Aclara Resources

No single shareholder holds a bare majority, but the two largest blocks are both Hochschild-family-linked: New Hartsdale Capital (largest shareholder) is the Chairman's personal investment vehicle, distinct from the corporate Hochschild Mining plc stake — combined that's ~55% under common family influence, though not a single controlling parent entity. GLEIF (LEI 549300V8ITKL5RQLZQ44, record status LAPSED) reports Hochschild Mining Holdings Limited/Hochschild Mining plc as direct/ultimate parent; this reflects Aclara's pre-2026 majority ownership (Wikipedia cites a historical 55.9% Hochschild Mining stake) and is now stale following dilution via 2026 private placements — treated as corroborating history, not current control. Remaining ~34% is CAP S.A. (10%) plus dispersed institutional/retail.

This company sits on the supply side for 2 of its 2 materials — a restriction on those is a tailwind, not a headwind.

Dossier discloses a dysprosium, terbium or samarium material exposure directly — A61 §1(2) names Dy/Tb-containing NdFeB and SmCo magnets by element.

A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.

As a producer, policy pressure across its produced materials is rising.

Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.

No actions in the register have named or swept this company in the last 24 months.