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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (77839)	8/8/2025 10:55:15 PM
From: S. maltophilia	Respond to of 78462

onerous as it seems Doesn't seem all that onerous. There's a lot of debt, almost all at 5% or less. Their lenders know there are plenty of assets there. I'm not expecting a 5-bagger, but zero is even more unlikely. Op***n writes are also juicy.

To: Spekulatius who wrote (77839)	10/16/2025 8:02:26 AM
From: E_K_S	Read Replies (2) \| Respond to of 78462

RE: Jack IN The Box Inc (JACK) 19.28 -0.36 (-1.83%) Jack in the Box sells Del Taco as it looks to a simpler, asset-light business model Jack in the Box (NASDAQ: JACK) announced on Thursday that it has entered into a definitive agreement to sell Del Taco Holdings to Yadav Enterprises Inc. for $115 million in cash. The deal is subject to certain adjustments. The transaction is expected to close by January. The restaurant operator expects to use the net cash proceeds after taxes and transaction costs to retire debt within its securitization structure, specifically to repay part of the existing Series 2019-1 4.476% Fixed Rate Senior Secured Notes, Class A-2-II. Jack in the Box (NASDAQ: JACK) acquired Del Taco in March 2022 for approximately $585 million in an all-cash deal, creating one of the largest quick-service restaurant combinations in the United States. Del Taco currently operates more than 550 restaurants across the United States. The divestiture of Del Taco is seen as allowing for the strengthening of the company’s balance sheet and initiating the return of Jack in the Box to a simpler, asset-light business model. "This divestiture is an important step in returning to simplicity, and we look forward to focusing on our core Jack in the Box brand," highlighted CEO Lance Tucker. "After a robust process, we are confident we have entered into a transaction with the right steward for Del Taco in its next chapter of evolution," he added. Jack in the Box ( JACK) intends to provide guidance for FY26 and updates to other components of the "Jack on Track" plan in connection with its earnings release on November 19.