Ann: VTG Investor Briefing Invitation 22 Feb 2019 H1FY19 Results, page-18

I think it's pointless trying to make sense of the daily movements here......put it in the bottom draw and reexamine on the 22nd when results are announced.
I suspect even after the initial reaction, it's going to take another 12 months for the market to get an appreciation of this (IF telstra commissions hold up, and IF NIMA starts contributing).

In the meantime, you will have to make do with the ~9c dividend paid over the next 12 months