Hulk,
The problem is that the money, and specifically things to sell in order to raise money are running out.
If MT are to be smaller, they should bite the bullet now and downsize everything.
However, the banks will not be happy, because in a nutshell a small company will not make a lot of money in the good times. It won't lose a lot either though. But, banks do not work like that... they believe you can make money come rain or shine...
So, radical action is needed I believe because I am not sure if what they are doing now is enough...