SMX Turns Gold Into a Trackable Asset Just as Prices Reached Record Levels in Early 2026

Rhea-AI Summary

SMX (NASDAQ:SMX) is applying molecular‑level tracking to gold and silver, embedding invisible, tamper‑resistant markers at extraction to create verifiable provenance throughout refining, transport, trading, storage, resale, and recycling.

This approach aims to strengthen authenticity, support digital trading and tokenization, improve sustainability tracking for recycled metals, and preserve physical properties while adding auditability.

News Market Reaction – SMX

-6.07%

11 alerts

-6.07% News Effect

-30.2% Trough in 35 hr 45 min

-$6M Valuation Impact

$88M Market Cap

0.2x Rel. Volume

On the day this news was published, SMX declined 6.07%, reflecting a notable negative market reaction. Argus tracked a trough of -30.2% from its starting point during tracking. Our momentum scanner triggered 11 alerts that day, indicating notable trading interest and price volatility. This price movement removed approximately $6M from the company's valuation, bringing the market cap to $88M at that time.

Data tracked by StockTitan Argus on the day of publication.

Market Reality Check

Price: $32.91 Vol: Volume 219,213 vs 20-day ...

low vol

$32.91 Last Close

Volume Volume 219,213 vs 20-day average 703,377 (relative volume 0.31x) ahead of this news. low

Technical Shares at $49.64 are trading below the 200-day MA of $4,462.81, reflecting prolonged weakness before this update.

Peers on Argus

SMX was down 7.59% while key peers were mixed: LICN up 3.69%, NISN up 12.40%, SF...

2 Up 1 Down

SMX was down 7.59% while key peers were mixed: LICN up 3.69%, NISN up 12.40%, SFHG down 9.48%, PMAX down 4.35%, SGRP down 1.80%. Momentum scanner shows some peers up and some down, pointing to stock-specific pressure rather than a uniform sector move.

Historical Context

5 past events · Latest: Feb 17 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 17	Financing update	Positive	-7.6%	Company highlighted being fully financed through Q1 2027 and note conversions.
Feb 17	Low-float profile	Positive	-7.6%	Article positioned SMX as low-float infrastructure play with equity capacity.
Feb 12	Reverse stock split	Neutral	-16.1%	Announced 4.8828125:1 reverse split effective Feb 17 with share consolidation.
Feb 11	Tech capabilities	Positive	+4.1%	Detailed technology embedding identities into metals for transparency and compliance.
Feb 11	Traceability overview	Positive	+4.1%	Outlined how molecular markers and records add trust to gold and silver markets.

Pattern Detected

Recent technology- and financing-focused news mostly saw negative reactions, while earlier metals-traceability updates drew positive moves.

Recent Company History

Over the past week, SMX has issued several updates. On Feb 11, it highlighted technologies embedding identities into gold, silver, and steel and detailed how traceability elevates market trust, with shares up 4.11%. On Feb 12, it announced a 4.8828125:1 reverse split effective Feb 17, which preceded a 16.14% drop. On Feb 17, SMX emphasized being financed through Q1 2027 and its low-float profile, yet the stock fell 7.59%, showing pressure despite supportive balance-sheet messaging.

Market Pulse Summary

The stock moved -6.1% in the session following this news. A negative reaction despite an innovation-...

Analysis

The stock moved -6.1% in the session following this news. A negative reaction despite an innovation-focused release fits a pattern seen after recent updates. The company’s announcement of being financed through Q1 2027 and its low-float profile on Feb 17 preceded a 7.59% decline, while the reverse split on Feb 12 saw a 16.14% drop. Regulatory filings detailing substantial equity facilities and prior reverse splits underline capital-structure risk that has coincided with downside pressure.

Key Terms

supply-chain traceability, molecular-level tracking, molecular markers, digital tracking, +4 more

8 terms

supply-chain traceability technical

"SMX (NASDAQ:SMX) (NASDAQ:SMXWW), a leader in supply-chain traceability, is applying"

Supply-chain traceability is the ability to track a product’s components and movement from raw materials through manufacturing to final delivery, recording where each part came from, when it moved, and who handled it. For investors, good traceability reduces risk and increases predictability—like reading a package’s full history to spot delays, fraud, or unsafe practices—helping companies avoid costly recalls, regulatory penalties, and reputation damage while improving efficiency.

molecular-level tracking technical

"is applying its molecular-level tracking technology to precious metals, creating a"

Molecular-level tracking is the ability to detect and follow individual molecules or tiny molecular changes in tissues, fluids, or materials over time using sensitive sensors, labels, or imaging. For investors, it matters because this precision can make drug development and diagnostics more predictable and faster, reduce costly trial failures, and create proprietary products or services — like spotting a single breadcrumb to reveal an entire path.

molecular markers technical

"Invisible markers embedded at the point of extraction endure extreme conditions"

Molecular markers are specific pieces of genetic material used to identify and track particular traits or characteristics within an organism's DNA. In finance, they can serve as indicators of underlying factors that might influence a company's performance or value. By providing insights into hidden or complex information, molecular markers help investors make more informed decisions and assess potential risks or opportunities.

digital tracking technical

"Using Molecular Markers and Digital Tracking, SMX is Transforming Gold and Silver"

Digital tracking is the use of online tools and sensors to collect and follow data about people, devices, products, or transactions — for example website clicks, app usage, shipment locations, or machine performance. For investors it reveals how customers behave, how efficiently goods move, and where risks like fraud or privacy fines may arise; think of it as a digital GPS and logbook companies use to measure performance and spot problems that affect revenue and costs.

tokenized platforms financial

"As metals intersect with digital trading and tokenized platforms, verifiable origin"

Tokenized platforms are online systems that create, manage and trade digital tokens that stand for real assets or rights—such as shares, bonds, real estate slices, or access rights—using a secure ledger like a blockchain. For investors they matter because tokens can make ownership easier to divide, trade and track (think of turning a house into many tiny, tradable share certificates), potentially lowering costs, widening access and changing liquidity and regulatory risk compared with traditional markets.

chain-of-custody regulatory

"origin and chain-of-custody data support compliance, transparency, and market"

A chain-of-custody is the documented trail showing who handled, transferred, stored and accessed an asset, sample or record from origin to its final destination. Think of it like a series of signed receipts that prove an item was tracked and not tampered with. Investors care because a clear chain-of-custody preserves evidence, regulatory compliance and product integrity, reducing legal, valuation and operational risks that can affect company value.

recycled metals technical

"Sustainability: Persistent material identity enables accurate tracking of recycled metals"

Recycled metals are metals recovered from scrap—such as old vehicles, electronics, and construction materials—and melted down or chemically processed so the material can be reused in new products. For investors, recycling shifts a company's raw-material sourcing away from fresh mining, which can lower costs, reduce exposure to volatile commodity prices and regulatory risks, and improve sustainability credentials—similar to reusing a reusable container instead of always buying new ones.

circularity technical

"helping industries and regulators measure circularity and reduce losses."

Circularity describes a situation where a company's financial resources or products are used in a loop that depends on ongoing input or support from outside sources, creating a cycle that can be hard to break. For investors, it highlights potential risks of reliance on continuous funding or external factors, which can affect the company's stability and long-term prospects. Think of it like a hamster wheel—constant movement without making real progress.

AI-generated analysis. Not financial advice.

Using Molecular Markers and Digital Tracking, SMX is Transforming Gold and Silver From Anonymous Assets Into Fully Verifiable, Auditable and Sustainable Materials

LOS ANGELES, CA / ACCESS Newswire / February 18, 2026 / SMX (NASDAQ:SMX) (NASDAQ:SMXWW), a leader in supply-chain traceability, is applying its molecular-level tracking technology to precious metals, creating a new paradigm where materials carry verifiable proof of origin throughout their lifecycle without altering their physical properties. Invisible markers embedded at the point of extraction endure extreme conditions, from high heat to long-term handling, and cannot be removed or tampered with.

Precious metals have long been treated as immutable and opaque. Gold and silver are admired, traded, and stored, yet the journey they take from mines to markets often leaves only fragmented records. Once refined and reshaped, their history becomes symbolic rather than verifiable - until now.

Each stage of a metal's life - refining, transport, trading, storage, resale, and recycling - can be authenticated and recorded. Gold and silver no longer arrive as anonymous objects but as assets with documented lineages.

The impact spans consumers, industry, and markets:

• Consumer confidence: Jewelers and retailers can prove that metals avoided conflict zones, illegal mining or environmentally damaging practices, shifting provenance from narrative to evidence.

• Security and authenticity: Embedded identity makes counterfeiting and fraud significantly harder, protecting investors and institutions alike.

• Financial integration: As metals intersect with digital trading and tokenized platforms, verifiable origin and chain-of-custody data support compliance, transparency, and market confidence.

• Sustainability: Persistent material identity enables accurate tracking of recycled metals, helping industries and regulators measure circularity and reduce losses.

All of this is achieved without altering how the metal looks, feels or functions. SMX's technology quietly ensures that gold and silver are not just durable in value but accountable in provenance.

Gold has always symbolized endurance. With SMX's innovations, it may also become a standard-bearer for transparency, trust, and sustainability in the 21st century.

Contact: Sofia Vida / VSofiaLA@yahoo.com

Disclaimer and Disclosure

This content reflects the personal opinions of the author and is provided for informational and educational purposes only. The author is an independent, self-employed writer and is not a licensed broker, dealer or registered investment adviser. Nothing contained in this article should be construed as investment advice, a solicitation or a recommendation to buy or sell any security.

This article may contain forward-looking statements, opinions, and speculative commentary that involve risks and uncertainties. Investing in publicly traded securities - particularly small-cap or low-float stocks - carries a high degree of risk, including the potential loss of your entire investment. Readers should conduct their own independent research and consult with a qualified financial professional before making any investment decisions.

The author may receive compensation for creating and publishing sponsored content related to certain companies discussed. Any such compensation constitutes a conflict of interest. The author does not guarantee the accuracy or completeness of the information presented and undertakes no obligation to update this content. By reading this article, you agree that you are solely responsible for your own investment decisions.

SOURCE: SMX (Security Matters) Public Limited

View the original press release on ACCESS Newswire

FAQ

What technology did SMX (SMX) announce on February 18, 2026 for gold and silver?

SMX announced invisible molecular markers embedded at extraction to create persistent provenance for metals. According to the company, markers survive extreme heat and handling and enable verifiable chain‑of‑custody across refining, transport, trading, storage, resale, and recycling.

How does SMX's tracking affect authentication and fraud for gold and silver?

The tracking makes counterfeiting and provenance fraud significantly harder by embedding permanent identifiers in the metal. According to the company, this provides auditable proof of origin that protects investors, institutions, jewelers, and retailers.

Will SMX's molecular markers change how gold and silver look or perform?

No; SMX says the markers do not alter appearance, feel, or function of metals while adding identity. According to the company, the technology preserves physical properties yet allows verifiable, persistent provenance for market and regulatory use.

How could SMX's tracking support sustainability and recycled metal reporting?

SMX's markers enable accurate tracking of recycled metals and measuring circularity across supply chains. According to the company, persistent material identity helps industries and regulators quantify recycling flows and reduce losses.

What market or financial integrations does SMX claim its metal tracking enables?

The company says verifiable provenance supports digital trading and tokenized platforms by supplying compliance and chain‑of‑custody data. According to the company, this aims to increase transparency and market confidence for tokenized precious metals.