the SKY interactive menu in Dixons and am now in the public library, so can't pull all facts together but will comment:

1. Willaim Hill now own Talksport TV. The William Hill branded Ch425 is a joint partnership with Yoomedia. Yoomedia intend launching Ch425 on NTL & Telewest in next few months. Talksport TV and therefore radio, will now intergrate our mobile technology into the broadcast stream, on SKY, Cable and radio.

2. The introduction of Talksport Television increases viewing numbers and aids loyalty to Ch425, the William Hill group, Yoomedia and it's gaming services. In turn, this increases the number of potential users of our gambling portal, which sits behind all our channels, driving revenue and profits. The new audience can now be directed to Yoomedia's other products and services, through the cross marketing opportunity's which have already been demonstrated. It's all about keeping viewers locked into your channel, portal by providing everything they need. This evening I saw evidence of this policy.

Other observations.

The successful integration of the enlarged group is well underway. The combined cost savings and margin improvments, in turn leading to revenue growth, was evident to me, simply by browsing our new portal on the SKY interactive menu.

Yooplay has now become a portal, where the gambler, gamer, can access Yooplay, AVAGO and Fancy A Flutter all in one place. Yooplay has been refreshed and updated. I gained the distinct feeling of being in a portal, somewhere where I wanted to stay, rather than wandering aimlessly around the SKY interactive menu.

All of the three products mentioned above ARE being cross marketed, within the new portal, leading to higher revenues and vastly increased customer loyalty. For example, play for fun multi player poker, available on Yooplay, is actually being marketed on the AVAGO games menu. This suggests an agreement with the gaming board regarding REAL multi player poker on iTV, may not be far away.

Roulette is now on offer on AVAGO and Ch425 and looks extremely addictive. The merger delivered immediate margin improvements, which the gaming divsion is enjoying NOW. I have come away extremely impressed and is proof the management are not simply standing still and their is clearly much progress and hard work at Yoomedia HQ.

Gambling and games is only one divsion of Yoomedia. I can hold my hand on my heart, look myself in the eye and I'm 99.9% positve, Yoomedia will develop into a 200m+ company. This is not intended to be a ramp. I post positive messages everyday and it clearly has no effect on the SP in the slightest. Yoomedia have already stated that ONE of the business objectives in the next year, is to launch multiple television channels. Once again, this will provide cross marketing opportunitys and allow further opportunity's to integrate that new broadcast stream, with our mobile division. I am excited by the long term opportunity's available to Yoomedia and I beleive the curernt share price is undervalued on a 12 month outlook.

I cannot provide all the answers, but try my best to provide my honest opinion and of course, my posts are positive as I am a shareholder. Once again the successful integration of Yoomedia Gambling and Games with DITG & TGG is there in all it's glory. Draw whatever positives or negatives you like.

I'm certainly holding my 550k, along with the board of Yoomedia who own 28%+ of the company. The argument along the lines of "so all this good news and the SP does nothing" is just so incredibly weak. The same thought process could have been applied to GMC in 2004 and we all know what happened, Poker and a 10 bagger. It's impossible to predict when sharp movements occur, all one can do is make your investment decision your own and not be influenced by others, including me!

Full credit to PSmith for research.

And now another medium for Yoomobile - newspapers ????

Was just reading the " SUN " in the takeaway tonight, and they have just launched a text game, based on the fastest time to text a line of text.

This is going to be an ongoing game by the looks of it, with £ 50,000 of prizes.

Surely, as this is a speed texting challenge, timestamping must be part of it ???

Looks like an email to David Bainbridge is needed tomorrow, yet another potential avenue of revenue, with mass coverage in a popular daily paper.

Here's looking forward to the results, and thanks Tigger for the research.

Regards

Paul

Paul

It's not quite what it appears. Readers collect coupons and take them to the Carphone Wareehouse, where they use a special machine in store and have 2 and a half mins, to input the text message.

What a great idea, another use of our time stamping technology, not yet put forward on this BB. How many newspapers and other publications are there???

People will play, because of the percieved skill element involved. We all believe, we are somehow ahead of other people and games like this, play on this mentality.

As far as I know, never before have telephone based games, been promoted in this way. Is this correct?? If yes, what are the revenue generating possibilty's for the future?? How many publications are there?? Don't want to jump the gun, but this could be hugely profitable.

I've sent an e.mail to David Bainbridge with the idea, including the appropriate web link. It's food for thought!

So why does the chart look so crap ?

Dil

I refer you back to post 825 and have nothing further to add.

Cheers , re post 825 good last paragraph and I wish you well but until the chart says differently I will just sit and watch , seen too many jam tomorrow companies come and go.

Good luck.

Dil

Yoomedia are not a jam tomorrow company anymore. Even before the merger, broker forecast for 2005 FY was 2.6m profit. The market is awaiting the new broker research note, due on results day.

The revenue streams are now on tap and flowing, from all divisions. By all means sit on the sidelines, high risk, high reward, but definately not jam tommorrow, not anymore. I'm anticipating around 4-5m profit this year and 10m -12m next, but we need forward guidence from Yoomedia and broker.

No debt, with all net liabilty's from the merger cleared, now moving into profit, with a balanced stream of revenue flows and profits centres from all divisions.

Sit it out if you wish.

All the best.

Yoomedia are providing the SMS mobile service for the BBC's 'Test The Nation' on Saturday.

http://www.bbc.co.uk/testthenation/

Not forgetting the ITV show 'Millionaire' and CD:UK.

How long before Yoomedia completely dominate primetime television? We are witnessing this process unravelling now.

So where's the sp surge? With so much good newsflow you would have thought there would have been more interest.

queen1: In fairness to iPublic your query about the absence of SP surge against the background of excellent newsflow, was explained (at least to my satisfaction) in his post 825. We ought to be be reassured that it looks increasingly difficult to ramp shares on this site.
sd.

Why do my posts always appear with an "edit" suffix ?.
sd.

squidd

The edit function, allows you to amend your post, after you press 'post reply'.

Useful for spelling mistakes, adding extra thoughts.........

squidd, I wasn't questionning iPublic in any way. Just venting a small frustration. And I certainly don't care for ramping, quite the opposite in fact. I believe that a healthy dose of realism needs to be more apparent on many BB threads.

q1: Entirely agree; we have to look at all reasons for not buying shares and of course, the worst case scenario, in order to preserve hard won capital. Am comfortable with YOO, mostly on the basis of great depth to research on this site and sophisticated news-flow. (Also sleep very well at night despite implications of present timing).
Noticed you are into LUP. I was briefly, last Autumn, but quickly came to conclusion that old man Hutchins was spent force and disengaged.
I am mostly a bottom fisher, the chart for ELA illustrates my favourite and, so far, most profitable haunts.
sd.

One of the key reasons Yoomobile is winning a huge share of interactive SMS TV competitions is that they have market leading time stamp technology, that precisely times the receipt and delivery of each text message; in the context of a cash competition, this is crucially important for regulatory/legal reasons and I'm amazed they haven't been issuing press releases to advertise their string of recent successes like CD:UK, perhaps they're saving it all for the results...the bullish news from ITV yesterday on their digital channels should also be a wake up call on the boom in digital TV, where Yoomedia are one of the few quoted plays...a replay of last spring's bull run is in prospect hopefully.

Article in Shares mag today about the booming IPTV market. YOO got mentioned as one of the players.

do stream do this with american idol?

I see Yoomedia's roulette game on AVAGO and Ch425, boasts an impressive 97% payout! This will prove a very hard game to stop playing, once started. As a gambler myself, I know a 97% payout is an extremely attractive incentive to play. I can see many players spending hours, enjoying the payout, with the illusion of winning, when actually 'the house' is slowly but surely taking thier stake.

The popularity of roulette, will also keep gamblers, gamers, inside Yoomedia's new portal on SKY, consisting of AVAGO, Fancy A Flutter and Yooplay. All of our products can and are currently being crossed marketed, within this new portal, leading to increased revenues and developing customer loyalty.

Yoochat, due to be launched on SKY and NTL soon, can also be integrated into Yoomedia's new interactive portal. This will build a substantial gambling and gaming community, contained within one key area of the SKY interactive menu.

iPublic

Your projections of 5-6M and 10-12M pbt for 2005 and 2006 respectively seem to make sense. Expect there will be an analyst forecast from Evolution with a trading statement earlyish April. Have you spotted any date for this? How confident are you in your own figures? - don't feel I have a reasonable basis to make a selection, although your first figure makes sense in light of the previous forecast adding on the acquisitions. Projected pe would then be 14 and 7 respectively for 2005 and 2006 and that's based on the approved share capital which may not all be issued. If its established that profits are going through a phase for doubling on an annual basis, pe should be more like 30 and we are talking about an sp of around 35p. That'll do to be going on with!

The Shares article, referred to above, didn't appear that relevant to YOO except for another indication of the rapidly developing and increasingly flexible use of the digital TV. Suspect the best approach is to dream of what might happen and it will come to pass! - YOO-centred, of course!

Eric

Eric