"Robert was kind enough to load my 1985 paper on asteroid resources so it can be viewed here.

Any comments?"

So what do you think 17 years later?
I think if there are no minable deposits of water at the Lunar poles, then the next best bet would be NEOs.
I think as far as NEOs, I wouldn't be too concerned about the mineral composition of a NEO. The most appealing rock would be smallest detectable and one requiring least delta-v to get into Earth orbit. I would fiqure out what was the cheapest way of getting it into Earth/Moon L4/5. If this could be done for say around 200 million, then would I think it could be sold for more than this- as is. Of course this means if you could simply find a rock (say 10 feet in diamater) already in L4/5 it would worth something- if you could "somehow" claim it.