No short term or medium term ROI for sure. And until commodity prices skyrocket on earth, not enough ROI to ship down to earth under any circumstances.
But the cost of shipping large masses from earth to moon is huge, so they can probably compete in the lunar market vs. resources shipped up from earth. Same for anything further out like Mars, etc. Of course, right now, there is no lunar market to speak of.
Another ROI could be acquisition of mineral rights in the asteroid belt. Buy them now and sell them high once there actually is a viable market. But to acquire the mineral rights they probably have to demonstrate at least a rudimentary capability to actually extract something from the minerals.
So bottom line is that an ROI is not impossible, but this is about as speculative as it gets. It's not just about a technological breakthrough revolutionizing an existing market, it's about multiple technological breakthroughs required to create a market that doesn't even exist yet.