I don't think this notice is for the lending of shares as they are a different kind of notice and cover more detail. I think it is possible that the its as simple as Citi reducing its exposure to BOE. Or even the short sellers may have made a deal directly with Citi to buy 4,000,000 share off market for a undisclosed price. If the later is the case we will see a 4m share buy back on the short reporting. Given the 11m traded on Friday the 2nd and the shorts reporting being later than the 2 days behind the change in ownership it possible. $3.79 would be a quick profit if Citi only paid $2.50. Its a quick $5m
BOE Price at posting:
$3.54 Sentiment: Buy Disclosure: Held
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