Lets look at a hypothesis for a Farm-in?, page-3

The price oil at realistic levels (sustain investment and on the other hand not kill economies) may be bargaining chips for farmees. It will be tough for the board to negotiate a deal which shareholders consider positive.
The sticking point may be the short term view farmees would have for engagement - drill the best prospect and if it doesn't come off, we're covered with the exit clause. OR the promo (what the farmee stumps up for what-ever commitment they make is some what of a sell out to investors).
I think you must trust this board for the deal they make. If it comes to go it alone, then those are the times we live in. Your decision to press the red button.