A Combined SMX and Ybyra Can Transform Brazil's Commodities Landscape
SMX (NASDAQ:SMX) and Ybyra Capital S.A. are progressing towards finalizing a strategic partnership announced in December 2024. Ybyra Capital, managing over $1 billion in assets, will combine with SMX's molecular marking and blockchain traceability technology to transform Brazil's commodities trade.
The partnership aims to address Brazil's challenges in capitalizing on its vast resources amid increasing global regulations. SMX's technology enables invisible molecular marking and blockchain tracking, while Ybyra's portfolio includes fertilizer holdings, port operations, and real estate assets across Brazil.
The combined entity would have assets worth over $600 million, significantly higher than SMX's current $5.45 million market cap. The partnership targets Brazil's massive commodity exports, including soybeans ($47.2 billion), frozen bovine meat ($11 billion), and coffee ($8.86 billion) in 2022, focusing on meeting EU's deforestation-free sourcing requirements and enhancing supply chain transparency.
SMX (NASDAQ:SMX) e Ybyra Capital S.A. stanno procedendo verso la finalizzazione di una partnership strategica annunciata a dicembre 2024. Ybyra Capital, che gestisce oltre 1 miliardo di dollari in asset, si unirà alla tecnologia di marcatura molecolare e tracciabilità blockchain di SMX per trasformare il commercio delle materie prime in Brasile.
La partnership mira ad affrontare le sfide del Brasile nel capitalizzare le sue vaste risorse in un contesto di crescenti regolamenti globali. La tecnologia di SMX consente una marcatura molecolare invisibile e il tracciamento tramite blockchain, mentre il portafoglio di Ybyra include investimenti in fertilizzanti, operazioni portuali e beni immobili in tutto il Brasile.
L'entità combinata avrebbe asset per un valore superiore a 600 milioni di dollari, significativamente superiore alla capitalizzazione di mercato attuale di 5,45 milioni di dollari di SMX. L'obiettivo della partnership è mirare alle massicce esportazioni di materie prime del Brasile, tra cui soia (47,2 miliardi di dollari), carne bovina congelata (11 miliardi di dollari) e caffè (8,86 miliardi di dollari) nel 2022, con un focus sul soddisfacimento dei requisiti di approvvigionamento senza deforestazione dell'UE e sul miglioramento della trasparenza della catena di approvvigionamento.
SMX (NASDAQ:SMX) y Ybyra Capital S.A. están avanzando hacia la finalización de una asociación estratégica anunciada en diciembre de 2024. Ybyra Capital, que gestiona más de 1 mil millones de dólares en activos, se combinará con la tecnología de marcado molecular y trazabilidad blockchain de SMX para transformar el comercio de materias primas en Brasil.
La asociación tiene como objetivo abordar los desafíos que enfrenta Brasil para capitalizar sus vastos recursos en medio del aumento de las regulaciones globales. La tecnología de SMX permite el marcado molecular invisible y el seguimiento a través de blockchain, mientras que la cartera de Ybyra incluye inversiones en fertilizantes, operaciones portuarias y activos inmobiliarios en todo Brasil.
La entidad combinada tendría activos por un valor superior a 600 millones de dólares, significativamente más alta que la capitalización de mercado actual de 5,45 millones de dólares de SMX. La asociación se centra en las masivas exportaciones de materias primas de Brasil, incluyendo sojas (47,2 mil millones de dólares), carne bovina congelada (11 mil millones de dólares) y café (8,86 mil millones de dólares) en 2022, enfocándose en cumplir con los requisitos de abastecimiento libres de deforestación de la UE y mejorar la transparencia de la cadena de suministro.
SMX (NASDAQ:SMX)와 Ybyra Capital S.A.는 2024년 12월에 발표된 전략적 파트너십의 마무리를 향해 나아가고 있습니다. 10억 달러 이상의 자산을 관리하는 Ybyra Capital은 SMX의 분자 마킹 및 블록체인 추적 기술과 결합하여 브라질의 원자재 거래를 혁신할 것입니다.
이번 파트너십은 증가하는 글로벌 규제 속에서 브라질이 방대한 자원을 활용하는 데 있어 직면하고 있는 도전 과제를 해결하는 것을 목표로 합니다. SMX의 기술은 보이지 않는 분자 마킹과 블록체인 추적을 가능하게 하며, Ybyra의 포트폴리오에는 비료 보유, 항만 운영 및 브라질 전역의 부동산 자산이 포함되어 있습니다.
합병된 단체는 6억 달러가 넘는 자산을 보유하게 되어 SMX의 현재 545만 달러 시장 가치보다 상당히 높은 가치를 지닐 것입니다. 이 파트너십은 2022년 기준으로 소이(472억 달러), 냉동 소고기(110억 달러), 커피(88억 6천만 달러)를 포함한 브라질의 막대한 원자재 수출을 목표로 하며, EU의 원주율 없는 조달 요건을 충족하고 공급망 투명성을 향상시키는 데 집중하고 있습니다.
SMX (NASDAQ:SMX) et Ybyra Capital S.A. progressent vers la finalisation d'un partenariat stratégique annoncé en décembre 2024. Ybyra Capital, qui gère plus de 1 milliard de dollars d'actifs, s'associera à la technologie de marquage moléculaire et de traçabilité blockchain de SMX pour transformer le commerce des matières premières au Brésil.
Le partenariat vise à relever les défis du Brésil pour tirer parti de ses vastes ressources dans un contexte de réglementations mondiales croissantes. La technologie de SMX permet un marquage moléculaire invisible et un suivi via blockchain, tandis que le portefeuille de Ybyra comprend des participations dans des engrais, des opérations portuaires et des actifs immobiliers à travers le Brésil.
L'entité combinée disposerait d'actifs d'une valeur supérieure à 600 millions de dollars, bien plus élevé que la capitalisation boursière actuelle de 5,45 millions de dollars de SMX. Le partenariat cible les énormes exportations de matières premières du Brésil, notamment le soja (47,2 milliards de dollars), la viande bovine congelée (11 milliards de dollars) et le café (8,86 milliards de dollars) en 2022, en se concentrant sur le respect des exigences d'approvisionnement exemptes de déforestation de l'UE et l'amélioration de la transparence de la chaîne d'approvisionnement.
SMX (NASDAQ:SMX) und Ybyra Capital S.A. arbeiten daran, eine strategische Partnerschaft abzuschließen, die im Dezember 2024 angekündigt wurde. Ybyra Capital, das über 1 Milliarde Dollar an Vermögenswerten verwaltet, wird mit der molekularen Markierung und Blockchain-Tracking-Technologie von SMX kombiniert, um den Rohstoffhandel in Brasilien zu transformieren.
Die Partnerschaft zielt darauf ab, die Herausforderungen Brasiliens anzugehen, um seine umfangreichen Ressourcen angesichts zunehmender globaler Vorschriften zu nutzen. Die Technologie von SMX ermöglicht unsichtbare molekulare Markierung und Blockchain-Tracking, während Ys Portfolio Anteile an Düngemitteln, Hafenbetrieben und Immobilien in Brasilien umfasst.
Die fusionierte Einheit würde über Vermögenswerte im Wert von über 600 Millionen Dollar verfügen, was erheblich höher ist als die aktuelle Marktkapitalisierung von 5,45 Millionen Dollar von SMX. Die Partnerschaft richtet sich an die enormen Rohstoffexporte Brasiliens, darunter Sojabohnen (47,2 Milliarden Dollar), gefrorenes Rindfleisch (11 Milliarden Dollar) und Kaffee (8,86 Milliarden Dollar) im Jahr 2022, mit dem Fokus auf die Erfüllung der Anforderungen der EU an eine abholzungsfreie Beschaffung und die Verbesserung der Transparenz der Lieferkette.
- Partnership combines Ybyra's $1 billion in assets with SMX's traceability technology
- Combined entity valued at over $600 million
- Access to Brazil's massive commodity export market
- Strategic positioning for EU's deforestation-free sourcing requirements
- Current low market cap of $5.45 million indicates significant market skepticism
- Deal still in progress, not finalized
- Integration challenges of combining technology with existing infrastructure
Insights
The pending partnership between SMX and Ybyrá Capital represents a transformative opportunity in Brazil's $120B+ commodities sector. This isn't merely a conventional merger - it's a strategic confluence of complementary capabilities that could redefine commodity trading fundamentals.
The deal's value proposition centers on three critical market gaps:
- Regulatory Compliance: With the EU's stringent deforestation-free requirements now in effect, Brazil's commodity exporters face an existential challenge. SMX's molecular marking technology provides an immutable verification system that could unlock continued access to the EU's premium markets.
- Supply Chain Integration: Ybyrá's extensive infrastructure network ($1B+ in assets) combined with SMX's traceability platform creates an end-to-end solution that could capture significant value from Brazil's fragmented commodity supply chains.
- Market Premium Potential: Verified sustainable commodities typically command 15-30% price premiums. Applied to Brazil's export volumes, this represents a
$10-15B annual revenue opportunity.
However, critical execution challenges remain. The vast valuation gap between SMX's current market cap (
The partnership's success will hinge on three factors: speed of technology deployment across Ybyrá's network, ability to secure major commodity trader buy-in and demonstration of cost-effective scalability. If executed successfully, this could establish a new paradigm for sustainable commodity trading, with significant first-mover advantages in a rapidly evolving regulatory landscape.
MIAMI, FL / ACCESS Newswire / January 27, 2025 / In a move poised to redefine Brazil's global commodities trade, SMX (Security Matters) (NASDAQ:SMX) Ltd. and Ybyrá Capital S.A. are inching closer to finalizing a game-changing partnership. Announced in December 2024, the Heads of Agreement between these two innovators indicate a shared commitment to revolutionize supply chain transparency, accountability, and sustainability. As the deal progresses , the question is not only about what the partnership means for SMX and Ybyrá but what it means for Brazil itself.
This union isn't merely a business transaction; it's a blueprint for unlocking Brazil's immense natural wealth and ensuring that its resources serve as a foundation for ethical, sustainable global trade. Ybyrá Capital, a burgeoning force in South American commodities and real estate development, brings over
A Catalyst for Change in a Fragmented Industry
Why does this partnership matter so much? Because Brazil, while a global powerhouse in commodities like soybeans, coffee, and beef, has struggled to fully capitalize on its resources in an increasingly regulated and scrutinized global market. International trade now demands quality and volume, proof of sustainability, ethical sourcing, and supply chain transparency.
This is where a combined SMX and Ybyrá can excel. SMX's unique technology embeds invisible markers into materials at a molecular level, creating unalterable blockchain records for unmatched traceability. Ybyrá's extensive portfolio of fertilizer holdings, port operations, and real estate assets across Brazil complements this innovation, forming a powerful infrastructure for certifying and verifying commodity origins. The combination is beyond a natural business fit.
Together, they address a critical gap in the global commodities landscape: the ability to trace products seamlessly from source to market. For Brazil, this partnership could benefit them at the perfect time, especially with its agricultural and mining sectors facing increasing scrutiny under new regulations, such as the European Union's deforestation-free sourcing requirements.
Unlocking Revenue Opportunities
But Brazil wouldn't be the only winner. The potential revenue implications of this merger are staggering. Brazil's agricultural sector alone generates billions annually, with exports of soybeans, beef, and coffee topping global charts. In 2022, Brazil exported
However, the opportunities for the two extend beyond agriculture. Brazil's mining sector, including bauxite, gold, and iron ore, also stands to benefit from SMX's traceability solutions, which ensure compliance with international standards. This capability is crucial for meeting the growing demand for ethically sourced materials in markets like Europe and Asia.
For investors, the numbers paint an equally compelling picture. Even at a conservative valuation, the combined assets of SMX and Ybyrá are worth over
A Blueprint for Sustainability
Perhaps most importantly, the SMX-Ybyrá deal isn't just about financial gains; it's about setting a new standard for sustainability in global trade. By leveraging SMX's blockchain-backed platform to create digital twins of commodities, stakeholders gain real-time data on product origins, compliance, and environmental impact. This transparency is vital as global trade policies evolve and sustainability becomes a non-negotiable requirement.
Brazil's soybean industry, valued at
Beyond commodities, the partnership will align with global efforts to promote circular economies. SMX's technology allows for post-consumer tracking, fostering recycling and resource recovery in sectors like biodiesel, where soybean oil plays a significant role. By integrating advanced traceability with Ybyrá's logistical capabilities, the partnership creates a new benchmark for accountability and efficiency in global trade.
Brazil's Moment to Lead
The most significant motivator for consummating this partnership agreement is that it's more than a business deal-it's a chance for Brazil to lead in ethical, transparent commodities trade. As industries worldwide grapple with sustainability challenges, SMX and Ybyrá offer a transformative solution that would do more than meet global standards-it would set them.
For Brazil, the stakes are high. But with SMX and Ybyrá on the precipice of signing a milestone agreement, the country could find itself better positioned than ever to turn its natural resource wealth into a catalyst for sustainable growth. As importantly, prove that with the right technology, partners, and vision, it's possible to align profit with purpose.
Indeed, the ripple effects can extend far beyond SMX and Ybyrá. With innovation leading the way, Brazil can seize the moment and transform it into a blueprint for how sustainability and prosperity can go hand in hand. In other words, while closing this deal can be a massive win for SMX and Ybyrá, the biggest beneficiary could be Brazil, which could redefine its place and role in the global economy.
About SMX (Security Matters) Public Limited Company
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: matters relating to the Company's fight against abusive and possibly illegal trading tactics against the Company's stock; successful launch and implementation of SMX's joint projects with manufacturers and other supply chain participants of steel, rubber 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; any lingering effects of the COVID-19 pandemic on SMX's business; 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.
This content is printed with permission from Hawk Point Media Group, Llc.
Additional Disclaimers and Disclosures: This is sponsored content. Hawk Point Media Group, LLC. (HPM) has been compensated, or expects to be, to produce and distribute digital content for SMX Ltd. It should be expressly understood that HPM is not operated by a licensed broker, a dealer, or a registered investment adviser. It should also be expressly understood that under no circumstances does any information published herein represent a recommendation to buy or sell a security. HPM reports/releases are commercial advertisements and are for general information purposes ONLY. The information made available by HPM is not intended to be, nor does it constitute, investment advice or recommendations. The contributors do NOT buy and sell securities covered before or after any particular article, report and/or publication. HPM holds ZERO shares and has never owned stock in SMX Ltd.. While HPM does not own or market shares, it is prudent to expect that those hiring HPM including that company's owners, employees, and affiliates, may sell some or even all of the SMX Ltd. shares that they own, if any, during and/or after this engagement period. Always do your own due diligence prior to investing in any publicly traded company. For a full disclaimer and disclosure statement, click HERE.
Media contact for this article:
ken@hawkpointmedia.com
Contact Information
Ken Ellis
ken@hawkpointmedia.com
SOURCE: SMX (Security Matters)
View the original press release on ACCESS Newswire
FAQ
What is the value of assets being combined in the SMX-Ybyra partnership?
How will SMX's technology benefit Brazil's commodity exports?
What are the target markets for the SMX-Ybyra partnership in Brazil?
When was the SMX-Ybyra partnership agreement announced?
What is the current market cap of SMX (NASDAQ:SMX)?
