The main indicator of the July 21 expected open draw was the POF update which to me is still a valid logical standpoint until proven wrong or right in August 4/5.
Look at it from this perspective: July 15 was the deadline to update profiles. Many profiles who didn’t meet up became ineligible after one week (July 21-24). IRCC gave another one week for ineligible profiles to get back into the pool then BOOM! An all program draw first week of August
This is why August 4 is still a possibility although my expectations are not that much.