Electricity is the next step. Power beamed to provide propulsion and operating energy to other spacecraft. After that, beamed power to new space facilities, then gigawatts of green power to Earth.
Then water. Jim Head says "Follow the water." Find water sources that are at or near the top of the gravity well - Phobos, Deimos, Amor-Atens or Earth-crossing NEOs with high water content.
Those two resources enable reliable access to the Lunar and Martian surfaces. Minerals, lunar polar ice and many other elements are further down the list of needed (re: profitable) materials.
That said, such a well-heeled team has surely looked deeper into the specifics.