China MediaExpress Holdings, Inc. (fka CCME)

[viking86]

I think that the bath tub analogy actually works like this (since you cannot physically increase the size of the bath tub but you can shuffle the water around):

bathtub = stock

amount of water = float

water level = share price

If fat guy wants in without raising the water level, he must siphon some water (equal to the volume of his body) out of the tub into a bucket (= lending pool that shorts can draw from). Once he's in, he needs the water so he siphons the water back into the tub but the tub water level (= share price) must rise in proportion to the volume of his body. But the lending pool is empty.

NB: No wonder IB reports today no more shares to lend since the back siphoning has begun. Watch the water level rise now in the tub. (it took me a while to figure out how that analogy works last night during sleep hehe...)