That's correct and the same can be said for nearly every update...

That's correct and the same can be said for nearly every update since the drop for all funds whove updated, though I feel the difference here is they have materially increased their holdings to be now above their prior positions, not related directly to stock returned which is interesting and says they may think value is there now at this price.

If go through all the notices of holdings they went from 21.7m\5.58% to 26.8/6.83% on 04/10 a week prior to the drop. 16/10 they sold down their position in line with basically everyone from 26.7m/6.83% to 22.6m/5.57% or you could assume stock lent. 17/10 22.6m/5.76% rises back to 26.6/6.78% which is on par prior to the drop.

However the last update sees that change 26.6m/6.78% to 32.1/8.20% indicating accrual beyond pre drop position not related to shorting.In fact active shorts have declined significantly since the main drop, yet they buy millions more shares. Seems to me like they like many punters were looking for a top up at best price possible. The fact they possibly contributed to the drop is sort of immaterial as they or associated businesses took advantage of sentiment. I don't blame shorters for shorting myself, I blame the people that created the situation inviting shorting, ie the company itself or whoever got the data so wrong in such a short period of time between company updates. Anyway, have to work with what we have now. I think with a bit of patience people will see a return to value that is far more reasonable.

Happy to discuss if people think I'm incorrect.

DYOR - Eat well and prosper