Sharesmagazine
 Home   Log In   Register   Our Services   My Account   Contact   Help 
 Stockwatch   Level 2   Portfolio   Charts   Share Price   Awards   Market Scan   Videos   Broker Notes   Director Deals   Traders' Room 
 Funds   Trades   Terminal   Alerts   Heatmaps   News   Indices   Forward Diary   Forex Prices   Shares Magazine   Investors' Room 
 CFDs   Shares   SIPPs   ISAs   Forex   ETFs   Comparison Tables   Spread Betting 
You are NOT currently logged in
 
Register now or login to post to this thread.

yoomedia share for the future (YOO)     

mactavish - 10 Sep 2004 22:20

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.

iPublic - 11 Mar 2005 18:01 - 848 of 3776

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.

EWRobson - 11 Mar 2005 21:46 - 849 of 3776

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

A Ruthies Fund - 11 Mar 2005 22:11 - 850 of 3776

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

Just testing

Ruthie

A Ruthies Fund - 11 Mar 2005 22:13 - 851 of 3776

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

Thanks Eric

Ruthie x

EWRobson - 11 Mar 2005 23:18 - 852 of 3776

Ruthie

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

iPublic - 12 Mar 2005 00:42 - 853 of 3776

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.

A Ruthies Fund - 12 Mar 2005 14:36 - 854 of 3776

iPublic

Thank you very much for the newsflow list. I have pasted it into my YOO file and will be very happy to tick the items off as they occur. I too have high hopes for YOO's future.

Regards Ruthie

Mr Mole - 15 Mar 2005 10:46 - 855 of 3776

7% up so far today...any YOO news out there?

chad - 15 Mar 2005 11:17 - 856 of 3776

could just be a tip in a paper or something thats sparked the buying today.

mactavish - 15 Mar 2005 11:24 - 857 of 3776

Looks like investors are not leaving it to chance any longer.

On the run up to results, I think in view of all the positive news out in the public domain, we will see a steady rise up to results time.

And if the results are better than expected, with further positive news, and positive outlook, it can only be a rise Northwards, In my opinion.

Since the merger, the price has risen 20% based on today's current mid price, so I wouldn't be surprised to see some selling also, not a bad return for those who just wanted a short term punt, but, again, I believe the real winners with Yoomedia, are going to be those to stick it out over the next 5 years as a minimum, the TV landscape will change dramitically over that period, to encompass, DTV, iTV and Broadband TV - all of which Yoomedia have a good presence at a relatively infant stage still - as this sector grows dramatically over the next 5 years, so will Yoomedia - I wouldn't even like to hazzard a guess at where they will be in 10 years time, when the mass market will be global - take a look at www.dtg.org.uk to see the current growth in DTV globally for yourselves

Regards

016622 - 15 Mar 2005 11:36 - 858 of 3776

might be hard to have a rise southwards Mac!

proptrade - 15 Mar 2005 11:39 - 859 of 3776

this stock looks pretty interesting....who are its competitors?

proptrade - 15 Mar 2005 11:45 - 860 of 3776

also one other question...is their time stamp technology exclusive?

iPublic - 15 Mar 2005 11:59 - 861 of 3776

proptrade

Yes exclusive and yes, patented.

proptrade - 15 Mar 2005 12:20 - 862 of 3776

and are there any serious competitors in the space or mas YOO got a jump on them?

cheers iPublic

rgds
PT

iPublic - 15 Mar 2005 12:36 - 863 of 3776

proptrade

Yes, of course, competitors in certain areas, very little in others. There is room for 5 or 6 large supermarkets, yes? All very profitable!

There will be more merger activity between players, over the next three years.

I'm in for 550k, but I urge you to conduct your own research before buying. This is the best way, after all.

proptrade - 15 Mar 2005 12:53 - 864 of 3776

i am just looking for a few different ideas and i like the look of the sales growth...big jump last interim and from the look of mast posts that will rise dramatically in 2005/6. if this is a 3G killer app then who knows how this goes...

016622 - 15 Mar 2005 16:14 - 865 of 3776

another fun days trading in the life of a yoo investor....

EWRobson - 15 Mar 2005 22:43 - 866 of 3776

iPublic

With about 465K SEO (last count, tends to rise daily) I'm hoping SEO soars first and then I can build up YOO from 100K. You have to rank both in terms of expectations and also in 'soaring-sequence'; one day I'll get it right!

Eric

mactavish - 16 Mar 2005 15:36 - 867 of 3776

Things not so bad had 200 on Moscow Flyer at 7/4.
Register now or login to post to this thread.