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.

well that was worth waiting for

Added a few more today-will continue as cash comes available. Took losses on RGO and Orca both good tips by GF but gone to sleep so might as well cut and run!

Has todays news been totally overlooked or what? Where's all the volume?

chad

No volume without broker note, institutions will not buy blind and sheep retail will only buy in droves, when share is rising on volume, not when SP is static. Not long to wait now! Everyone could buy at once!

Would not be surprised to see forecast profit of 10m 2006, considering loss 2004 24m, to EBITDA positve March 2005, an amazing turnaround and must continue with management forecasting a profitable 2005.

thanks for that iPublic.

24m 2004 loss, to EBITDA positve in March is stunning!

6M cash in bank, + 4m banking facility - 0.6m net current liabilities.

Strong organic revenue and profit growth from this day forward.

Management had originally identified #2.0 million of annualised synergies
resulting from the acquisition of DITG. This estimate has now been revised to
#4.2 million. Of this amount, annualised cost savings of #3.6 million had been
realised by the end of the first quarter of 2005.

Within the Digital Solutions Division revenues have doubled since September 2004
whilst margin has grown by some 400%.

In the period since 30 September 2004 our gaming division has seen 50% growth in
monthly revenues on a like-for-like basis and a substantially improved gross
margin.

If I had any more money, I would buy!

iPublic

You and me too...what can I sell?

Ruthie

LOL

I had better not answer that!

iPublic

Ooops! Thanks for your discretion.

Ruthie

Via Vision can now offer a revolutionary broadband multicast product that allows companies to broadcast a live television channel over the Internet to all broadband users in the U.K. The new multicast technology allows companies to broadcast to an unlimited number of consecutive viewers 24hrs and day, 7 days per week for a fixed monthly cost.

Come on everyone, wake up! Not long ago the 'weak ones' were fretting over the future on digital, in the face of 'broadband tv' over the internet. Well the above, combined with the ICTV agreement means YOO in Broadband TV, in a big way!

Digital and Broadband TV - Yoo can have it all with YOO!

http://www.ateonline.co.uk/default.asp?showid=5&pageid=33&pressreleaseid=6313

Avago operator The Gaming Channel has signed the first in a flurry of third-party deals that will see it providing its interactive TV gambling technology to digital channels in the first quarter of the new year. Game In TV, owned by digital media group Viavision, has become the first customer outside The Gaming Channel stable to license its portfolio of iTV gambling services.

Damian Cope, Gaming Channel MD, said Game In TV was the first of 10 channels that would add its iTV gambling services within the next couple of months, the majority of which are existing TV channels. Game In TV is using own-branded Avago-style iTV games, including roulette, fruit machines and virtual horseracing, pioneered by sister channel iSportsTV.


"Damian Cope, Gaming Channel MD, said Game In TV was the first of 10 channels that would add its iTV gambling services within the next couple of months, the majority of which are existing TV channels."

Excellent, now I can partly see where the doubling of revenues for Yoomedia Solutions came from, since September. Margins up a staggering 400%!!!

I have never known a share like this. It has had so much good news and all the price has done is drift lower. And today's statement was excellent, relative to past performance and the sp surged ahead by a whole half pence. Wow. Not sure I can stand the excitement.

I shall keep adding at bargain prices while I can! It seems to me some of those City boys are none too bright and only wake up when the tip sheets start raising awareness. Present company excepted of course---keep accumulating!!

moneyplus

The City boys must be comatose!! YOO, NLR, GMC, SEO all sitting on excellent news and sp's drifting? Y/E blues?

Ruthie

I agree and feel confident my money invested will pay off rather than go down the pan. I am in all those shares- patience is needed-definitely year end blues!

Agree with you, girls, except that it is probably year-end reds! Man United and Arsenal shirts have the same effect on me. Pity I came out of Newcastle United - in a class of their own on the financial field, if not the football field.

I am wondering when we are going to see an Evolution forecast. It should be interesting. According to the prelims, YOO is trading at 8m+ per month and moving into positive cashflow; also revenue is increasing quite rapidly although we don't know the rate. The Gaming Group turned over 5m (consolidated accounts) in September 2004 so the growth rate is not that great. It also means that gambling/gaming is two-thirds of revenue and that has a high cost of sales. If the annualised figures this year bring revenue of 120m, however, you could see pbt of 10m and that would be a pe of around 7, depending on the shares cap. assumed. We really need a substantive forecast - no need for Evo to be reticent!

Eric

According to my information the research note is finished and possibly be out tomorrow morning.

Nice.

Yoomedia PLC
05 April 2005


5 April 2005

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

YooMedia plc ('the Company') has today been notified that on 5 April 2005
Michael Sinclair transferred 1,000,000 ordinary shares of 1 pence each in the
Company ('Ordinary Shares') to the Sinclair Charitable Trust (a registered
charity of which he is a trustee). Following the transfer, Mr Sinclair has a
beneficial interest in 24,450,660 Ordinary Shares, representing 5.35 per cent of
the current issued share capital. This transfer has been made at nil
consideration.



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

From Nissi Beach on another BB. Thanks Nissi


Nissi beach - 4 Apr'05 - 12:00 - 7067 of 7207

quick post in between meetings

good results after the clear out. all the bad news is out plus they have stored up some provision for next year. Onerous contract amount 2.3m might be a sand bag (techinical accounting term for being OVER prudent) without breaking any rules

Well done on that now Q1 can be clean and on profit

So average 8m per month rev which most must be Avago (say 5m v 3m from others including whoosh)

Using the 10% drop(GM%) indicated in merger docs gross margin 1.5m per quarter
Using 30% GM for other business (we know margin for dating and whoosh are very high)

Total GM for every quarter from now 4.2m on 24m revenue

Total costs indicated in merger docs of 1m per month making 12m over year

Extra saving above the 2m should make this 10m pa or 2.5m per quarter

So we have 1.7m per quarter operating profit

Q1 Q2 Q3 Q4
Avago 12 15 18 18 63
other 6 9 9 9 33
Rev 18 24 27 27 96

Avago 1.2 1.5 1.8 1.8 6.3
other 1.8 2.7 2.7 2.7 9.9
GM 3 4.2 4.5 4.5 16.2
Admin 2.5 2.5 2.5 2.5 10

profit 0.5 1.7 2 2 6.2

Goodwill 0.425 0.425 0.425 0.425 1.7

PBT 0.075 1.275 1.575 1.575 4.5

EPS 0.98

SP at 30x 29.35

Above are very conservative and do not include much growth