From lunar regolith you would extract: oxygen, iron, aluminum, titanium, silicon, calcium, and magnesium.
From the poles you can get fuel (water ice -> water + hydrogen + oxygen).
The real constraint is not materials, but rather power generation, automation reliability, and initial capital investment.
So you have to shuttle machines, energy systems, and electronics.
The moon can supply mass, oxygen, fuel, and structure.
Satellites that would benefit most are: huge comms platforms, space-based power satellites, large radar arrays, deep-space telescopes, etc.