5 TSX Small Caps That Could Benefit From Big U.S. Exposure

Donald Trump’s election win could mean prosperous times for the TSX small caps on our list, which generate more than 60% of their revenue from the United States

SmallCapPower | November 30, 2016: Seeing that President-elect Donald Trump has said he is looking to renegotiate NAFTA, or simply scrap it in favour of higher tariffs on imported goods, Canadian companies are unsure of what will happen with Canada’s largest trading partner. That being said, Donald Trump’s America-first policies could benefit greatly the TSX small caps on our list today, which generate more than 60% of their revenue from the United States.

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capstone-logoCapstone Mining Corp. (TSE:CS) – $1.05
Specialty Mining & Metals

Capstone Mining Corp. is a mining company is engaged in the production of and exploration for base metals in the United States, Mexico, Canada and Chile. It has five segments: Pinto Valley, Cozamin, Minto, the Santo Domingo development project and Other. Pinto Valley Mining Corp., its subsidiary, owns and operates the copper Pinto Valley Mine located in Arizona. Its subsidiary, Capstone Gold, S.A. de C.V., owns and operates the copper-silver Cozamin Mine located in Zacatecas. Minto Explorations Ltd., its subsidiary, owns and operates the copper Minto Mine located in Yukon.

  • Market Cap: $407.67(mm)
  • YTD Price PCT Change: 138.6%
  • Total Revenue (LTM, Default, Millions): $604.75
  • Percent of revenue generated from the United States: 62%capstone-graph

zcl-logoZCL Composites Inc. (TSE:ZCL) – $12.17
Non-Paper Containers & Packaging

ZCL Composites Inc. (ZCL) is a Canada-based manufacturer and supplier of fiberglass reinforced plastic (FRP) underground storage tanks. The Company also provides custom-engineered aboveground FRP and dual-laminate composite storage tanks, piping and lining systems, and related products and accessories, where corrosion resistance is a high priority. Its segments are Underground Fluid Containment (Underground) and Aboveground Fluid Containment (Aboveground). The Company has three product groups: Petroleum Products, Water Products and Corrosion Products.

  • Market Cap: $372.47(mm)
  • YTD Price PCT Change: 79.8%
  • Total Revenue (LTM, Default, Millions): $187.08
  • Percent of revenue generated from the United States: 74%zcl-graph

canadian-logoCanadian Energy Services and Technology Corp. (TSE:CEU) – $6.31
Oil Related Services and Equipment

Canadian Energy Services and Technology Corp is a Canada-based company, which designs, implements, and manufactures consumable fluids and specialty chemicals for the oil and gas industry. The Company operates in the Western Canadian Sedimentary Basin and in several basins throughout the United States. In Canada, the Company operates under the trade names Canadian Energy Services, PureChem Services, Sialco Materials Ltd., Clear Environmental Solutions and EQUAL Transport. In the United States, the Company operates under the trade names AES Drilling Fluids, AES Frac Fluids, Superior Weighting Products and JACAM Chemicals. The Company offers total solutions at the drill-bit, at the point of completion and stimulation, at the wellhead and pump-jack, and through to the pipeline and midstream market.

  • Market Cap: $1,651.11(mm)
  • YTD Price PCT Change: 62.6%
  • Total Revenue (LTM, Default, Millions): $544.98
  • Percent of revenue generated from the United States: 69%canadian-graph

xtreme-logoXtreme Drilling Corp. (TSE:XDC) – $2.65
Oil & Gas Drilling

Xtreme Drilling Corp, formerly Xtreme Drilling and Coil Services Corp, is a Canada-based company engaged in the oil and gas drilling industry. The Company’s segments are Drilling Services, Coil Services and Corporate and Other. The Drilling Services segment operates a fleet of drilling rigs contracted with oil and natural gas exploration, and production companies and oilfield service providers. The Coil Services segment has coiled tubing well service units that target primarily post fracture treatment cleanouts, re-entry and horizontal drilling. Its ultra-deep intervention services include tubing conveyed perforating and mill outs following well, and hydraulic fracturing.

  • Market Cap: $226.12(mm)
  • YTD Price PCT Change: 55.0%
  • Total Revenue (LTM, Default, Millions): $77.54
  • Percent of revenue generated from the United States: 71%xtreme-graph

FTG Modified LogoFiran Technology Group Corp. (TSE:FTG) – $3.60
Aerospace & Defense

Firan Technology Group Corporation (FTG) is a Canada-based supplier of aerospace and defense electronic products and subsystems. The Company operates through two segments: FTG Aerospace and FTG Circuits. The FTG Aerospace segment manufactures illuminated cockpit panels, keyboards, bezels, and sub-assemblies and assemblies for original equipment manufacturers (OEMs) of avionics products, as well as for airframe manufacturers around the world. These products are interactive devices that display information and contain buttons and switches that can be used to input signals into an avionics box or aircraft. The FTG Circuits segment is a manufacturer of technology printed circuit boards. It serves customers in aviation, defense and other technology industries.

  • Market Cap: $80.11(mm)
  • YTD Price PCT Change: 51.9%
  • Total Revenue (LTM, Default, Millions): $78.62
  • Percent of revenue generated from the United States: 66%firan-graph