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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.

bhunt1910 - 09 Aug 2005 10:28 - 2401 of 3776

Mactavish - if I may be so bold - your postings - whilst they contain loads of useful info - put me off and I only ever read the first 2 or 3 lines before I switch off and skip down to the last para. I am sure that this means I miss lots of important info.

I am not sure if others think the same or if I am in a minority of 1 - but I would certainly appreciate shorter summaries..Just my feedback for what its worth

BTW - I thought u did an excellent job with the interviews - quite enlightening

Baza

willfagg - 09 Aug 2005 10:32 - 2402 of 3776

do we know they are still lossmaking now?figures quted are alays historical and the company in its new enlarged form does not have a lot of history. It is much easier to drive profit out of a 100 mill T/O company that is reporting sales growth as sales increase faster then overheads.The next set of numbers reported will be of particular interst to se the progress being made.I would have said that particularly YOO is about the long term and that is what makes them so exciting. IYou may be right about the share price but I think the recent announcement has alerted investors to the fact that the recent fall was an over correction.It isnt long ago the institutions bought in at 15p!It would be interesting to know if they are still in or have moved on.

iPublic - 09 Aug 2005 10:43 - 2403 of 3776

Bear in mind the targets have only been missed, because of a delayed contract with Hill's, until the end of the year, due to Hill's buying Stanley Leisure. Not due to lower than expected revenue from iTV gambling, which was an assumption, the less astute investors arrived at. The contract is for 5 years.

A few months ago, Alphameric announced a major contract with William Hill relating to technology installations in WH outlets. The acquisition by WH of
the Stanley Leisure betting shops has increased the scope of this contract. YOO's services cannot be rolled out into the betting shops, until this technology installation is complete in over 1000+ shops.

The important part is this. Although the launch of YOO's services in Hill's was delayed until the end of the year, in the end, due to the extended Alphameric contract, the amount of business is MORE than EVO originally anticipated, because the Stanley Leisure shops, increase the Hill's portfolio.

YOO need Alphameric to roll out infrastructure, before our services can be provided.

Have you acutally grapsed the above yet? 2006 is only a few months ahead and the markets, always look forward 12 to 18 months with shares like Yoomedia.

EBITDA positive since March with 5m in cash since then. This means they can pay the wage bill.

Now turning PROFITABLE on a month by month basis about now, according to FD.

moneyplus - 09 Aug 2005 12:00 - 2404 of 3776

cheers ipublic--haven't heard from you for a while. pleased to see the recovery and planning to add as soon as I have some spare cash.

iPublic - 09 Aug 2005 19:06 - 2405 of 3776

Posted on another BB. Credit, Paul Smith

So - looks like 10p is the new resistance level - tested earlier, and now back to 10.5p - a very positive day, and should well and truly see all the shorters out this week - then nicely up to 15p on the run in to interim results, more than a possibility now.( wait until everyone gets confirmation of the growth this company has achieved, as it moves into profit )

The more you look into the presence that Yoomedia have on BSKYB, and how greatly their presence has increased on DTV from that early Freeview CH 53 entry - the more and more I think BSKYB will end up taking Yoomedia out - when the management feel the time or price is right - certainly not inside the next three years, no way will Dr Sinclair sell this one short, he knows exactly where this company is heading.

I Believe from the facts out their the fastest period of growth will be over the next three years within the UK, based on industry fact, there is plenty of figures out there in the market place, I would suggest anyone who is not on this ride yet, find them, or look back on some of the earlier threads.

After that, when the USA fully kicks off, who knows where this share will head then, I would not even like to hazzard a guess.

Looking forward to next year, we can safely say, that William Hill was expected to provide in the region of 5 million to this years figures, based on the fact that profit was projected of 4 million, and now that the William Hill contract will not kick in until 2006, we have a forecast loss now of 1 million.

Don't lose sight of the fact that when the figures for this year were produced, William Hill had not taken out Stanley Leisure then - this now adds a further 600 outlets to William Hill's existing 900 outlets - effectively this 5 year contract has now gone up in the region of 66% in size - yes, Channel 425 will be plugged in over 1500 High Street outlets, and it is more than probable, that inline with the AVAGO announcement, William Hill gaming will also be available to all adult mobile phone users - an amazing prospect, William Hill will be plugging this like mad, as it has to be more cost effective for them, as like the banks, in time, they will reduce the presence on the High Street - hence the City excitement at the moment with Yoomedia - as this part of the business could benefit many businesses, and once they see Yoomedia's own inhouse model working, watch out - you just won't know where the next RNS will be coming from - who knows " eBay announce major partnership with Yoomedia to bring online auctions seamlessly across Mobile, Internet and iTV platforms " - eBay would know something like that would instantly send their own shares skywards - as it would add a further 25% of potential users to its already successful worldwide model - that is why Yoomedia is featuring in my bottom draw portfolio, along with my Tesco and ROK Build.

Like Dr Sinclair, I look forward to next few years with relish, and a conservative profits forecast of 10,000,000 is surely not out of the question for 2006, this would give EPS in the region of 2p ( already forecast by EVO earlier in the year ), and a PE of at least 40, given the fact that turnover would have risen in the region of 36500 % over the last three years - amazingly fast growth.

Yoomedia at 3.9p per share just under two months ago, is now looking more and more like one of the top " no brainers " of the year, and am glad that opportunity was given to me to average down to a level where I believe I will break even sometime this year at 19p - if only I had have had the funds available, I would most certainly been in profit, but you can't have it all way, and I am a patient sort of chap who can wait for the future rewards, of a much higher SP with divedends to boot - and you never know, like BSKYB are doing now, there may even be cash to give back.

Yoomedia - what a fantastic business model, let BSKYB, NTL, Telewest & FREEVIEW ( especially look at the market leader BSKYB and see the cash burn thye once had - frightening ) do all the marketing to get themselves into now over 13 million UK homes via DTV, and just about every home via mobile ( this is greater than the eBay business model, who really have only been able to get into homes with a PC - and look how successful they have turned out to be ), by 2012 Yoomedia will be available in all UK homes, and by that time, like eBay will be going international.

Can you believe this share stands at just 10.75p today, will all that potential infront them - this IMHO, DYOR is the best buy out there at the moment for long term growth, and just like Polly Peck did once, feel certain for those that have the nerve now to buy and hold, will make a lot of people very rich for a minimal outlay.

Regards

Paul

PS - I showed a friend who is heavily into Poker Yoomedia's offering on Channel 279 last night - he liked it a lot, very playable, myself as a keen roulette player now and again also like the Roulette

ibizamatt - 10 Aug 2005 08:48 - 2406 of 3776

Anyone know when the next results are due ?
Thanks.

ibizamatt - 10 Aug 2005 09:07 - 2407 of 3776

When will next results be please ?
Thanks.

mactavish - 10 Aug 2005 09:09 - 2408 of 3776

Early september.

ibizamatt - 10 Aug 2005 10:16 - 2409 of 3776

Ok thanks, and we're expecting positive statements, but no amazing figures as yet.
Comments?

mactavish - 10 Aug 2005 12:50 - 2410 of 3776

YooMedia plc is an independent interactive entertainment group that delivers B2C services and B2B solutions over Digital TV, mobile phone and the web.



YooMedia owns and operates popular B2C brands in the high-growth sectors of Dating and Gambling. Dateline is the UKs most established dating brand while Avago is leading the way in multi-media gambling that offers customers a single e-wallet payment solution.

Through YooMedia Enhanced Solutions (YES), YooMedia also designs and delivers leading-edge B2B solutions for brand owners, agencies, content developers and broadcasters. YES offers its clients YooMedia's vast expertise and experience in the core interactive platforms of Digital Television, Mobile and the Web.

YES has worked with many of the UK's leading companies including William Hill, the BBC and Nestle.


ibizamatt - 10 Aug 2005 15:19 - 2411 of 3776

Well Im in today at 10.2p.
Looking forward to the next few quarters results announcements.
Bring it on!

bhunt1910 - 10 Aug 2005 15:20 - 2412 of 3776

Was that I'm in today or 1 million in today Ibiz??

hewittalan6 - 10 Aug 2005 15:31 - 2413 of 3776

Still got both my YOO shares, Baza.
Alan

willfagg - 10 Aug 2005 15:59 - 2414 of 3776

they are working hard at keeping the price down today again!Blue everywhere and they still keep the price down. This is a common trait with YOO over the last two weeks.

mactavish - 10 Aug 2005 16:07 - 2415 of 3776

just turned blue.

willfagg - 10 Aug 2005 16:19 - 2416 of 3776

but weve been running with buys being double sells and it takes until now to go blue!Thats my point, YOO seems to have to do over the odds to go positive but if anyone sneezes they are marked down.I guess it cant go on forever as technically at some stage they will run out of stock if they kept doing that

willfagg - 10 Aug 2005 16:22 - 2417 of 3776

I have to admit that blue is anice colour. YOO and BLUE ...it rhymes. I think im off to the funny farm now

bhunt1910 - 10 Aug 2005 16:39 - 2418 of 3776

Alan - sold half of mine at 11p - kinda expected it to go lower - but I think it has found its support level now

Baza

ibizamatt - 10 Aug 2005 16:48 - 2419 of 3776

Made just over 5% today then.
Not a bad start. Lets hope for more positive RNS and quarterlies. Should be a goer.

hewittalan6 - 10 Aug 2005 17:13 - 2420 of 3776

Just kidding Baza. I still hold all mine. Got in at 13p, cos I thought there was good long term value to be had, and I still suspect this might become a takeover target, cos of its contracts and the general feel of this sector. When I bought I expected 20p by xmas and that hasn't changed, though I must admit to losing sleep a few weeks ago as it plummed the depths!!
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