The -200 has become a burden with oil at $72/barrel and there is no sign of oil getting lower anytime soon. This might put more pressure on Atlas to provide a -400, provided BA is worth it to them as a client.
Atlas themselves are planning to park their 8 classics from their Polar unit in the desert. Not surprising, this announcement just came yesterday -the day oil prices hit a new high- from Jeff Ericcson, CEO of Atlas Air Worldwide Holdings. He is also one of the Directors at GSS.
With oil at $72/barrel, possibly heading for $80 every airline will hurt, and if oil goes to $100, there just might be another shakeout among the Airlines.
Freighters might be less affected though, as Freight Companies can generally impose a fuel surcharge on the customer and recover the cost.
Bottom line is that -400 freighters are in huge demand right now and BA/GSS will be lucky if they get an extra one. We all hope for one, but I guess it depends on how important BA as a customer is to Atlas for them to fork out another -400.