Agreed about the budget but what do you propose OINP is going to do with all the applicants with AORs. I say that all applicants, provided they have provided correct and genuine documents (to the satisfaction to the officer evaluating the case) AND have a AOR will sooner or later get nominated. This is the most likely outcome and a IMO, logical one per say. There might be a delay (we cannot expect them to issue nominations at the rate they are issuing AORs to Feb applicants because it will throw the draw off balance but this is possible if the number if invitations increases) but people will get nominated.
Other alternatives like OINP running away with the money, OINP saying "Slots are over, go home boys" or returning the applications ALONG WITH THE FEE are extremely unlikely and practically improbable. If they had that option in mind, why do you think they are requesting Feb applicants to send new DDs? They could just scrap all applications from Feb - May and return them. Just not gonna happen, IMO.