*Disseminated on Behalf of SMX (Security Matters) PLC. Please see disclosures below. |
| | | | | Hey Folks, Every day, trillions of dollars' worth of materials move through global supply chains — gold, plastics, cotton, rubber, electronics — and the system used to verify where they came from and what they actually are relies heavily on.....paperwork.
Paper certificates. Self-reported audits. Taking people at their word.
When a gold refiner says a bar came from an ethical mine, or a manufacturer claims a product contains recycled plastic, or a cotton supplier insists their fiber is American-grown — there is often no scientific way to verify those claims. And as governments tighten regulations around sourcing transparency and circular economy mandates, the gap between what companies claim and what they can actually prove keeps widening.
SMX, Security Matters PLC (NASDAQ: SMX) believes it has built the solution: an invisible, permanent molecular barcode that can be embedded into any material, creating an unforgeable identity that survives melting, recycling, and every step of the supply chain. | | | How the Technology Works
At its core, SMX has developed a patented molecular marker system — essentially an invisible chemical barcode — that gets embedded directly into materials at the molecular level. This is not a sticker or an RFID tag that can be removed. It becomes part of the material itself.
The marker survives extreme conditions. Melting gold in a refinery, reforming plastic, spinning and weaving cotton — the molecular identity stays intact through it all. The material carries its own proof of origin for its entire lifecycle.
The system operates in three layers:
✓ A unique molecular marker — a chemical signature embedded into the material ✓ A proprietary reader that detects and decodes the marker across all states of matter ✓ A digital platform that creates a permanent, tamper-proof record of origin, composition, and chain of custody
One reader works across metals, plastics, fabrics, food, liquids, and gases. Most traceability solutions are built for one specific industry — SMX's platform is material-agnostic. That versatility is protected by nearly 100 patents. | Where Did This Come From?
This is not a startup concept sketched on a napkin. The source IP originated from the Soreq Nuclear Research Center in Israel, a government R&D institute under the Israeli Atomic Energy Commission.
The technology was developed and validated by rigorous scientific institutions before it was ever commercialized. It has also reportedly been in active operational use by the Israeli government for over a decade.
Real-World Deployments Across Multiple Industries
The breadth of applications already underway is notable.
In precious metals, SMX's majority-owned subsidiary, trueGold, has embedded molecular verification into gold and silver. The London Bullion Market Association (LBMA) has officially accredited SMX's molecular marker as a Gold Bar Security Feature — one of the highest endorsements in the global gold industry. Intertek independently tested the marker and confirmed it is safe, neutral, does not affect purity, and does not disrupt manufacturing.
In plastics, the company's markers have been integrated into recycled PET resin in line with FDA regulations for food-contact substances. SMX has also created the Plastic Cycle Token — a verified credit system connecting authenticated recycled materials to tradeable digital assets, turning recycling from a compliance cost into a potential revenue stream.
In cotton, as recently as January 2026, SMX partnered with TruCotton to embed molecular markers into U.S. cotton for verifiable, material-level proof of origin and full supply-chain traceability.
Additional expansion areas include:
✓ Rubber and latex gloves ✓ Cyber hardware and electronics protection ✓ Rare earth minerals | | | Partnerships That Signal Credibility
The caliber of organizations working with SMX says a lot about the technology's standing. The company has established six international partnerships spanning Singapore, Spain, France, Dubai, and the United States.
Notable collaborations include:
✓ A*STAR (Singapore's Agency for Science, Technology, and Research) on a national plastics circularity platform ✓ European pilots with REDWAVE, CETI, BASF, and Continental AG ✓ A test zone in Valladolid, Spain with CARTIF ✓ The LBMA accreditation and Goldstrom partnership for integrating molecular certification into global vaults, logistics, and bullion-banking channels
These are not letters of intent — these are active commercial deployments and institutional-level validations.
Leadership and Alignment
The company was founded by Haggai Alon, who has served as CEO since 2018 and brings over 17 years of experience commercializing technology, including work out of the Israeli Ministry of Defense.
Notably, Alon directly owns approximately 17.7% of the company's shares — a level of insider ownership that suggests meaningful alignment with shareholders.
Why the Timing May Matter
Several macro trends are converging in SMX's favor:
✓ Counterfeiting remains a multi-trillion-dollar global problem with no universal solution ✓ Governments worldwide are tightening ESG and sourcing transparency regulations ✓ Circular economy mandates are increasing demand for verifiable recycled content ✓ The gold market — worth trillions — still loses chain of custody the moment bars are melted and re-refined
The total addressable market across precious metals, plastics, textiles, rubber, electronics, and rare earth minerals is enormous — spanning multi-trillion-dollar industries that all share the same fundamental verification problem. | | | Worth a Closer Look?
SMX represents an interesting approach to a problem that has plagued global supply chains for decades. Rather than relying on external tags or paper trails, the company has created a way to make materials carry their own verifiable identity at the molecular level.
With LBMA accreditation, active deployments across multiple continents, nearly 100 patents, and a founder-CEO with significant skin in the game, SMX may be worth monitoring for those interested in companies building infrastructure for the next generation of supply chain transparency.
Anyways...
That's all for now!
Until Next Time, -ZT Team | P.S. Want our text alerts? Text "ZIPTRADER" to 1-(855)-228-1598 to sign up! (standard carrier data/text rates apply) |
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*Disseminated on Behalf of SMX (Security Matters) PLC. Please see disclosures below. |
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