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.

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

No date yet for results, probably end of March, start of April. My figures are only a speculative guess, based on last broker note, effect of aquisitions and my own knowledge of Yoomedia's business plan for 2005 and beyond. The broker note wil reveal all.

Remember the enlarged group has 29m of tax losses to utilise, so no tax payable for ages.

Couple of items for the new investors.

http://poker.sportinglife.com/News/story_56922.shtml

Multi-Player Texas Hold'em will be the first interactive poker game available on iTV in the UK to allow for simultaneous betting by thousands of players. Like its Internet counterparts, this exciting game brings all the thrill of a real card hall to iTV subscribers - super-fast pace, inter-player competition and camaraderie.

Features include a sophisticated tournament platform, which supports simultaneous multi-player gaming through a complex, table capacity management system. The game includes elements for community enhancement, based on a Zone4Play's proprietary consolidation server. This will transform the iTV experience by allowing the players to communicate and interact with each other. The game will be played according to customary game rules.

http://www.3g.co.uk/PR/November2004/8734.htm

Mr. Damian Cope, Managing Director, DITG Gaming, said: "We are delighted to be launching this service on 3 in conjunction with Zone4Play, and are convinced that mobile gambling revenues will grow strongly over the next few years. We are confident that both existing and future Avago customers will enjoy the ability to play games via their mobile handsets."

Mr Damian Cope is now Managing Director of Yoomedia Gambling & Games and of course, DITG, merged with Yoomedia last December.

Damian has worked in the interactive gambling industry since its inception and co-founded the UKs first Internet betting service, Blue Square. He went on to work at Hilton Group where he was instrumental in developing Ladbrokes.com into a leading multi-lingual gambling portal. Damian joined DITG in 2003 to head The Gaming Channel which operates the Avago channel and Channel 425 on Sky, the latter in partnership with William Hill, the UKs largest bookmaker.

Sent an hour at the house of an associate, playing with Yoomedia's interactive portfolio on SKY this afternoon, before his wife arrived home and booted us out the lonuge, anyway........

Yoomedia Solutions, have a brand new interactive game on Channel 425 called Spoof.

http://www.channel425.com/sched_fri.htm

Plays as the main broadcast stream, before 'Talksport' and later in the evening.

Visually extemely pleasing to the eye, players are presented with three human hands, and must guess before hand (no pun intended) the number of coins in total to be revealed. My friend and I lost 25 each, but we don't mind as we are both shareholders, he owns 80k and wishes he had my holding!

On to AVAGO, did not have long, due to his wife arriving back but noticed:

A permanent header, showing live, in the broadcast stream, a message inviting viewers to play for fun, multi player poker on Yooplay. The cross marketing benefits are obvious, as before the merger, this game could not hope to achieve this kind of exposure. I do find it interesting, Yoomedia are actively promoting this game to such an extent, AVAGO include it in the live broadcast stream. This leads me to speculate, an agreement with the Gaming board is possible in the near future.

In the AVAGO interactive gaming menu, Wheel Of Fortune on Yooplay is included in the game selection. Another example of the many benefits of the merger, cross promotion of products across all services, building customer loyalty and the all important community feeling. The revenue beneifts are obvious.

Thanks, iPublic; some hot potatoes there. By the way, if you put the web address in the link box and press 'insert website link' we will be able to go directly to the website.

Eric

http://www.channel425.com/sched_fri.htm

Just testing

Ruthie

It works!
I'll learn how to do this stuff eventually

Thanks Eric

Ruthie x

Ruthie

A pleasure! Hope that x was what I thought it was. :-) Eric (left with a smile on his face!)

We know 2004 revenues, meet director and market expectations, as stated in the merger document. December is the only unknown month, which included a product launch and is traditionally a month where interactive revenues pick up, due to the holiday period and the longer nights. No market guidence exists for 2005 until results day. Therefore, I'm 99.9% certain, no warning can or will be issued. This is the logic I apply and is my personal view, which others may not agree with.

I could provide you with the forecast revenue streams for each division of Yoomedia, for 2004, together with profit and revenue estimates for 2005. It would serve no useful purpose whatsoever, as the forward looking prospects for Yoomedia have been transformed beyond all recoqnition since the merger in December.

The Yoomedia in 2004, compared to the company we will be in H2 2005 and 2006, are worlds apart.

I could provide a list of revenue streams relevant NOW, but even this is subject to change at very short notice, with product launches due soon. I could not hope to do justice to the potential. We must wait for the broker document due on results day, who in turn is partly guided by the company. This will cover 2005 & 2006, detailed breakdowns of each new division, revenue, profit and EPS estimates, for 2005 & 2006.

The following is a list of newsflow which is expected BY ME and only ME, covering the period from results day, to year end 2005. The list represents my opinion and may not happen as I expect, due to various risk factors. I personally believe, the list below is a good representation of potential newsflow over the next 9 months. This list is NOT exhaustive and I'm certain there are commercial projects in development, I and others are not aware of. Bear in mind, Yoomedia will continue to be a sentiment driven stock, the list below might help.

Potential news for results day and 2005:

iPublic agreements.

Yoochat launch on NTL, SKY.

News concerning our 'Broadband TV' on NTL.

Interactive channel launches eg: Ch425 on Cable and a Dating Chanel on SKY and Cable, Mr Docherty has mentioned the dating channel in a recent interview.

Yoodating, launching on mobile phones.

Formal launch of the AVAGO casino games on mobile phones.

News on relaxation of gambling laws allowing Poker and Roulette which are not fixed odds.

General skill based gambling on iTV.

Yoomobile news.

International expansion spoken of in the merger document.

The agreement with third party broadcasters to provide interactive
services and games as mentioned in merger documment.

The UK currently has the highest digital television penetration per household in the world
and as such leads the world in deployed iTV services. At present, there are at least
thirteen million digital television households in the UK, with the Government intending to
convert the remaining ten million households to digital by 2010. This conversion will
allow every household in the UK with a television to access interactive services via the
red-button on the remote control from their set-top box or via their mobile phone.

The Enlarged Group Board believes that successful entertainment companies, in the
rapidly growing iTV sector, will be those that have the capability to operate on all digital
platforms and create unified brands across television, internet and mobile. The Enlarged
Group Board believes that the Enlarged Group will benefit from this, as it will become the
only independent operation, following Completion, to have this offering.

In the interests of balance, nothing is guaranteed and there are various risk factors. Please see the Malkie's post 6516 from this morning and you will understand the risks, helping you to make an informed investment choice.

The revenue streams and profit centres will be spread over many sectors and broadcast networks, which reduces investment risk going forward.

PaulSmith and I, consider Yoomedia is significantly undervalued, while accepting the risk factors referred to above. I hope you choose to invest in Yoomedia.

All my posts are I.M.H.O & D.Y.O.R.