A lease, or even outright ownership, does not prevent them from recovering the cost via a sublet. That's what real companies have to do in times of contraction.
To the other point: VSD is a stand-alone cost centre funded entirely by application fees. It takes in about 300 million pounds annually. About 40% of that, or approximately 120 million pounds, is generated by Americans.
When their costs go up, application fees go up. When their costs go down, application fees stay the same.