Equity Story Group Ltd (eqs) Logo

Equity Story Group Ltd (EQS)

___:___ · Financial Services
0.00
0.00
(0.00)
VOLUME
DIV YIELD
PE RATIO
1 YR RETURN
52 WEEK RANGE
SPONSORED

A Deep Dive profile provides ASX listed companies with an opportunity to tell their story in plain English.

Company Deep Dive

Equity Story was founded in 2007 and is a results-driven share market trading advice, research, recommendation and educational subscription business. Equity Story was founded to provide its clients with general financial product advice, to help its clients to make more informed trading decisions, and provide actionable investment recommendations handpicked by Equity Story’s investment team.

Equity Story Fund is the fund manager of the Equity Story Growth Fund, which operates on equity fundamental and technical strategy, focusing on medium to long term growth opportunities.

Highlights

Led by experienced and dedicated Management Team

The Company is working with both Australian and US financial services licensing advisors to upgrade Equity Story’s AFSL to include managed investment scheme products

Capturing a growing number of retail investors who are underserviced by the mainstream wealth management industry

Extensive database of 40,000 subscribers with around 1,200 subscribers paying annual membership fees

Positive track record of investment returns from general advice and commentary provided to subscribers

Showcase your ASX company to 500k+ investors

See Corporate Services

People

Board of Directors

Ben Loiterton

Non-Executive Chairman
Sep 2021 - Present

Ben has over 28 years’ experience in investment banking, corporate advisory, business management and entrepreneurial activity. He is an experienced public company director having served on four ASX-listed company boards and various private company boards and advisory boards.

Profile

Ben Loiterton

Non-Executive Chairman

Sep 2021 - Present

Ben has over 28 years’ experience in investment banking, corporate advisory, business management and entrepreneurial activity. He is an experienced public company director having served on four ASX-listed company boards and various private company boards and advisory boards.

Ben has extensive experience with driving IPOs, equity capital raising transactions, corporate finance, mergers & acquisitions, commercial strategy, financial management and capital structuring. He has direct experience in a wide array of sectors including software technology, IT services, financial services, ecommerce, telecoms, media, and both new economy business models and traditional businesses. He has co-founded several start-up businesses and arranged equity funding across the full spectrum from seed capital to private equity transactions.

Ben is currently a Non-Executive Chairman of Simble Solutions Limited (ASX:SIS).

The Board considers that Ben is an independent Director.

Trent McGraw

Director and Chief Executive Officer
Aug 2020 - Present

Trent has over 14 years’ business and executive experience. In 2020, Trent co-founded Equity Story Fund, being the fund manager of the Equity Story Growth Fund, which primarily makes investments in both domestic and international equities utilising in-house fundamental and technical research analysis.

Profile

Trent McGraw

Director and Chief Executive Officer

Aug 2020 - Present

Trent has over 14 years’ business and executive experience. In 2020, Trent co-founded Equity Story Fund, being the fund manager of the Equity Story Growth Fund, which primarily makes investments in both domestic and international equities utilising in-house fundamental and technical research analysis. Trent is currently the Chief Executive Officer of Equity Story Fund. Trent is also a director of Equity Story, a stock market research, recommendation and education firm since 2016.

Prior to his directorship roles in Equity Story Fund and Equity Story, Trent co-founded Edison Capital Group, a venture and seed capital investment company in 2014 and became the Chief Executive Officer of Edison Capital Group in 2017. His previous experience also includes a directorship role in Fifo Capital Australia Pty Ltd, a business financing company.

Trent holds no current directorships in public companies.

The Board considers that Trent is not an independent Director.

David Tildesley

Executive Director
Sep 2021 - Present

David has over 20 years’ business and executive experience. David co-founded Equity Story in 2007. David has been the lead technical equities analyst of Equity Story since 2010 and is widely regarded as one of Australia’s leading trending analysts.

Profile

David Tildesley

Executive Director

Sep 2021 - Present

David has over 20 years’ business and executive experience. David co-founded Equity Story in 2007. David has been the lead technical equities analyst of Equity Story since 2010 and is widely regarded as one of Australia’s leading trending analysts.

David holds a Degree in History and Sociology, a diploma in Financial Markets through the Securities Institute of Australia and maintains RG146 accreditations.

David holds no current directorships in public companies.

The Board considers that David is not an independent Director.

Mark Goes

Executive Director
Sep 2021 - Present

Mark has over 20 years’ experience in financial markets, most recently as a senior securities advisor. Mark co-founded Equity Story in 2007. He is currently the head of AFSL Compliance at Equity Story. Mark previously held positions as an investment advisor at Morgans Financial, RBS Morgans and HSBC James Capel Australia.

Profile

Mark Goes

Executive Director

Sep 2021 - Present

Mark has over 20 years’ experience in financial markets, most recently as a senior securities advisor. Mark co-founded Equity Story in 2007. He is currently the head of AFSL Compliance at Equity Story. Mark previously held positions as an investment advisor at Morgans Financial, RBS Morgans and HSBC James Capel Australia.

Mark has extensive experience in domestic and international equity markets, equity derivatives, initial public offerings, unlisted and greenfield capital raising, private placements, institutional and retail equity operations, estate administration, insurance and superannuation investment advice.

Mark holds a diploma in Financial Markets through the Securities Institute of Australia and has achieved accreditations as follows: Superannuation, Insurance and Derivatives (ADA2) and is RG146 compliant. He is currently a member of the Stockbrokers and Financial Advisers Association (SAFAA) and a registered member of the Tax Practitioners Board (TPB).

Mark holds no current directorships in public companies.

The Board considers that Mark is not an independent Direct

Services

Independent Investment Research Services

EQS provides independent investment research services to its clients, by offering unique and entertaining general stock market investment advice to its subscribers. Its annual advice subscription packages fees range from $1,500 to $2,500 and has also introduced multi-year subscription packages to include 3-year, 5-year, and 8-year subscription packages, ranging from $2995 to $4995.

Membership Packages include:

  • A daily 15-20 minute ‘Market Watch’ video at 11:30am (AEDT) every trading day of the year in Australia.

  • Actionable short/medium and long term investment recommendations based on technical and fundamental analysis

  • Access to twice-weekly live webinars, where paying subscribers are able to ask questions to Equity Story’s analysts

  • A range of trading ideas every Sunday to include what Equity Story’s team of analysts consider to be the best technical equities

 

Investor Education Services

Equity Story offers investing and trading educational courses to its clients. These education courses are delivered online as a full day event, where attendees are taught Equity Story’s proven, actionable and easy-to-follow 7-step investment strategies. Equity Story’s investing and trading educational course included the following content:

  • Investing and trading mindset and planning;

  • Technical analysis to include interpreting technical indicators and signals

  • Fundamental analysis

  • Risk management to include using trade signals, risk-reward analysis and using stop losses

 

Funds Management

The Equity Story Growth Fund was launched in September 2020 with a total of $3.72 million funds under management and currently with over $5.0 million funds under management (FUM). The Equity Story Growth Fund invests in both domestic and international equities and implements an equity fundamental and technical strategy, focusing on medium to long-term growth opportunities.

Access for Clients to Investment Opportunities

Equity Story has entered into a joint venture arrangement with Andover Corporate Finance Pty Ltd (Andover), where Andover will procure and manage, in consultation with Equity Story, equity securities investment opportunities for distribution to Equity Story’s database of Subscribers.

Equity Story’s joint venture partnership with Andover will add corporate advisory as well as access to on-market ASX equity placements, IPOs, and other capital-raising capabilities to the Company.

Milestones

Historical Milestones

EQS has recently engaged an award-winning digital marketing agency, King Kong to promote Equity Story’s range of services both here in Australia and, if required, overseas
EQS Fund has also entered into a corporate authorised representative agreement with Primary Securities Ltd (Primary)
Improved average monthly and annual subscription revenues

Future Milestones

Increasing the subscriber base to include customers from other geographies (subject to regulatory requirements)
Secure US Securities and Exchange Commission (SEC) Investment Advisor licence or registration
Upgrade Equity Story’s AFSL to include managed investment scheme products and to enable Equity Story’s advisory business to discuss Equity Story Fund with its Paying Subscribers
Expanding into potential new verticals and adjacent businesses across the financial services landscape

Resources

Quarterly Activities Report - June 2022

26 Jul 2022 | Report
PDF (388.6 KB)

Presentation

03 May 2022 | report
PDF (1323.5 KB)