futurenow
Was that delivery figure in the AFR article....that does not seem to be provided elsewhere to the market that I'm aware of.
The numbers seem to imply ~3000 deliveries per month and ~3 items per delivery. From memory, the govt was giving pharmacies ~$5-7 to support home delivery for vulnerable people, but if you consider this need to be split between the delivery service & MDR, I suspect there is not much in the way of revenues.....$1-2 max to MDR. I suspect this is more for convenience rather than revenues.
What I'd like to see if a decent takeup on the payment option....if we look at the likes of Tyro, Smartpay etc, there seems to be a decent margin on this once you get decent volumes through the channel (although gain you need decent volumes.....$1-2m per month is too small to make this worthwhile).
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