A*STAR, Tradepro, REDWAVE, and the Rise of a Verified Circular Economy Powered by SMX

Rhea-AI Summary

SMX (NASDAQ:SMX) and partners A*STAR, Tradepro, and REDWAVE describe a verified circular economy using molecular identification to convert plastic waste into specification-grade feedstock.

Key claims: identification accuracy of 99%–100% at industrial throughput, sorting speeds near 2 meters per second, price premiums of 20%–40% for certified material, and recovery efficiency gains of double-digit percentages. The release frames identity as enabling measurable recycled-content compliance, stronger domestic feedstock supply, and new monetizable digital marketplaces for recycled kilograms.

Positive

• Identification accuracy of 99%–100% at industrial throughput
• Certified feedstock can earn 20%–40% price premiums
• Sorting throughput capability near 2 meters per second
• Recovery efficiency improves by double-digit percentages
• Enables measurable compliance for recycled-content quotas

Negative

• Global recycling rate remains below 10%, limiting current circular supply
• Recyclers face price discounts when material identity is unverifiable (claimed 85% vs assumed 60%)

Key Figures

Convertible notes $15,000,000 Principal tied to resale of up to 22,590,361 shares at $0.332 floor (424B3, Oct 23, 2025)

Resale share count 22,590,361 shares Ordinary shares registered for resale linked to convertible notes (424B3, Oct 23, 2025)

Reverse split ratio 10.89958:1 Reverse stock split effective Oct 23, 2025, reducing shares to ~1M (6-K, Oct 21, 2025)

Reverse split ratio 8:1 Additional reverse split effective Nov 18, 2025, reducing shares to 1,050,572 (6-K, Nov 14, 2025)

Incentive plan increase to 10,785,000 shares Authorized Ordinary Shares under 2022 Incentive Equity Plan (6-K, Nov 25, 2025)

Plan awards 6,935,000 RSUs & 3,850,000 options Grants under amended 2022 Incentive Equity Plan (6-K, Nov 25, 2025)

Sorting speed two meters per second REDWAVE sorting infrastructure throughput in plastics recovery

Sorting accuracy 99% to 100% Early tests of SMX markers at full industrial throughput

Market Reality Check

$331.98 Last Close

Volume Volume 3806750 was roughly in line with the 20-day average of 3851456 (relative volume 0.99) before this release. normal

Technical Shares traded below the 200-day MA of 2133.1 at a pre-news price of 331.98, despite a 137.96% prior 24h move.

Peers on Argus

Pre-news, SMX had a large recent gain of 137.96% while sector peers showed mixed moves: some large ups (e.g., LICN +36.58%, PMAX +20.36%, SFHG +8.91%), one small gain (NISN +0.29%), and one decline (SGRP -2.41%). No peers appeared in the momentum scanner, indicating SMX’s setup looked company-specific.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Dec 05	Identity tech thesis	Positive	+138.0%	Framed SMX as foundational identity tech for gold, ESG and digital assets.
Dec 05	Identity layer focus	Positive	+138.0%	Positioned SMX as an identity layer tying materials to Plastic Cycle Token.
Dec 05	Cross-sector adoption	Positive	+138.0%	Highlighted validation across gold, rare earths and recycled materials.
Dec 05	Convergence moment	Positive	+138.0%	Described feedback loop between gold, rare earths, ESG and digital assets.
Dec 05	Infrastructure framing	Positive	+138.0%	Framed SMX as permanent provenance and authentication infrastructure.

Pattern Detected

Recent SMX news positioning the technology as infrastructure for material identity coincided with a sharp positive price reaction; all five prior identity-focused releases aligned with a 137.96% move.

Recent Company History

Over the last week, SMX’s news flow has consistently framed its technology as a foundational identity layer for physical materials. Releases on December 5, 2025 described molecular identity across gold, rare earths, plastics, textiles, ESG supply chains, and digital assets, emphasizing cross‑sector adoption and infrastructure‑like characteristics. The current plastics circularity article extends that same narrative into recycling and national‑level strategy, reinforcing the shift from niche application to system‑level verification infrastructure.

Market Pulse Summary

This announcement extends SMX’s identity technology into plastics recycling, highlighting accuracy rates of 99%–100% at industrial speeds and positioning verified pellets as data-rich supply chain assets. It builds on earlier news that framed SMX as infrastructure for gold, rare earths, ESG materials, and digital assets. Investors may track how these narratives intersect with recent reverse splits, resale registration of 22,590,361 shares, and sizeable equity awards when assessing long‑term impact.

Key Terms

circular economy technical

"the rise of a verified circular economy powered by SMX"

A circular economy is a way of designing and using products so that materials are reused, repaired, or recycled rather than discarded as waste. It mimics natural systems where resources are continually reused, reducing environmental impact and conserving resources. For investors, it represents an opportunity to support sustainable businesses that focus on efficiency and long-term resource management.

molecular memory technical

"When materials carry molecular memory, recycling stops being a waste-management"

Molecular memory is a property of certain molecules or materials that lets them switch between distinct states and keep that state over time, effectively storing information at a tiny scale — like a microscopic light switch or sticky note. Investors care because this capability could enable ultra-dense data storage, very small sensors or persistent diagnostic markers, potentially creating new product categories and revenue streams, though commercialization and safety/regulatory approval can be uncertain.

carbon-black plastics technical

"and especially carbon-black plastics often went undetected in recovery"

Plastics that include carbon black — a fine, black powder added during manufacturing to color, strengthen, shield from sunlight, and sometimes make the material conduct electricity. Think of it like adding tiny black grains to dough that change the cookie’s color and texture while making it hold together better and resist heat. Investors care because using carbon black affects product performance, cost, regulatory compliance, recyclability, and demand in industries like automotive, electronics and packaging.

recycled-content quotas regulatory

"Brand owners who must meet mandatory recycled-content quotas now have a"

Recycled-content quotas are rules that require companies to use a minimum percentage of recycled material in their products or packaging. For investors, these quotas can change production costs, create demand for recycled inputs, and expose firms to fines or tax breaks; think of it like a recipe that forces a baker to include a set amount of leftover dough — it alters sourcing, pricing and competitive advantage across the supply chain.

digital marketplaces technical

"circular incentives, and digital marketplaces where every kilogram converts"

An online platform where buyers and sellers meet to trade goods, services, or digital products, similar to a virtual mall or farmers’ market that brings many participants together in one place. Investors care because these marketplaces can scale quickly, earn money from transaction fees, listings or advertising, and often get more valuable as more users join — meaning growth, recurring income, and competitive advantages that can drive returns.

digital assets financial

"gold, rare earths, ESG materials, and digital assets"

Digital assets are electronic files or representations of value stored electronically, such as cryptocurrencies, digital tokens, or digital art. They matter to investors because they can be bought, sold, and used for transactions much like physical assets, but exist entirely in digital form, offering new opportunities for investment and financial innovation.

AI-generated analysis. Not financial advice.

NEW YORK, NY / ACCESS Newswire / December 8, 2025 / Plastics are a six-hundred-billion-dollar global industry operating on unreliable data. More than four hundred million metric tons of plastic are produced every year, yet less than 10% are recycled into meaningful second-life applications. The world is not short on plastic. It is short on verified plastic. Tradepro, REDWAVE, and A*STAR highlight how quickly that gap closes once SMX (NASDAQ:SMX) brings identity into the system. When materials carry molecular memory, recycling stops being a waste-management activity. It becomes an industrial supply chain.

Tradepro represents the upstream side of this shift. Their work across post-industrial and post-consumer plastics exposes a structural problem. Recyclers cannot command premium pricing when they cannot prove what they are selling. A bale that claims to be 85% polyethylene often trades at a discount because buyers assume the actual content may be closer to 60%.

SMX changes that by delivering identification accuracy that approaches 100% across complex polymers. In practical terms, a recycler that once sold commodity-grade feedstock can now sell certified, specification-verified material. Price differentials in that category often reach twenty to forty percent. Identity is not an attribute. It is revenue.

Building the Infrastructure

REDWAVE brings the scale. Their sorting infrastructure moves materials at nearly two meters per second. Historically, that speed came with a cost. Mixed plastics, flame-retardant compounds, and especially carbon-black plastics often went undetected in recovery because optical systems could not reliably detect them. That exclusion locks away billions in recoverable value.

When SMX markers enter the equation, identification becomes instant regardless of color, density, or chemical additives. Early tests have produced accuracy rates of 99% to 100% at full industrial throughput. That precision turns previously unrecoverable waste streams into supply-ready commodities. It also lifts recovery efficiency by double-digit percentages across facilities that process hundreds of thousands of tons per year.

A*STAR's presence exemplifies how important this shift is for national-level strategy. Countries intending to reduce landfill dependency and strengthen recycling sovereignty need infrastructure that proves, not claims, circularity. A*STAR's engagement signals how governments view data-backed materials. They become economic assets. They support manufacturing resilience, compliance readiness, and trade negotiation leverage. They also reduce reliance on imported petrochemicals by increasing the usable share of domestically recovered plastic. Circularity stops being a social initiative. It becomes industrial policy.

System-Level Benefits

The system-level benefits compound. Brand owners who must meet mandatory recycled-content quotas now have a technical path to real compliance. Regulators who historically relied on voluntary reporting can now measure actual recovered volumes. Manufacturers gain predictable feedstock quality, increasing production efficiency and reducing defect rates.

A verified plastic pellet does more than carry recycled content. It carries data. That data becomes the foundation for smarter pricing, circular incentives, and digital marketplaces where every kilogram converts into a monetizable unit.

This is why the plastics sector is moving toward identity infrastructure. Tradepro reveals the value locked in verification. REDWAVE provides the industrial engine capable of scaling it. A*STAR demonstrates why countries want it embedded in national systems. SMX supplies the molecular backbone that connects them.

The numbers tell the story. Recovery rates rise. Sorting accuracy strengthens. Market premiums widen. Landfill pressure declines. Circular output finally becomes competitive with virgin material.

Plastics circularity missions are not failing because they are unrecyclable. Plastics recycling efforts are failing because they are unverifiable. Now it can be both. Identity will rebuild the gold market. Identity will rebuild the textiles market. And identity is about to rebuild the world's most challenging waste stream of all: plastic.

About SMX

As global businesses face new and complex challenges relating to carbon neutrality and meeting new governmental and regional regulations and standards, SMX is able to offer players along the value chain access to its marking, tracking, measuring and digital platform technology to transition more successfully to a low-carbon economy.

Forward-Looking Statements

The information in this press release includes "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include, but are not limited to, statements regarding expectations, hopes, beliefs, intentions or strategies regarding the future. In addition, any statements that refer to projections, forecasts or other characterizations of future events or circumstances, including any underlying assumptions, are forward-looking statements. The words "anticipate," "believe," "contemplate," "continue," "could," "estimate," "expect," "forecast," "intends," "may," "will," "might," "plan," "possible," "potential," "predict," "project," "should," "would" and similar expressions may identify forward-looking statements, but the absence of these words does not mean that a statement is not forward-looking. Forward-looking statements in this press release may include, for example: successful launch and implementation of SMX's joint projects with manufacturers and other supply chain participants of steel, rubber, plastic and other materials; changes in SMX's strategy, future operations, financial position, estimated revenues and losses, projected costs, prospects and plans; SMX's ability to develop and launch new products and services, including its planned Plastic Cycle Token; SMX's ability to successfully and efficiently integrate future expansion plans and opportunities; SMX's ability to grow its business in a cost-effective manner; SMX's product development timeline and estimated research and development costs; the implementation, market acceptance and success of SMX's business model; developments and projections relating to SMX's competitors and industry; and SMX's approach and goals with respect to technology. These forward-looking statements are based on information available as of the date of this press release, and current expectations, forecasts and assumptions, and involve a number of judgments, risks and uncertainties. Accordingly, forward-looking statements should not be relied upon as representing views as of any subsequent date, and no obligation is undertaken to update forward-looking statements to reflect events or circumstances after the date they were made, whether as a result of new information, future events or otherwise, except as may be required under applicable securities laws. As a result of a number of known and unknown risks and uncertainties, actual results or performance may be materially different from those expressed or implied by these forward-looking statements. Some factors that could cause actual results to differ include: the ability to maintain the listing of the Company's shares on Nasdaq; changes in applicable laws or regulations; the ability to implement business plans, forecasts, and other expectations, and identify and realize additional opportunities; the risk of downturns and the possibility of rapid change in the highly competitive industry in which SMX operates; the risk that SMX and its current and future collaborators are unable to successfully develop and commercialize SMX's products or services, or experience significant delays in doing so; the risk that the Company may never achieve or sustain profitability; the risk that the Company will need to raise additional capital to execute its business plan, which may not be available on acceptable terms or at all; the risk that the Company experiences difficulties in managing its growth and expanding operations; the risk that third-party suppliers and manufacturers are not able to fully and timely meet their obligations; the risk that SMX is unable to secure or protect its intellectual property; the possibility that SMX may be adversely affected by other economic, business, and/or competitive factors; and other risks and uncertainties described in SMX's filings from time to time with the Securities and Exchange Commission.

EMAIL: info@securitymattersltd.com

SOURCE: SMX (Security Matters) Public Limited

View the original press release on ACCESS Newswire

FAQ

What accuracy does SMX claim for polymer identification at full industrial throughput?

The announcement cites identification accuracy of 99%–100% at full industrial throughput.

How could SMX markers affect pricing for recyclers and buyers of plastic (NASDAQ:SMX)?

Certified, specification-verified material is said to command 20%–40% price premiums versus uncertified commodity feedstock.

What sorting speed does REDWAVE report when using SMX-enabled identification?

REDWAVE's sorting infrastructure moves materials at nearly 2 meters per second at industrial scale.

How does SMX help manufacturers meet recycled-content quotas for SMX customers?

Molecular identity creates verifiable recovered volumes, providing a technical path to measurable compliance with recycled-content rules.

What sector-wide recycling challenge does SMX aim to address for SMX investors?

The release highlights that less than 10% of produced plastic becomes meaningful second-life material due to unverifiable identity.