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SMX Secures the Value and Integrity of Rare Earth and Precious Metals in a Rapidly Evolving Global Market

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SMX (NASDAQ:SMX) offers molecular marking technology that embeds a permanent, invisible identity into rare earth elements and precious metals to verify origin, composition, and chain of custody.

This enables real-time traceability from extraction through recycling, aiming to reduce fraud, support compliance, and improve circularity across supply chains.

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Positive

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News Market Reaction – SMX

+18.31%
17 alerts
+18.31% Session close to close
-10.1% Trough in 6 hr 15 min
$18.97M Market Cap
1.1x Rel. Volume

In the Mar 23 session, SMX gained 18.31%, reflecting a significant positive market reaction. Argus tracked a trough of -10.1% from its starting point during tracking. Our momentum scanner triggered 17 alerts that day, indicating notable trading interest and price volatility.

Data tracked by StockTitan Argus on the day of publication.

Market Context

The stock surged +18.3% in the session following this news. A strong positive reaction would have al...
Analysis

The stock surged +18.3% in the session following this news. A strong positive reaction would have aligned with SMX’s attempt to reframe its technology as core infrastructure for rare earth and precious metals traceability. Historically, however, several upbeat traceability announcements around March 18–20, 2026 coincided with sharp declines of -20.78% and -14.54%. Any future strength would need to contend with this pattern and with prior heavy use of equity-linked financing documented in recent filings.

Key Figures

Registered resale shares: 30,411,426 Ordinary Shares SEPA equity line: $250,000,000 SEPA drawn amount: $11,300,720 +5 more
8 metrics
Registered resale shares 30,411,426 Ordinary Shares Resale registration under F-1/A and related 424B3
SEPA equity line $250,000,000 Standby Equity Purchase Agreement commitment amount
SEPA drawn amount $11,300,720 Drawn under SEPA per F-1/A
Shares issued under SEPA 179,682 Ordinary Shares Issued to SEPA investor (post-reverse split)
Additional resale shares 13,025,574 ordinary shares Resale covered by Feb 9, 2026 424B3
Convertible notes face $20,625,000 Face amount fully converted into equity
Shares from note conversion 1,230,698 ordinary shares Issued upon full note conversion
Equity line prior commitment $100,000,000 Original equity line before increase to $250,000,000

Historical Context

5 past events · Latest: Mar 20 (Positive)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Mar 20 Cost-saving tech pitch Positive -14.5% Highlighted cost-saving molecular markers for plastics and recycled inputs.
Mar 20 Materials efficiency focus Positive -14.5% Framed tech as solution to rising consumer costs and material reuse.
Mar 19 New materials economy Positive +5.0% Promoted persistent IDs for materials to track and optimize reuse.
Mar 18 Critical minerals traceability Positive -20.8% Launched platform for rare earth and critical mineral provenance.
Mar 18 Energy supply verification Positive -20.8% Rolled out embedded markers for crude, fuels, and petrochemicals.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Repeated positive-positioning news around traceability and materials has often coincided with sharp declines, with only one recent event showing a positive reaction.

Recent Company History

Over March 18–20, 2026, SMX issued multiple releases positioning its molecular traceability technology across critical minerals, energy, and material efficiency. Announcements on March 18 about securing critical minerals and energy supply chains saw a -20.78% reaction. A March 19 release on the “new materials economy” coincided with a 5.01% gain. On March 20, two additional positive-leaning tech narratives aligned with a further -14.54% move, underscoring a pattern of weak tape despite optimistic messaging.

Key Terms

rare earth elements, precious metals, molecular marking technology, chain of custody
4 terms
rare earth elements technical
"From rare earth elements powering electric vehicles, semiconductors, and defense systems,"
Rare earth elements are a set of 17 chemical metals used to make powerful magnets, batteries, catalysts and many tiny components inside electronics, renewable energy equipment and defense systems. They matter to investors because they are essential inputs for fast‑growing industries, and limited or concentrated supply can drive prices, create production bottlenecks or shift competitive advantage — like a factory running short of a specialized ingredient that halts output and affects profits.
precious metals technical
"to precious metals such as gold, silver, platinum, and palladium underpinning financial markets"
Precious metals are rare, naturally occurring metals such as gold, silver, platinum and palladium used as stores of value, industrial components and in jewelry. They matter to investors because their prices often move differently from stocks and bonds, acting like an insurance policy against inflation, currency swings or market turmoil; think of them as a tangible savings cushion that can stabilize a portfolio when other assets fall in value.
molecular marking technology technical
"Through its advanced molecular marking technology, SMX enables rare earth elements"
Molecular marking technology uses tiny, identifiable tags attached to chemicals, drugs, or biological materials so they can be tracked, authenticated, or detected with lab tests. Think of it as a microscopic barcode that helps manufacturers prove a product’s origin, follow it through the supply chain, or enable more precise diagnostic tests. Investors watch this because it can reduce counterfeiting, aid regulatory approval, create licensing or service revenue, and strengthen a company’s competitive position.
chain of custody technical
"verify origin, composition, and chain of custody in real time."
"Chain of custody" is the process of keeping a clear and documented record of how physical or digital evidence is handled, from collection to final use. It ensures that the evidence remains unaltered and trustworthy, much like tracking a package from sender to recipient to confirm it hasn't been tampered with. This is important for investors because it helps verify the integrity and accuracy of information or assets being evaluated.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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NEW YORK CITY, NY / ACCESS Newswire / March 20, 2026 / SMX (Security Matters) PLC (NASDAQ:SMX) is advancing the way rare earth elements and precious metals are authenticated, tracked, and managed - bringing a new level of transparency and control to some of the most strategically important materials in the global economy.

From rare earth elements powering electric vehicles, semiconductors, and defense systems, to precious metals such as gold, silver, platinum, and palladium underpinning financial markets and industrial production, these materials sit at the core of modern life. Yet the systems used to verify their origin, movement, and authenticity have not kept pace with their growing importance.

As demand accelerates and supply chains stretch across multiple jurisdictions, the risks are rising - misrepresentation, illicit sourcing, substitution, and loss of provenance all threaten the integrity and value of these materials.

SMX delivers a new solution.

Through its advanced molecular marking technology, SMX enables rare earth elements and precious metals to carry a permanent, invisible, and tamper-resistant identity from the point of extraction through refining, manufacturing, and end use. This identity is linked to a secure digital record, allowing stakeholders to verify origin, composition, and chain of custody in real time.

This transforms how these materials are managed and traded.

Mining companies can validate the source of extracted materials, protecting the value of their output and differentiating responsibly produced resources in a competitive global market. Refiners and processors gain assurance that the materials entering their facilities are authentic and compliant. Manufacturers can confirm the integrity of the inputs used in high-performance applications, from electronics to aerospace systems.

For governments and regulators, SMX provides a powerful tool to strengthen oversight. Materials can be traced across borders with verifiable data, supporting compliance with sanctions, export controls, and responsible sourcing mandates.

In financial markets, where precious metals function as both industrial inputs and stores of value, verification becomes even more critical.

Gold and other precious metals are traded globally, often multiple times across their lifecycle. By embedding traceability directly into the material, SMX enables each unit to carry a verifiable history - enhancing trust in trading, reducing fraud, and supporting the development of more transparent and efficient markets.

At the same time, SMX's technology supports the growing importance of circularity.

As industries look to recover and reuse rare earth elements and precious metals from end-of-life products, the ability to identify, authenticate, and quantify those materials becomes essential. SMX enables recovered materials to retain their identity and value, facilitating more efficient recycling and reintegration into supply chains.

This is particularly significant in a world where sourcing new materials is becoming more complex, expensive, and geopolitically sensitive.

By making materials visible and verifiable at every stage, SMX is not only protecting supply chains - it is enhancing the underlying value of the materials themselves.

In the emerging global economy, where transparency, accountability, and resource efficiency are increasingly tied to economic performance, rare earth elements and precious metals are no longer just commodities.

They are strategic assets - and their value depends on trust.

SMX is building the infrastructure to ensure that trust is embedded at the material level, enabling industries, governments, and markets to operate with greater confidence, security, and efficiency.

As demand for these critical materials continues to rise, SMX is positioning itself at the center of a new era - where every gram of material carries not just physical value, but verified truth.

Contact:

Jeremy Murphy
jeremy@360bespoke.com

SOURCE: SMX (Security Matters) Public Limited



View the original press release on ACCESS Newswire

FAQ

How does SMX (SMX) molecular marking verify rare earth elements and precious metals?

SMX uses a permanent, invisible molecular marker to tag materials at source, enabling verification at all stages. According to SMX, the marker links to a secure digital record so stakeholders can confirm origin, composition, and chain of custody in real time.

What benefits does SMX (SMX) traceability bring to mining companies and refiners?

Traceability helps mining companies and refiners validate source and authenticity of output, protecting value and market access. According to SMX, embedded identity differentiates responsibly produced materials and strengthens compliance with sourcing and export rules.

How can SMX (SMX) technology affect recycling and circularity of critical materials?

SMX enables recovered materials to retain identity and value, facilitating efficient recycling and reintegration into supply chains. According to SMX, persistent markers let recyclers authenticate and quantify rare earths and precious metals from end-of-life products.

What role can SMX (SMX) play for governments and regulators tracing materials across borders?

SMX provides verifiable chain-of-custody data to support enforcement of sanctions, export controls, and responsible sourcing mandates. According to SMX, traceable materials allow regulators to monitor cross-border movement with reliable provenance information.

How might SMX (SMX) impact trust and fraud reduction in precious metals markets?

Embedding traceability directly into bullion and components increases provenance transparency and reduces risk of misrepresentation in trade. According to SMX, each unit can carry a verifiable history to enhance trust and lower fraud in trading and storage.