I agree with some of your points but not all... as u said it is like a learning curve for all and now there are fewer mistakes by the applicants this also means earlier people were claiming more points due to their mistakes which has and should reduce.. moreover rejection percentage could not be 20-30% (from 3700 ITAs to 2750) and that too suddenly understood by everyone.. only 4 draws back CRS was at around 436.. if u go deep difference between CRS 452 and 432 after last draw is just a missing draw .. I mean one extra draw and CRS will be at 432.. Canada also needs immigrants on consistant basis and there is nothing called we need people with too high CRS.. CRS is just the standing of individuals in the pool.. if somebody is in the pool he is eligible for immigration so there is nothing which will stop CIC not to go at lower CRS invites... with all the readings and CIC plan 2018-2020 CRS should reach somewhere between 400-410 during 2018.. good luck to all who are waiting at lower scores...
Here is some more numbers analysis:
1. What quota goes under EE
a - all FSW, CEC, FST programs - target for 2018 is 74900 immigrants
b - some PNP (data from 2016 were showing less than 25% of all PNP went through EE) - assumption - 30% of 55000 = 16500 immigrants
Total - 91400 immigrants
2. Average family size (how many immigrants are under 1 application.)
Data from 2016 were showing app. 1.91 immigrant per application
3. Number of successful applications needed to fullfill this quota - 91400 / 1.91 = 47853 - can be rounded to 48000
Would each single ITA result into approved application, they would only need to issue 48K ITA for 2018. However because of certain failure rate on ITA, they need to issue more and they needed to calculate how many more
4. Rejected applications
Medical inadmissibility, criminal inadmissibility, wrong calculated CRS, misinterpretation - this is rather low only app. 3% (as seen from 2016). Possible improvements from applicant side (rather low)
48000 * 1.03 = 49440 ITA
5. Application cancellation (data not given and it can be only very loosly estimated from data of 2015 and 2016) - it might be anywhere between 10 and 15% but in a longer time period it will tend to be closer to 10% - for this calculation I am took 12%
49440 * 1.12 = 55373 ITA
This will be total amount of applications. This is where Canada makes money from - each application has application fees. So Canada does not really care about the rejection rate, while applicants do care.
6. Declined or expired ITA (technically the same thing, but they will know about first ones sooner than about the latter ones).
This is actually the most bulky part. Again the exact data are not given directly, but some could be calculated from 2016 data.
It can be safely assumed anywhere between 20 to 25%.
55373 * 1.25 = 69216 ITA
This is all they need, and those 13843 ITA is waste of time for them (they will not make money here). So Canada will try to push applicants to have all the correct data and not to decline their ITA. (by accepting PCC after application is submitted; by requesting ECA and language test to be done in advance; by setting the draw rule in order to promp candidates to have their correct data as soon as possible....)
7. ITA reality from 2017
84273
Part of these ITA were intended for landings in 2017 and part in 2018.
By now the difference should be pretty visible - 15 000 ITA over the limit and December is not finished yet. That where my overheating theory comes from.
8. And for curiosity 2019 quota is app. 9.5% higher than 2018 quota, which would give app. 76k ITA (if the failure rate at each stage would remain unchanged).
9. Last but not least - identifying average amount of ITA per draw.
Would you use concept of 25 normal ITA (special one for certain type of applicants are outside this patter) - and that seemed to be a favourite pattern in 2015 and 2016
69216 / 25 = 2768 ITA
If this number looks familiar, it is because it is very close to current 2750 ITA every 2 weeks. But with this concept you can practically forget about ITA in lower 400 to 430. (you can see that 430+ trend whenever such draw is made every 2 weeks).
So what happened earlier this year that some applicants with lower score (425 and less) got ITA on an expense of current delayed waiting in the 435+ group.
You can call it pessimism or negativity, but I call it a normal analysis coming from the known data.
Now you can show me your datas that are pointing to ITA for somebody with CRS 410 or even less.