Perhaps. Or its just an individual/fund selling down into low...

Perhaps. Or its just an individual/fund selling down into low liquidity which has forced the price lower. I've asked around some industry contacts and nothing is out there.
I do not believe Konekt will lose the contract (no word of approaches to other major rehab providers), its more a matter of its structure and whether it will be revenue neutral or a negative and has the price drop now factored that in.