All due respect, this is only one bit of information from one department. NSERC itself has given out several sets of conflicting information on when the results will be released, so for people that haven't yet received letters I wouldn't count yourselves out just yet. Given that the number of awards NSERC will end up giving out is almost certain to depend on the budget tabled Thursday, a likely scenario is that acceptance letters were mailed only to the top ranked applicants for which funding was 100% certain. This would mean that, depending on the budget, more awards may be given out.