Skinsy yyou'll rarely be able to make a lot of sense out of these stock lending notices - stock can be loaned or returned at drop of a hat (resulting on one of these substantial notices), it's really the actual guys and sells of the loaned stock that matters.
I'd focus on the fundamentals (which continue to improve) and ignore the big boys playing their games. The valuation gap will close, it's just a matter of when, and the big boys will likely be net- accumulating under all the manipulation smokescreen. When they're ready, or can no longer hold their huge feet on its throat, we'll likely see a violent jump followed by a sustained and steady re-rate.
Hang tight, think we're getting close to the end of the mischief.
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