Correct… everything is good. The big change for the EPS bottom line was the total shares outstanding. And because of the run-up in stock price, the convertible bonds are in the money and now counted as part of fully diluted shares. That is why diluted shares shows such a high number (96 million vs 79 million basic shares for Q3). But nothing has changed as for growth, and now that those shares are in the diluted count, you would then have to consider that convertible debt as if it were now equity - no longer debt. Or, you just look at the basic EPS but consider the debt as debt. It's not both.
A PR newswire announcement today says that TPLM's Rockpile just acquired a company called Team Energy Services in North Dakota, a company which operates 3 workover rigs and provides a variety of oilfield services. Rockpile continues to grow!! (find the story by searching for "Team Energy Services acquired"). No 8-K filing or press release by TPLM, so it must not have hit their materiality threshold.