Industrial Traceability, Circularity, and Supply Chain Integrity Have Arrived, and Recyclers Are Paying Attention to the Provider Behind It (NASDAQ: SMX)

Rhea-AI Summary

SMX (NASDAQ: SMX) was highlighted by NAFRA on December 10, 2025, for a sorting system that assigns molecular identity and links it to a digital product passport to improve downstream recycling classification.

SMX demonstrated industrial-speed sorting with 99%–100% accuracy, including for carbon-black plastics that often evade near-infrared detection, enabling certification of flame-retardant plastics and other verified materials for higher-value recycling streams.

NAFRA's public engagement signals growing industry attention to traceability, material efficiency, and systems that can convert previously discarded material into recoverable, certifiable inputs.

Positive

• 99%–100% sorting accuracy at industrial speeds, including carbon-black plastics
• Digital product passport enables material certification and higher-value reuse

Negative

• None.

Key Figures

Sorting accuracy 99%-100% accuracy Industrial-speed sorting demo for flame-retardant and carbon-black plastics

Market Reality Check

$146.00 Last Close

Volume Volume 702,530 is below the 20-day average 3,947,517, suggesting limited participation pre-news. low

Technical Price at 146 is trading below the 200-day MA of 2,066.45, reflecting a longer-term downtrend.

Peers on Argus 3 Up

SMX gained 7.5% while several peers like LICN and PMAX showed smaller single-digit moves. Momentum scanner flagged three peers moving up, but without same-direction tagging for SMX and no related peer news, SMX’s move appears more company-specific.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Dec 09	Equity agreement amendment	Neutral	+7.5%	Increased standby equity facility and added discounted convertible note.
Dec 09	Tech circularity update	Positive	+7.5%	Outlined molecular embedding deployments enabling verified circularity in 2025.
Dec 09	Deployment expansion	Positive	+7.5%	Reported broad 2025 deployments and plans to scale in 2026.
Dec 09	Adoption narrative	Positive	+7.5%	Described 2025 as turning point with expanding global partnerships.
Dec 08	Tokenization concept	Positive	-59.1%	Proposed Plastic Cycle Token tied to verified recycling and large market stats.

Pattern Detected

Recent SMX news often aligned with positive price reactions, except for one sharp selloff after a plastic tokenization announcement.

Recent Company History

Over December 8–9, 2025, SMX issued multiple updates on its material-authentication and circularity technology plus a $5.0 million amendment to a standby equity purchase agreement, with several releases coinciding with a 7.5% price gain. Earlier news on the Plastic Cycle Token projected large addressable value but preceded a -59.09% move. Today’s article continues the theme of positioning SMX’s molecular identity platform as enabling certified recovery and circularity, reinforcing its role in recycling and supply-chain traceability narratives.

Market Pulse Summary

This announcement emphasizes SMX’s role in enabling industrial-scale traceability, highlighting demonstrated 99%-100% sorting accuracy, including challenging carbon-black and flame-retardant plastics. It frames NAFRA’s engagement as validation that the technology operates at real-world speeds and supports certification, circularity, and compliance. In context of recent updates on global deployments and equity arrangements, investors may watch how often the system is adopted in recycling facilities and whether these capabilities translate into sustained commercial traction.

Key Terms

flame-retardant plastics technical

"Flame-retardant plastics sit at the center of that challenge."

Flame-retardant plastics are materials engineered or treated to resist catching fire, slow flame spread, or self-extinguish when exposed to heat; this can be achieved by using special additives or by changing the plastic’s chemical structure. For investors they matter because safety rules, product approvals, and insurance costs can drive demand or restrict use—think of them like fire-resistant clothing for products, influencing manufacturing costs, market access, and long-term resale or liability risk.

carbon-black plastics technical

"including for carbon-black plastics that near-infrared systems routinely miss."

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.

near-infrared systems technical

"including for carbon-black plastics that near-infrared systems routinely miss."

Near-infrared systems are devices that use invisible near-infrared light to peer beneath surfaces or through materials, much like a flashlight that reveals hidden layers rather than colors. They are used for medical imaging, non‑invasive monitoring, quality inspection and sensing, and can turn scientific measurements into commercial products or services. Investors watch them because regulatory approvals, accuracy and production costs determine whether a company can scale sales, win contracts and generate recurring revenue.

digital product passport technical

"By assigning molecular identity and carrying it through a digital product passport..."

A digital product passport is an online record that stores verified information about an item's origin, materials, manufacturing, ownership history, certifications and repair or recycling options — like a passport for a physical product. Investors care because it makes supply chains and compliance transparent, helping assess regulatory risk, durability, resale value and brand trust; clearer data can reduce surprises, legal exposure and costs tied to sustainability or safety rules.

circular economy technical

"It restores value that has been locked out of the circular economy."

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.

AI-generated analysis. Not financial advice.

SMX's engagement with NAFRA spotlights increasing interest in systems that improve material efficiency and downstream certainty without altering existing infrastructure

NEW YORK CITY, NEW YORK / ACCESS Newswire / December 10, 2025 / Recyclers live with the consequences of every choice made far above them in the supply chain. When manufacturers add colorants, fillers, flame retardants, or stabilizers to plastics, recyclers inherit the complexity. They are the ones who must manage contamination risk, meet regulatory thresholds, and absorb the cost of sorting materials that can't be reliably identified. The upstream benefits become downstream burdens.

Flame-retardant plastics sit at the center of that challenge. They're critical for safety, but difficult to classify. Because existing technologies can't consistently separate them, recyclers often route these materials directly to disposal. This isn't inefficiency. It's necessity. Without certainty, recovery becomes a liability.

That's why SMX's (NASDAQ:SMX) role inside the NAFRA forum sends a meaningful signal downstream. Recyclers pay attention when a leadership body highlights a tool that has shown the ability to solve one of the sector's most persistent bottlenecks. Earlier this year, SMX demonstrated industrial-speed sorting with 99%-100% accuracy, including for carbon-black plastics that near-infrared systems routinely miss. That performance doesn't simply improve throughput. It alters the foundation of what can be recovered.

Unlocking Value That Has Been Blocked for Decades

Most recyclers don't send flame-retardant plastics to disposal because they want to. They do it because they can't certify them. Without reliable identification, these materials can't enter higher-value markets. They become cost centers instead of revenue opportunities. The lack of clarity forces recyclers into conservative decisions that protect quality but sacrifice volume.

SMX's system begins to shift that dynamic. By assigning molecular identity and carrying it through a digital product passport, recyclers gain the visibility needed to classify materials confidently. Certification becomes possible. And once something can be certified, it can participate in higher-value flows.

This does more than reduce waste. It restores value that has been locked out of the circular economy. And not just plastics. Virtually any verified material can be sold, reused, or repurposed. As more material becomes certifiable, recovery capacity increases. As recovery increases, circularity transforms from a cost obligation into an economic advantage. SMX's demonstrated accuracy shows that flame-retardant plastics, once considered too difficult to manage, can be reintroduced into controlled, verifiable circulation.

NAFRA bringing SMX back into a public-facing program signals that this possibility is now worth broader industry attention. It tells recyclers that a system exists, that it operates at the speeds they operate at, and that its capabilities have been reviewed by groups that influence compliance expectations.

Toward a New Baseline for Material Efficiency

For years, recyclers have relied on manual sorting, partial detection systems, and conservative disposal practices. These approaches weren't flaws. They were the only options available. Without consistent material identity, efficiency could only advance so far. SMX introduces a new baseline. Identity becomes embedded rather than interpreted. Verification becomes instantaneous rather than approximate. Sorting becomes systematic rather than subjective.

This shift has implications far beyond a single material category. As identity moves upstream into manufacturing, downstream systems become more efficient by design. Less waste. Fewer errors. More confidence. More recovery. That's the essence of material efficiency: extracting more value from the same resources by reducing uncertainty at every step.

NAFRA's engagement suggests the sector is actively exploring what this next baseline could look like. When leadership organizations bring visibility to a technology, it's often the sign of structural change. Recyclers who understand this shift early position themselves for operational advantages as expectations evolve.

Today's invitation places SMX in the awareness stage of that transition. It reflects a growing interest in systems that support both compliance and recovery across complex material streams. For recyclers, the message is clear. Industrial-strength traceability is no longer theoretical. It's entering the conversation at exactly the point where the industry needs it most. And don't underestimate SMX's role: it's the provider.

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

This communication contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements include, but are not limited to, statements regarding the Company's expectations, hopes, beliefs, intentions, or strategies regarding the future. In addition, any statements that refer to projections, forecasts, events, or circumstances that SMX expects, believes, or anticipates will or may occur in the future, including statements relating to the Company's business strategy, financial position, future operations, future revenues, projected costs, prospects, plans, and objectives of management, as well as statements regarding the Company's liquidity position, capital needs, anticipated financing timelines, expected dilution, future share issuances, the anticipated use of proceeds, expected performance of the amended financing agreement, market conditions, adoption of the Company's technology, commercial pipeline, regulatory approvals, industry trends, competitive position, and any assumptions underlying the foregoing, are forward-looking statements.

Forward-looking statements are based on the Company's current expectations and assumptions regarding future events and are subject to a number of risks, uncertainties, and factors that could cause actual results to differ materially from those described in the forward-looking statements. These risks and uncertainties include, but are not limited to, risks relating to: the Company's ability to successfully execute its operating plans; the Company's ability to obtain additional financing on acceptable terms or at all; the Company's ability to maintain compliance with Nasdaq listing standards; market conditions and volatility in the trading price of the Company's ordinary shares; dilution that may result from the Company's existing financing arrangements; the Company's ability to access capital under the standby equity purchase agreement and related amendments; the timing and occurrence of any closings under such agreements; the Company's expectations regarding its financial runway and future capital needs; risks associated with the Company's ability to scale its technology, secure customer adoption, or convert pilot programs into commercial deployments; risks relating to supply chain conditions and global economic trends; the Company's dependence on key personnel; the Company's ability to maintain intellectual property protection and defend against infringement claims; changes in applicable laws and regulations; general economic, political, and market conditions; risks relating to digital asset markets and the Company's potential future acquisition or holding of digital assets; and other factors detailed from time to time in the Company's filings with the Securities and Exchange Commission ("SEC"), including the Company's Annual Report on Form 20-F and its subsequent reports filed with the SEC.

Readers are cautioned not to place undue reliance on forward-looking statements, which speak only as of the date they are made and are not guarantees of future performance. The Company undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by applicable law. Actual results may differ materially from those anticipated due to various risks and uncertainties, and all forward-looking statements contained herein are qualified in their entirety by this cautionary statement.

EMAIL: info@securitymattersltd.com

SOURCE: SMX (Security Matters) Public Limited

View the original press release on ACCESS Newswire

FAQ

What did SMX announce on December 10, 2025 regarding recycling technology?

SMX was highlighted by NAFRA for a system that assigns molecular identity and carries it in a digital product passport to improve classification and recovery.

How accurate is SMX's sorting for flame-retardant plastics (SMX)?

SMX demonstrated industrial-speed sorting with 99%–100% accuracy, including for carbon-black plastics.

What does NAFRA's engagement with SMX mean for recyclers and SMX (SMX)?

NAFRA's public program inclusion signals broader industry attention and suggests traceability tech is entering compliance and recovery conversations.

How could SMX's technology affect recyclers' handling of flame-retardant plastics (SMX)?

By enabling reliable identification and certification, the technology can allow flame-retardant plastics to enter higher-value recycling flows instead of disposal.

Does SMX's system work with materials that near-infrared systems miss (SMX)?

Yes; the announcement notes the system identified carbon-black plastics that near-infrared routinely misses.

What operational benefits does SMX claim for material efficiency (SMX)?

SMX says embedded identity and instant verification reduce waste, increase recovery, and convert circularity from a cost into an economic advantage.