Combining Assets, SMX and YBYRÁ Capital Adds the Once-Missing Link to Brazil's Manufacturing Evolution Chain
SMX and Ybyra Capital announced a merger deal combining SMX's molecular marking technology with Ybyra's $1 billion infrastructure and commodities portfolio in Brazil. The merger aims to revolutionize supply chain accountability and traceability in Brazil's vast commodity markets.
The combined entity will leverage SMX's technology to track commodities from source through global supply chains, addressing important markets including soybeans ($47.2B), raw sugar ($11.5B), bovine meat ($11B), and coffee ($8.86B). Ybyra contributes with fertilizer holdings, port operations, and real estate assets across Brazil.
The deal positions the combined company to meet growing global demands for sustainable and traceable commodities, particularly under new EU regulations. The merged entity's asset base is valued at over $600 million, while SMX currently trades at a market cap of $4.16 million.
SMX e Ybyra Capital hanno annunciato un accordo di fusione che combina la tecnologia di marcatura molecolare di SMX con il portafoglio di infrastrutture e commodities da $1 miliardo di Ybyra in Brasile. L'obiettivo della fusione è quello di rivoluzionare la responsabilità e la tracciabilità della supply chain nei vasti mercati delle commodities brasiliane.
Entità combinata utilizzerà la tecnologia di SMX per monitorare le commodities dalla fonte attraverso le catene di approvvigionamento globali, affrontando mercati importanti come la soia ($47,2 miliardi), zucchero grezzo ($11,5 miliardi), carne bovina ($11 miliardi) e caffè ($8,86 miliardi). Ybyra contribuisce con partecipazioni in fertilizzanti, operazioni portuali e beni immobiliari in tutto il Brasile.
L'accordo posiziona l'azienda combinata per soddisfare le crescenti richieste globali di commodities sostenibili e tracciabili, in particolare secondo le nuove normative dell'UE. La base patrimoniale dell'entità risultante è valutata oltre $600 milioni, mentre SMX attualmente ha una capitalizzazione di mercato di $4,16 milioni.
SMX y Ybyra Capital anunciaron un acuerdo de fusión que combina la tecnología de marcaje molecular de SMX con la cartera de infraestructura y productos básicos de $1 mil millones de Ybyra en Brasil. La fusión tiene como objetivo revolucionar la responsabilidad y la trazabilidad de la cadena de suministro en los vastos mercados de productos básicos de Brasil.
La entidad combinada aprovechará la tecnología de SMX para rastrear productos básicos desde la fuente a través de cadenas de suministro globales, abordando mercados importantes como la soja ($47,2 mil millones), azúcar crudo ($11,5 mil millones), carne bovina ($11 mil millones) y café ($8,86 mil millones). Ybyra contribuye con inversiones en fertilizantes, operaciones portuarias y activos inmobiliarios en todo Brasil.
El acuerdo posiciona a la empresa combinada para satisfacer la creciente demanda global de productos básicos sostenibles y trazables, particularmente bajo las nuevas regulaciones de la UE. La base de activos de la entidad fusionada está valorada en más de $600 millones, mientras que SMX tiene actualmente una capitalización de mercado de $4,16 millones.
SMX와 Ybyra Capital이 SMX의 분자 마킹 기술과 Ybyra의 10억 달러 규모의 브라질 인프라 및 원자재 포트폴리오를 결합하는 인수 계약을 발표했습니다. 이번 합병의 목표는 브라질의 광대한 원자재 시장에서 공급망 책임성과 추적 가능성을 혁신하는 것입니다.
결합된 실체는 SMX의 기술을 활용하여 원자재를 출처에서 글로벌 공급망을 통해 추적하여 대두(472억 달러), 원당(115억 달러), 소고기(110억 달러), 커피(88억 달러) 등 중요한 시장을 다룰 것입니다. Ybyra는 브라질 전역의 비료 보유, 항만 운영 및 부동산 자산을 기여합니다.
이번 계약은 결합된 회사가 특히 새로운 EU 규정에 따라 지속 가능하고 추적 가능한 원자재에 대한 증가하는 글로벌 수요를 충족할 수 있도록 합니다. 합병된 실체의 자산 가치는 6억 달러 이상으로 평가되며, SMX는 현재 416만 달러의 시가 총액으로 거래되고 있습니다.
SMX et Ybyra Capital ont annoncé un accord de fusion combinant la technologie de marquage moléculaire de SMX avec le portefeuille d'infrastructures et de matières premières de 1 milliard de dollars de Ybyra au Brésil. Cette fusion vise à révolutionner la responsabilité et la traçabilité de la chaîne d'approvisionnement sur les vastes marchés de matières premières du Brésil.
L'entité combinée tirera parti de la technologie de SMX pour suivre les matières premières depuis la source à travers les chaînes d'approvisionnement mondiales, en s'attaquant à des marchés importants tels que le soja (47,2 milliards de dollars), le sucre brut (11,5 milliards de dollars), la viande bovine (11 milliards de dollars) et le café (8,86 milliards de dollars). Ybyra contribue avec des participations dans les engrais, des opérations portuaires et des actifs immobiliers à travers le Brésil.
L'accord positionne l'entreprise combinée pour répondre aux demandes mondiales croissantes de matières premières durables et traçables, notamment sous les nouvelles régulations de l'UE. La base d'actifs de l'entité fusionnée est évaluée à plus de 600 millions de dollars, tandis que SMX a actuellement une capitalisation boursière de 4,16 millions de dollars.
SMX und Ybyra Capital haben eine Fusionsvereinbarung angekündigt, die die molekulare Markierungstechnologie von SMX mit Ybyras 1-Milliarde-Dollar-Infrastruktur- und Commodity-Portfolio in Brasilien kombiniert. Das Ziel der Fusion besteht darin, die Verantwortlichkeit und Nachverfolgbarkeit in den großen Rohstoffmärkten Brasiliens zu revolutionieren.
Die fusionierte Einheit wird die Technologie von SMX nutzen, um Rohstoffe vom Ursprung über globale Lieferketten zu verfolgen, wobei wichtige Märkte wie Sojabohnen (47,2 Milliarden Dollar), Rohzucker (11,5 Milliarden Dollar), Rindfleisch (11 Milliarden Dollar) und Kaffee (8,86 Milliarden Dollar) angesprochen werden. Ybyra bringt Beteiligungen an Düngemitteln, Hafenbetrieben und Immobilienanlagen in ganz Brasilien ein.
Das Geschäft positioniert das kombinierte Unternehmen, um den wachsenden globalen Anforderungen an nachhaltige und nachverfolgbare Rohstoffe gerecht zu werden, insbesondere unter den neuen EU-Vorschriften. Das Vermögen der fusionierten Einheit wird auf über 600 Millionen Dollar geschätzt, während SMX derzeit mit einer Marktkapitalisierung von 4,16 Millionen Dollar gehandelt wird.
- Merger combines Ybyra's $1B asset portfolio with SMX's technology
- Access to massive Brazilian commodity markets worth billions
- Strategic positioning for EU's new deforestation-free sourcing requirements
- Combined entity valued at over $600M vs current SMX market cap of $4.16M
- None.
Insights
The announced merger between SMX and YBYRÁ Capital represents a significant strategic development. The deal combines SMX's molecular marking technology with YBYRÁ's
The combined entity gains immediate access to Brazil's massive commodity markets, including soybeans (
However, investors should note the substantial valuation gap between SMX's current market cap and the merged entity's projected value, suggesting either significant upside potential or integration risks that need careful consideration.
The merger addresses critical supply chain challenges in Brazil's commodity markets. SMX's molecular marking technology offers a unique solution for traceability and compliance, particularly valuable given the EU's new deforestation-free sourcing requirements affecting Brazil's
The integration with YBYRÁ's infrastructure network creates an end-to-end solution for supply chain visibility, from source to final destination. This is especially important for Brazil's coffee exports (
The combined platform's ability to create blockchain-backed "digital twins" at the molecular level represents a significant competitive advantage in the global push for supply chain transparency and sustainability compliance.
This merger positions the combined entity to capitalize on growing global demand for sustainable and traceable commodities. The timing aligns with increasing regulatory pressure, particularly from the EU and US markets, requiring stringent sustainability compliance.
The deal's strategic value extends beyond immediate market opportunities, as it enables Brazil to potentially lead in ethical commodities trade. The technology's application across multiple high-value sectors (agriculture, mining, textiles) creates diverse revenue streams and market expansion opportunities.
While the initial valuation suggests significant value creation potential, success will depend on effective integration and market adoption of the combined technology-infrastructure solution. The merger addresses a clear market need but execution will be key to realizing its full potential.
NEW YORK, NY / ACCESSWIRE / December 9, 2024 / SMX Ltd. (NASDAQ:SMX)(NASDAQ:SMXWW), a pioneer in digitizing physical objects for circular economies, and Ybyra Capital (B3:YBRA4), an emerging holding company focused in commodities and real estate development in South America with over
There's been plenty of the latter. Unfortunately, it's done little good. On December 2nd, Packaging Europe indicated a lack of resolution at the INC-5 negotiations for a Global Plastics Treaty. That followed an August report by the same publisher that the European Commission is commencing an infringement procedure against all 27 EU Member States for falling short of legally binding collection and recycling targets, including the Packaging and Packaging Waste Directive's expectation of recycling 55
But enough of the back story. Those following this global story are well aware of the challenges faced. Those new to the saga need to take a minute to understand just how high the stakes are from a global perspective in winning the shift toward more eco-friendly, supply chain-positive sourcing and manufacturing processes. If successful, there are no losers. Period.
A Transformative Merging of Assets and Technology
That's precisely why all eyes should be on this SMX-Ybyra deal. It may be the ultimate proving ground for demonstrating how Brazil's vast natural resources can be tracked from its source through a global supply chain by harnessing the power inherent to SMX's cutting-edge molecular marking technology and Ybyra's strategic and comprehensive infrastructure.
SMX's value contribution comes through its unique technology that embeds invisible markers into materials, creating unalterable blockchain records and unmatched traceability capabilities. Ybyra Capital complements this expertise with a network of fertilizer holdings, port operations, and real estate assets across Brazil, creating an unparalleled platform for transparent, sustainable trade. Most importantly, from an investor's perspective, combining mutual expertise has the intrinsic and inherent abilities to create a powerhouse brand, pushing the most recent one-billion-dollar valuation of the entity's asset base significantly higher.
Even if one were to recalculate using the most conservative exchange rates, the entity is still valued at well over
Revenues In The Crosshairs
Ybyra and SMX can immediately tap into substantial Brazilian commodities, including its globally traded commodities like soybeans, coffee, oils, and beef. That's just the tip of the opportunity iceberg for the two. While not a U.S. headline, the truth about Brazil's trade position is that it's a world giant in many resource-related sectors, particularly agriculture, manufacturing, and mining, where it has successfully and increasingly monetized its natural resource richness.
For instance, while Brazil is a primary global exporter of soybeans, coffee, and beef, it's also one of the largest producers of biodiesel, crude oil, and bauxite worldwide, among other crops and minerals. As of 2018, Brazil is recognized as the leading producer of coffee, producing and exporting tens of thousands of 60-kilogram bags annually, contributing to an estimated
SMX can mark all of that and more, meaning millions, even billions, of dollars may already be in play from a near-term revenue perspective. That's not an overzealous assessment. In 2022, Brazil was the world's biggest exporter of Soybeans (
Clear Synergies That Can Turn Ambition Into Revenues
In fact, once this estimated
For Brazil, this merger couldn't come at a better time. The nation's
Similarly, the coffee sector, which saw exports reach
Connecting Massive Markets To Trade
This partnership also capitalizes on burgeoning trade between South America and Asia. With Asia's demand for natural resources surging, Brazil's role as a supplier has never been more critical. The combined capabilities of SMX and Ybyra will enable real-time traceability of exports such as palm oil, rubber, and metals, addressing concerns over sustainability and ethical sourcing. It's a game-changer by any measure.
For the first time, through SMX's blockchain-backed platform that creates a "digital twin" at the molecular level, stakeholders can access transparent, real-time data about product sourcing and compliance. This is particularly vital as global trade policies evolve, and a more focused eye than ever is on sustainability, enforced by new, historically stringent U.S. and EU standards.
The excellent news for those following SMX and Ybyra is that by combining expertise, they can dominate this expanding multi-trillion-dollar market. Not only by being in the right markets at the right time but by serving pent-up demand with unique and exclusive technology to do what others can't.
Transforming Supply Chains Across Sectors
Keep in mind that the merger, and thus, market opportunities, extends far beyond agriculture. Brazil's gold industry, valued at
In the bigger picture, the partnership enhances Brazil's ability to meet global expectations for 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. Together, SMX and Ybyra can deliver comprehensive solutions that address sustainability challenges while driving economic growth for Brazil through SMX's and Ybyra's ability to integrate advanced traceability with South America's logistical backbone, creating a new benchmark for accountability and efficiency in global trade.
This is more than a business deal for Brazil-it's a blueprint for sustainable growth. SMX and Ybyra are not just solving problems; they're creating opportunities and linking South America's resources to the world with accountability and innovation. As industries worldwide strive for measurable sustainability, Brazil is showing it's ready to lead, powered by the transformative synergy of SMX and Ybyra, which can push Brazil into a leadership position in ethical, transparent commodities trade.
The ripple effects can be transformative. By adopting SMX and Ybyra's combined offering, Brazil's industries can lead rather than follow in sustainability. Doing so secures market access in a changing regulatory environment and future-proofs Brazil's economy against evolving global demands. For a country like Brazil, where natural resources and international trade converge, SMX will be more than a partner in transparent trade-it's a catalyst for sustainable growth.
Thus, more than SMX and Ybyra stakeholders are in line to benefit- an entire country is as well.
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.
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FAQ
What is the value of assets under management in the SMX-Ybyra merger deal?
Which major commodity markets will SMX's technology track in Brazil?
How does the current SMX market cap compare to the merger valuation?
