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: Thank you for the above. Could you please now publish some revenue and cashlow figures anticipated over the next 6/12 and 24 months, with if possible the same figures prior to the acquisition, and those anticipated as a result of a successful integration?

Presumably the Directors, and key employee renumeration levels are in some way linked to these figures hence my request (the company figures not renumeration levels). If Management can then start to deliver on the figures then of course we can have confidence that the good ship YOO is back on course, and therefore start to rebuild credibility amongst the many retail shareholders who feel rightly that they have been ripped off!

Rgds JGT

John

EVO research note, post merger not yet out, so we must wait. I expect estimates for 2005 and 2006.

Pre merger, kindly provide your e.mail address and I will forward you the EVO research from the Autumn, with a 35p target price.

iPublic: Please amend your MoneyAM set up so that I can send my email address to you as a separate message. It is quite easy to do. Could you also explain why the EVO note is not out yet? This has been promised for some time. JGT

John

Set up a Yahoo e.mail address, will only take a few minutes, then paste it here. You need never use it again.

EVO are not allowed to issue a new research note, until 2 months after the date of completion of the reverse takeover and admission of the new shares. This is due to Takeover Panel rules. The EVO note will be published on the 21st Feb or just after. Only a few weeks away.

iPublic

The preceding dialogue with johngtudor has been very interesting. I now realise why the EVO research note has been delayed. It may be a good thing anyway as it will allow time for palns to formulate and a view to be taken about trading prospects. I, for one, am prepared to wait although my stake is limited to CFDs; I may build on this in order to give a multiple; I do think it is a one way bet from here on - the question concerns the speed of progress to higher ground which should become clearer with the EVO note. I don't see how the previous EVO prjection is relevant as it preceded the takeover and is redundant in the light of the 150% increase in the share capital.

Another question raise by jgt is whether you and mactavish are impartial in your comments. Both of you give very insightful comments. I accept that you, in particular, were angered by the treatment of ordinary shareholders. There is nothing wrong with speaking on this board with some sort of vested interest. However, if that is the case, I,like John, believe it should be declared. The posts seem to demonstrate an insider view which I believe is very valuable but we need to know whether the views are impartial. If this is not the case, please accept my apologies and we can move on.

Eric

EWRobson

I agree the old EVO reserch is no longer relavant, although John may have it, if he manages to open a Yahoo e.mail account.

No need to be so paranoid. I am not an insider, just an ordinary shareholder with a large stake in Yoomedia, now 485k, having topped up on December 29TH. Every penny move is worth 4850 to me.

Was delighted with LloydsTSB's participation in the placement.

iPublic

Thanks for that - no offence meant and really a compliment reflecting your knowledge and insights; don't suffer from paranoia as a rule. That's a big stake although all these things are relative. YOO a buy in Shares review of Tips for 2004.

Eric

Yes, it is a large stake

It's important the key individuals on the board, have the incentive to drive the businesss forward, which is achived through existing large shareholdings and the options at 15p. Remember these are not free shares, the directors must still pay for them, meaning more funds for Yoo.

Although the placement discount was disappointing, we have all has the opportunity to buy around 17p anyway, which I have taken at 17.25p.

Onwards and upwards.

Put whats left of my YOO investment into MDW, in profit already and could recover losses very quickly, now that is a share for the future (hopefully!!)
I can see why 845k would make you stay though and I wish you well.

Andysmith

How much of the company do the MDW directors own?

iPublic: Thank you for your candour. I do not want to see the old Research note, it is the new one that is eagerly awaited. By the way I already have several Yahoo email accounts...but why you are unable to use the MoneyAM system is a mystery. Anyway I wish you well with your holding. By the way do you also post undeer the nomenclature Mactavish? JGT

No, although sometimes he pastes my posts from other boards, hence the similar style.

Mactavish is welcome to do this.

Radio stations dial into instant feedback
By Maija Pesola
Published: January 14 2005 02:00 | Last updated: January 14 2005 02:00

Music fans will soon be able to use mobile telephones to give radio stations instant feedback on latest hits and quiz competitions when Nokia launches handsets with an interactive "visual radio" capability.

Kiss FM, a Finnish radio station, will be first to launch services that use the technology - which works like the red button on digital television - in early March, followed shortly afterwards by Virgin Radio in the UK.

Nokia, which will begin shipping two kinds of visual radio-enabled handset models in February, is also in talks with a number of radio broadcasters across continental Europe.

Listening to the radio over mobiles is becoming more common - 15 per cent of handsets sold worldwide have an embedded radio tuner. Visual radio, however, takes things a step further. It will allow radio stations to send information to mobile phone screens at the same time as the tracks are playing - pictures of the artist, for example - or ask listeners to rate the song with a click of a button. Votes are transmitted back to the station instantly.

Most interestingly, radio stations will be able to use the interactive connection to sell listeners a ringtone version of the track, or concert tickets, CDs and DVDs.

Ringtones alone are a huge business - about 3.5bn songs are downloaded worldwide each year - so this could significantly enhance radio station earnings.

James Cridland, managing editor of Virgin Radio's new media operations, says advertisers are enthusiastic about the prospects. According to Virgin's research, the addition of a visual element can make radio advertising 50 per cent more effective. Virgin Radio already has some experience of this from streaming text and pictures to the screens of DAB digital radios, and from its internet radio services.

"Radio is a great medium for emotion and immediacy," Mr Cridland says. "But if you can make it more permanent - keeping a telephone number on a mobile screen for example - it can be much more powerful."

Visual radio also will give radio advertisers, for the first time, a channel by which listeners can respond directly. They will be able to see exactly how many people are listening and know who those listeners are.

"For the first time radio advertising can become measurable," says Reidar Wasenius, who heads the radio project at Nokia's multimedia unit. "This is a potential disruptor to the music industry business model. Rather than radio stations being paid rates based on the estimated number of listeners, they could pay stations based on how many copies of a song they sold. Radio stations could become more like retailers."

Mobile phone operators on the other hand, will be hoping that these services will help speed flagging adoption rates for higher-speed mobile data connections. In order to use the interactive services, mobile users will need to upgrade their mobile phone connection to GPRS, which transmits data faster than standard GSM.

Adoption of the technology could also increase average revenues per user for mobile operators, as research by Nokia has shown that mobile users would be willing to spend an additional 5 to 6 (3.50 to 4.20) per month on accessing interactive radio services. Nokia is providing radio stations with the back office software to run visual radio free of charge.

The company hopes to reap the benefits in the form of handset sales. It expects to sell 100m handsets with visual radio capability over the next two years. If successful, this would form an important part of the 300m new subscribers the company hopes to capture from new growth markets by 2007.

Nokia could also make money from licensing the handset technology to other handset manufacturers.

A number of mobile operators have been experimenting with different forms of mobile interaction. For example, Orange in the UK has teamed up with the Woolworths hit40uk chart to stream information to mobile phones while the chart plays on Sunday nights.

BT Wholesale and Digital One, the digital radio station, announced a partnership last year to look into broadcasting multimedia services to portable devices including personal digital assistants, mobile phones and portable digital radios.

Despite such telecoms industry interest, none of the other handset-makers appears to be working on interactive radio features. "When we announced our NGage gaming console a few years ago, there was a flurry of announcements from other manufacturers that they were working on similar things. But this time - nothing," says Mr Wasenius.

So whether this puts Nokia at a great first mover advantage or out on a limb in a very unproven market will not be seen until much later this year

Thinking about dipping in to YOO. iPublic - you are obviously very confident about the future for YOO given your sizeable stake. What is it for you that makes YOO so appealing?

chad

I am not surprised that iPublic hasn't rushed to answer your question. I suggest you read some of his previous posts which have been most informative; also those of mactavish. Then come back with some specific questions. Not meaning to offend, just suggesting that we are business-like in conducting these columns.

Eric

EWRobson

Do you think we could get one of the informative posters to draw up a list of risks associated with this business?

Chad

If you read the last three months posts on this BB and the other Yoomedia boards on the internet, you will receive all the information you need to make an investment decision. Sorry I can't answer your question, but sometimes I need a break.

The Gull

Do you mean risks associated with the business itself or risks associated with investing in it? Serious difference. Thank goodness I don't have to worry about the former - the MD;s secretary breaking her leg or having a baby, for instance!

As an investor, I like risk. No risk, no rewards! That's one of the problems I have with the new YOO: less risk with all this extra money, extra skills (e.g. in technology) larger platform in some of the key business sectors. It seems to me that a small emerging company, as YOO was last year, is risky for the investor, but the rewards are large, measured as the cap goes from, say, 10m to 50m. The cap has more than doubled with the last takeover whilst shareholder's equity has fallen. That was an unforeseen and most unpleasant risk. What is the risk of loss in value of shares from current level? Underpinned, I think, by the 15p placement price. Offset by Evolution having a case to prove to the investors they've brought on board. Very little downside from here. Upside not as good as it was in percentage terms. I would think though that it will have compound growth of not less than 20% over the next several years and could be twice that. That's just reflecting the growing market and YOO's unique position in it. Can't think of a comparable share - perhaps someone else can?

Eric

ipublic, re:post 449.
MDW CEO and directors own >20% of company, difference being that not acquired by ripping off existing holders.
Again, I think that YOO will be successful in time but having made a 30% loss on YOO thanks to the placing, I am pleased to be >20% up on MDW already.
How much of your 485k was bought at sp <20p? If most you will be comfortable about your prospects, i had only a small holding and bought at a high price.
I think my decision was right and I also think your decision is probably right.
Good Luck and I admire your allegiance to YOO.

mactavish/ipublic and others,
I will continue to monitor this thread and if it feels good I may come back to YOO but I will always be nervous now after the recent actions, once bitten!!
Keep up the excellent work and info and I wish you well. Andy.