Ann: Investor Presentation, page-4

Obviously everyone's position/agenda is different, and definitely don't think it is comparable with direct iron ore stock investment, let alone comparison with FMG, but....
what I like is, just like the early days of ETF's and similar ilk to infrastructure stocks like Transurban, through DRR you have exposure to royalty revenue streams without exposure to other vagaries of direct mining stocks.
Of course it is early days for DRR, and like Wesfarmers, they still need to prove they have the nous to identify & invest in other similar streams/opportunities.
You also need a market (of several similar competitors) to gain traction/investment in Insto land, so hopefully DRR's success also leads to other competitors taking off.
Both the above will take time, which I'm happy to give at the moment.